Marvell Technology agreed on Nov. 2 to buy Lumentum in an all-stock deal valued at $115 … Marvell’s $115 Billion Lumentum Deal: A Bet That Optics Defines AI NetworkingRead more
Tech Strategy
Google Said Its Enterprise AI Agent Was Coming “Soon”, Five Months On, the Guardrails Shipped First
At Google I/O in May, Google Cloud told enterprise customers that Gemini Spark, a 24/7 AI … Google Said Its Enterprise AI Agent Was Coming “Soon”, Five Months On, the Guardrails Shipped FirstRead more
FedEx’s Robot Playbook: Rent the Arms, Own the Network
FedEx and Dexterity just expanded their robotic trailer-loading program at the FedEx Hagerstown Hub in Maryland, … FedEx’s Robot Playbook: Rent the Arms, Own the NetworkRead more
Meta’s AI Cloud Strategy: How Infrastructure Spending Becomes Business Revenue
Meta is spending at hyperscaler scale on artificial intelligence infrastructure—$125 billion to $145 billion in 2026 … Meta’s AI Cloud Strategy: How Infrastructure Spending Becomes Business RevenueRead more
Google Is Not Just Updating Gemini, It Is Building an AI Operating Layer
Google Turns Gemini Into an Agent Platform: Inside 3.5 Flash, Spark, and Omni Google’s latest AI … Google Is Not Just Updating Gemini, It Is Building an AI Operating LayerRead more