SOFTWARE & CAPITAL

AI

ai / company analysis

HPE Landed a $1.2B Order for AMD Helios AI Racks

Vultr ordered $1.2 billion of AMD Helios AI racks from HPE. The deal shows AI infrastructure competition becoming a full-system contest across accelerators, networking, cooling, software and deployment.

S&C EDITORIAL↗
ai / company analysis

Why Voice AI Needs More Than a Transcript

Modulate raised $25 million around audio-native AI that analyzes more than words. Tone, synthetic speech and conversational behavior can matter when a voice agent has to understand risk.

S&C EDITORIAL↗
ai / analysis

Why So Much Medical AI Is Hiding in Radiology

The FDA’s current AI-enabled medical-device list is packed with imaging tools. That says more about where AI fits naturally into regulated workflows than about robot doctors.

S&C EDITORIAL↗