Page 53 – SiliconANGLE

Infra

Broadcom beats expectations as AI labs double down on custom chips

By Mike Wheatley Sep 2, 2026

Custom chipmaker Broadcom Inc. beat expectations on earnings and revenue in its third-quarter financial report and hinted at the prospect of doing more business with leading artificial intelligence labs. However, its stock came under…

Infra

AI demand lifts HPE and NetApp to record quarters, but investors sell both

By Duncan Riley Sep 2, 2026

Shares of Hewlett Packard Enterprise Co. and NetApp Inc. both fell in late trading today despite the two compute, storage and networking companies beating Wall Street expectations for their July quarters and raising their…

Infra

Broadcom and Cisco tie AI factory deployment to workload needs

By Kristen Nicole Sep 2, 2026

AI factory deployment is becoming a workload-sizing exercise rather than a custom infrastructure project. Enterprises need infrastructure spanning edge inference and large-model training. Broadcom Inc. and Cisco Systems Inc. are addressing that challenge with…

Security

CrowdStrike gives AI agents an identity provider, parallel SOC investigations and package blocking

By Duncan Riley Sep 2, 2026

CrowdStrike Holdings Inc. today announced three additions to its Falcon platform: an identity provider built for artificial intelligence agents, a rebuilt investigation layer that runs multiple Charlotte AI agents across security domains at once,…

Policy

In landmark ruling, court declines to break up Google’s advertising business

By Maria Deutscher Sep 2, 2026

A federal court today rejected a proposal by the U.S. Justice Department to break up Google LLC’s ad business. The ruling came in connection with an antitrust lawsuit that began more than three years…

AI

Frontier AI research moves into cyber defense as attackers gain speed

By Valentina Villamil Sep 2, 2026

Frontier artificial intelligence research is moving into security operations, and the arrival of a cyber superintelligence lab at one of the industry’s largest platform companies marks how far that shift has traveled. The question…

Infra

Lenovo and Broadcom target server costs with memory tiering

By Kristen Nicole Sep 2, 2026

Memory tiering is emerging as a way to reduce server costs as dynamic random-access memory prices rise. In VMware Cloud Foundation 9.1, the technology shifts less frequently accessed pages to lower-cost nonvolatile memory express…

AI

Wonderful raises $550M at $5B valuation for its AI automation platform

By Maria Deutscher Sep 2, 2026

Artificial intelligence agent startup Wonderful AI BV today announced that it has raised $550 million in funding. The Series C round was led by Insight Partners, which was also the headline backer of the…

AI

Continuous identity becomes the new front line for AI agents: theCUBE’s Fal.Con 2026 day two keynote analysis

By Ryan Stevens Sep 2, 2026

Identity security has always worked the same way: log in once, get trusted until you log out. That model breaks down the moment an AI agent does the logging in, since an agent can…

AI

Storage leaders target AI’s unstructured data challenge

By Mark Albertson Sep 2, 2026

Data has become the fuel for artificial intelligence, and the largest untapped reserve to power AI is unstructured data. Industry estimates cited by theCUBE Research indicate that more than 80% of enterprise data is…

all stories

Broadcom beats expectations as AI labs double down on custom chips

AI demand lifts HPE and NetApp to record quarters, but investors sell both

Broadcom and Cisco tie AI factory deployment to workload needs

CrowdStrike gives AI agents an identity provider, parallel SOC investigations and package blocking

In landmark ruling, court declines to break up Google’s advertising business

Lenovo and Broadcom target server costs with memory tiering

Wonderful raises $550M at $5B valuation for its AI automation platform

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