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Platform strategy, earnings and the concentration of power at the largest technology companies, covered by The Silicon Ledger.
As agentic AI transitions from experimental tools to production systems, Infor is embedding AI agents tailored to specific industries into its enterprise software, betting that domain expertise can help organizations deploy AI at scale.
At the Bank of America Private Tech Trailblazers Conference, companies across robotics, construction, healthcare and finance demonstrated how specialized intelligence built on proprietary data and custom silicon is reshaping competitive advantage in AI.
The seven-year-old streaming device jumps from $199.99 to $299.99, with Nvidia citing AI-driven component shortages. The company has also discontinued its standard Shield TV model.
Valve's platform generated its strongest September ever in 2026, with revenue climbing 13% year-over-year despite rising costs for gaming PC components.
A prebuilt PC buyer discovered his $5,245 system's GPU and power cables had burned up after sitting boxed for over a year, only to find himself caught between a system builder and GPU manufacturer, each refusing responsibility.
Claude, Dots, Muse and Grok Bots are vying to become the always-on agents that users trust with recurring work. Anthropic's approach—folding agent features directly into its existing product—differs sharply from competitors' splashier launches.
The AI model cleared the orc starting zone in 40 minutes with zero deaths, using only network traffic and server data rather than rendered visuals.
As cyberattackers breach networks in seconds, CrowdStrike and CoreWeave are combining security expertise with specialized computing infrastructure to build defenses that operate faster than human response times.
