We are excited to share our strong Q3 results:
– Growing >55% year over year, surpassing $4.8 billion revenue run-rate
– Exceeding $1 billion revenue run-rate for our Data Warehousing business – Exceeding $1 billion revenue run-rate for our AI products
– Positive free cash flow
MARKET TRENDS
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Major Tech Company Achieves $4.8B Revenue with Strong AI Growth
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OpenAI Cuts Revenue Share to Microsoft Partners from 20% to 8%
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Major shift at OpenAI: revenue share with Microsoft & partners to fall from 20% → 8% by end of decade, potentially netting @OpenAI an extra $50B. Big move on margins, and implying pressure on terms and structure. https://
reuters.com/business/opena
i-share-8-its-revenue-with-microsoft-partners-information-reports-2025-09-13/
… #AI #OpenAI #strategy -
NeurIPS Panel on AI for Science Gains Major Media Coverage
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Thrilled to see takeaways from our NeurIPS panel discussion mentioned in NBC! Community interest in AI for Science has skyrocketed Check out the full story below @jeffclune @_perloj
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AI Doctor Kiosks Enable Five-Minute Diagnosis and Medicine Dispensing
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👀🩻🤷🏽♀️ You can now get diagnosed and receive medicine in 5 minutes.
— Catherine Adenle (@CatherineAdenle) 15 décembre 2025
✴️ No doctor.
✴️ No paperwork.
✴️ No waiting room.
AI doctor kiosks are already live across China. Scan vitals, get a diagnosis with a confidence score, medicine dispensed instantly.
Serious case? Auto… pic.twitter.com/9Ghlrhi9jjYou can now get diagnosed and receive medicine in 5 minutes. No doctor. No paperwork. No waiting room. AI doctor kiosks are already live across China. Scan vitals, get a diagnosis with a confidence score, medicine dispensed instantly. Serious case? Auto
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Harold Sinnott Invites to CES 2026 Conference
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CES 2026. Will I see you there? https://
invt.io/1txbjmf421q @CES #CES2026 #AI #IoT #DigitalTransformation -
Windsurf’s Product and Distribution Strategy Success
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"I think what Windsurf got right was a couple things. First was a commitment from the founders that they want to both build Google class product and Salesforce class distribution. It was a true commitment from the beginning.
— Latent.Space (@latentspacepod) 15 décembre 2025
The second was that they were in a great market that… https://t.co/0x32mnI7Cu pic.twitter.com/9VK4i71JbY"I think what Windsurf got right was a couple things. First was a commitment from the founders that they want to both build Google class product and Salesforce class distribution. It was a true commitment from the beginning. The second was that they were in a great market that
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McKinsey White-Collar Layoffs Driven by AI Impact
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The white-collar layoffs have come to McKinsey #AI is impacting consulting
#RiseoftheRobots -
China’s Open-Source AI Strategy: A Distinct Advantage
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My latest piece on @FT about the Chinese LLM open-source advantage. Contrasted with the secretive development of LLMs in the US competing in a winner-takes-all battle to reach AGI, Chinese models offer a distinct pathway for progress in AI when they are forced to play catch-up. Through open technologies, the strategy might lead to a broader global reach. Financial Times (@FT) China’s open-source AI is a national advantage on.ft.com/48ZOaiY | opinion — https://nitter.net/FT/status/1998204161498771855#m
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Stanford HAI Experts Predict 2026 Focus on AI Rigor and Utility
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AI predictions in 2026: @StanfordHAI experts envision 2026 as a year defined by rigor, transparency, and a long-overdue focus on actual utility over speculative promise. Read more:
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Edge Computing Transforms Machine Vision: Real-World Use Cases
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How is edge computing transforming machine vision? Giuseppe Garcea from Axelera AI shares insights in this panel hosted by @imveurope
. Discover real-world edge use cases, design strategies & what’s next. Watch now: https://
eu1.hubs.ly/H0qrBKf0
#EdgeAI #MachineVision