The strain on the AI ​​supply chain means Dell wants buyers to plan sooner

Demand for artificial intelligence infrastructure is outstripping available supply, and the imbalance is changing the way companies buy technology. The old tactic of waiting for a quarter-end discount now risks leaving a project stuck in the hardware queue. At the beginning of the year, many buyers didn’t see the shortage coming. “I think it’s a … Read more

SpaceX stock rises as Elon Musk announces stunning profit and revenue growth

Shares of Space Exploration Technologies Corp., Elon Musk’s rocket developer and artificial intelligence company, rose more than 8% in late trading today after reporting earnings results that showed strong momentum in its AI business. The company, better known as SpaceX, reported third-quarter profit before certain costs such as stock compensation of 45 cents per share, … Read more

AI infrastructure management software startup ASI reaches a $3 billion valuation after raising $325 million in funding

An artificial intelligence startup called ASI Inc. that creates complex models of air traffic and energy networks announced today that it has raised $325 million in Series C funding, bringing its valuation to a whopping $3 billion. The round was led by Spark Capital and joined by participants including Citadel Securities, Craft Ventures, Meritech Capital, … Read more

According to Inception, Mercury 3 beats GPT-6 Luna and Claude Haiku 5.5 at up to 8x speed

Diffusion language model startup Inception AI Inc. has released Mercury 3, its new flagship model. In the company’s own benchmarks, Mercury 3 GPT-6 beat OpenAI Group PBC’s Luna and Anthropic PBC’s Claude Haiku by 5.5 in eight of 12 tests at four to eight times speed. The publication clears up the main doubts about Inception’s … Read more

Grafana Labs relies on AI agents to automate the observability of AI agents

Observability software pioneer Grafana Labs Inc. is flexing its muscles in the fast-growing market for artificial intelligence monitoring tools, unveiling a series of updates to its Grafana Cloud platform today at ObservabilityCON 2026. The startup announced a new suite of AI agents, including Assistant Watchers to monitor AI workloads and autonomous agents, and Grafana Cloud … Read more

SmartBear’s BearQ adds sources to find coverage gaps and workflows to automate test runs

Software testing company SmartBear Software Inc. is expanding its BearQ agent quality assurance system beyond test automation, releasing two new features today. Both additions target the part of quality assurance that artificial intelligence has made more difficult by speeding up coding. SmartBear calls them sources and workflows. Automating individual tests is no longer the bottleneck, … Read more

The Trump administration orders a ban on DeepSeek in federal agencies

The Department of Homeland Security has ordered artificial intelligence technology from Chinese company DeepSeek Ltd. should be removed from all civilian federal agencies. The order, posted today on the Federal Register website, warned that DeepSeek’s AI models represent “multiple threat vectors” that could give the Chinese Communist Party “broad powers” to access American government infrastructure. … Read more

Dream Labs raises $90 million to use simple video feeds to help build smarter robots

Dream Labs, a startup that aims to make robots smarter and capable of performing a wide variety of tasks, has raised $90 million in seed funding, coinciding with the launch of a public application programming interface that provides access to its basic universal robot model. Today’s round was co-led by B Capital and Kindred Ventures … Read more