Tuesday, August 18, 2026
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What we're seeing
Enterprise AI Agent Rollout Outpaces Data Trust and Readiness
Enterprise adoption of agentic AI is accelerating fast — Siemens deepening its NVIDIA partnership for self-verifying agentic AI in chip design, Manulife expanding its Microsoft AI-governance partnership, and a wave of infrastructure launches (NVIDIA GPU-accelerated data processing, Dell exascale storage, new AI chip generations) — even as a new Google Cloud survey shows the underlying data foundation isn't ready: companies have AI access to only 45% of their data on average, data laggards see access fall to 30% or less, and only about half of organizations trust their AI agents' decisions. Meanwhile, insider selling at enterprise-AI bellwether C3.ai (CEO Thomas Siebel offloading $4.8M in shares) hints at investor caution layered under the adoption hype.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts report JPMorgan Chase & Co.'s revenue for the same fiscal period (FY 2025) with the same observation date (2025-12-31), but with different values: $182.447 billion vs. $185 billion. The ~1.4% difference ($2.553 billion) is too large to be explained by rounding alone and represents conflicting data for the identical time period.
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101 entities tracked4,812 facts checked against source5,219 source documents archived
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News articleYahoo Finance· December 1, 2025

Credo Technology Group Holding Ltd Reports Second Quarter of Fiscal Year 2026 Financial Results

View original at finance.yahoo.com
Credo Technology Group Holding Ltd Reports Second Quarter of Fiscal Year 2026 Financial Results SAN JOSE, Calif., December 01, 2025--(BUSINESS WIRE)--Credo Technology Group Holding Ltd (Credo) (Nasdaq: CRDO), an innovator in providing reliable, energy-efficient, system-level connectivity solutions for the next generati…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • GAAP gross margin is expected to be between 63.8% and 65.8% for Q3 FY2026

    80% confidence
  • In the second quarter Credo delivered revenue of $268.0 million, an increase of 20% sequentially and an extraordinary 272% increase year-over-year

    80% confidence
  • GAAP operating expenses are expected to be between $116.0 million and $120.0 million for Q3 FY2026

    80% confidence
  • The combination of continued growth in core AEC and IC franchises, plus upcoming ramps of ZeroFlap Optics, ALCs, and OmniConnect gearbox solutions gives an outlook with strong revenue growth and profitability through fiscal 2026 and beyond

    80% confidence
  • Revenue is expected to be between $335.0 million and $345.0 million for Q3 FY2026

    80% confidence
  • The results reflect the continued build-out of the world's largest AI training and inference clusters

    80% confidence
  • Non-GAAP operating expenses are expected to be between $68.0 million and $72.0 million for Q3 FY2026

    80% confidence
  • These are the strongest quarterly results in Credo's history

    80% confidence
  • Non-GAAP gross margin is expected to be between 64.0% and 66.0% for Q3 FY2026

    80% confidence

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