Semiconductors
AI & ML
Enterprise Software

Lantronix posts 8% Q4 revenue growth, targets double-digit 2027

The edge AI and IoT vendor closed FY2026 with $120.9m revenue, $60m cash, no debt, and unmanned systems becoming a meaningful growth engine.
The edge AI and IoT vendor closed FY2026 with $120.9m revenue, $60m cash, no debt, and unmanned systems becoming a meaningful growth engine.
Advertising
AI & ML
Enterprise Software

Alpha Modus survives MNTN dismissal bid in CTV patent dispute

A Texas federal court has refused to dismiss Alpha Modus's patent infringement claims against Connected TV adtech firm MNTN, advancing the case to discovery.
A Texas federal court has refused to dismiss Alpha Modus's patent infringement claims against Connected TV adtech firm MNTN, advancing the case to discovery.
Enterprise Software
AI & ML

Asure Software adds agentic automation to Luna AI payroll suite

Asure Software has expanded its Luna AI with agentic capabilities covering more than 50 payroll and HR functions for its 100,000-plus business customers.
Asure Software has expanded its Luna AI with agentic capabilities covering more than 50 payroll and HR functions for its 100,000-plus business customers.
Cloud Infrastructure
AI & ML
Semiconductors

AWS and NVIDIA plan 2 million more GPUs for agentic and physical AI

The two companies are expanding their strategic collaboration to deploy 2 million additional NVIDIA GPUs across AWS infrastructure in 2027 and 2028.
The two companies are expanding their strategic collaboration to deploy 2 million additional NVIDIA GPUs across AWS infrastructure in 2027 and 2028.
Cybersecurity
Enterprise Software

Galvanick taps Carahsoft to distribute OT security to US public sector

Galvanick has named Carahsoft as its master government aggregator, putting its OT threat-detection platform on five federal contract vehicles.
Galvanick has named Carahsoft as its master government aggregator, putting its OT threat-detection platform on five federal contract vehicles.
Datatech
Cloud Infrastructure
Semiconductors

Kratos wins multi-million-dollar GAIA 100 Tri-Band antenna orders

Orbit Communication Systems, acquired by Kratos in March 2026, has secured multi-million-dollar orders from international customers for its GAIA 100 ground station
Orbit Communication Systems, acquired by Kratos in March 2026, has secured multi-million-dollar orders from international customers for its GAIA 100 ground station
AI & ML
Enterprise Software

Mara raises $7m to deploy autonomous counter-drone system Spike

The defence startup's Khosla-led seed round funds combat deployment of Spike, an autonomous counter-FPV-drone platform already field-tested with US and
The defence startup's Khosla-led seed round funds combat deployment of Spike, an autonomous counter-FPV-drone platform already field-tested with US and
AI & ML
Enterprise Software
Cloud Infrastructure

XBP Global wins British Airways contract for Plexus AI deployment

XBP Global will deploy its sovereign agentic AI platform at British Airways to automate fleet maintenance records and document workflows.
XBP Global will deploy its sovereign agentic AI platform at British Airways to automate fleet maintenance records and document workflows.
AI & ML
Enterprise Software

PageUp and Sapia.ai deepen integration for AI-driven candidate screening

The two HR-tech vendors have linked their platforms to screen every applicant via structured AI interviews before shortlisting, targeting high-volume enterprise hiring.
The two HR-tech vendors have linked their platforms to screen every applicant via structured AI interviews before shortlisting, targeting high-volume enterprise hiring.
Semiconductors
AI & ML
Data Centres

NVIDIA posts $96.2bn Q2 revenue as data centre sales double

NVIDIA's Q2 fiscal 2027 revenue doubled year-on-year, driven by $89bn in data centre sales, with Q3 guidance set at $108bn.
NVIDIA's Q2 fiscal 2027 revenue doubled year-on-year, driven by $89bn in data centre sales, with Q3 guidance set at $108bn.
AI & ML
Cybersecurity

Mavenir and Sanas partner to embed Speech AI in telecom cores

Mavenir and Sanas are integrating real-time speech AI into carrier networks, adding translation, voice enhancement and deepfake detection at telecom scale.
Mavenir and Sanas are integrating real-time speech AI into carrier networks, adding translation, voice enhancement and deepfake detection at telecom scale.
Cloud Infrastructure
Enterprise Software
AI & ML

Nutanix posts 16% ARR growth and $841m free cash flow in FY2026

The hybrid cloud vendor beat all Q4 guidance metrics and targets $3.2bn in revenue for fiscal 2027, up from $2.85bn this year.
The hybrid cloud vendor beat all Q4 guidance metrics and targets $3.2bn in revenue for fiscal 2027, up from $2.85bn this year.
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