North America

The United States and Canada.
Semiconductors
AI & ML

Applied Materials posts record $9.12bn quarter on AI chip demand

The semiconductor equipment giant reported record quarterly revenue and non-GAAP EPS of $3.50, both up sharply on AI-driven demand for advanced chipmaking
The semiconductor equipment giant reported record quarterly revenue and non-GAAP EPS of $3.50, both up sharply on AI-driven demand for advanced chipmaking
Cloud Infrastructure
AI & ML
Enterprise Software

Cloudera and NVIDIA bring GPU acceleration to Apache Spark 4.1

Cloudera is embedding NVIDIA's cuDF library into its Data Engineering platform to deliver up to 4x Spark acceleration without code changes.
Cloudera is embedding NVIDIA's cuDF library into its Data Engineering platform to deliver up to 4x Spark acceleration without code changes.
Enterprise Software
AI & ML
Datatech

Firefly Aerospace posts record $117.7m Q2 revenue, net loss widens

The NASDAQ-listed launch and spacecraft company grew Q2 revenue 659% year-on-year, driven by NASA lunar contracts and defence awards.
The NASDAQ-listed launch and spacecraft company grew Q2 revenue 659% year-on-year, driven by NASA lunar contracts and defence awards.
Semiconductors
Enterprise Software
Datatech

Kratos and GE Aerospace win USAF EMD contract for JASSM engine

The GEK800 turbofan, now designated F143-ZZ-100, has been selected as a second-source propulsion system for the US Air Force's long-range
The GEK800 turbofan, now designated F143-ZZ-100, has been selected as a second-source propulsion system for the US Air Force's long-range
Semiconductors
AI & ML

Micron launches $10bn Research Labs hub for memory and AI

Micron Technology is establishing a long-horizon memory research institution in Boise, backed by a planned $10 billion investment over the next decade.
Micron Technology is establishing a long-horizon memory research institution in Boise, backed by a planned $10 billion investment over the next decade.
Semiconductors
AI & ML

Micron Ventures launches $250m Paradigm Fund for AI stack startups

Micron's corporate venture arm has closed its third and largest fund, targeting the full AI technology stack from model architecture to physical AI.
Micron's corporate venture arm has closed its third and largest fund, targeting the full AI technology stack from model architecture to physical AI.
AI & ML
Data Centres
Enterprise Software

Nocera-INERGX joint venture targets AI data centre power supply

Nocera and INERGX have formed a 50/50 joint venture to acquire battery storage and energy supply chain assets serving AI data centres and defence.
Nocera and INERGX have formed a 50/50 joint venture to acquire battery storage and energy supply chain assets serving AI data centres and defence.
Cybersecurity
Enterprise Software
Datatech

Parsons wins $350m Navy seabed-to-space ISR contract

Parsons Corporation has been selected for a $350m IDIQ contract to support the US Navy's multi-domain ISR and information operations programme.
Parsons Corporation has been selected for a $350m IDIQ contract to support the US Navy's multi-domain ISR and information operations programme.
AI & ML
Advertising
Marketing

OpenAI licensing deals lift ChatGPT citations 48%, joint study finds

A study of 129.3 million AI citations found OpenAI-licensed publishers earn 48% more ChatGPT citations per page than unlicensed peers.
A study of 129.3 million AI citations found OpenAI-licensed publishers earn 48% more ChatGPT citations per page than unlicensed peers.
Cloud Infrastructure
AI & ML
Enterprise Software

Upbound V3 unifies cloud and AI agent infrastructure governance

Upbound has launched V3 of its infrastructure platform, giving engineers and AI agents a single governed control plane fleet across cloud and on-premises.
Upbound has launched V3 of its infrastructure platform, giving engineers and AI agents a single governed control plane fleet across cloud and on-premises.
Data Centres
AI & ML
Cloud Infrastructure

Duos Technologies appoints Dipan Patel as COO to scale edge AI push

Nasdaq-listed Duos Technologies has hired former Telstra InfraCo executive Dipan Patel as COO to lead deployment of its edge AI data centres and GPU
Nasdaq-listed Duos Technologies has hired former Telstra InfraCo executive Dipan Patel as COO to lead deployment of its edge AI data centres and GPU
Cybersecurity
AI & ML
Enterprise Software

Cribl acquires Radiant Security AI SOC assets in second 2026 deal

Cribl has acquired AI triage and investigation technology from Radiant Security, its second security acquisition this year after CardinalOps in July.
Cribl has acquired AI triage and investigation technology from Radiant Security, its second security acquisition this year after CardinalOps in July.
Enterprise Software
Cybersecurity

Detected puts $10.4bn annual cost on SMB merchant onboarding gap

Detected's new report finds 57% of SMB onboarding data is unretrievable from registries, costing North America an estimated $10.4bn a year.
Detected's new report finds 57% of SMB onboarding data is unretrievable from registries, costing North America an estimated $10.4bn a year.
Cloud Infrastructure
AI & ML
Enterprise Software

Space raises $2.4m pre-seed to build AI-native distributed filesystem

San Francisco startup Space has closed a $2.4m pre-seed led by a16z Speedrun to build a streaming filesystem that requires zero local disk
San Francisco startup Space has closed a $2.4m pre-seed led by a16z Speedrun to build a streaming filesystem that requires zero local disk
AI & ML
Cloud Infrastructure
Enterprise Software

Nutanix and ChronoScale partner on enterprise AI infrastructure

The NASDAQ-listed firms will combine Nutanix's hybrid cloud platform with ChronoScale's GPU-as-a-Service and agentic AI foundry for enterprise customers.
The NASDAQ-listed firms will combine Nutanix's hybrid cloud platform with ChronoScale's GPU-as-a-Service and agentic AI foundry for enterprise customers.
Data Centres
AI & ML
Cloud Infrastructure

Duos Technologies signs $500m, 55 MW hosting deal with Axe Compute

Duos Technologies has agreed five-year hosting orders with neocloud firm Axe Compute covering 55 MW of AI data centre capacity across multiple US sites.
Duos Technologies has agreed five-year hosting orders with neocloud firm Axe Compute covering 55 MW of AI data centre capacity across multiple US sites.
AI & ML
Enterprise Software

EMERGING and Promethean launch $300m AI hospitality fund

The Experience Fund targets AI, automation and data infrastructure for the restaurant and hospitality sector, with a $500m hard cap.
The Experience Fund targets AI, automation and data infrastructure for the restaurant and hospitality sector, with a $500m hard cap.
Enterprise Software
Cloud Infrastructure

Precisely launches cloud-native SAP automation governance tool

Automate Evolve Cloud Essentials offers SAP teams centralised control, audit trails and server-side scheduling without on-premises infrastructure costs.
Automate Evolve Cloud Essentials offers SAP teams centralised control, audit trails and server-side scheduling without on-premises infrastructure costs.
AI & ML
Enterprise Software

Cascade raises $3.5m seed to bring AI project prediction to AEC firms

The NY-based startup, backed by a16z Speedrun, uses early market signals to help construction firms spot opportunities before RFPs exist.
The NY-based startup, backed by a16z Speedrun, uses early market signals to help construction firms spot opportunities before RFPs exist.
Enterprise Software
AI & ML

CarGurus posts 13% revenue growth as AI products gain traction

The Nasdaq-listed automotive marketplace reported Q2 2026 revenue of $251m, beating guidance midpoint, as its new Guru AI layer debuts for consumers.
The Nasdaq-listed automotive marketplace reported Q2 2026 revenue of $251m, beating guidance midpoint, as its new Guru AI layer debuts for consumers.
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