Palantir unveiled key defense-focused partnerships and a sovereign AI blueprint with Nvidia at its AIPCon 9 event, highlighting AI's role in national security, aerospace, and energy.
UiPath (PATH) crushed Q4 expectations with 14% revenue growth and record profit, yet shares fell 6.5% after softer FY2027 guidance. CEO explains why AI won’t kill automation software.
Microsoft in advanced talks to lease hundreds of MW at Abilene's Stargate AI campus after Oracle shelved expansion. Boost for Azure amid Meta interest too.
NVIDIA invests $2B in Nebius to scale AI infrastructure. Partnership targets 5+ gigawatts of capacity by 2030 for powerful inference and agentic AI applications.
Serve Robotics announced 400% Q4 revenue growth to $0.9M and fleet expansion to 2,000 robots. With new White Castle partnership on Uber Eats, the company raised its 2026 revenue guidance to $26 million.
Oracle beat Wall Street estimates in its fiscal Q3 2026 with $17.2 billion revenue, fueled by explosive demand for AI cloud services. The tech giant raised its 2027 guidance and saw strong growth in infrastructure bookings.
