Nvidia’s board has opened an independent investigation after reports that a foreign intelligence effort targeted CEO Jensen Huang, and the company at the center of the AI trade now... Read more »
The Nasdaq Composite fell 5.52% on Thursday, Nov. 5, and closed in correction territory, erasing an estimated $2 trillion to $2.5 trillion in market value, depending on the tally.... Read more »
Marvell Technology agreed on Nov. 2 to buy Lumentum in an all-stock deal valued at $115 billion including debt, more than 10 times the size of Inphi, its previous... Read more »
Google Cloud holds roughly 6 percent of enterprise AI spending among U.S. businesses. Anthropic and OpenAI together account for more than 80 percent. The new Accenture Gemini Enterprise Business... Read more »
Why the businesses that make data reliable, accessible and commercially useful deserve a place in the AI investment conversation By Luke Liplijn, Founder and CEO of Liplyn Group When... Read more »
Eighty-eight percent of executives plan to raise AI budgets over the next year specifically because of AI agents, and companies are creating a new executive seat to manage that... Read more »
The Data Centralization Myth: Why Transformation Needs Governed Decentralization Companies spend millions on warehouses, lakehouses, and governance layers, then wonder why decisions still crawl through committees and ticket queues.... Read more »
How a 185-year-old information company reinvented itself by turning editorial authority into embedded decision support. And what it teaches us about building durable business models. Professionals in regulated fields... Read more »
I still remember the first time I was asked to “create a data strategy” for a charity that ran largely on goodwill, small grants, and spreadsheets saved on shared... Read more »
Let’s be honest for a moment: Lawyers are professional pessimists. It is part of the job description. We are paid to look at a contract, a deal, or a... Read more »
