Models, margins and the business decisions behind applied AI. Reporting and analysis from Fathom Tech.
The Chinese AI startup has released DeepSeek-V4.1-Flash, a compact model that outperforms the larger V4-Pro across multiple benchmarks while cutting API costs by roughly 70 percent.
Oracle delivered a strong first-quarter performance powered by explosive growth in its cloud infrastructure business, sending shares up roughly 4% in after-hours trading despite mounting concerns about debt and cash flow.
Adobe's third-quarter earnings beat failed to lift investor sentiment as the company's fourth-quarter revenue guidance disappointed Wall Street, sending shares down more than 1% in after-hours trading.
Anthropic's latest threat intelligence findings reveal that artificial intelligence has democratized sophisticated cyberattacks, enabling individual operators to conduct intrusions that previously demanded teams of skilled specialists working for nation-states.