https://theinference.org/article/applied-materials-refused-to-name-the-number-that-underwrites-the-chip-boom The Inference en 2026-10-13T21:23:03.005Z Applied Materials Refused to Name the Number That Underwrites the Chip Boom https://theinference.org/article/jane-street-has-deposited-sebi-s-rs-4-843-crore-demand-a-tribunal-rules-october-21-on-what-it-can-see The Inference en 2026-10-13T21:22:02.805Z Jane Street has deposited Sebi's Rs 4,843 crore demand; a tribunal rules October 21 on what it can see https://theinference.org/article/coinbase-and-robinhood-s-futures-brokers-hold-581-million-more-than-all-six-us-forex-dealers-470-million The Inference en 2026-10-13T21:21:02.999Z Coinbase and Robinhood's futures brokers hold $581 million, more than all six US forex dealers' $470 million https://theinference.org/article/sterlite-technologies-is-up-882-in-2026-and-trades-near-900-times-profit-results-come-october-23 The Inference en 2026-10-13T21:20:02.786Z Sterlite Technologies is up 882% in 2026 and trades near 900 times profit; results come October 23 https://theinference.org/article/omron-agreed-to-pay-675-million-for-onlogic-about-25-times-adjusted-ebitda-to-add-factory-floor-ai-compute The Inference en 2026-10-13T21:19:02.815Z Omron agreed to pay $675 million for OnLogic, about 25 times adjusted EBITDA, to add factory-floor AI compute https://theinference.org/article/twelve-thousand-interceptors-a-year-on-paper-three-thousand-ordered-the-cheap-missile-money-is-at-leidos The Inference en 2026-10-13T21:18:02.869Z Twelve thousand interceptors a year on paper, three thousand ordered: the cheap-missile money is at Leidos https://theinference.org/article/lenovo-lifts-the-legion-go-2-to-3-082-more-than-double-its-launch-price The Inference en 2026-10-13T21:17:02.810Z Lenovo lifts the Legion Go 2 to $3,082, more than double its launch price https://theinference.org/article/decagon-hires-a-bank-and-the-takeout-math-starts-near-13-billion The Inference en 2026-10-13T19:30:02.989Z Decagon hires a bank, and the takeout math starts near $13 billion https://theinference.org/article/circle-built-a-blockchain-for-ai-agents-to-pay-each-other-its-income-is-still-treasury-yield The Inference en 2026-10-13T19:26:02.787Z Circle built a blockchain for AI agents to pay each other; its income is still Treasury yield https://theinference.org/article/cognizant-signed-gilead-for-five-years-washington-shut-its-green-card-door-two-days-later The Inference en 2026-10-13T19:25:02.787Z Cognizant signed Gilead for five years; Washington shut its green-card door two days later https://theinference.org/article/a-class-action-tests-whether-applovin-s-ai-improved-itself-on-the-schedule-it-sold The Inference en 2026-10-13T19:24:02.783Z A class action tests whether AppLovin's AI improved itself on the schedule it sold https://theinference.org/article/the-defense-department-paid-palantir-2-05-billion-in-a-year-the-short-case-runs-through-the-commercial-line The Inference en 2026-10-13T19:23:02.781Z The Defense Department paid Palantir $2.05 billion in a year. The short case runs through the commercial line https://theinference.org/article/amd-raises-its-cpu-forecast-a-third-time-to-200-billion-nvidia-already-ships-the-rival-rack The Inference en 2026-10-13T19:22:02.791Z AMD raises its CPU forecast a third time to $200 billion; Nvidia already ships the rival rack https://theinference.org/article/goldman-collects-the-ai-boom-s-fees-and-leaves-the-debt-on-other-balance-sheets The Inference en 2026-10-13T19:21:02.929Z Goldman collects the AI boom's fees and leaves the debt on other balance sheets https://theinference.org/article/the-exit-drought-is-bending-spoons-supply-chain The Inference en 2026-10-13T19:18:02.808Z The exit drought is Bending Spoons' supply chain https://theinference.org/article/cisco-named-microsoft-and-alibaba-as-production-customers-then-co-authored-an-optics-standard-with-nvidia The Inference en 2026-10-13T17:14:40.930Z Cisco named Microsoft and Alibaba as production customers, then co-authored an optics standard with Nvidia https://theinference.org/article/nvidia-invested-2-billion-in-coherent-insiders-sold-1-1-billion-in-a-year-and-bought-none The Inference en 2026-10-13T17:12:40.865Z Nvidia invested $2 billion in Coherent; insiders sold $1.1 billion in a year and bought none https://theinference.org/article/iqvia-the-world-s-largest-drug-trial-operator-will-run-its-studies-on-rival-veeva-s-software The Inference en 2026-10-13T17:11:40.811Z IQVIA, the world's largest drug-trial operator, will run its studies on rival Veeva's software https://theinference.org/article/dell-s-pc-shipments-fell-25-and-ai-server-orders-hit-60-9-billion-the-stock-is-up-356-this-year The Inference en 2026-10-13T17:10:40.882Z Dell's PC shipments fell 25% and AI-server orders hit $60.9 billion; the stock is up 356% this year https://theinference.org/article/meta-tells-investors-its-ai-bet-is-paying-off-and-tells-the-irs-it-might-fail The Inference en 2026-10-13T17:09:40.855Z Meta tells investors its AI bet is paying off and tells the IRS it might fail https://theinference.org/article/bumble-sells-to-ithaca-for-1-3-billion-at-6-05-a-share-about-a-tenth-of-its-2021-listing-value The Inference en 2026-10-13T17:08:40.815Z Bumble sells to Ithaca for $1.3 billion at $6.05 a share, about a tenth of its 2021 listing value https://theinference.org/article/musk-halved-the-memory-in-tesla-s-optimus-chip-micron-says-a-humanoid-needs-more-than-200gb The Inference en 2026-10-13T17:07:40.913Z Musk halved the memory in Tesla's Optimus chip; Micron says a humanoid needs more than 200GB https://theinference.org/article/wells-fargo-raised-its-target-on-tyler-technologies-to-400-lawsuit-settlement-terms-are-due-october-16 The Inference en 2026-10-13T17:06:40.819Z Wells Fargo raised its target on Tyler Technologies to $400; lawsuit settlement terms are due October 16 https://theinference.org/article/bernstein-trimmed-verizon-comcast-t-mobile-and-charter-targets-on-spacex-s-carrier-entry-stocks-rose The Inference en 2026-10-13T17:03:40.839Z Bernstein trimmed Verizon, Comcast, T-Mobile and Charter targets on SpaceX's carrier entry; stocks rose https://theinference.org/article/cansemi-a-loss-making-chinese-foundry-more-than-tripled-on-its-shenzhen-debut-after-raising-919-million The Inference en 2026-10-13T17:02:41.069Z CanSemi, a loss-making Chinese foundry, more than tripled on its Shenzhen debut after raising $919 million https://theinference.org/article/autodesk-named-diana-colella-to-run-its-biggest-segment-half-its-revenue-with-ai-prices-not-due-until-2027 The Inference en 2026-10-13T15:41:40.941Z Autodesk named Diana Colella to run its biggest segment, half its revenue, with AI prices not due until 2027 https://theinference.org/article/semtech-reserved-tower-semiconductor-capacity-for-ai-chips-without-a-price-its-analyst-day-is-october-15 The Inference en 2026-10-13T15:38:40.785Z Semtech reserved Tower Semiconductor capacity for AI chips without a price; its analyst day is October 15 https://theinference.org/article/manhattan-associates-has-no-price-on-kesko-s-agent-mandate-the-bookings-answer-comes-october-27 The Inference en 2026-10-13T15:36:40.995Z Manhattan Associates has no price on Kesko's agent mandate; the bookings answer comes October 27 https://theinference.org/article/elastic-s-new-agents-ship-with-no-price-its-co-founder-sold-135-million The Inference en 2026-10-13T15:35:40.788Z Elastic's new agents ship with no price; its co-founder sold $135 million https://theinference.org/article/workday-agreed-to-buy-identity-startup-conductorone-without-naming-a-price-sana-cost-1-1-billion-last-year The Inference en 2026-10-13T15:34:40.798Z Workday agreed to buy identity startup ConductorOne without naming a price; Sana cost $1.1 billion last year https://theinference.org/article/ionq-paid-1-8-billion-for-skywater-the-foundry-that-just-extended-rival-d-wave-s-chip-deal The Inference en 2026-10-13T15:33:40.835Z IonQ paid $1.8 billion for SkyWater, the foundry that just extended rival D-Wave's chip deal https://theinference.org/article/hubspot-cuts-nearly-660-jobs-7-of-staff-as-barclays-dates-its-ai-payoff-to-late-2027 The Inference en 2026-10-13T15:32:40.911Z HubSpot cuts nearly 660 jobs, 7% of staff, as Barclays dates its AI payoff to late 2027 https://theinference.org/article/stmicroelectronics-proposes-one-more-year-for-ceo-chery-as-the-stock-sinks-10-below-its-buyback-price The Inference en 2026-10-13T15:31:40.784Z STMicroelectronics proposes one more year for CEO Chery as the stock sinks 10% below its buyback price https://theinference.org/article/sk-hynix-fell-10-by-midday-on-an-unverified-nvidia-hbm4-rumor-the-shipment-record-contradicts The Inference en 2026-10-13T15:30:40.775Z SK Hynix fell 10% by midday on an unverified Nvidia HBM4 rumor the shipment record contradicts https://theinference.org/article/harvey-built-the-legal-ai-exam-z-ai-just-passed-19-of-it-at-about-15-cents-a-task The Inference en 2026-10-13T15:28:40.830Z Harvey built the legal AI exam; Z.ai just passed 19% of it at about 15 cents a task https://theinference.org/article/insiders-sold-387-7-million-of-cerebras-stock-19-4-million-more-shares-unlock-wednesday The Inference en 2026-10-13T15:27:40.838Z Insiders sold $387.7 million of Cerebras stock; 19.4 million more shares unlock Wednesday https://theinference.org/article/micron-paid-netlist-600-million-six-days-after-netlist-s-import-ban-request-the-cases-stay-open The Inference en 2026-10-13T15:26:40.786Z Micron paid Netlist $600 million six days after Netlist's import-ban request; the cases stay open https://theinference.org/article/visa-waited-more-than-six-years-for-china-s-green-light-and-got-an-option-not-a-market The Inference en 2026-10-13T15:25:40.934Z Visa waited more than six years for China's green light and got an option, not a market https://theinference.org/article/broadcom-ceo-hock-tan-warned-of-an-ai-casino-while-funding-60-billion-of-anthropic-s-chip-build-out The Inference en 2026-10-13T13:26:40.432Z Broadcom CEO Hock Tan warned of an AI casino while funding $60 billion of Anthropic's chip build-out https://theinference.org/article/amkor-s-2-5-3-billion-ai-packaging-bet-partly-prepaid-by-nvidia-gets-its-first-test-october-26 The Inference en 2026-10-13T13:25:40.358Z Amkor's $2.5-3 billion AI packaging bet, partly prepaid by Nvidia, gets its first test October 26 https://theinference.org/article/ferc-rejects-pjm-s-data-center-shortcut-and-capacity-prices-pinned-at-325-a-megawatt-day-carry-the-bill The Inference en 2026-10-13T13:24:40.349Z FERC rejects PJM's data-center shortcut, and capacity prices pinned at $325 a megawatt-day carry the bill https://theinference.org/article/dynatrace-hit-a-five-year-high-on-a-federal-certification-it-has-not-received-at-122-times-trailing-profit The Inference en 2026-10-13T13:22:40.432Z Dynatrace hit a five-year high on a federal certification it has not received, at 122 times trailing profit https://theinference.org/article/arm-fell-4-on-a-hung-jury-label-no-verdict-supports-the-judge-holds-the-1-5-billion-qualcomm-royalty-call The Inference en 2026-10-13T13:20:40.384Z Arm fell 4% on a hung-jury label no verdict supports; the judge holds the $1.5 billion Qualcomm royalty call https://theinference.org/article/leidos-shed-its-scanners-blackstone-just-lent-1-billion-against-them The Inference en 2026-10-13T13:19:40.471Z Leidos shed its scanners; Blackstone just lent $1 billion against them https://theinference.org/article/credo-answers-nvidia-and-cisco-with-a-rival-ai-cable-spec-and-loses-7-2-on-the-day The Inference en 2026-10-13T13:18:40.485Z Credo answers Nvidia and Cisco with a rival AI cable spec, and loses 7.2% on the day https://theinference.org/article/nvidia-falls-to-34-of-china-s-ai-chip-market-as-huawei-takes-28 The Inference en 2026-10-13T13:17:40.403Z Nvidia falls to 34% of China's AI chip market as Huawei takes 28% https://theinference.org/article/anduril-pitches-steelfin-at-less-than-half-lockheed-martin-s-pac-3-mse-cost-no-variant-has-flown The Inference en 2026-10-13T13:16:40.544Z Anduril pitches Steelfin at less than half Lockheed Martin's PAC-3 MSE cost; no variant has flown https://theinference.org/article/aerovironment-keeps-the-464-8-million-army-laser-while-the-army-opens-its-parts-to-rival-bidders The Inference en 2026-10-13T13:15:40.372Z AeroVironment keeps the $464.8 million Army laser while the Army opens its parts to rival bidders https://theinference.org/article/ai-is-cutting-accenture-s-prices-acquisitions-carry-2-to-2-5-points-of-its-2027-growth The Inference en 2026-10-13T13:14:40.618Z AI is cutting Accenture's prices; acquisitions carry 2 to 2.5 points of its 2027 growth https://theinference.org/article/intel-leads-with-480-gb-of-memory-for-its-new-ai-gpu-its-own-card-carries-160-gb-and-the-stock-fell-3-2 The Inference en 2026-10-13T01:13:33.221Z Intel leads with 480 GB of memory for its new AI GPU; its own card carries 160 GB and the stock fell 3.2% https://theinference.org/article/bending-spoons-cuts-much-of-airtable-s-staff-weeks-after-1-28-billion-deal-glide-sells-a-25-replacement The Inference en 2026-10-12T23:17:32.214Z Bending Spoons cuts much of Airtable's staff weeks after $1.28 billion deal; Glide sells a $25 replacement https://theinference.org/article/ai-insurance-broker-harper-claims-1-000-customers-a-month-its-homepage-has-gained-1-000-since-february The Inference en 2026-10-12T21:36:31.031Z AI insurance broker Harper claims 1,000 customers a month; its homepage has gained 1,000 since February https://theinference.org/article/humaans-with-20-million-raised-launches-us-payroll-against-adp-and-its-own-partners The Inference en 2026-10-12T21:35:31.036Z Humaans, with $20 million raised, launches US payroll against ADP and its own partners https://theinference.org/article/malaysia-buys-100-000-coursera-passes-and-hasn-t-said-what-they-cost The Inference en 2026-10-12T21:31:31.112Z Malaysia buys 100,000 Coursera passes and hasn't said what they cost https://theinference.org/article/zuckerberg-says-meta-caught-openai-and-anthropic-muse-keeps-73-of-new-users-then-fades-by-day-nine The Inference en 2026-10-12T21:28:31.030Z Zuckerberg says Meta caught OpenAI and Anthropic; Muse keeps 73% of new users, then fades by day nine https://theinference.org/article/equifax-s-vantagescore-went-from-8-million-to-4-billion-of-fannie-and-freddie-loans-in-five-months The Inference en 2026-10-12T21:27:31.248Z Equifax's VantageScore went from $8 million to $4 billion of Fannie and Freddie loans in five months https://theinference.org/article/kratos-and-airbus-flew-the-valkyrie-in-europe-kratos-says-it-can-build-10-000-engines-a-year-with-no-buyer The Inference en 2026-10-12T21:26:31.778Z Kratos and Airbus flew the Valkyrie in Europe; Kratos says it can build 10,000 engines a year, with no buyer https://theinference.org/article/merchants-have-collected-631-7-million-from-visa-and-mastercard-in-21-years-november-16-sets-the-fee-rules The Inference en 2026-10-12T21:25:31.420Z Merchants have collected $631.7 million from Visa and Mastercard in 21 years; November 16 sets the fee rules https://theinference.org/article/savers-sought-11-5-of-blackrock-s-23-1-billion-hps-lending-fund-against-a-5-cap-earnings-come-october-14 The Inference en 2026-10-12T21:24:31.028Z Savers sought 11.5% of BlackRock's $23.1 billion HPS lending fund against a 5% cap; earnings come October 14 https://theinference.org/article/altman-s-17-words-lifted-cerebras-9-the-lockup-calendar-set-the-price The Inference en 2026-10-12T18:48:31.066Z Cerebras hits a new low days before insiders can sell https://theinference.org/article/goldman-hands-sandisk-a-150-billion-story-and-the-stock-falls-7 The Inference en 2026-10-12T17:22:54.033Z Goldman Hands SanDisk a $150 Billion Story and the Stock Falls 7% https://theinference.org/article/ameren-wants-nine-gas-plants-coal-until-2042-and-13-more-a-month The Inference en 2026-10-12T17:21:54.057Z Ameren wants nine gas plants, coal until 2042, and $13 more a month https://theinference.org/article/amazon-google-meta-and-microsoft-agreed-to-prepay-duke-energy-s-grid-wires-the-power-bill-stays-open The Inference en 2026-10-12T17:14:54.027Z Amazon, Google, Meta and Microsoft agreed to prepay Duke Energy's grid wires; the power bill stays open https://theinference.org/article/tesla-lined-up-30-billion-of-bank-credit-from-citigroup-and-wells-fargo-as-free-cash-flow-turned-negative The Inference en 2026-10-12T17:12:54.004Z Tesla lined up $30 billion of bank credit from Citigroup and Wells Fargo as free cash flow turned negative https://theinference.org/article/wall-street-keeps-cutting-sempra-while-petrobras-commits-for-20-years The Inference en 2026-10-12T17:11:54.041Z Wall Street keeps cutting Sempra while Petrobras commits for 20 years https://theinference.org/article/commonwealth-bank-killed-its-first-atlassian-rollout-then-doubled-the-ai-goal-to-400-million The Inference en 2026-10-12T15:30:53.999Z Commonwealth Bank killed its first Atlassian rollout, then doubled the AI goal to $400 million https://theinference.org/article/meta-s-muse-daily-user-growth-fell-62-in-three-weeks-and-insiders-made-172-trades-without-a-buy The Inference en 2026-10-12T15:27:53.969Z Meta's Muse daily-user growth fell 62% in three weeks and insiders made 172 trades without a buy https://theinference.org/article/yageo-posts-a-record-quarter-and-murata-s-orders-jump-56-yet-both-stocks-sit-40-below-highs The Inference en 2026-10-12T15:26:54.158Z Yageo posts a record quarter and Murata's orders jump 56%, yet both stocks sit 40% below highs https://theinference.org/article/klaviyo-helped-design-the-protocol-that-could-let-ai-agents-bypass-its-emails-insiders-sold-200-million The Inference en 2026-10-12T15:24:54.043Z Klaviyo helped design the protocol that could let AI agents bypass its emails; insiders sold $200 million https://theinference.org/article/bmw-counted-figure-robots-one-at-a-time-the-valuation-is-priced-on-100-000 The Inference en 2026-10-12T15:23:53.982Z BMW counted Figure robots one at a time. The valuation is priced on 100,000 https://theinference.org/article/lilly-sues-six-sellers-over-a-200-a-month-black-market-in-shots-billed-as-its-obesity-drug The Inference en 2026-10-12T15:22:54.012Z Lilly sues six sellers over a $200-a-month black market in shots billed as its obesity drug https://theinference.org/article/korea-s-top-1-traders-dump-lg-innotek-as-brokers-cut-its-quarter-by-half-and-blame-the-won The Inference en 2026-10-12T15:18:53.992Z Korea's top 1% traders dump LG Innotek as brokers cut its quarter by half and blame the won https://theinference.org/article/ase-s-monthly-filing-already-puts-q3-revenue-about-6-above-consensus-before-its-october-29-report The Inference en 2026-10-12T13:27:54.494Z ASE's monthly filing already puts Q3 revenue about 6% above consensus before its October 29 report https://theinference.org/article/micron-sold-off-on-cxmt-s-spec-free-server-memory-promise-and-trades-near-5-5-times-peak-earnings The Inference en 2026-10-12T13:24:54.103Z Micron sold off on CXMT's spec-free server memory promise and trades near 5.5 times peak earnings https://theinference.org/article/intel-can-t-skip-applied-materials-5-billion-chip-r-d-lab-where-rival-tsmc-is-a-founding-partner The Inference en 2026-10-12T13:23:53.955Z Intel can't skip Applied Materials' $5 billion chip R&D lab, where rival TSMC is a founding partner https://theinference.org/article/a-sandisk-sd-card-lists-at-6-500-pesos-nine-times-its-2023-price-as-nanya-posts-an-85-7-margin The Inference en 2026-10-12T13:22:53.894Z A Sandisk SD card lists at 6,500 pesos, nine times its 2023 price, as Nanya posts an 85.7% margin https://theinference.org/article/chipmos-s-revenue-rose-36-7-to-a-record-and-both-listings-fell-it-trades-at-3-36-times-sales The Inference en 2026-10-12T13:20:53.889Z ChipMOS's revenue rose 36.7% to a record and both listings fell; it trades at 3.36 times sales https://theinference.org/article/aeluma-s-ceo-sold-at-13-35-the-street-still-says-25 The Inference en 2026-10-12T13:19:53.951Z Aeluma's CEO sold at $13.35. The street still says $25. https://theinference.org/article/ai-s-price-wave-reaches-the-processor-intel-up-to-20-qualcomm-10-tsmc-next The Inference en 2026-10-12T13:18:53.949Z AI's price wave reaches the processor: Intel up to 20%, Qualcomm 10%, TSMC next https://theinference.org/article/duolingo-s-own-a-b-tests-are-the-witness-in-a-securities-suit-over-its-growth-story The Inference en 2026-10-12T13:17:53.979Z Duolingo's own A/B tests are the witness in a securities suit over its growth story https://theinference.org/article/tsmc-pays-its-old-courtroom-rival-2-billion-to-move-an-ai-chip-bottleneck-to-new-york The Inference en 2026-10-12T13:15:53.999Z TSMC pays its old courtroom rival $2 billion to move an AI chip bottleneck to New York https://theinference.org/article/itc-takes-vicor-s-patent-case-against-foxconn-delta-and-18-others-foxconn-industrial-internet-fell-7-17 The Inference en 2026-10-12T13:14:53.882Z ITC takes Vicor's patent case against Foxconn, Delta and 18 others; Foxconn Industrial Internet fell 7.17% https://theinference.org/article/amazon-files-for-36-data-centers-on-a-dead-coal-site-powered-by-a-gas-plant-it-will-not-own The Inference en 2026-10-12T13:13:53.893Z Amazon files for 36 data centers on a dead coal site, powered by a gas plant it will not own https://theinference.org/article/govdash-taught-its-ai-agent-the-onboarding-job-it-was-hiring-for-at-80-000-a-year The Inference en 2026-10-12T03:02:49.149Z GovDash taught its AI agent the onboarding job it was hiring for at $80,000 a year https://theinference.org/article/alphabet-and-meta-buy-a-year-s-head-start-on-biohub-s-1-8-billion-biology-data-the-protein-model-ships-free The Inference en 2026-10-12T03:01:49.149Z Alphabet and Meta buy a year's head start on Biohub's $1.8 billion biology data; the protein model ships free https://theinference.org/article/bending-spoons-paid-1-28-billion-for-airtable-at-2-7-times-sales-glide-prices-the-exit-at-25-a-month The Inference en 2026-10-11T23:40:51.876Z Bending Spoons paid $1.28 billion for Airtable at 2.7 times sales; Glide prices the exit at $25 a month https://theinference.org/article/generac-signed-its-8-billion-amazon-deal-21-days-after-the-generator-order-doe-rules-land-december-24 The Inference en 2026-10-11T23:39:51.603Z Generac signed its $8 billion Amazon deal 21 days after the generator order; DOE rules land December 24 https://theinference.org/article/gartner-trades-like-an-ai-casualty-its-5-3-billion-contract-book-disagrees The Inference en 2026-10-11T23:32:51.598Z Gartner trades like an AI casualty. Its $5.3 billion contract book disagrees. https://theinference.org/article/village-super-market-s-shoprite-pilot-found-24-000-of-inventory-hiding-above-the-shelves The Inference en 2026-10-11T23:31:51.443Z Village Super Market's ShopRite pilot found $24,000 of inventory hiding above the shelves https://theinference.org/article/floworks-sells-ai-sales-reps-for-498-a-month-then-hires-humans-to-do-the-calling The Inference en 2026-10-11T23:30:51.995Z Floworks sells AI sales reps for $498 a month, then hires humans to do the calling https://theinference.org/article/nikon-answered-cognex-s-500-million-robot-vision-bet-with-a-software-update The Inference en 2026-10-11T23:29:51.598Z Nikon Answered Cognex's $500 Million Robot-Vision Bet With a Software Update https://theinference.org/article/veeva-put-ai-agents-on-200-pharma-customers-ahead-of-a-december-2029-deadline-with-no-price-named The Inference en 2026-10-11T23:28:51.500Z Veeva put AI agents on 200 pharma customers ahead of a December 2029 deadline, with no price named