Mike Wheatley – SiliconANGLE

Celonis buys decision-intelligence startup Ikigai Labs to provide operational context for enterprise AI

Mike Wheatley — Wed, 13 May 2026 02:20:51 +0000

Process mining software company Celonis SE said today it has snapped up the Massachusetts Institute of Technology-linked decision intelligence startup Ikigai Labs Inc., planning to use it to power a new “context model” developed by Celonis that’s designed to function as a real-time digital twin of its customers’ business operations. Celonis says enterprises are facing a […]

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Nebius snaps up Clarifai’s compute orchestration tech and talent to enhance AI inference

Mike Wheatley — Wed, 13 May 2026 01:11:35 +0000

Dutch artificial intelligence infrastructure giant Nebius Group N.V. said today it’s recruiting the core engineering team from AI orchestration software firm Clarifai Inc. in an effort to boost its managed inference services. As part of the deal, Nebius is also snapping up Clarifai’s portfolio of patents and licensing its inference and compute orchestration technology, the […]

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CME Group and Silicon Data to launch AI compute futures market

Mike Wheatley — Wed, 13 May 2026 00:22:08 +0000

Silicon Data, the startup that provides market intelligence for artificial intelligence compute infrastructure, will provide the price indexes for a new futures market that will allow investors to hedge their bets on the semiconductor industry. CME Group’s new “compute futures market” will give investors the opportunity to bet on the price of renting cloud-based computing […]

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AWS Kiro accelerates software development by proving code correctness before it gets to work

Mike Wheatley — Tue, 12 May 2026 17:00:10 +0000

Amazon Web Services Inc. is trying to get rid of the bottleneck between architectural planning and code execution with a number of upgrades to its artificial intelligence software development tool Kiro. The upgrades, which are all rolling out today, include Parallel Task Execution and streamlined Quick Plan workflow capabilities designed to help developers move faster. […]

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German defense tech startup Helsing in talks over $1.2B funding round

Mike Wheatley — Tue, 12 May 2026 01:35:27 +0000

German defense technology firm Helsing GmbH is reportedly on the verge of securing a bumper $1.2 billion in funding that would bring its valuation to around $18 billion, making it one of Europe’s most valuable technology startups. A report by the Financial Times cites anonymous sources as saying that the talks are being led by […]

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Thinking Machines drops a new, highly responsive model designed for humanlike interactions in real time

Mike Wheatley — Tue, 12 May 2026 00:59:39 +0000

Thinking Machines Lab Inc., the artificial intelligence research startup founded by former OpenAI Group PBC Chief Technology Officer Mira Murati, wants to move beyond the era of “turn-based” AI interactions. The company has just announced a research preview of its first “interaction models,” which are a new class of multimodal AI systems designed to avoid […]

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Imaging tech startup eyeo raises €40M to try to show the world in a very different light

Mike Wheatley — Mon, 11 May 2026 09:00:16 +0000

Netherlands- and Belgium-based imaging technology startup eyeo B.V. said today it has closed on a €40 million ($47.07 million) Series A round of funding in order to try to fulfill its mission to enhance the world’s cameras. The round, which brings eyeo’s total amount raised to €55 million, was led by Innovation Industries and saw […]

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Report: AI chipmaker Cerebras to increase IPO price target amid surging investor demand

Mike Wheatley — Mon, 11 May 2026 00:25:40 +0000

Artificial intelligence chipmaker Cerebras Systems Inc. is expected to increase the size and price of its initial public offering later today as investor demand for access to its shares continues to rise. Reuters reported today that the chipmaker is now considering raising its IPO price range to between $150 to $160 per share, up from […]

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Datadog’s stock jumps 31% on crushing earnings beat, showing there’s still hope for software

Mike Wheatley — Fri, 08 May 2026 01:40:57 +0000

Shares of Datadog Inc. popped after the application monitoring software firm crushed Wall Street’s expectations with its first-quarter financial results today and followed up with strong guidance. The stock gained more than 30% during the regular trading session today, and also helped to boost the price of other software firms. Datadog’s gains, which came after impressive results […]

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AI data center firm IREN’s stock soars after it strikes $2.1B deal with Nvidia

Mike Wheatley — Fri, 08 May 2026 00:59:51 +0000

Neocloud company IREN Ltd. has secured a $2.1 billion commitment from the chipmaker Nvidia Corp. as part of a new data center partnership aimed at artificial intelligence workloads. The partners plan to deploy up to 5 gigawatts of Nvidia’s DSX-branded infrastructure in the neocloud company’s global network of data centers. Investors reacted positively to the […]

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CoreWeave ups its spending forecast as revenue guidance falls short, and its stock sinks

Mike Wheatley — Fri, 08 May 2026 00:24:04 +0000

Shares of the cloud data center company CoreWeave Inc. were trading more than 8% lower after-hours following mixed first-quarter earnings results and a lower-than-expected forecast for the current quarter. The company also increased its capital expenditures spending forecast, further eroding investor confidence in what has been one of the hottest stocks on Wall Street so […]

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AI product team startup Pit raises $16M from a16z and others to automate enterprise workflows

Mike Wheatley — Thu, 07 May 2026 12:00:20 +0000

Legendary venture capital firm Andreessen Horowitz is backing the artificial intelligence-native “product team-as-a-service” startup Pit in its first major funding round. It served as the lead investor in the $16 million round, announced today. It also saw participation from Lakestar and senior executives from AI giants OpenAI Group PBC and Anthropic PBC, as well as […]

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Anthropic is letting Claude agents ‘dream’ so they don’t sleep on the job

Mike Wheatley — Thu, 07 May 2026 01:16:51 +0000

Anthropic PBC said today it’s giving its AI agents the ability to “dream” and remember past interactions and work they’ve performed so they can identify recurring mistakes and improve over time. In an update announced at the Code with Claude developer conference, Anthropic said it’s giving Claude Managed Agents a new “dreaming” capability. It’s not […]

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Arm’s stock sinks even as it reveals strong interest in its CPUs for AI servers

Mike Wheatley — Thu, 07 May 2026 00:32:57 +0000

Shares of Arm Holdings plc surprisingly lost ground in extended trading today after the chip design firm reported fourth-quarter financial results that surpassed Wall Street’s expectations. Arm also revealed an encouraging figure relating to its plans to start manufacturing complete central processing units itself. It reported earnings before certain costs such as stock compensation of 60 cents […]

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Collibra’s new AI Command Center promises to combat agentic hallucinations

Mike Wheatley — Wed, 06 May 2026 13:00:51 +0000

Big data management startup Collibra BV is trying to position itself as the nerve center for artificial intelligence agents with the launch of its new AI Command Center offering. It’s designed to give enterprises a simple way to orchestrate fleets of governed AI agents in real time with minimal hassle. With Collibra’s AI Command Center, companies […]

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Arista’s stock declines despite another solid earnings and revenue beat

Mike Wheatley — Wed, 06 May 2026 02:01:17 +0000

Shares of Arista Networks Inc. were tumbling in late trading today, even though the company delivered a solid earnings and revenue beat and offered guidance that came in above Wall Street’s expectations. For the first quarter of fiscal 2026, Arista delivered earnings before certain costs such as stock compensation of 87 cents per share, while […]

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AMD’s stock rises on surging demand for CPUs and GPUs for AI workloads

Mike Wheatley — Wed, 06 May 2026 01:25:12 +0000

Semiconductor giant Advanced Micro Devices Inc. coasted to another solid earnings and revenue beat as it delivered its first-quarter financial results today. Its guidance for the current quarter came up strong too, thanks to soaring demands for data center chips that power artificial intelligence workloads. The company reported earnings before certain costs such as stock […]

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OpenAI’s new GPT-5.5 Instant makes ChatGPT smarter, with more concise and reliable responses

Mike Wheatley — Wed, 06 May 2026 00:30:04 +0000

OpenAI Group PBC is replacing the default model in ChatGPT with the launch of GPT-5.5 Instant, claiming users will notice fewer hallucinations when it’s discussing “sensitive topics” such as finance, law and healthcare. ChatGPT should also feel “smarter and more accurate” in general, OpenAI said. In addition, responses should also feel more concise, with the […]

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Astera Labs debuts new Scorpio smart fabric data center switch to scale up AI compute clusters

Mike Wheatley — Tue, 05 May 2026 20:05:21 +0000

Networking chip company Astera Labs Inc. is trying to ease the traffic congestion in artificial intelligence data centers with the launch of the latest generation of its Scorpio smart data fabric switch family, the X-series. According to the company, it’s the largest open and “memory-semantic” fabric switch in the industry, designed to help hyperscale data […]

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QuantWare raises $178M to become the TSMC of quantum computing

Mike Wheatley — Tue, 05 May 2026 13:00:29 +0000

Netherlands-based quantum computing hardware company QuantWare B.V. said today it has raised $178 million in funding to accelerate its plans of creating an “open architecture” for the industry. The round was announced alongside the debut of VIO-40K, a new quantum processor architecture that supports the development of chips with up to 10,000 qubits, about 100 […]

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Deepinfra lands $107M in funding to build out its dedicated inference cloud for open-source models

Mike Wheatley — Tue, 05 May 2026 02:04:16 +0000

Dedicated inference cloud startup Deepinfra Inc. is looking to expand its global capacity after raising $107 million in a Series B round of funding led by 500 Global and Georges Harik, who was one of Google LLC’s first cloud engineers. The round saw participation from a number of heavy hitters, including Nvidia Corp., Samsung Next, […]

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Cisco buys Astrix Security to strengthen AI agent discovery and governance

Mike Wheatley — Tue, 05 May 2026 01:32:28 +0000

Cisco Systems Inc. today revealed it will buy the Israeli cybersecurity firm Astrix Security Ltd. in an effort to bolster the defenses of artificial intelligence agents. The startup has developed a platform that can identify, manage and secure AI agents running in production environments. Terms weren’t disclosed, but The Information reported on the talks last […]

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Anthropic and OpenAI establish joint ventures on Wall Street to accelerate enterprise AI adoption

Mike Wheatley — Tue, 05 May 2026 00:58:14 +0000

Artificial intelligence giants Anthropic PBC and OpenAI Group PBC are going after the enterprise in full force now, announcing the creation of new AI services companies in joint ventures with some of America’s biggest private equity firms. Anthropic said today it is teaming up with Blackstone Inc., Hellman & Friedman LLC and The Goldman Sachs Group […]

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Agentic engineering startup JuliaHub lands $65M to automate design and testing of industrial products

Mike Wheatley — Fri, 01 May 2026 02:30:17 +0000

JuliaHub Inc., an “agentic” industrial engineering startup that’s trying to automate complex manufacturing processes with artificial intelligence, said today it has raised $65 million in a Series B funding. Today’s round was led by Dorilton Capital and saw the participation of General Catalyst, AE Ventures and the technology industry luminary Bob Muglia, the former chief […]

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Western Digital and Sandisk crush Wall Street forecasts on soaring AI demand, but stocks fall

Mike Wheatley — Fri, 01 May 2026 01:17:11 +0000

Western Digital Corp. and Sandisk Corp. delivered stellar earnings and revenue beats thanks to the skyrocketing price of memory chips and other compute infrastructure amid a global supply crunch. Both companies crushed Wall Street’s expectations as the artificial intelligence boom continues to gobble up memory as fast as they can make it. Western Digital reported […]

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Apple beats estimates on strong iPhone sales as CEO transition looms large

Mike Wheatley — Fri, 01 May 2026 00:26:57 +0000

IPhone maker Apple Inc. beat expectations on its second-quarter earnings and sales before offering a better-than-expected sales forecast for the current period, sending its stock higher in late trading. The company reported earnings before certain costs such as stock compensation of $2.01 per share, beating the analyst consensus estimate of $1.95 per share. Revenue for […]

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Microsoft beats expectations but its guidance comes up light, disappointing investors

Mike Wheatley — Thu, 30 Apr 2026 02:14:13 +0000

Microsoft Corp. surpassed expectations for its third-quarter financial results today, but its stock moved sideways in the after-hours trading session after it told investors it’s going to bump up its capital expenditures to $190 billion this year. The company reported earnings before certain costs such as stock compensation of $4.27 per share, easily beating the […]

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Alphabet’s stock climbs as Google Cloud revenue runs rampant, growing 63%

Mike Wheatley — Thu, 30 Apr 2026 01:25:32 +0000

Google LLC’s parent company Alphabet Inc. delivered a stunning earnings beat as it reported its first-quarter financial results today, with sales also surpassing expectations thanks to rampant growth in its cloud infrastructure business. The company reported earnings before certain costs such as stock compensation of $5.11 per share, almost double the $2.63-per-share analyst target. Revenue […]

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Amazon cruises to another solid earnings and revenue beat

Mike Wheatley — Thu, 30 Apr 2026 00:32:58 +0000

Shares of Amazon.com Inc. edged higher in late trading today after the company reported better-than-expected first-quarter earnings and revenue, as cloud computing sales topped analysts’ expectations. The company reported adjusted earnings of $2.78 per share, crushing Wall Street’s forecast of just $1.64 per share, while revenue for the period increased 17% from a year earlier, […]

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Parag Agrawal’s startup raises $100M to build a parallel web for AI agents

Mike Wheatley — Wed, 29 Apr 2026 02:29:50 +0000

Former Twitter Inc. Chief Executive Parag Agrawal has raised $100 million to fund his new startup Parallel Web Systems Inc., which is focused on enabling artificial intelligence agents to search the web more efficiently. Sequoia Capital led today’s Series B round and was joined by existing investors Kleiner Perkins, Index Ventures and Khosla Ventures, bringing […]

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