Key Takeaways SNOW posted Q3 fiscal 2026 product revenue of $1.16B, reflecting a 29% year-over-year increase. SNOW is expanding AI offerings like Cortex AI and Snowflake Intelligence to deepen enterprise data usage. SNOW expects Q4 fiscal 2026 product revenue of $1.195-$1.2B, implying 27% year-over-year growth.Snowflake (SNOW) is benefiting from its robust portfolio of innovative products and strategic partnerships, which are driving significant revenue growth and positioning the company as a leader in the ...

AI research lab Anthropic continues to land sizable enterprise deals. Its latest entails bringing its large language models to a legacy German insurance giant.Anthropic on Friday announced a deal with Munich, Germany-based global insurance conglomerate Allianz to bring “responsible AI” to the insurance industry. The parties declined to share financial terms of the deal. The partnership is made up of three specific initiatives.The first is making Claude Code, Anthropic’s AI-powered coding tool, available to ...

Key Points Palantir needs to show it can scale enterprise adoption without the need to deploy a lot of additional resources. Operating leverage will be a key metric to track. As Palantir becomes a core AI infrastructure player, trust, governance, and durability across cycles will matter as much as growth. 10 stocks we like better than Palantir Technologies › After a defining 2025, Palantir Technologies (NASDAQ: PLTR) enters 2026 in a very different position than it occupied just a few years ago. ...

Advanced Micro Devices Inc. unveiled a new chip aimed at smaller corporate data centres while outlining a longer-term roadmap designed to narrow the gap with market leader Nvidia Corp. The move reflec... ...

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat, the world's leading provider of open source solutions, today announced a landmark expansion of its collaboration with NVIDIA to align enterprise open source technologies to the rapidity of enterprise AI evolution and rack-scale AI advances. As the industry moves beyond individual servers toward unified, high-density systems, Red Hat aims to deliver the starting point for this transformation with Red Hat Enterprise Linux for NVIDIA, a specialized edition of the world' ...

Key Takeaways FIVN embeds AI across contact center workflows, enabling coordinated AI and human agent interactions.FIVN stands out by preserving conversation context across channels instead of using fragmented AI tools.The Zacks Consensus Estimate pegs FIVN's 2026 revenues at $1.26B, implying 9.54% year-over-year growth.Five9 (FIVN) is experiencing accelerating momentum in enterprise AI adoption as contact center platforms transition from agent-centric models to AI-orchestrated customer experiences. FIVN's ...

Core Insights - SoundHound AI, Inc. is facing challenges in its automotive segment while experiencing growth in enterprise AI, raising questions about its ability to balance these dynamics as it enters 2026 [2][6] Automotive Segment - The automotive business is under pressure due to global tariffs and industry softness, leading to volatility in revenues [3][11] - Long development cycles and OEM production schedules contribute to the unpredictability of growth in the automotive sector [3] - The company anticipates improvements in automotive revenues as voice commerce initiatives and next-generation deployments scale, although the timing remains uncertain [4] Enterprise AI Growth - Enterprise AI has emerged as a significant growth driver, with revenues increasing by 68% year-over-year to $42 million in Q3 2025, fueled by demand in financial services, healthcare, insurance, telecom, and retail [5][11] - The subscription-style economics and faster deployment cycles in enterprise AI provide clearer ROI, enhancing revenue durability [5] Competitive Landscape - C3.ai and Cerence are key competitors, with C3.ai focusing on enterprise AI automation and Cerence strengthening its automotive AI presence [7][8] - Both competitors are expanding their capabilities, making the competitive environment more intense for SoundHound [7][8] Financial Performance - SoundHound's shares have declined by 54.1% over the past year, underperforming compared to the Zacks Computers - IT Services industry, which saw a 17.2% decline [9][11] - The company's forward 12-month price-to-sales ratio is currently at 18.62, higher than the industry's 15.49 [13] - The Zacks Consensus Estimate for SoundHound's 2026 loss per share remains unchanged at 5 cents, indicating a 63.8% improvement year-over-year [16]

Alexa von Tobel, founder and managing partner, Inspired Capital: 2026 will be the year AI reshapes the physical world — especially in infrastructure, manufacturing, and climate monitoring. We are moving from a reactive world to a predictive one, where physical systems can sense problems before they become failures.Marcie Vu, partner, Greycroft: We’re very excited about the opportunity in voice AI. Voice is a far more natural, efficient, and expressive way for people to communicate with each other and with m ...

最近我们 复盘 了去年「2025 AI Best Ideas」提出的 20 个关键预测，发现绝大部分关于技术方向与 格局演化的 AI 预测已经兑现。而站在当下看 2026 年这个关键时间节点，市场已经显现出了更明显 的分歧：Gemini 3 发布后，Google 能否保持长期领先？OpenAI 是否有机会在 2026 年实现逆转？在 AI 入口竞争中，是操作系统占优，还是超级 APP 更具潜力？ 因此我们组织了一场「2026 AI Best Ideas」社群讨论，AI researchers、创业者、产品经理和一二级 投资人围绕 2026 年 AI 公司竞争格局、AI 应用与 Agent 形态、算力与 infra 瓶颈，以及 AI 在具体 行业中的落地路径等关键问题，展开了一次深入的讨论。 本篇文章并不是一份单一视角的年度判断，而是来自拾象 Best Ideas 社群集体讨论的精华开源。我 们希望它不仅是一份年度预测，更能帮助读者理解：AI 是一次真实且长期的生产力革命，在模型 厂商交替领先的格局中，真正的赢家不仅要关注技术实力，更要在高度不确定的环境中实现长期价 值。 ⬇️ 滑动或点击查看大图 ⬇️ 讨论主 ...

Core Insights - Enterprise AI is transitioning from hype to execution, with C3.ai and Palantir at the forefront, focusing on turning large datasets into actionable decisions, but their monetization strategies differ significantly [1] C3.ai Overview - C3.ai is a pure-play enterprise AI platform with prebuilt applications aimed at accelerating adoption across various industries, showing improved commercial momentum with a notable increase in bookings during Q2 fiscal 2026 [2][5] - The federal segment has been a strong growth area, with significant year-over-year increases in bookings from defense, aerospace, and civilian agencies, benefiting from a shift towards commercial off-the-shelf AI solutions [3] - C3.ai's partnerships with Microsoft, AWS, and system integrators are yielding results, with most bookings now sourced through these partners, and the introduction of agentic process automation expands its market reach [4] - Despite improved execution, C3.ai is still facing substantial losses and negative free cash flow, with management acknowledging compressed gross margins due to initial production deployments and ongoing investments [5] Palantir Overview - Palantir is showcasing true enterprise AI adoption at scale, achieving over 60% revenue growth in Q3 2025, with U.S. commercial sales more than doubling, indicating successful conversion of demand into large contracts [6][9] - The company's Artificial Intelligence Platform (AIP) is positioned as production-grade AI, facilitating broad deployments and faster deal cycles, which enhances customer integration and raises switching costs [7][8] - Palantir has achieved high profitability with operating margins exceeding 50% and record free cash flow, leading to a Rule of 40 score above 100, indicating sustainable demand momentum [9] Price Performance - C3.ai's stock has decreased by 39.5% over the past six months, while Palantir's shares have increased by 35.5% in the same period [10] Valuation - C3.ai is trading at a forward price-to-sales (P/S) ratio of 6.4X, below its three-year median of 8.37X, indicating a deep discount compared to sector averages and Palantir, which has a forward P/S ratio of 74.69X, above its three-year median of 19.69X [14] Earnings Projections - The consensus estimate for C3.ai's fiscal 2026 loss per share has narrowed to $1.21, while for fiscal 2027, it has narrowed to $1.00 [18] - In contrast, Palantir's earnings per share estimate for 2025 has increased to 73 cents, and for 2026, it has risen to $1.04 [20] Conclusion - Palantir is positioned as the stronger near-term investment, demonstrating effective enterprise AI demand translation into scalable deployments and profitability, while C3.ai shows signs of recovery but remains a hold until consistent profitability is achieved [21][22]