Palantir reports Q2 revenue up 48% YoY to $1B, vs. $940M est., and boosts full-year outlook guidance to $4.142B-$4.150B, up from $3.89B-$3.90B; PLTR jumps 5%+
where the economy ‘weakens in a self-reinforcing fashion’ Larry Dignan / Constellation Research : Palantir's software revolution: Forget sales people, let value do the talking Loredana Harsana / Watch...
SoftBank's telecom unit plans to build an AI supercomputer in Japan using Nvidia's DGX B200 platform, and a follow-up effort featuring the Grace Blackwell chip
Nvidia CEO regrets not taking the loan Brian Caulfield / NVIDIA : ‘Every Industry, Every Company, Every Country Must Produce a New Industrial Revolution,’ Says NVIDIA CEO Jensen Huang at AI Summit Jap...
Constellation Energy plans to invest $1.6B to revive the Three Mile Island nuclear plant in Pennsylvania and sell all the output to Microsoft for data centers
Nuke Will Be Restarted To Power Microsoft Data Center Jordan Valinsky / CNN : Three Mile Island is reopening and selling its power to Microsoft Reuters : Constellation to restart Three Mile Island nuc...
Databricks plans to acquire Tabular, a data management startup that helps companies optimize data stored in the Apache Iceberg format and others, for $1B+
We are excited to announce that we have agreed to acquire Tabular … Lindsay Clark / The Register : Databricks' $1B Tabular buy raises questions around table format wars Tabular : Tabular is joining Da...
Mistral AI releases Mistral Large, a cheaper GPT-4 rival that supports 32K-token context windows, and Le Chat, a ChatGPT-like chat assistant in public beta
Mistral Large is our flagship model, with top-tier reasoning capacities. Brad Smith / Microsoft On the Issues : Microsoft's AI Access Principles: Our commitments to promote innovation and competition ...
Salesforce reports Q1 revenue up 11% YoY to $8.25B, vs. $8.18B est., capital expenditures up 36% YoY to $243M, vs. $205M est., and raises Q2 guidance above est.
and it says its controversial ‘performance culture’ is to thank Mike Wheatley / SiliconANGLE : Salesforce delivers to expectations but contract delays and rising capital costs weigh on stock Kevin McL...
Researchers find 1,000+ web apps, from Ford, American Airlines, and others, mistakenly exposed 38M records stored on Microsoft's Power Apps service
Including Contact-Tracing Info Keumars Afifi-Sabet / IT PRO : Microsoft Power Apps misconfiguration exposes 38 million records James Vincent / The Verge : Check your permissions: default settings in M...
Interview with Mark Zuckerberg on cracking social in VR, updates to the Quest headset, and how the future of Oculus' AR ambitions are grounded in its VR efforts
for better and worse Sean Endicott / Windows Central : Every Oculus Quest game announced at Oculus Connect 6 Yessi Bello Perez / The Next Web : Facebook needs to delay Libra's launch — if it really wa...
Microsoft debuts ARM-powered HoloLens 2: more comfortable, lighter, and with a field of view twice as big as its predecessor's; preorder for $3,500
Today, at MWC 2019 … Sam Rutherford / Gizmodo : Microsoft's Sending a Confusing Message With Its HoloLens 2 Brian Heater / TechCrunch : Microsoft and Trimble made a hardhat with HoloLens built-in Davi...
Cisco is buying Duo Security, a vendor of cloud-based two-factor authentication services, for $2.35B in cash
here's what Duo, Splunk, Tanium and the rest of those companies actually do CRN : Cisco's Duo Security Acquisition Part Of Intent-Based Networking Plan Rob Salvagno / Cisco Blog : Driving Cisco's Inno...