Industry

Big Tech

The platform companies shaping AI distribution, cloud, and product power.

Big Tech

Big Tech tomshardware.com

PBS broadcaster loses access to 50TB of data comprising 70 years of TV history after contracted cloud storage vendor goes defunct — public TV channel sues Iron Mountain data center, which hosts archival materials, to ensure preservation

Public broadcaster Nine PBS is in trouble after its cloud storage provider went out of business and it now can't access more than 50TB of archival data.

Big Tech cxodigitalpulse.com

TCS Partners with Vodafone Business to Accelerate AI and Digital Transformation for UK Enterprises

Tata Consultancy Services (TCS) has entered into a strategic partnership with Vodafone Business, the enterprise arm of VodafoneThree, to help UK businesses modernise their technology infrastructure, accelerate digital adoption and improve business outcomes through AI and digital transformation.

Big Tech digitimes.com

CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough

CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue faster, even as its widening net loss and ballooning capital spending underline the central question hanging over the "neocloud" sector: whether infrastructure can be built out quickly enough to keep pace with contracted...

Quick takes

Frontier labs are releasing workhorse coding models, long-running agent systems, and ultrafast inference tiers in a compressed mid-August cadence.
Models
Enterprise AI adoption is moving from assistance toward execution, with ChatGPT, Codex, and large consulting enablement programs as the delivery path.
Models
Anthropic multi-agent experiments report coordination failures, collusion, and sabotage, widening safety concerns beyond single-agent evaluation.
Models
Frontier labs are shipping agent-oriented model updates in parallel, with Google, OpenAI, and xAI all emphasizing coding, long-running agents, and interactive workloads within days.
Models
Enterprise AI is shifting from chat assistance toward agentic execution, as OpenAI research and partner case studies describe Codex and ChatGPT Work moving into product and operations workflows.
Models
Device platforms are absorbing frontier models into hardware cycles, with Pixel 11 centering Gemini features and on-device AI support just as competing assistant refreshes approach.
Models
Frontier labs are shipping agent-oriented workhorse models in rapid cadence, with Google releasing Gemini 3.7 Flash weeks after 3.6 and xAI aiming Grok 4.6 at long-running interactive agents.
Models
OpenAI is productizing ultra-low-latency enterprise inference, previewing a Cerebras-powered Ultrafast tier that runs GPT-5.6 Sol up to fourteen times faster.
Models

Market Pulse

AI Pulse
58/100
bullish

AI-linked equities are broadly positive, with Palantir Technologies. +4.66%, Super Micro Computer +4.12%, Meta Platforms +2.78% leading the tracked basket.

PLTR +4.66%
Palantir Technologies. data
SMCI +4.12%
Super Micro Computer cloud
META +2.78%
Meta Platforms labs
ARM +2.49%
Arm Holdings plc chips

Recurring Movers

PLTR 12 hits · +4.66%
SMCI 12 hits · +4.12%
META 12 hits · +2.78%
ARM 12 hits · +2.49%