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Nvidia is acquiring AI developer platform Hugging Face for $12.93 billion. The strategic acquisition gives Nvidia direct access to over 18 million developers and millions of AI models, expanding its …
Nvidia agreed to acquire open-source AI platform Hugging Face for $12.93 billion to expand its reach into AI development software. Hugging Face hosts over 18 million developers and will remain an ope…
GitLab reported strong Q2 revenue of $286.3 million, up 21% year-over-year, beating guidance. Net ARR growth accelerated 42%, large enterprise deals surged, and the company raised its full-year outlo…
Palantir (PLTR) posted record Q2 2026 results—93% revenue growth, raised guidance, and strong commercial/government demand—reinforcing bullish sentiment for AI-driven enterprise software and boosting…
Palantir stock surged 29% after Q2 earnings beat expectations, with revenue up 93% YoY and raised full-year guidance. CEO Karp touted rapid commercial growth and differentiated 'sovereign AI' approac…
AI startup PhysicsX raised $300 million at a $2.4 billion valuation to accelerate industrial AI engineering. Nvidia, an existing backer, continues to support the firm as it pivots toward semiconducto…
Synthesia raised $200 million led by Google Ventures, signing Microsoft as a customer, signaling strong AI growth potential and boosting Microsoft and Google’s positions in AI-driven corporate traini…
Palantir’s Gotham expands enterprise AI analytics; NVIDIA (NVDA) is highlighted as the AI infrastructure backbone driving insatiable GPU demand, benefiting AI software peers like C3.ai and Palantir.
Goldman Sachs sees strong long-term AI-driven demand for software and AIaaS, despite high valuations and a potential hyperscaler capex slowdown that could pressure market multiples in the near term.