Infrastructure & Compute NXP is putting post-quantum encryption on its cheapest industrial chips before the EU starts fining companies that ship unsecured devices. By Shashi Bellamkonda $12.27B NXP 2025 revenue 240 MHz MCX A5 core speed Q4 2026 Planne…
Vendor Analysis Q2 revenue and margin cleared the bar. Cash flow fell on timing. R&D is high. Workday's AI ARR, near $600 million, is real but smaller t…
Agentic AI Governance Instinct sent an email on a user's behalf without her approval, and she disconnected her account the same day. Grok Bot, a rival ag…
Physical AI XPeng priced a projected margin for Iron ahead of volume shipments. Tesla is installing Optimus production lines at Fremont, with output expected la…
Cloud Economics Billing resumes with one click after a spend cap trips. What the paused agent does with its half-finished work is not documented. By Shashi Bella…
Data & AI Platforms AWS is acquiring the Amsterdam company behind DuckDB. The code stays MIT-licensed under the DuckDB Foundation. MotherDuck's CEO endo…
AI Platforms · Q2 FY27 Earnings Salesforce reported Agentforce ARR above $1.5 billion and, the same day, put Claude on Slackbot, Agentforce Coworker, and a sale…