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Andrew Feldman

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Situations

[ACTIVE] [BUSINESS] [US] [GB]

AI infrastructure demand and technology sector earnings

3 clusters · 37 sources · last updated

Latest: Cisco Systems reports record fiscal 2026 results amid AI cost concerns

Major US technology firms are reporting divergent financial results driven by the demand for artificial intelligence infrastructure. Cisco Systems achieved record fiscal 2026 results, with fourth-quarter revenue rising 1

[ACTIVE] [TECHNOLOGY] [US]

OpenAI GPT-5 Ultrafast mode launch

2 clusters · 32 sources · last updated

Latest: OpenAI launches Ultrafast tier for GPT-5. 6 Sol

OpenAI has introduced ‘Ultrafast’, a new API service tier designed to run its GPT-5. 6 Sol model at significantly higher speeds. Powered by Cerebras’ Wafer-Scale Engine technology, the mode can generate up to 750 output