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13 Aug 2026

Anthropic in Talks to Buy Decart for $6 Billion to Slash AI Infrastructure Costs

Anthropic is negotiating to acquire Israeli AI startup Decart for approximately $6 billion, marking its largest deal yet. The acquisition targets Decart's chip optimization technology that could dramatically reduce Anthropic's ballooning compute expenses as it prepares for a public listing.

15 Sources

Lenovo Posts Record $26.9B Revenue as AI Demand Powers 43% Growth, Shares Hit All-Time High

Lenovo delivered its strongest quarter ever with record revenue of $26.9 billion, up 43% year-over-year, fueled by surging demand for AI computers and servers. The company's AI server pipeline expanded to $54 billion as its Infrastructure Solutions Group nearly doubled revenue. Shares soared to all-time highs following the results.

6 Sources

Apple Negotiates Pay-Per-Use News Deals for Siri AI After Fake News Fiasco

Apple is negotiating multiyear deals with news publishers to power Siri AI with current news, proposing a variable compensation model instead of guaranteed fees. The move comes as Apple prepares to launch its redesigned assistant later this year, but publishers remain wary after Apple Intelligence's notification summary feature spread fake news in 2024-2025.

14 Sources

Cerebras Systems Stock Plunges 17% Despite Strong AI Chip Demand and Raised Revenue Guidance

AI chipmaker Cerebras Systems reported second-quarter 2026 earnings with revenue of $180.11 million and raised its full-year revenue guidance to $880-890 million. Despite beating adjusted earnings expectations and AI cloud revenue surging 281% year-over-year, the stock dropped over 17% in extended trading as hardware sales fell 23% and investors questioned the capital-intensive cloud business model.

18 Sources

WhiteFiber Stock Tumbles 25% After Announcing $250 Million Convertible Notes for AI Infrastructure Growth

WhiteFiber unveiled a $250 million convertible senior notes offering to fund AI infrastructure and data center expansion, triggering a 25% after-hours stock plunge. The announcement came just one day after the company disclosed over $540 million in new cloud contracts and a $60 million property acquisition in North Carolina.

6 Sources

Cisco AI infrastructure orders hit $9.3 billion as hyperscalers fuel AI-driven growth

Cisco reported Q4 revenue of $17.25 billion, surpassing Wall Street estimates as hyperscalers placed $4 billion in AI infrastructure orders during the quarter. The networking giant forecasts fiscal 2027 revenue between $72.2 billion and $73.4 billion, well above analyst expectations, signaling confidence in sustained AI spending despite stock decline on margin concerns.

16 Sources

Over 80% of Japanese Firms Lag in AI Adoption Despite Productivity Pressures

A Reuters poll conducted by Nikkei Research shows more than 80% of Japanese companies use AI in limited capacities or not at all, with only 16% deploying it company-wide. This lag in AI adoption threatens productivity growth despite acute labor shortages and government economic revival efforts.

3 Sources

12 Aug 2026

Thrive Holdings Raises $2 Billion to Scale AI Integration Across Enterprise Sectors

Josh Kushner's Thrive Holdings secured $2 billion at a $12 billion valuation from SoftBank, D1 Capital Partners, and Altimeter Capital to expand its AI-focused private equity model. The firm buys traditional businesses like accounting and IT firms, embedding OpenAI engineers to rebuild workflows with AI-driven platforms that have cut tax prep times by 30% and accelerated help desk resolution by 36 times.

3 Sources

AI-Powered RuntimeWire Beats Human Reporters to Major OpenAI Scoop by 3+ Hours

RuntimeWire, an AI-driven news outlet operated by entrepreneur Ryan Merket, outpaced traditional journalists by over three hours in reporting OpenAI's revelations about its Hugging Face hack at the Black Hat security conference. The incident signals a shift in how AI journalism could reshape news reporting speed and quality.

2 Sources

AI Stocks Rally as CoreWeave and Super Micro Report Surging Demand for AI Infrastructure

CoreWeave and Super Micro Computer shares surged to multi-month highs after both AI infrastructure companies reported strong quarterly results and raised annual forecasts. The upbeat earnings fueled optimism over AI stocks despite ongoing geopolitical tensions, with chipmakers and data center operators gaining on signs of sustained AI buildout.

8 Sources

Aehr Test Systems Lands $22M AI Processor Order as Jefferies Issues Buy Rating

Aehr Test Systems secured a $22 million follow-on production order from its lead wafer-level AI processor customer for burn-in systems, sending shares surging 11.8%. Jefferies initiated coverage with a buy rating and $175 price target, citing the company's transformation from silicon carbide to AI-focused semiconductor testing.

5 Sources

Chardan Initiates QumulusAI Coverage With Buy Rating, Sets $24.50 Price Target on AI Infrastructure Play

Chardan Capital Markets initiated coverage on QumulusAI with a Buy rating and a $24.50 price target, representing substantial upside from the current $6.11 stock price. The cloud infrastructure provider stands out by deploying GPU clusters in under 90 days versus the 12-24 month cycles typical of traditional providers, targeting underserved small and mid-market customers with NVIDIA GPUs.

2 Sources

SpaceX AI Revenue Could Eclipse Rockets by September, Reach $500 Billion by 2027, Elon Musk Claims

Elon Musk told SpaceX employees that AI revenue will surpass all other company income by September, positioning the rocket maker as an AI infrastructure giant. With $2.56 billion in AI revenue last quarter, SpaceX aims for $300-500 billion annually by 2027 through compute sales and the $60 billion Cursor acquisition.

12 Sources

Nebius Group Q2 Earnings Crush Expectations as AI Infrastructure Demand Drives 454% Revenue Surge

Nebius Group shares soared 34% after reporting Q2 earnings that shattered Wall Street expectations with $582.3 million in revenue, up 454% year-over-year. The AI-optimized cloud infrastructure provider posted adjusted EBITDA of $236.2 million versus the expected $168.8 million, highlighting explosive demand for AI computing capacity despite heavy capital expenditures of $5.66 billion.

15 Sources

India's GCCs confident for 2030 but face critical AI literacy gap at 27%

India's Global Capability Centres are transitioning into AI-driven hubs with 90% of leaders confident about retaining global leadership through 2030. However, a stark AI literacy gap persists—just 27% of leadership teams possess sufficient AI knowledge for strategic decisions, while 72% of GCCs must reskill over 40% of their workforce to stay competitive.

2 Sources

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