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147 analyses
The first phase of $35 billion has Nvidia, AMD, and Broadcom as interested parties. An additional $60 billion will come from a new class of non-voting shares, timeline yet to be defined.
S-1 filed with SEC shows $16.3 billion revenue in H1 2026 and $80.7 billion loss, mostly accounting-based. Shares to trade under ANT.
SAP generated €10.3 billion in Q3, a record, with cloud backlog of €24.1 billion. Cloud ERP now accounts for 89% of cloud revenue, and the ECC migration defines consulting project queues in India and Brazil.
The British bank eliminates about 5% of its workforce in 2026, with 60% of cuts in support roles, including developers. On the same day, a Goldman note argues that AI-related layoffs tend to precede recessions.
In Q3, AI contributed 30% of IBM's consulting revenue and 35% of contracts, while the division's gross margin fell to 27.4%. The company plans to reinvest productivity into digital assets.
Salesforce will pay $47.50 per share for Braze to enhance its Marketing Cloud and provide real-time channels for Agentforce. The deal is expected to dilute short-term profitability.
The National Australia Bank announced up to 2,500 job cuts, about 6% of its workforce, with a cost of A$300 million. The statement does not mention artificial intelligence, and the silence has become part of the debate.
The AI chip maker led by Jim Keller closed a Series E round with Trace Capital and Innovation X, after rejecting buyers. The funds will be used for volume production and global commercial expansion.
According to the British newspaper, the power grid won’t reach Loughton until the 2030s. Nscale, seeking up to $3 billion in a U.S. IPO, claims other contracts remain unaffected.
Owned by Thoma Bravo, Proofpoint will pay $49.75 cash per share, a 52% premium, delisting Varonis from Nasdaq. Closing expected in H1 2027.
Third-quarter revenue exceeded estimates, driven by equity trading and record wealth management. Ted Pick says the bank is now doubly overweight in AI, but activity cooled post-August.
Wells Fargo reports 8% fewer employees compared to last year, while JPMorgan's annual AI spending is clarified at approximately $700 million, not $2 billion.