After $4 Bn Databricks Haul, is IPO Still Endgame for AI Companies?
Databricks has remained cash-flow positive for the past 12 months, a rarity among high-growth tech firms in the AI space.
The latest developments from MMAAANGO—Meta, Microsoft, Apple, Anthropic, Amazon, NVIDIA, Google, OpenAI—and beyond.
Databricks has remained cash-flow positive for the past 12 months, a rarity among high-growth tech firms in the AI space.

Q2 results revealed a mismatch between explosive demand for AI infrastructure and Oracle’s ability to convert it into immediate revenue.
Understanding the reality of open weights AI models, and how China feels about LLMs.
‘OpenAI has achieved more than I dared to dream possible; we set out to do something crazy, unlikely, and unprecedented.’
Accelerated compute, agentic systems, and autonomous workflows are pushing organisations towards real production adoption, beyond experimentation.
‘It’s just fun to be able to play with GitHub, and just be constantly modifying.’

‘The acquisition gives IBM more than 50% share in the event broker market.’
Bun needed a monetisation plan, and for Anthropic, a close relationship with the runtime is crucial.
The company is on track to invest $12.7 billion in local cloud and AI infrastructure.

The company said the agents are autonomous, scalable, and capable of operating for extended periods without intervention.
OpenAI is reportedly working on a new model called Garlic.
Virtusa, supported by Helio, aims to become an AI-first services company by 2030.

A neural network is better viewed as a collection of multiple optimisation processes, each with its own internal memory.
The exposed data included names provided on API accounts, email addresses associated with those accounts, approximate location data derived from browser information and operating system.
Expedia is doubling down on AI as it bets on personalisation, data scale and rapid innovation.
Google now looks invulnerable with Gemini 3 backed by TPUs.
SAP is building what it calls a “database for AI”, with India driving both core engineering and growing enterprise adoption.
Report shows 29% of Indian workers believe they have adequate AI skills, while only 14% have avoided AI training.

AWS wants Kiro to be a tool every developer can use without requiring a backend or cloud.

Ultimately, the decision is about which GPU delivers the best performance per dollar
“If your technology works at Reliance scale, it works anywhere in the world.”
Oracle revealed that 60% of customers now use some form of AI in Fusion HCM, a 45% YoY increase.
“Clearly, Oracle is really good at naming their products,” quipped Karan Batta, senior vice president at Oracle Cloud Infrastructure (OCI).
The company’s latest offering, Confluent Intelligence, is built to bridge the gap between data and action.
Zerodha marked the first anniversary of its FLOSS/fund for important open-source software projects around the world.
While AI-powered summaries and prioritisation sound helpful in theory, they often fall short in practice.
The estimated cost of developing the Kimi K2 Thinking AI model was around $4.6 million.
Why the world’s biggest AI companies are choosing to stay private — and what it means for capital markets.
“We’ve come a long way from being a company that was powering open source analytics all the way to AI.”
Anthropic, which uses Slack as its development hub and has cut product development cycles by 60%, saving an estimated $4.5 million annually.
StarRez is laying the foundation for a dedicated data science team in Hyderabad.