- News
Google Cloud Up 82%: Enterprise AI Is No Longer a Bet
Alphabet's Q2 2026 results show Google Cloud at $24.8B, up 82%, with 90% of the Fortune 100 running Gemini. The enterprise AI adoption story now has numbers.
- News
Accenture Aims Enterprise AI at Mid-Market
Accenture and Google Cloud just aimed their enterprise AI firepower at companies under $3B. Here's what it signals and what it means for you.
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Cerebras Q1 2026: 92% Revenue Growth, $20B OpenAI Deal
Cerebras posted $193M in Q1 2026 revenue, confirmed a $20B+ OpenAI inference deal, and launched an AWS partnership in its first earnings since going public.
- News
BCG Survey: Workers Spend More Time Managing AI
BCG's AI at Work survey of 11,749 workers: 47% spend more time directing AI than doing actual tasks, and most get zero guidance on what to do with time saved.
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Enterprise AI ROI Shifts: From Productivity to Profit
New survey of 830 IT decision-makers finds direct financial impact has nearly doubled as the top AI ROI metric as agentic AI becomes mainstream.
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The Tokenmaxxing Trap: Big Tech's AI Metric Backfires
Amazon employees are gaming AI usage leaderboards, exposing a serious measurement problem in enterprise AI adoption. Here's what business leaders should learn.
- News
Meta Beat Earnings by a Mile. Then the Stock Fell 7%.
Meta reported $56B in revenue and $26.8B profit in Q1 2026, then raised AI spending to $145B. Investors sold. Here's what that tells business owners.
- News
Voice AI Drives Twilio's Fastest Growth in Three Years
Twilio's Q1 2026 revenue hit $1.41B, up 20% YoY, as voice AI demand sent shares 18% higher and prompted raised full-year guidance.
- News
Microsoft Copilot Reaches 20M Paid Enterprise Seats
Microsoft reports 20 million paid Copilot seats from its Q3 earnings call, a signal that AI at work has crossed from early adopter to enterprise standard.
- News
Google Cloud Hits $20B as Alphabet AI Revenue Grows 800%
Alphabet reports $109.9B in Q1 2026 revenue. Google Cloud crosses $20B quarterly for the first time, with AI product revenue up 800% year-over-year.
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Microsoft AI Revenue Hits $37B, Up 123% Year on Year
Microsoft Q3 2026 earnings show AI revenue run rate at $37B, up 123% year-over-year. Here's what these numbers mean for the rest of us.
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AI Costs More Than the Employees It Was Meant to Replace
A Nvidia VP admitted compute now costs more than employee salaries. Uber's CTO burned his entire 2026 AI budget. The ROI math is getting uncomfortable.
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OpenAI Revenue Miss as Anthropic Gains Enterprise Ground
The Wall Street Journal reports OpenAI fell short of Q1 sales targets while Anthropic grabbed 40% of enterprise LLM spend. What it means for your AI strategy.
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Accenture's Copilot Rollout: 743,000 Employees, Real Data
The world's largest Copilot deployment gives us the clearest enterprise AI ROI data yet. Here's what it means for your business.
- News
Musk v. Altman: The AI Trial That Could Reshape OpenAI
Jury selection began today in Musk v. Altman. With $134B at stake and OpenAI's for-profit future on the line, here's what business owners need to watch.
- News
Connecticut's AI Tax Would Penalize Worker Displacement
Connecticut SB 515 would levy a surcharge on companies whose AI adoption boosts revenue per worker while cutting payroll. A potential national model.
- News
NVIDIA: 88% of Enterprises Now See Revenue Gains From AI
NVIDIA's State of AI 2026 report of 3,200 businesses finds AI ROI is no longer theoretical. 88% report revenue gains and 87% report cost savings.
- News
Cerebras Files for IPO as Nvidia Rival Eyes $25B Valuation
The wafer-scale AI chip startup filed its S-1 on April 17 with $510M in 2025 revenue, backed by a $20B+ OpenAI deal and AWS partnership.
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OpenAI: Anthropic Is Inflating Its Revenue by $8 Billion
OpenAI's CRO leaked a memo claiming Anthropic's $30B ARR is overstated. What the accounting fight tells businesses choosing an AI vendor.
- News
Oracle Adds AI Agents to Financial Crime Compliance
Oracle acquired Lucinity's technology and launched AI agents inside its FCCM platform to automate case investigation and compliance workflows for banks.
- News
Oracle Extends Agentic AI Platform to Corporate Banking
Oracle Financial Services launches pre-built AI agents for treasury, trade finance, credit, and lending, with hundreds more planned within 12 months.
- News
Enterprises Are Ditching Legacy BI. Sigma Hits $200M ARR.
Sigma Computing doubled revenue year-over-year to $200M ARR as 2,000+ businesses replace traditional BI with AI-native analytics on the data warehouse.
- News
Researchers Propose Financial Safety Net for AI Agents
Researchers from Google DeepMind, Microsoft, and Columbia propose the Agentic Risk Standard, a financial safety framework for AI agents handling money.
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Amazon Logs $15B AWS AI Run Rate, Plans $200B Capex
Andy Jassy's annual shareholder letter reveals AWS AI revenue topped $15B in Q1 2026 and Amazon plans $200B capex, mostly AI infrastructure.
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OpenAI: Enterprise Now 40% of Revenue and Growing Fast
OpenAI revealed enterprise now exceeds 40% of revenue, with GPT-5.4 powering agentic workflows and a new Frontier platform for agent management.
- News
IDC Launches Quanta AI Platform with Anthropic Integration
IDC launched Quanta, an AI research platform integrating with Anthropic Claude via MCP, alongside new data showing 42% of firms struggle to measure AI ROI.
- News
Anthropic Hits $30B ARR as Google-Broadcom TPU Deal Scales
Anthropic signs a 3.5GW TPU expansion deal with Google and Broadcom while revenue triples to $30B ARR and enterprise customer count doubles.
- News
Enterprises Run 12 AI Agents on Average. Half Are Siloed.
Salesforce's 2026 Connectivity Benchmark Report finds most enterprise AI agents don't talk to each other, destroying the ROI case for agentic AI.
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60% of Finance Teams Pilot AI. Only 7% See Real Impact.
New AICPA data reveals the brutal gap between AI experimentation and actual ROI in finance, and why most teams keep getting burned.
- News
OpenAI Closes $122B Round at $852B Valuation
OpenAI closed a record $122B funding round, hit $25B in annualized revenue, and signalled a 2026 IPO. The market is betting on AI at scale.
- News
ChatGPT Now Runs Ads: What It Means for Business
OpenAI's ad pilot hit $100M annualized revenue in six weeks. Here's what the shift means for companies relying on free AI tools.
- News
Anthropic Eyes $60B+ IPO as Soon as October 2026
The Claude maker is targeting a Q4 2026 listing that could be the second-largest IPO in history, after doubling revenue to $19B ARR.
- News
Bank of America Deploys AI Agents to 1,000 Advisers
Bank of America's full-scale Salesforce Agentforce rollout to Merrill advisers is one of the clearest ROI demonstrations for enterprise AI agents so far.
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