Public Sector Cloudflare qualified its commercial global network for FedRAMP High, restated its April 2026 GovRAMP Moderate authorization in the same release, and named the same systems as the foundation for a planned Defense Department bid. By Shashi Bell…
Infrastructure & Compute NXP is putting post-quantum encryption on its cheapest industrial chips before the EU starts fining companies that ship unse…
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…