Palantir and Nvidia have partnered to integrate Nvidia's Nemotron AI models with Palantir's Foundry and AIP platforms. The collaboration targets sovereign AI across critical supply chains, starting w…
Nvidia is deploying Palantir's AIP and Foundry platforms alongside its Nemotron models to optimize its complex Vera Rubin supply chain. The two companies will also commercialize the joint AI solution…
Palantir and Nvidia announced a collaboration to bring sovereign AI to critical supply chains, starting with Nvidia's own operations. The joint AI stack integrates Nvidia's Nemotron open models into …
Palantir and NVIDIA partnered to integrate NVIDIA Nemotron open models into Palantir Foundry and AIP. The AI stack will initially optimize NVIDIA's internal supply chain operations and materials allo…
Equinix announced an expanded collaboration with Nvidia and Together AI to launch the Equinix Inference Exchange. The distributed platform utilizes Nvidia Enterprise Reference Architectures to help g…
Enterprise AI software stocks surged, led by Palantir's expanded PwC partnership and strong momentum from ServiceNow and Salesforce. The broad rally pushes back against Michael Burry's short thesis, …
Broadcom unveiled new enterprise AI tools, including VMware Private AI Cloud and AgentMinder, to bolster private infrastructure and AI governance. Despite minor premarket declines ahead of Wednesday'…
Microsoft expands enterprise AI monetization as Microsoft 365 Copilot paid seats surpassed 30 million, with net additions doubling sequentially. Strong adoption of premium E7 SKUs is boosting average…
Article compares small-cap AI plays Aehr Test Systems and C3.ai, favoring Aehr for stronger bookings/backlog. Neither company is a tracked symbol; Microsoft, Amazon, and Alphabet are only mentioned a…
Nvidia shares rose 2% following a strategic partnership with AI startup Thinking Machines Lab and plans to launch new AI products, marking expansion beyond hardware into AI software.
Microsoft integrates Anthropic AI tech into its Copilot platform, enhancing AI-powered workplace automation and emphasizing business security, aiming to attract corporate users and strengthen its pos…
Citi maintains a Buy rating on Microsoft, highlighting strong momentum in Copilot adoption and Azure cloud services, with sustainable margins expected through efficiency gains and AI-driven enterpris…
Andreessen Horowitz boosts AI infrastructure investments with over $3 billion, including stakes linked to Meta, signaling optimism despite private market valuation concerns.