Technology
Tech & Innovation Weekly: Duos $176M GPU Deal, POET $400M Raise, HEALWELL 316% Growth
The AI buildout is producing a lot of winners that are not Nvidia. This week a Jacksonville company signed a $176 million GPU contract. A Toronto photonics company closed a $400 million raise and immediately watched its stock drop. A healthcare AI platform posted revenue growth most people did not notice. A data firm signed…
Tech & AI Weekly: Jensen in Beijing, Tesla Goes Driverless, AI Hits a Wall
Jensen Huang stood at the Great Hall of the People in Beijing on May 14. Right next to Trump’s state visit delegation. The context: Nvidia has been locked out of selling H20 chips to China since the export ban took effect in April, a restriction that cost the company $4.6 billion in write-downs last quarter.…
CLEAR and GDIT Partner to Deploy Digital Identity Across Federal Health Agencies
CLEAR (NYSE: YOU) and General Dynamics Information Technology, a business unit of General Dynamics (NYSE: GD), announced a strategic collaboration this week to deploy CLEAR’s secure identity platform into federal health and civilian agencies. GDIT becomes CLEAR’s preferred federal systems integrator, with joint development happening in GDIT’s Emerge Labs and a live deployment already in…
L3Harris Wraith Shield Turns 100,000 Tactical Radios Into Counter-Drone Weapons
The arithmetic of modern drone warfare is brutal. An FPV drone costs $400. A Coyote interceptor costs $180,000. A Stinger missile costs more than $400,000. Ukraine demonstrated at scale what happens when infantry units face swarms of cheap attritable drones without immediate local protection: losses mount faster than any air defense system can respond, at…
Blackbaud’s Development Agent Brings Autonomous AI to Nonprofit Fundraising
Blackbaud (Nasdaq: BLKB) announced a series of AI product updates this week that reflect something more significant than a feature release cycle. The company sits at a structural advantage most software businesses never achieve: it processes over $100 billion in fundraising, grants, and managed funds annually, runs on 98% recurring revenue with 91.8% gross dollar…
Tech & AI Weekly: OpenAI Breaks Free and Big Tech Commits $725 Billion
OpenAI ended its exclusive cloud arrangement with Microsoft on April 27. The same week, Google, Microsoft, Meta, and Amazon committed a combined $725 billion in capital expenditure for 2026 — up 77% from last year. The Pentagon cleared six AI companies to operate inside its most classified networks. And the EU quietly delayed its AI…
QCi Q1 2026 Revenue Surges to $3.7M on Luminar Semiconductor Acquisition
Quantum Computing Inc. (Nasdaq: QUBT) posted first quarter 2026 revenue of $3.7 million, up from $39 thousand in the same period a year ago. The percentage increase is striking enough to stop a reader. The cause is straightforward: QCi closed its $110 million acquisition of Luminar Semiconductor Inc. in February and picked up NuCrypt LLC…
SMP Grows Fuel Injection Coverage as Aging US Fleet Drives Repair Demand
The average American vehicle turned 12.8 years old in 2025, a record according to S&P Global. Economic pressure is keeping older cars on the road longer. EV adoption, meanwhile, has slowed considerably from earlier projections. The result is a massive, aging internal combustion fleet generating steady demand for complex, high-wear components like fuel injectors and…
How NEXCOM Is Solving the Post-Quantum Performance Problem at the Edge
Encryption standards finalized. Federal deadlines set. The hardware to back it up has been quietly lagging. NEXCOM’s new edge server is a direct answer to that gap. Adversaries are already collecting encrypted data. Not to read now. To read later, once quantum computers grow powerful enough to break the encryption protecting it. The attack has…
Why EgyptAir’s 737 MAX Delivery Is More Than Just a Fleet Milestone
Egypt’s national carrier just took delivery of its first 737 MAX. Fifty years after EgyptAir first ordered the 737 family in 1975, the airline is joining the 450-plus operators globally that have made the MAX the backbone of short- and medium-haul aviation. Boeing (NYSE: BA) announced on May 3, 2026 that EgyptAir has taken delivery…
