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ASE Technology Holding lifted 2026 spending to $10.5 billion and is adding factories through 2029, a packaging bet that still cannot ship chips this year.
Oracle's headcount fell by 21,000 in fiscal 2026 as its 10-K cited AI and $55.7 billion of cloud spending pushed cash flow negative.
Broadcom's AI XPV Platform is a $35 billion chip lease for more than 1 gigawatt at Anthropic, not a 20 gigawatt product order.
IDC finds 66% of audit firms have AI in strategy, yet 72% are unready to train the staff who must check every model output.
Wimbledon's 2026 Match Chat and Key Moments sat on a quieter proof: IBM Bob extracted 15,000 assets in 47 minutes for the CIO audience watching.
Lauren Oyler’s Replika boyfriend forgot his freckles. That broken memory pitch is now the product’s promise, users’ grief, and a regulatory target.
Warner Bros. Discovery is unifying linear and digital ads on AWS agents just as linear ads fall 27% and a $31 Paramount deal sits frozen into...
Google's first film-studio stake is about $75 million into A24 for DeepMind research tools, a cheap bet on indie prestige rather than a library grab.
Cindy Rose’s Cannes pledges on data, WPP Open and outcome fees read as RFP language for Elevate28, not a standalone ethics speech.
Canals raised $35 million to automate distributor quotes on Epicor and Infor. The overlay is easy to buy because the ERP, and the exit, stay in...
