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Infra

Qualcomm and Arm see momentum in AI, but smartphone weakness weighs on both stocks

By Mike Wheatley Jul 29, 2026

Shares of the chipmakers Qualcomm Inc. and Arm Holdings Plc were trading lower after-hours today after warning of sluggish demand in the smartphone industry due to rising prices relating to the cost of key…

Cloud

Cloud observability startup Groundcover raises $100M in funding

By Maria Deutscher Jul 29, 2026

Groundcover Inc., a startup with a platform for monitoring cloud environments, today announced that it has raised $100 million in funding. One Peak led the Series C round. It was joined by Morgan Stanley,…

Cloud

Microsoft’s stock rises 9% on strong Azure revenue growth and steady capex spending

By Mike Wheatley Jul 29, 2026

Microsoft Corp.’s stock was trading 9% higher in the after-hours session today after reporting four-quarter earnings and revenue that surpassed Wall Street’s expectations while reiterating its capital expenditures forecast for the rest of the…

AI

OpenAI opens new ChatGPT for Academic Researchers program to 100,000 scientists

By Maria Deutscher Jul 29, 2026

OpenAI Group PBC today launched a program that will give 100,000 researchers free access to ChatGPT’s advanced features. ChatGPT for Academic Researchers is part of a $250 million OpenAI initiative designed to support scientific…

Apps

Meta’s AI bill swallows nearly all of its free cash flow as profit falls 14%

By Duncan Riley Jul 29, 2026

Meta Platforms Inc.’s shares fell more than 8% in after-hours trading today after the social networking company beat revenue expectations for its fiscal 2026 second quarter but missed badly on earnings as costs rose…

AI

Cerebras and AMD partner to build the world’s fastest disaggregated AI inference solution

By Thomas Godwin Jul 29, 2026

Disaggregated AI inference is proving to be more than a complementary answer to the prefill and decode bottleneck slowing enterprise AI at scale, and Cerebras and AMD just announced a partnership to build the…

AI

Knowledge graph architecture gives enterprises ownership of the AI intelligence they create

By Thomas Godwin Jul 29, 2026

Knowledge graph architecture has emerged from the concept stage, consigned to the realm of academia, to the production infrastructure stage, and the enterprises that shape it the right way will own the intelligence their…

AI

How a scalable intelligence layer turns enterprise data into production AI

By Jonathan Anthony Jul 29, 2026

Enterprises are discovering that a scalable intelligence layer built on knowledge graphs delivers the institutional context that turns generic AI models into reliable production systems. As companies push AI from pilots into production, a…

AI

CommonThread AI targets connected, trusted data as the foundation for enterprise AI

By Ryan Stevens Jul 29, 2026

As enterprise AI matures, connected and trusted data is becoming the foundation for real business value. Graph technologies are helping organizations turn fragmented information into actionable intelligence. Fragmented enterprise data remains one of the…

Infra

GlobalFoundries to receive $300M in federal funding for silicon photonics research

By Maria Deutscher Jul 29, 2026

The U.S. government will provide GlobalFoundries with $300 million in funding to support its silicon photonics research. The U.S. Commerce Department committed to providing the capital in a letter of intent that was announced…

the latest

Qualcomm and Arm see momentum in AI, but smartphone weakness weighs on both stocks

Cloud observability startup Groundcover raises $100M in funding

Microsoft’s stock rises 9% on strong Azure revenue growth and steady capex spending

OpenAI opens new ChatGPT for Academic Researchers program to 100,000 scientists

Meta’s AI bill swallows nearly all of its free cash flow as profit falls 14%

Cerebras and AMD partner to build the world’s fastest disaggregated AI inference solution

Knowledge graph architecture gives enterprises ownership of the AI intelligence they create

How a scalable intelligence layer turns enterprise data into production AI

CommonThread AI targets connected, trusted data as the foundation for enterprise AI

GlobalFoundries to receive $300M in federal funding for silicon photonics research

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