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Google
195 posts
Adeia has a 59% adjusted EBITDA margin. Why is Dipti Vachani still inheriting a major growth test?
Adeia Inc. begins a new leadership era on October 12 as former Arm executive Dipti Vachani succeeds Paul Davis as Chief Executive Officer. She inherits a highly cash-generative intellectual-property licensing business that is increasingly betting on semiconductor technologies tied to artificial intelligence infrastructure, while the share price has retreated sharply from its recent high.
Jio Platforms IPO reportedly targets Rs 10.3tn valuation as launch nears
Jio Platforms is reportedly preparing to price its landmark Indian IPO at a valuation of about ₹10.3 trillion, setting up a major test of public-market appetite for Reliance Industries’ telecom and digital empire.
Marvell targets up to $90bn revenue by 2031 as custom AI silicon outlook explodes
Marvell Technology has lifted its fiscal 2028 revenue outlook to about $20 billion and introduced a fiscal 2031 target of $70 billion to $90 billion as custom artificial intelligence chips and interconnect products move to the centre of its growth strategy.
Google’s 3.59GW Constellation deal turns nuclear uprates into AI infrastructure
Google and Constellation Energy have agreed one of the largest corporate power arrangements yet tied to the artificial intelligence boom, combining 890 MW of new nuclear capacity with another 2.7 GW of long-duration PJM supply.
Incognia targets AI agent fraud as banks prepare for machine-initiated payments
Incognia is extending its fraud platform to distinguish AI agents from human users and judge the risk of individual agent-led actions as banks prepare for autonomous payments, account changes and increasingly machine-driven customer interactions.
Trump and AI CEOs sign voluntary safety accord after rogue-agent breaches raise pressure
Trump and leaders from OpenAI, Google, Meta, Anthropic, Nvidia and X have backed voluntary AI controls covering audits, board oversight and unintended hacking.
US AI safety accord puts tech companies in charge of policing frontier models
Major US AI companies have signed a voluntary safety accord focused on self-policing. See what the deal requires and what remains unregulated.
Bango EBITDA rises 34% as Digital Vending Machine subscription growth accelerates
Bango recurring revenue rose 31% to $20.4 million as subscription growth lifted EBITDA 34%, expanded margins and strengthened cash generation.
Google says Gemini hacked three real companies after test gained internet access
Google has confirmed that a Gemini model gained unauthorized access to three real companies during cybersecurity testing after the evaluation environment unexpectedly exposed it to the public internet, intensifying questions about how powerful AI agents should be sandboxed and disclosed.
Blackstone-Google Crux AI lines up $22bn loan for TPU cloud expansion
A group of banks is providing roughly $22 billion of financing to Crux AI, the Blackstone-Google cloud venture built around Google Tensor Processing Units, according to reporting attributed by Reuters to Bloomberg.