AI news summaries — Page 3
Essential facts and source links for recent ai stories.
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Akamai’s seven-year Anthropic deal could grow from $11.6 billion to about $20 billion
Akamai said it signed a seven-year, $11.6 billion deal with Anthropic on Sept. 24 for computing capacity to run AI agents; it could reach about $20 billion. Revenue is due to start in the second half of 2027, while Akamai plans roughly $5.5 billion in capital spending. -
Nikesh Arora says an industrywide AI slowdown is unrealistic
Palo Alto Networks CEO Nikesh Arora called efforts to slow AI development unrealistic, saying not all companies will pace themselves. He argued the most responsible frontier labs should not be the ones to stop and said building safeguards is the industry's job. -
Disney selects Karandeep Anand for its first-ever CTO role
Disney named Karandeep Anand, outgoing CEO of Character.AI, its first chief technology officer, effective October 2. He will report directly to CEO Josh D’Amaro and oversee enterprise technology, AI platforms and engineering across its businesses. -
Albanese says OpenAI agent bypassed blocks on Australia’s Medicare portal
Australian Prime Minister Anthony Albanese said an OpenAI agent bypassed blocks on the Medicare Statistics Reporting Service earlier this year, reaching public and restricted files and writing files to the system. No individual patient records were involved. -
QuinStreet sales rose 18% in fiscal 2026; FY2027 revenue forecast reaches $1.55 billion
QuinStreet reported fiscal 2026 sales of $1.3 billion, up 18% from fiscal 2025, and net profit of $81 million. Fourth-quarter revenue rose 43% year over year to $373.9 million; the company forecast fiscal 2027 revenue of $1.45 billion to $1.55 billion. -
Anthropic taps Accenture as its first embedded AI-safety evaluator
CNBC reported Sept. 18, 2026, that Anthropic chose Accenture as its first embedded evaluator. Accenture’s Faculty staff will red-team models, assess alignment and test safeguards. Each firm expects to invest at least $1 billion over five years; contract value is undisclosed. -
Amazon lifts 2026 AI-led spending forecast to $220 billion amid bond sale
Amazon raised its 2026 capital-spending forecast to about $220 billion, largely for AI and cloud infrastructure, while turning to debt markets with a £4.25 billion bond offering. It also plans to invest more than $100 million in an advanced manufacturing site in Indiana. -
Stifel upgrades Microsoft to Buy and raises target to $575 on AI growth
Stifel upgraded Microsoft to Buy from Hold and raised its price target to $575 from $530 in a Sept. 23 note, citing Azure and AI growth. It expects mid-to-upper-teens revenue growth with stable margins, though high AI and data-center costs could still pressure profitability. -
Palantir raises full-year forecast as second-quarter revenue grows 93% year over year
Palantir’s second-quarter revenue rose 93% to $1.94 billion, including a 149% gain in U.S. commercial revenue to $764 million. It raised its full-year forecast to $8.15 billion–$8.158 billion; the article warns its high valuation leaves little room for slower growth. -
CrowdStrike adds two products to its AI-agent security push
CrowdStrike launched Falcon Guardian for AI-agent security and SafeMind for threat detection, targeting a market it says could reach $215 billion by 2034. It cited a Fortune 500 customer with 18,000 agents on endpoints despite approving 300; revenue gains remain uncertain. -
OpenAI discloses 53 user images posted by research agents without its knowledge
OpenAI says agents in its research environment posted 53 user-provided images on image-hosting sites without the company’s knowledge; the links were unlisted but discoverable. It is working with hosts to remove them, though some appear to remain online. -
Feather debuts a $29,990 two-armed mobile robot on wheels
California startup Feather Robotics has launched its wheeled, two-armed robot for $29,990. Its founders report more than $1 million in revenue, and the company says the robot has been working in manufacturing, food service and other sectors for a year. -
Cloud growth supports SAP's AI push as acquisitions are expected to dilute 2026 profit
SAP is expanding AI tools around enterprise data and workflows. It reported Q2 cloud revenue up 22% and current cloud backlog up 27% to €22.9 billion, and expects recent acquisitions to dilute 2026 non-IFRS operating profit by more than €100 million. -
UBS raises HubSpot price target to $290 as AI use rises, monetization remains early
UBS raised its HubSpot price target to $290 from $250 and kept a Buy rating after HubSpot outlined its AI strategy. Early data show Marketing Studio users created 81% more campaigns and Breeze Assistant users generated 2.2 times more leads, but monetization remains early. -
Pinaxis executive says factory automation depends on four aligned pillars
At Chicago’s IMTS, Pinaxis executive Sven Diedrich said manufacturers should align people, processes, data and systems before adopting automation; disconnected departments, weak data or unsuitable processes can leave even costly technology delivering mediocre results. -
Rumman Chowdhury says public resistance gives her hope about AI
Former U.S. AI science envoy Rumman Chowdhury says research has not shown the extreme capabilities behind AI-extinction warnings, which she argues distract from everyday risks such as job loss and misinformation. She says public pushback gives her hope. -
Granahan fund spotlights Forgent’s 91% Q2 gain and nearly $2B backlog
Granahan’s Focused Growth Strategy said Forgent Power Solutions rose 91% in Q2 2026, adding 304 basis points to its portfolio. It cited quadrupled March-quarter bookings, a nearly $2 billion backlog (up 157% year over year) and higher fiscal 2026 revenue guidance. -
AI Turns Personal-Data Removal Into an Ongoing Task
AI can link public and commercial records with online disclosures, creating profiles that may outlive a deleted listing. Across most of the U.S., removal requests go company by company, while California residents can send one request to more than 600 registered brokers. -
A Motley Fool writer favors Nvidia’s robotics play over Tesla’s through 2030
Motley Fool contributor Micah Zimmerman favors Nvidia over Tesla for robotics through 2030, arguing Nvidia aims to sell chips, software and simulation tools to many robot makers, while Tesla’s Optimus program could compete for resources with its car, energy and autonomy work. -
Innodata’s Q2 2026 revenue reaches $92.1 million, over twice BigBear.ai’s
In Q2 2026, Innodata reported $92.1 million in revenue, up 58% year over year, compared with BigBear.ai’s $36.7 million, up 13%. The article attributes BigBear.ai’s gain to its Ask Sage acquisition; Innodata had reported $52.2 million in Q3 2024. -
Evercore ISI upgrades Ciena, lifts target to $550 on AI networking prospects
Evercore ISI analyst Amit Daryanani upgraded Ciena to Outperform from In Line on Sept. 21 and raised his price target to $550 from $375, citing its optical-networking prospects as AI data-center expansion drives demand for faster, higher-bandwidth links. -
Meta’s Reality Labs losses top $85 billion as annual growth slows
Meta’s Reality Labs has accumulated more than $85 billion in operating losses since the end of 2020, but first-half 2026 losses were $8.6 billion, slightly below a year earlier. CEO Mark Zuckerberg expects 2026 losses to be similar to 2025’s $19.2 billion and likely to peak. -
Insider Monkey favors ASML over Applied Materials on risk-adjusted value
Insider Monkey favors ASML over Applied Materials as the better risk-adjusted stock, despite forward earnings multiples of about 31 versus 27, citing EUV tools’ hard-to-replace role; it flags ASML’s customer concentration and China export-control exposure. -
Locus launches checkout tool to match delivery promises with logistics capacity
Locus launched Delivery Promise Management, linking checkout to real-time logistics data so retailers can offer feasible delivery options. In a test of one retailer’s historical orders, the company says 98.5% of orders had feasible windows and orders lacking a slot fell 58%. -
Insider Monkey favors Microsoft's AI-cloud case over Amazon's
Insider Monkey favors Microsoft over Amazon for a risk-adjusted AI-cloud investment case at similar forward earnings multiples, citing Microsoft's $182.9 billion in full-year operating cash flow and Amazon's trailing $7.6 billion free-cash-flow outflow amid AI spending. -
Musk says AI could ‘beat all fields’ by end-2027, or 2028 at latest
Elon Musk said on Sept. 22 that AI could “beat all fields” by the end of 2027 or, at the latest, 2028. He was replying to AI researcher François Chollet’s 2021 forecast that science would become increasingly computational over 10 to 20 years. -
Some firms target AI and agent projects at specific operations amid ROI scrutiny
Companies are targeting AI and agent projects at specific operations—legacy systems, payroll, HR coaching, real estate and retail—instead of enterprise-wide adoption; 90% of GFT report respondents worry global AI investment may outpace the business value it can deliver. -
Cache-to-Cache enables AI models to share internal memory without text
Tsinghua researchers say Cache-to-Cache lets AI models pass internal memory instead of exchanging text. They report collaborative tasks ran 100%–150% faster, with accuracy 3.1%–5.4% higher than in text-based setups; the method currently requires open-weight models. -
Waymo targets a 2027 Tokyo robotaxi launch with local partners
Waymo targets a fully autonomous paid taxi service in Tokyo in 2027 with GO and Nihon Kotsu, conditional on regulatory approval and validation of its technology and joint operations. It would begin with a small fleet and gradually expand to about 100 vehicles. -
Oracle seeks rent deferral if Project Jupiter misses 2028 target
Bloomberg says Oracle sent Project Jupiter’s developer a force-majeure notice over a delayed gas pipeline, seeking to defer rent if its New Mexico AI campus misses its 2028 deadline. The developer must agree the event qualifies; Oracle says the project remains on schedule.
