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Pulse · 247wallst.com247wallst.com ·
The Biggest AI Opportunity May Be Hiding Outside the GPU Market
A record quarter should have sent this chip giant soaring. Instead, the stock sank for a week straight while Wall Street analysts kept piling in. What do they see in custom silicon that the sellers are missing?
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Pulse · decrypt.codecrypt.co ·
Microsoft-Backed Space and Time Launches Platform to Let AI Agents Verify Private Data
Space and Time Enterprise uses Proof of SQL to prove calculations on private business data without exposing the records to AI agents.
Read moreMPulse · msn.com
msn.com ·
Not AMD. Not Intel. This is the artificial intelligence (AI) chip stock Nvidia should fear most.
AMD and Intel both offer alternative chip architectures to Nvidia's GPUs, but there's a bigger threat in the background.
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Pulse · prnewswire.comprnewswire.com ·
Kolmena Launches AI Platform That Turns Individual Agents Into Coordinated Workforces
Kolmena today announced the launch of its agentic AI platform, designed to bring AI agents, models, knowledge, and tools together into
Read moreMPulse · msn.com
msn.com ·
Asian and European technology Market recover from last week's selloff as chip stocks surge Monday
Chip stocks are bouncing back Monday, but the rally comes with a pretty big catch: Nvidia, the company at the center of the AI trade, is getting hammered before Wall Street even opens. Investors are piling into semiconductor names across Taiwan,
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Pulse · sdxcentral.comsdxcentral.com ·
Palo Alto Networks making another AI agent acquisition: report
Clutch Security rumored to be acquired for $500 million
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Pulse · jakobnielsenphd.substack.comjakobnielsenphd.substack.com ·
UX Roundup: Human “Taste” Less Unique | World Usability Day | New Work With AI | Agent Waits | Pale Text | AI Teammates | Evidence | Proximity Compatibility Principle | Back Button
Taste stops being a unique human advantage | This Thursday is World Usability Day | AI speeds up old work and unlocks new work | What to do while waiting for AI agents | If users can’t read it, it doesn’t exist | AI teammates cut the labor cost per ad by a third | Evidence wins design arguments | Display proximity should match processing proximity | Don’t let Back wipe the user’s filters and scroll position
Read moreSPulse · seekingalpha.com
seekingalpha.com ·
Physical AI: Robotics Heading Into 2027
Capital is following. Robotics startups raised $18.8 billion in the first half of 2026, compared with $15 billion in all of 2025, according to Crunchbase. PitchBook counted $18.6 billion across 450 robotics and physical AI deals in the second quarter alone.
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Pulse · telecomtalk.infotelecomtalk.info ·
Airtel Builds Agent Bridge, Its In-House AI Platform, and Adds GPU Capacity
Bharti Airtel said on its Q2 FY27 earnings call that it built Agent Bridge, an in-house AI agent platform, and added GPU capacity across its data centres.
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Pulse · forbes.comforbes.com ·
ROI From Your AI Agents Isn't About Costs
Durable returns come from allocating the right level of intelligence to each task, not simply negotiating lower model prices.
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