analyst-post 9 min 2026-05-19 3.2Q+ Monthly tokens processed 7× YoY token growth 8.5M+ Developers on Gemini monthly $180–190B 2026 capex forecast 900M Gemini app MAUs Two years ago, Google was processing 9.7 trillion tokens a month. Today that number is 3.2 quadrillion, a 7x year-over-year jump that Sundar Pich…
Shashi Bellamkonda · May 19, 2026 · shashi.co 31% Breaches via vuln exploitation 26% Critical vulns fully remediated 48% Breaches involving ransomware 60% YoY rise in thir…
AI Infrastructure Nebius licensed Clarifai's inference IP and brought in its engineering team. Combined with the Eigen AI acquisition, the Token Factory now…
Analyst Post 6 minutes 2026-05-18 $6.75B Acquisition Price 41,000+ Healthcare Facilities on PGF Largest Tech Deal in Utah History The number that matters in the Qualtri…
Agentic AI · Benchmark Analysis Sierra's tau-knowledge benchmark tests agents on messy, evolving knowledge bases. Even the best frontier model passes only 3…
$5.25B FY2026 Ending ARR 120%+ Falcon Flex ARR Growth YoY 380+ Re-Flex customers Q4 FY2026 27 sec Fastest adversary breakout time 89% Rise in AI-enabled attacks, 2025 En…