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The enterprise AI stories that matter, reported for data and AI leaders.
News · Data & AI Infrastructure
In a week dominated by election results, chipmakers, AI cloud providers and power producers sold off on fears of a slower data center buildout, while the biggest cloud platforms held up better.
By The AI Enterprise Magazine Team ·
News · Data & AI Infrastructure
By The AI Enterprise Magazine Team ·
By The AI Enterprise Magazine Team ·
News · Data & AI Infrastructure
By The AI Enterprise Magazine Team ·
News · Data & AI Infrastructure
A 20-year contract funds $4.3 billion in upgrades at 11 Constellation reactors, part of a 3.6 GW package that shows power, not just chips, now shapes how much AI capacity enterprises can buy.
By The AI Enterprise Magazine Team ·
OpenAI's DevDay brought persistent agents that work in the background, specialist agents with their own corporate credentials, a cheaper GPT-6.1 Sol model and a computer-use Agents API. Pricing for business-grade agents is still unknown.
By The AI Enterprise Magazine Team ·
Anthropic cut Opus pricing by 20% and OpenAI halved the cost of its mid-tier models in launches hours apart, shifting the enterprise question from which model is smartest to which one does each job for less.
By The AI Enterprise Magazine Team ·
News · Data & AI Infrastructure
A bipartisan 417-3 vote asks state regulators to make large data centers cover the grid upgrades they require, a signal that the power costs of AI capacity are moving toward the companies that build it, and their customers.
By The AI Enterprise Magazine Team ·
News · Data & AI Infrastructure
Oracle says AI cloud demand still outruns supply after infrastructure revenue more than doubled and its backlog reached $664 billion. Negative free cash flow and new equity sales kept investors cautious.
By The AI Enterprise Magazine Team ·
News · Data & AI Infrastructure
Broadcom's AI semiconductor revenue rose 221% to $16.7 billion as Google, Anthropic, OpenAI and Meta ramp custom chips. For enterprises, the shift changes who controls AI unit costs and where capacity bottlenecks sit.
By The AI Enterprise Magazine Team ·
News · Data & AI Infrastructure
Nvidia beat forecasts with $96.2 billion in revenue and guided to $108 billion next quarter. For enterprise buyers, the results point to tight GPU supply, rising component costs and a Rubin transition to plan around.
By The AI Enterprise Magazine Team ·
News · Data & AI Infrastructure
Pennsylvania's governor made state permits conditional on developers bringing their own power and winning local approval, days after PJM asked regulators to curtail new data centers first in shortages. Grid access is becoming something AI capacity must earn.
By The AI Enterprise Magazine Team ·
News · Observability & Data Quality
Dynatrace will pay about $915 million for Arize, folding a leading AI evaluation and agent observability platform into mainstream IT monitoring as enterprises look for proof that production agents are working.
By The AI Enterprise Magazine Team ·
