All articles by BV Swagath

BV Swagath

AI giants sued in California over alleged illegal pact to slow AI development

The complaint cites September statements by AI leaders and a July public statement calling for government-backed action on automated AI development.

Huawei debuts upgraded Stellar AI Network for enterprise computing

The updated architecture features new switches and algorithms designed to cut deployment costs and reduce cluster downtime.

Cohere and Aleph Alpha plan merger for transatlantic sovereign AI firm

The new entity will operate dual headquarters in Berlin and Toronto, preserving Aleph Alpha’s Heidelberg research centre.

Cisco launches on-premises Splunk AI with new Nvidia partnership

The Cisco–Nvidia partnership brings Splunk AI to enterprise data centres as observability features track agent performance and costs.

Temporal reaches $12.5bn valuation with $550m Series E

Temporal offers technology to build and run applications, supporting business-critical systems and long-running AI agents.

Oracle Q1 FY27 net income rises 60% to $4.7bn as cloud revenues surge

Cloud infrastructure revenue rose from $3.35bn to $7.39bn, while cash flow increased amid a sharp rise in capital spending.

Cegid and Silae plan merger to create $11.6bn AI software group

The companies support two million end-customers and over 15,000 accountancy firms, producing 13 million-plus monthly European payslips.

Palantir and Nebius form sovereign AI infrastructure partnership

The companies also plan to accelerate new capacity deployment, including modular data centres at sites where power is available.

Arm targets agentic AI with new data centre and mobile platforms

Arm claims the new design delivers up to twice the performance, up to 1.25 times the performance per watt and up to 1.75 times the memory bandwidth.

Sharon AI signs five-year Rafay Systems orchestration agreement

The Nasdaq-listed neocloud has separately signed cloud computing contracts worth $373m and $1.32bn, with revenue expected from 2027.