AI Market Intelligence

Google Cloud posted an 82% revenue jump to $24.8 billion in Q2 2026, far ahead of AWS's 37% growth to $42.2 billion, while both added roughly $11...

Alphabet is preparing a record A$5 billion Australian-dollar bond issue to broaden funding as AI infrastructure spending accelerates, with Q2 capex at...

BofA views the recent selloff in AI infrastructure stocks as a buying opportunity despite crowded semiconductor trades and capex slowdown fears. The...

Big Tech capex is projected to reach $760 billion in 2026, up from $412 billion in 2025, focused on AI infrastructure.

• Cash flow strain:...

High-value activity spans application, finance, and infrastructure layers.

• Strategic acquisition: SpaceX approached Cognition AI for Devin coding...

Bloom Energy is capitalizing on urgent AI data center power needs with on-site fuel cells.

• Explosive results: Q2 revenue hit $1.065B (+165.5%),...

• Samsung raises foundry prices 10-15% on SF4 and SF5 nodes as TSMC capacity tightens, capturing AI demand from Chinese and U.S. clients.
• Memory...

Chinese firms are cutting AI costs dramatically with domestic alternatives, shrinking America's edge.

• One user slashed monthly spend from $1M to...

OpenAI plans to go public by 2027, or sooner if revenue accelerates, after confidentially filing in June. CFO Sarah Friar told staff to ignore rival...

Enterprises are ramping up AI token consumption even as returns remain hard to quantify, triggering stricter spending reviews.

• Spending surge: Top...

• Global VC investment in physical AI reached $47.4 billion across 521 deals in H1 2026, nearly 4x the $12 billion from H2 2025.
• This already...

China's AI funding surge isn't mere speculation—state capital is deliberately building embodied-AI infrastructure through robotics startups.

Recent...

• Explosive growth: Annualized revenue run-rate hit $7B with >80% YoY growth, up from $5.4B six months earlier.
• Funding focus: $5B round backs...

• Microsoft funds its buildout from operations with $67B FCF and continued buybacks, while Alphabet posted negative FCF and suspended repurchases.
  -...

Etched's $700M round at a $21B valuation doubles its price in under a month, led by Jane Street after the trading firm tested and deployed the...

PitchBook projects 442 healthcare IT PE deals in 2026, topping the 2021 peak of 424 and powered by agentic AI rather than cheap capital.

• Provider...

Broadcom posted 143% YoY AI chip revenue growth to $10.8 billion, yet shares fell 6% after a BofA downgrade and VMware security issues. Management projects $56 billion in AI revenue this year and over $100 billion by 2027.

AI infrastructure is shifting from centralized hyperscale GPU clusters to distributed architectures spanning NeoCloud, regional colocation, and edge...

Gofore's Q2 results confirm AI consulting is driving tangible returns: net sales rose 32.4% to €58.5M with adjusted EBITA tripling to €4.2M (7.2%...

• Anthropic ARR hits $65B by July, up from $47B in May, versus OpenAI's $40B
• Q2 revenue: Anthropic reaches $11.6B with profit; OpenAI at $6.7B and...