Browsing Tag
Anthropic
148 posts
Amazon Q2 2026 sales climb 20% to $200.6bn on fastest AWS growth in 18 quarters
Amazon Q2 sales climbed 20% to $200.6bn and AWS grew 36.7%, its fastest in 18 quarters, but a $53.4bn Anthropic gain and $220bn capex plan reshape the read.
Cognizant (CTSH) beat Q2 and lifted its EPS guide, so why did bookings just fall 6%?
Cognizant raised its 2026 EPS guide and deployed $1.1 billion on buybacks, yet Q2 bookings fell 6% and attrition climbed to 13%, complicating the CTSH thesis.
DXC Technology and ElevenLabs target production-scale voice AI for global enterprises
DXC and ElevenLabs target enterprise voice AI at scale, but bookings, revenue conversion and production deployments will determine the financial payoff.
CoreWeave company profile: How a crypto miner built a $99.4bn AI cloud backlog
CoreWeave has transformed from a cryptocurrency-mining operation into one of the world’s fastest-growing artificial intelligence cloud providers, securing major commitments from Microsoft Corporation, OpenAI, Meta Platforms, Inc., Anthropic and Jane Street. Its $99.4 billion revenue backlog offers extraordinary visibility, but heavy debt, customer concentration and a planned $31 billion to $35 billion capital programme make execution as important as demand.
AMD launches Helios rack-scale AI platform as $AMD trades near 52-week high
AMD is moving beyond individual processors with an open, rack-scale AI architecture designed to challenge Nvidia across hardware, networking, software and data centre deployment.
Hut 8 (NASDAQ: HUT) rises 10% after $9.8bn AI data-centre lease
Hut 8 has fully contracted its one-gigawatt Beacon Point campus, but investors must separate headline lease value from construction, financing and delivery economics.
FIS joins Anthropic Project Glasswing to test Mythos 5 on critical financial software
FIS is testing Anthropic’s Mythos 5 through the controlled-access Project Glasswing initiative to identify vulnerabilities in its own software infrastructure. The programme sits alongside, rather than inside, the companies’ commercial banking AI partnership, making verified security outcomes the immediate test.
Rubrik (NYSE: RBRK) commits ÂŁ375m to UK as cyber resilience and AI risks converge
Rubrik is making London its EMEA headquarters and committing ÂŁ375 million to the United Kingdom as enterprises confront ransomware, sovereign-cloud demands and autonomous AI agents.
TeraWulf found the AI tenant everyone wants, but can it build the campus fast enough?
TeraWulf’s 20-year Anthropic lease has become a defining test of whether power-rich former Bitcoin miners can evolve into durable AI infrastructure companies.
DigitalOcean (DOCN) Q2 RPO tops $800m, 10X YoY on nine-figure AI customer wins
DigitalOcean (DOCN) up 9.3% as Q2 RPO tops $800M, 10X YoY on nine-figure AI wins. Growth accelerates to 29%, capacity extends into 2028.