Microsoft’s Portugal AI Build Out Adds Scale To Undervalued Growth Story

Nscale, and Start Campus are launching a multi year AI data center expansion in Portugal and the EU. The project includes ...
Opinion
StratecheryOpinion

Amazon’s Durability

Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.
JD Supra

AI News Roundup – Pentagon strikes new AI deals following Anthropic spat, OpenAI and Microsoft rework AI exclusivity agreement, Oscars clarify award eligibility for AI actors ...

To help you stay on top of the latest news, our AI practice group has compiled a roundup of the developments we are following.

AMD Reports First Quarter 2026 Financial Results

AMD (NASDAQ:AMD) today announced financial results for the first quarter of 2026. First quarter revenue was $10.3 billion, gross margin was 53%, operating income was $1.5 billion, net income was $1.4 ...

ServiceNow Deepens Agent Governance As Enterprise Demand Counters SaaSpocalypse

At Knowledge 2026, ServiceNow expanded its AI control tower with agent governance as markets question the future of SaaS ...
TMCnet

ServiceNow expands AI Control Tower to discover, observe, govern, secure, and measure AI deployed across any system in the enterprise

Knowledge 2026 -- Today, at ServiceNow's annual customer and partner event, Knowledge 2026, ServiceNow (NYSE: NOW), the AI ...