Sierra, the AI customer service startup co-founded by former Salesforce CEO Bret Taylor, has reached $100 million in annual revenue run rate in under two years. The company’s rapid growth surprised even its experienced founders and includes major customers across tech and traditional industries.
Nvidia’s data center revenue has exploded to nearly $50 billion as AI companies pour money into infrastructure. The Equity podcast team questions whether this represents sustainable growth or just another tech mania. They explore whether we should even call it a bubble when belief in AI’s future is
Google has quietly enabled Gmail AI training on user emails and attachments by default. The opt-out setting is buried in two different locations, requiring users to disable both to fully protect their data. Here’s what you need to know.
Nvidia is shipping about 1,000 server racks weekly at $3 million each, with each rack containing 72 Blackwell GPUs working as one system. The company’s AI journey started with AlexNet in 2012 and now includes massive deals with OpenAI and governments worldwide. But cloud providers are building their
OpenAI is rolling out group chats to all ChatGPT users worldwide after positive feedback from initial testing in four Asian markets. The feature supports up to 20 participants and uses the new ChatGPT 5.1 Auto model for responses. Rate limits only apply when the AI is responding, not during human-to
Berkshire Hathaway disclosed a sizeable stake in Alphabet Inc. during the third quarter. This represents a major departure from Warren Buffett’s long-standing avoidance of technology bets he doesn’t fully understand.
Wall Street is growing concerned about Big Tech’s massive debt accumulation to fund artificial intelligence projects. The trend represents a significant shift from companies using their cash reserves to leveraging debt for capital expenditures.
The University of Costa Rica has inaugurated its HPC@UCR supercomputing cluster, dramatically accelerating scientific research. The system features 1,024 cores across 16 nodes and is already supporting 37+ projects in AI, bioinformatics, and meteorology.
Companies are deploying AI faster than they’re preparing workers, with most lacking clear retraining strategies. New surveys show retraining beats regulation as the preferred solution, but timing and targeting matter enormously for success.
Enterprises racing to adopt AI are hitting unexpected slowdowns once projects move beyond proof of concept. The friction comes from security reviews, legal checks, compliance requirements, and development workflows that weren’t built for AI’s speed. Companies need transparency and standardized gover
