Dell says enterprise AI is moving from experiments to production, with financial services among the first to show returns at scale. As token use grows, finance chiefs are treating AI as a budget line that must justify its cost.
Anthropic is reportedly struggling to get enough computing capacity from cloud providers that increasingly see it as a rival. The tension comes as its infrastructure spending soars ahead of a planned November IPO.
Thore Graepel, who helped build Google DeepMind's AlphaGo, has founded Metis Reasoning in London. The lab's starting premise, set out in a white paper, is that large language models cannot be trusted to reason, and it wants to apply AlphaGo's lessons to general reasoning.
SiliconANGLE previews monday.com's Elevate conference, where a central theme is AI agents moving from assisting employees to carrying out business processes. The shift raises questions about app development, productivity and governance on work-management platforms.
Shares of Elice, a South Korean AI data center company, fell 32% on their first trading day in Seoul after it raised about $151 million. Bloomberg data shows it was the worst debut on record for a Korean IPO of $100 million or more.
AI server maker Supermicro now expects $18.5 billion to $19.5 billion in revenue for the quarter to September, well above its earlier $14.5 billion to $15.5 billion forecast. It attributes the gap to stronger demand for AI platforms.