Enterprises prefer Anthropic’s AI models over anyone else’s, including OpenAI’s
Anthropic holds 32% of enterprise LLM market share by usage. This is a sharp reversal from just two years ago when OpenAI held 50%.
Enterprise
Palo Alto Networks agrees to buy CyberArk for $25 billion
The cybersecurity giant is getting into identity security with its acquisition of CyberArk, which is one of the biggest cybersecurity deals of the year so far.
Observe continues to adapt to the changing world of software observability
Observe just raised a $156 million Series C round as the company looks to offer support for Apache Iceberg by the end of the year.
20 national security experts urge Trump administration to restrict Nvidia H20 sales to China
The letter states that allowing sales of the H20 AI chip to China could hurt the U.S.’s AI “edge” and further chip bottlenecks in the U.S.
Astronomer winks at viral notoriety with ‘temporary spokesperson’ Gwyneth Paltrow
After spending the past week-plus in the headlines due to a seemingly inescapable social media scandal, data operations startup Astronomer is trying to shift the narrative with a tongue-in-cheek video starring actress and entrepreneur Gwyneth Paltrow.
Intel is spinning off its Network and Edge group
Intel will remain an anchor investor in the stand-alone company, which produced $5.8 billion in revenue in 2024.
A timeline of the US semiconductor market in 2025
From leadership changes at legacy semiconductor companies to wishy washy policy around chip exports, a lot has happened already.
Intel continues to pull back on its manufacturing projects
Intel cancelled multiple manufacturing projects in Europe and delayed its Ohio chip plant for the second time this year.
Google’s AI Overviews have 2B monthly users, AI Mode 100M in the US and India
Google shared new stats about its AI features’ adoption during its Q2 earnings.
Trump’s AI Action Plan aims to block chip exports to China but lacks key details
The AI Action Plan offers a path, but not a concrete plan, for what the administration is thinking when it comes to chip export restrictions.