StorONE, a player in Real-Time tiering architecture, announced record first-quarter results for its fiscal quarter ending April 30, with Q1 bookings and revenue surpassing the company’s entire 2025 results, driven by rapidly accelerating enterprise demand for StorONE’s Real-Time tiering technology. StorONE’s RTT (Real-Time tiering) technology enables organizations to achieve up to 9x more effective use […]

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Folio Photonics (Folio), a company that develops and sells archival data storage products based on multi-layer nanophotonic media, has closed an $8 million Series A financing round, accelerating the company’s  transition from technology development into productization and active commercial engagement with major hyperscalers.The financing positions Folio to capture near-term opportunities in the growing archival storage […]

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The O.H.I.O. Fund, a private fund investment adviser focused on generating strong returns for its investors while increasing Ohio’s economic growth and momentum, announced its investment in Folio Photonics, a data storage disc manufacturer located in Solon, Ohio.Folio has developed what it describes as the first-ever enterprise-scale, immutable active data archive solution that delivers breakthrough […]

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Blog written by OpenAI published June 8, 2026 We recently submitted a confidential S-1.We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated […]

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Nakivo, a software company specializing in data protection and disaster recovery solutions, announced strong financial results for the first quarter of 2026, marked by continued global expansion, customer growth, and increasing demand across all major regions.MSP Business Continues Strong Global Expansion The number of MSPs grew by 18% in Q1 2026 compared with Q1 2025, reflecting […]

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Nscale is pleased to announce an additional $790 million in financing – committed by ABN AMRO, DNB, Eksfin, Nordea and SEB – to reinforce the continued development of the AI data center in Narvik, Norway.  This data center project is the largest AI infrastructure investment in Norway. The committed financing includes an additional $790 million […]

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The back episodes finally make it online, this is number 1 is a series of episodes that did not get posted, but are now!
Brett is out (which is why these didn't…

Summary: Record Remaining Performance Obligations grew $85 billion in Q4 from $553 billion to $638 billion Record Q4 Earnings per Share GAAP up 21% USD to $1.45, non-GAAP up 24% USD to $2.111 Record Q4 Total Revenues $19.2 billion, up 21% USD, and up 20% constant currency Record Q4 Total Cloud Revenues $9.9 billion, up […]

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DayOne Data Centers Ltd., a Singapore-headquartered digital infrastructure platform, announced the final closing of its Series C equity financing with total gross proceeds of US $4.5 billion. The Series C round was led by existing investors Coatue and Hillhouse, now DayOne’s two largest shareholders, with participation from notable new investors including the Indonesia Investment Authority […]

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The SpaceX S-1 SEC filling is available here and as usual it is a long, very long document. Having read and distilled carefully this document and other sources, here is our comment and analysis below: SpaceX (Space Exploration Technologies Corp.) filed its S-1 registration statement with the SEC ahead of its investor road show planned […]

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FalconStor Software, Inc., a trusted data protection player modernizing data protection and intelligence for the hybrid cloud world, announced financial results for its first quarter of 2026, which ended on March 31, 2026.“FalconStor delivered a strong start to 2026, with first quarter total revenue increasing 73% year-over-year and meaningful improvements across EBITDA and net income,” […]

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Summary: NinjaOne raises more than $400 million in secondary funding at a $12.3 billion valuation The company remains founder-led and debt-free, with co-founders Sal Sferlazza and Chris Matarese retaining majority control NinjaOne is well positioned to be the control plane for unified IT in an AI era NinjaOne, unifying IT to simplify work, announced a […]

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Anthropic, PBC confidentially submitted a draft registration statement on Form S-1 to the U.S. Securities and Exchange Commission for a proposed initial public offering of our common stock.This gives us the option to go public after the SEC completes its review. The proposed initial public offering will depend on market conditions and other factors. The […]

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Arpio, an AI-native recovery and resilience platform for cloud environments, announced the close of a $15 million Series A financing co-led by S3 Ventures and Paladin Capital Group, with participation from Draper Associates, Uncorrelated, Valor Ventures, CreativeCo Capital, and Lookout Ventures.As cyberattacks, cloud disruptions, and infrastructure failures become more frequent, Arpio enables enterprises to rapidly […]

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Quantum Corp., announced select preliminary unaudited financial results for its fiscal fourth quarter of 2026 ended March 31, 2026.Based on unaudited financials, the Company expects the following: Revenue of approximately $77.5 million, plus or minus $2 million, above the high-end of the guided range of $68 million, plus or minus $2 million GAAP operating expenses […]

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Quantum Corp. announced three concurrent transactions that together are expected to significantly strengthen the company’s balance sheet and provide capital for growth.First, the company has entered into securities purchase agreements to sell shares of common stock in a private placement, which was led by funds managed by Two Seas Capital LP and Oaktree Capital Management, […]

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Summary: Results exceeded all guided metrics Raising all guided metrics for fiscal year 2027 First quarter subscription ARR grew 32% YoY to $1.57 billion First quarter revenue grew 39% YoY to $387.1 million  Operating cash flow margin of 21%; free cash flow margin of 19% Rubrik, Inc., a security and AI operations company, announced financial […]

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Summary: More than $10 billion in investments across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging capabilities for AI infrastructure Industry-leading EFB-based 2.5D packaging to enable higher interconnect bandwidth and efficiency in 6th Gen AMD EPYC CPUs, codenamed “Venice” AMD Helios rack-scale platform with “Venice” and AMD Instinct MI450X GPUs on track […]

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Blog published by Anthropic May 28, 2026 Anthropic has raised $65 billion in Series H funding led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital, valuing the company at $965 billion post-money.Global enterprises across industries are deploying Claude in their core operations, and a growing number of people around the world use it for their […]

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