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Artificial Intelligence

Appen (ASX:APX) Returns to Profit in Appen Global and Adds Two Frontier AI Customers in September Quarter

Group revenue was US$73.9 million, up 34% on the prior corresponding quarter and 13% above the June quarter. Gross margin rose to 43.3% from 39.2% a year earlier, reflecting both product mix and cost actions. Year-to-date revenue is US$193.8 million and underlying EBITDA is …

Aditi Sarkar | 29 October 2026

Fortifai Limited (ASX:FTI): How Does NOL8 Commercialisation Shape Its Technology Strategy?

On 29 June 2026, Fortifai (ASX:FTI) launched Version 1.0 of its NOL8 AI Data Plane, a platform intended to support governed data movement for AI workloads. The June-quarter activities report, issued on 31 July, described its availability for customer assessment and proof-of-concept work through …

Aditi Sarkar | 28 October 2026

Appen Ltd (ASX:APX): What Does H1 FY26 Reveal About AI Data Demand?

Appen Ltd (ASX:APX) operates in human-assisted data sourcing, annotation and evaluation for artificial-intelligence systems. The group serves AI-development organisations with multilingual data, specialist task execution and model evaluation services. The company’s exposure to customer budgets and technology adoption is shaped by its product and …

Aditi Sarkar | 27 October 2026

BrainChip Holdings Ltd (ASX:BRN): What Is Next for Akida Licensing and Edge AI?

BrainChip Holdings Ltd (ASX:BRN) operates in neuromorphic semiconductor intellectual property designed for on-device artificial-intelligence processing. Akida technology is designed for edge inference workloads where local processing and power requirements matter. The company’s exposure to customer budgets and technology adoption is shaped by its product …

Aditi Sarkar | 27 October 2026

ServiceNow (NYSE:NOW) Extends AI Governance With Runtime Controls and Automated Workflow Development

The 15 October update introduced a cryptographically signed credential that AI agents can refer to at runtime to verify their authorised scope. The approach links permissions to enterprise context, policies and approvals rather than relying on an agent's own description of its authority.

Aditi Sarkar | 27 October 2026

ServiceNow (NYSE:NOW) Connects Workflow Automation With Tighter AI Agent Permissions

Introduced on 15 October, AI Passport uses a cryptographically signed credential to identify the actions an AI agent is authorised to perform. Its runtime checks connect the agent's scope with enterprise context, policies and approvals.

Aditi Sarkar | 27 October 2026

Dell Technologies (NYSE:DELL) Broadens Enterprise AI Delivery After Raising Its Annual Outlook

The 21 October update extended Dell AI Factory with NVIDIA across validated software, deskside configurations and infrastructure. Dell said more than 6,500 enterprises had adopted the offering, compared with 5,000 in its preceding quarterly comparison, based on its own customer order analysis.

Aditi Sarkar | 27 October 2026

Palo Alto Networks (NASDAQ:PANW) Adds Continuous AI Defence as Security Subscriptions Expand

On 22 September, Palo Alto Networks introduced Unit 42 Continuous Frontier AI Defense. The subscription service combines specialised AI models with threat intelligence and offensive security expertise to identify, validate and help remediate enterprise exposures.

Aditi Sarkar | 27 October 2026

NVIDIA Corporation (NASDAQ:NVDA) Expands Supply Commitments Across AI Manufacturing

NVIDIA plans to increase substrate capacity for its products by 2.5 times over three years. Related arrangements cover existing facilities and new manufacturing investment, with individual additions scheduled to start contributing at different points in 2027 and 2028.

Aditi Sarkar | 27 October 2026

Advanced Micro Devices (NASDAQ:AMD) Adds Agentic Rack Design to Expanding AI Portfolio

Introduced on 12 October, Helion is an open blueprint based on an industry rack specification. It supports both CPU-only configurations for large-scale agent execution and combined CPU/GPU systems intended for enterprise deployments. Customers can tailor core density, cooling and accelerator allocation to the work …

Aditi Sarkar | 27 October 2026
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