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CEVA

Technology

1mo

Expansion of CEVA's NPU Business into Infrastructure and Data Centers

CEVA secured 4 strategic high-impact NPU customer agreements, validating market readiness for Edge AI NPUs.
Deals include 2 NeuPro-Nano agreements for audio in embedded applications and 2 NeuPro-M deals for diverse use cases.
CEVA's NPUs are designed to address growing AI workloads in infrastructure and data center markets, emphasizing scalability and energy efficiency.
The NeuPro-M architecture supports complex AI workloads, adaptive data routing, and low-latency inference, suitable for cloud and enterprise environments.
Management highlighted significant opportunities to expand NPU business into infrastructure and data centers, indicating strategic growth focus.

NCNO

Technology

2w

AI-Driven Platform Differentiation and Customer Adoption Momentum

nCino's Banking Adviser AI platform has been purchased by over 80 customers, indicating strong early adoption and market interest.
Management emphasized that AI is now a universal topic in customer conversations, contributing to deal wins in the first half of 2026.
Banking Adviser is deeply integrated into workflows, understanding banking nuances, regulatory requirements, and processes, which differentiates it from generic AI solutions.
The company plans to roll out more sophisticated AI capabilities and agentic workflows next quarter, aiming to reimagine customer interactions.
Management highlighted that AI is a key factor in moving deals forward and is a catalyst for customers transitioning to new pricing frameworks.
They believe their AI moat, built over a decade, positions them as a global leader in AI banking, with a focus on regulatory compliance and data security.

MDB

Technology

2w

Impact of AI-native startups and enterprise AI adoption on MongoDB's growth

MongoDB is emerging as a key component of the AI infrastructure stack, especially for AI-native startups and enterprise applications.
The platform's native capabilities like search, vector search, embeddings, and stream processing are redefining core AI workloads.
Management highlighted that their architecture provides a durable advantage for AI, particularly with JSON support and integrated search features.
Customers building AI applications, such as autonomous vehicle platforms and help desk solutions, are choosing MongoDB for performance and ROI.
The company sees the enterprise segment as early in AI adoption but with significant potential for growth as AI use cases mature.

Keysight Technologies, Inc.

KEYS

Technology

3w

Keysight's Strategic Investment in AI Ecosystem and Silicon Photonics

Keysight has made strategic investments in AI-related physical layer solutions and silicon photonics capabilities to support rapid innovation in digital infrastructure.
The company delivered the industry's first protocol layer solution for validating 1.6 terabit performance, a milestone for next-generation networks.
Partnerships with AMD for PCIe gen 6 compliance validation demonstrate Keysight’s focus on enabling AI-ready high-speed interfaces.
Broader adoption of Keysight AI solutions indicates a deepening engagement with customers seeking to streamline AI infrastructure deployment.
Management emphasized that AI is contributing to multiple end markets, with wireline showing early demand inflections.
The company sees AI as a long-term growth driver, with incremental contributions across various sectors, not just initial markets.

Veeva Systems Inc.

VEEV

Technology

1w

Long-Term Vision for Horizontal Software and Platform-First Approach

Veeva is working on a platform-first approach to develop horizontal software applications, starting with CRM.
The company aims to leverage its product excellence and deep industry knowledge to succeed in horizontal markets.
Early projects include new applications in CRM and other enterprise functions, with initial launches expected in 2026.
Management emphasizes the advantage of building from scratch with modern architecture, AI, and a customer-centric culture.
The strategy involves creating scalable, high-quality software that can serve multiple industries, not just life sciences.

Salesforce, Inc.

CRM

Technology

6d

Salesforce's Strategic Shift to Agentic Enterprise and AI Integration

Salesforce is positioning the 'agentic enterprise' as the next major evolution in business, integrating AI deeply into all products.
The company has rebuilt its entire product portfolio to be 'agentic,' emphasizing automation, collaboration, and data-driven decision-making.
CEO Marc Benioff highlighted that this transformation involves organizational restructuring, including a company-wide shift to support AI and agent-based workflows.
Salesforce's internal deployment of AI agents has already demonstrated significant efficiency gains, such as saving hundreds of hours for clients like DIRECTV.
The company plans to showcase these innovations at Dreamforce, emphasizing the strategic importance of AI and agentic capabilities for future growth.

Oracle Corporation

ORCL

Technology

23h

Oracle's Leadership in AI Inference Market and Data Security

Safra Catz emphasized Oracle's strategic focus on AI inference, projecting it to be larger than the training market.
Larry Ellison highlighted Oracle's unique position as the largest custodian of high-value enterprise data, enabling superior AI inference capabilities.
Oracle's new AI database allows vectorization of enterprise data, facilitating secure and private AI reasoning.
The company has integrated its AI database with leading LLMs like ChatGPT, Gemini, and Lama, providing seamless access for customers.
Oracle's secure data environment and advanced database technology position it as a leader in enterprise AI inference solutions.
The company has secured partnerships with major AI players, including a deal with Google, to bundle AI models with its database offerings.

NVIDIA Corporation

NVDA

Technology

1w

Financial Performance Summary

Automotive revenue increased 69% year over year to $586 million, driven by self-driving solutions.
Data center revenue grew 56% year over year despite a $4 billion decline in H20 revenue.
GAAP gross margin was 72.4%, non-GAAP gross margin was 72.7%, including a $180 million benefit from releasing reserved H20 inventory.
Gaming revenue hit a record $4.3 billion, up 14% sequentially and 49% year over year, driven by Blackwell GeForce GPU ramp.
Networking revenue set a record at $7.3 billion, a 46% sequential and 98% year-over-year increase.
Operating expenses rose 86% sequentially on a non-GAAP basis due to higher compute, infrastructure, and compensation costs.
Professional visualization revenue grew 32% year over year to $601 million.
Total revenue reached a record $46.7 billion, exceeding outlook and growing sequentially across all market platforms.

NVIDIA Corporation

NVDA

Technology

1w

NVIDIA's Blackwell Platform Achieves Record Growth and Production Ramp

NVIDIA's Blackwell platform reached record levels, growing sequentially by 17% in Q2 2026.
Production shipments of GB300 began in Q2, with full-scale production now underway at approximately 1,000 racks per week.
Blackwell Ultra generated tens of billions in revenue, setting a new standard for AI inference performance.
The transition to GB300 architecture was seamless for cloud providers, enabling rapid deployment and scaling.
Blackwell's NVLink 72 system offers an order of magnitude improvement in speed and energy efficiency, revolutionizing reasoning AI.
Management expressed strong confidence that Blackwell will be a key driver of future growth and industry leadership.