Latest publications
Chinese AI hardware suppliers struggle to keep up with demand due to component shortages
Demand for AI hardware in China is growing faster than local manufacturers can supply. A severe shortage of critical components is creating bottlenecks in the supply chain.
Alibaba and Tencent under scrutiny: proving AI bets are profitable
Chinese investors are demanding that tech giants prove that the billions of dollars spent on AI development are paying off in real profits — the era of unchecked spending is coming to an end.
AI Memory Shortage Splits the Chip Market Into Leaders and Laggards
A global shortage of memory chips driven by the AI boom is widening the gap between corporations: some are growing, while others are losing ground.
JPMorgan: AI agents are the first technology this decade capable of dramatically augmenting the workforce
JPMorgan Asset Management says AI agents are the first technology in decades capable of materially boosting labor productivity. Experts see the start of a long-term reshaping of value.
Anthropic seeks $30 billion amid valuation above $900 billion
The creator of Claude is in talks to raise at least $30 billion at a valuation above $900 billion — one of the highest for a private AI company.
Three Japanese megabanks to gain access to Anthropic's Mythos AI model
After Mythos' limited release last month, Anthropic will grant access to three Japanese megabanks, reigniting the cybersecurity debate.
Tencent's Slow Growth Exposed the Need for an AI Transition
Tencent reported its slowest revenue growth in a year and a half, forcing the company to accelerate AI investment while its core businesses — gaming and advertising — lose momentum.
Alibaba failed to monetize AI — revenue fell below expectations
Alibaba disappointed investors with quarterly revenue below expectations, raising doubts about the company’s ability to turn AI investments into real revenue growth.
African giant Jumia cuts workforce by 10% amid AI rollout
Jumia Technologies is starting a large-scale AI rollout and cutting its workforce by 10% (about 200 people). CEO Francis Dufay said automation is critical for competitiveness in Africa's growing market.
Cloud clinics and AI doctors: how Rezilient is changing access to healthcare
Rezilient CEO Dr. Danish Nagda explains how hybrid cloud clinics and AI doctors can eliminate wait times, reduce costs, and make switching doctors a simple process.
JPMorgan: AI investments drive the market despite economic challenges
Investment in AI remains the main driver of stock market growth, despite rising oil prices, high interest rates and an economic slowdown, JPMorgan strategist Stephanie Aliaga said.
Cerebras raised $5.55 billion in the year's biggest IPO
AI chipmaker Cerebras raised $5.55 billion in its IPO, making it the largest public offering of the year — shares opened 89% above the listing price.
Cisco raises revenue forecast and announces layoffs to focus on AI
Cisco beat revenue forecasts by $1 billion, announced layoffs, and confirmed a successful pivot to the AI market — shares hit a 14-year high.
Apple and OpenAI alliance is cracking — legal proceedings are being prepared
The two-year partnership between Apple and OpenAI has reached the brink: the startup is disappointed with the results and is preparing a lawsuit.
Apple and OpenAI prepare for court — alliance is fraying
The two-year partnership between Apple and OpenAI is becoming strained. The AI startup is preparing a lawsuit after failing to secure the expected benefits from the deal.
Cerebras Systems rose 81% in IPO — biggest AI chipmaker debut of 2026
Neural-network accelerator maker Cerebras Systems listed on Nasdaq and rose 81% on its first trading day, raising a sector-record $5.55 billion.
Oura has long used AI to predict health, CEO says
In an interview with Bloomberg, Oura CEO Tom Hale explained how the company uses AI to predict users' health in short- and long-term forecasts and to engage the scientific community.
Venture investors made billions from AI chipmaker Cerebras's IPO
Venture investors that backed chipmaker Cerebras early made multibillion-dollar returns from the company's IPO — Benchmark posted a 12x return on its investment.
Data center demand drove U.S. electricity prices up 76%
Electricity prices on the largest U.S. grid rose 76% due to surging demand from data centers for AI, requiring urgent measures from grid operators.
Cerebras founder Feldman made $3.2 billion from AI-chip IPO
Cerebras completed the year's biggest tech IPO. CEO Andrew Feldman's net worth reached $3.2 billion, surpassing all his previous achievements.
Cerebras rose 68% on the debut day of 2026's largest IPO
Chipmaker Cerebras Systems raised a record $5.5 billion on the stock market, making it the year's largest IPO, while its shares jumped 68% on the first trading day.
Figma beat revenue expectations and monetized AI features
Figma issued a revenue forecast above analysts' expectations, reporting strong performance from paid AI features. Users pay separately for access to AI-based tools.
Anduril doubles valuation to $61 billion in funding from A16z and Thrive Capital
Defense startup Anduril doubled its valuation to $61 billion, raising $5 billion from Thrive Capital and Andreessen Horowitz. The funds will go toward manufacturing, research, and infrastructure.
Musk's xAI unveiled Grok Build, its first AI coder to compete with Claude
xAI has launched Grok Build, an AI agent for writing code, aiming to compete with Anthropic's Claude in the developer tools segment.
Applied Materials to increase sales amid demand for AI chips
Applied Materials, the largest U.S. supplier of semiconductor equipment, issued a sales and profit forecast above analysts' expectations, driven by demand for AI chips.
Cerebras IPO: the year's main event in the AI infrastructure market
Cerebras Systems, a developer of specialized AI chips, carried out the year's largest IPO, strengthening its position in the race for leadership in the AI infrastructure market.
Andy Jassy rewrites Amazon's AI-era strategy
Amazon CEO Andy Jassy announced a large-scale AI investment strategy as the company faces competition from Google and Microsoft in cloud services.
Mass layoffs begin in professions vulnerable to AI in the US
For the second year in a row, professions vulnerable to AI are losing jobs in the US: customer service, secretarial work, and sales have become the hardest-hit segments.
Workforce shortage threatens the revival of the US chip industry
The US semiconductor industry faces a severe workforce shortage that could slow ambitious plans to restore domestic chip production.
Figure demonstrated true autonomy: CEO denies allegations of robot teleoperation
Figure held a livestream in which a humanoid robot sorted parcels on its own. CEO Brett Adcock denies allegations of teleoperation, saying the robot was fully autonomous and powered by AI.