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Agility Robotics plants its flag in Tesla’s backyard
AI News & Artificial Intelligence | TechCrunch

Agility Robotics plants its flag in Tesla’s backyard

Agility is opening a new training center for its Digit robots in Fremont, California.

The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs
AI | VentureBeat

The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs

Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model-provider APIs, yet the next dollar is aimed at specialized compute almost none of them use today; a majority intend to switch or add providers within the year, many within a quarter. Buying decisions turn on integration and total cost of ownership rather than headline token price — which is fortunate, because most enterprises cannot yet see their unit economics clearly: GPUs sit at half utilization or less, and fewer than half rigorously track what their compute actually costs. The result is a compute gap — heavy, fast-moving investment running ahead of the visibility needed to control it. This wave of VentureBeat Pulse Research examines enterprise AI infrastructure and compute: where organizations are in their deployment journey, what they run AI on today, how satisfied they are, what would make them switch, where they plan to evaluate their investments, and — most revealingly — how well they can measure and control the economics of the compute underneath it all. The central finding is a compute gap — the distance between how aggressively enterprises are investing in AI infrastructure and how little of its economics they can see. Only about one in five (21%) run AI in production at scale, yet spending intentions are outrunning that maturity: the single largest planned area enterprises plan to evaluate over the next year is AI-specialized clouds (45%), a layer almost none of these enterprises use today. Meanwhile the compute already in place runs cold — 83% report GPU utilization of 50% or less — and fewer than half (44%) can rigorously track what their AI compute costs. Enterprises are buying more infrastructure faster than they can account for what they already own. Enterprises are not settled on their infrastructure vendors, either: A clear majority (64%) plan to switch or add an infrastructure provider within twelve months, and 38% within the next quarter — unusually high churn intent for a category this foundational. When they choose, they choose on integration with the existing stack (41%) and total cost of ownership (35%), not on headline price: cost per million tokens is the deciding factor for just 8%. And the frontier constraint that will shape the next round of decisions — the shift from GPU compute to memory bandwidth as inference scales — is barely on the radar, with roughly one in five enterprises either unaware of it or yet to address it. Methodology VentureBeat fielded this survey as part of its ongoing Pulse Research series, this survey focused on enterprise AI infrastructure, compute, and inference economics. Responses are filtered to organizations with more than 100 employees (n=107; the survey’s smallest size band, 1–100 employees, is excluded), drawn from a single Q2 2026 (June) wave. Because this is one wave rather than a pooled multi-month sample, the report reads cross-sectionally and does not infer month-over-month trends. Several questions were multiple-select, so those shares can sum to more than 100%. By organization size the sample concentrates in the mid-market: 101–250 employees (36%) and 251–1,000 (27%) lead, with 1,001–5,000 (22%), 5,001–10,000 (8%), and 10,001+ (7%) above them. By role it spans managers (38%), individual contributors (28%), VPs and directors (19%), and the C-suite (13%); on purchasing authority it is buyer-credible, with 45% final decision-makers and another 30% recommenders or influencers for AI solutions. Technology/Software is the largest industry at 26%, followed by Healthcare/Life Sciences (15%), Financial Services (13%), and Retail/E-commerce (12%). At 107 respondents the sample is large enough to read directionally but should be treated as a directional signal rather than a precise measurement; it is self-selected and is not a probability sample. It also skews toward the mid-market and toward earlier-stage adopters, so it is best read as the view from organizations actively building out AI infrastructure rather than from the largest hyperscale operators. Finding 1: Ambition outpaces production Only one in five run AI in production at scale We asked where organizations sit in their AI deployment journey. Most are still building toward production rather than operating at scale. The maturity curve is front-loaded. Three-quarters of enterprises (76%) are either experimenting or running only some workloads in production, and just 21% describe AI in production at scale. This matters for everything that follows: the infrastructure decisions in this report are being made largely by organizations still early in deployment, whose compute footprint — and whose costs — are about to grow. The evaluation and switching intentions in Findings 3 and 4 are the leading edge of that build-out, not the settled preferences of operators who have already found what works. Finding 2: Enterprises run on hyperscalers and model APIs The specialized GPU clouds barely register — today We asked which providers and platforms enterprises currently use to run their AI. The answer is a familiar one: the incumbents. The current stack is hyperscaler-and-API. Google Cloud leads at 48%, and the general-purpose clouds (Google, Microsoft, AWS, Oracle) together with the major model APIs (Gemini, OpenAI, Anthropic) account for essentially all current deployment. The specialized “neocloud” GPU providers that dominate AI-infrastructure headlines — CoreWeave, Lambda, Crusoe, Nebius and peers — register at or near zero among these enterprises today. Only 6% run their own on-prem GPU clusters and 4% a custom open-source stack. Enterprises are, for now, running AI on the providers they already buy from — which makes the evaluation intentions in Finding 3 all the more striking. (A note on reading these shares. As described in the methodology section, this sample is self-selected and skews mid-market, and this question counted every provider a respondent uses — an average of 2.1 selections each — so the figures measure presence in the stack rather than spending or primary status. A sample built this way will show a different provider mix than a spend-weighted census of the broader market; Google's strength here, for example, is consistent with its long-standing position among smaller enterprises building on AI. Read these shares as a portrait of what this AI-active cohort runs today, and treat gaps between these figures and industry-wide market share estimates as a property of the sample rather than a contradiction of either.) Finding 3: The next dollar goes to infrastructure they don’t yet run AI-specialized clouds top the evaluations list We asked where enterprises planned to evaluate AI infrastructure over the next 12 months. Their answers point away from the stack they run today. Here is the report’s sharpest tension. The single most-cited planned evaluation area — AI-specialized clouds, at 45% — is the very category almost none of these enterprises use today (Finding 2). Nearly a third (32%) intend to evaluate non-Nvidia accelerators, and 28% in next-generation Nvidia silicon; even decentralized compute networks (16%) and sovereign compute (11%) draw meaningful interest. Read against current usage, this is not incremental — it is the leading edge of a re-platforming. The direction-of-travel question tells the same story: every infrastructure approach is net-expanding, but specialized AI clouds carry the highest net momentum (+24), edging out even the hyperscalers (+22). Enterprises are preparing to move a meaningful share of AI compute off the general-purpose cloud. This continues a trend we saw in our April-May survey wave. Back then, usage of the AI-specialized clouds was equally marginal — CoreWeave at 3%, Lambda at 4%, Crusoe at 2% of enterprises. When we asked enterprises what change they planned in their AI infrastructure strategy over the next twelve months, the most-cited answer was moving workloads to specialized AI clouds, at 33%. Asked in April-May which emerging compute option they were most likely to evaluate AI-specialized clouds again drew the most responses. Two waves, two differently worded questions, one consistent picture: the type of cloud enterprises are most eager to assess is the type they have barely begun to use. Finding 4: A switching wave is building Six in 10 plan to change providers within a year — many within a quarter We asked whether and when enterprises plan to switch or add an infrastructure provider. Very few intend to stand still. For a category as foundational as compute, this is a remarkable amount of intended movement. Only 36% have no plans to change, meaning a clear majority (64%) intend to switch or add a provider within twelve months — and 38% within the next quarter alone. Where that interest points is telling: the providers drawing the most switching consideration are again the incumbents — Microsoft Azure and Google Cloud (33% each), OpenAI (30%), and Gemini (22%) — which suggests much of the near-term movement is reshuffling among the majors and consolidating spend rather than defecting to new entrants. The neocloud interest in Finding 3 is a 12-month evaluation thesis; the switching in the next quarter is mostly incumbents trading share. (Method note: Respondents who selected both "no plans to change" and a specific switching window are counted as switchers, on the logic that naming a timeframe is the more specific answer; three respondents were reclassified under this rule.) Finding 5: Nobody buys on token price Integration and total cost of ownership decide — not sticker price We asked what matters most when enterprises select an AI infrastructure provider. Headline price finished last. Enterprises do not buy AI infrastructure on pricing, which is the place vendors compete on hardest. Integration with the existing stack (41%) and total cost of ownership (35%) dominate, while the headline metric — cost per million tokens — is the deciding factor for just 8%, dead last. The pattern is coherent: buyers are optimizing for how a provider fits and what it truly costs to operate, not for the advertised unit rate. It also foreshadows Finding 7 — enterprises say TCO matters most, yet most cannot yet measure it rigorously. The stated priority and the measured capability are out of step. Finding 6: Expensive GPUs, idle most of the time 83% report GPU utilization of 50% or less We asked what share of their GPU capacity enterprises actually utilize. The answer is a well-known but rarely quantified inefficiency. Disclosure: Band percentages count every selection against all 107 qualified respondents; 14 respondents selected more than one band, so bands overlap. At the respondent level, 83 of the 100 GPU-operating enterprises reported utilization at or below 50% The compute already in place runs cold. Adding the bands at or below half capacity, 83% of enterprises that operate GPUs report utilization of 50% or less, and nearly half (49%) run at 25% or below. Only 12% clear the 50% mark, and a further 8% do not measure utilization at all. Idle accelerators are expensive accelerators, and this is the clearest single measure of the compute gap: enterprises are planning to buy more GPUs and specialized compute (Finding 3) while the capacity they already own sits substantially unused. The efficiency headroom in the current fleet is large — and largely unmeasured. Finding 7: Spending fast, measuring slowly Fewer than half rigorously track what their compute costs We asked whether enterprises can quantify the cost and return of their AI infrastructure spend, and how satisfied they are with what they run. Confidence in the ledger lags the spending. Measurement trails money. Fewer than half of enterprises (44%) rigorously track the cost and return of their AI compute; the majority track only partially (39%), cannot quantify it yet (20%), or have not prioritized it (6%). That gap is consequential given Finding 5, where total cost of ownership was the second-ranked buying criterion — enterprises are choosing providers on an economic basis they mostly cannot yet measure. Satisfaction with current infrastructure is moderately positive but not enthusiastic: on a five-point scale, overall satisfaction averages 4.0, with ease of implementation (3.8) and value for money (3.9) trailing slightly — the softness landing, tellingly, on cost. Enterprises are spending quickly and accounting slowly. Finding 8: The next bottleneck few are watching As inference shifts from compute to memory, the field scatters Finally, we asked how enterprises would address the emerging constraint in large-scale inference — the shift from GPU compute to memory, specifically KV-cache capacity. The responses reveal a frontier that is not yet a priority. The memory frontier is real but barely governed. Asked which approach they would rely on as the binding constraint in inference shifts from compute to memory bandwidth, enterprises scatter: Dell leads at 31%, Nvidia follows at 16%, and the rest fragments across storage vendors, open-source tooling, and model-level efficiency techniques. Most telling is that roughly one in five (18%) either do not recognize the constraint or have not begun to address it. For a shift that will reshape inference cost and architecture, this is an early and unsettled market — and, consistent with the measurement gap in Finding 7, one where many enterprises simply do not yet have a view. It is the next chapter of the compute gap, arriving before most have closed the current one. The bottom line: A compute gap that faster spending will widen, not close Organizations with more than 100 employees are investing in AI infrastructure faster than they can measure it. Most are still early in deployment, yet their spending intentions point past their current stack — toward specialized clouds and alternative accelerators almost none of them run today — and a clear majority intend to change providers within the year. They buy on integration and total cost of ownership rather than headline price, which is rational; the difficulty is that most cannot yet see those economics clearly. The visibility gap is concrete. The GPUs enterprises already own run at half utilization or less for the overwhelming majority, and fewer than half can rigorously track what their compute costs or returns. Satisfaction is decent but unenthusiastic, softest on value for money — the dimension hardest to judge without measurement. And the next constraint, the shift from compute to memory in large-scale inference, is arriving while most enterprises are still unaware of it. At 107 respondents in a single Q2 wave this is a directional read, skewed toward the mid-market and earlier-stage adopters — but the direction is consistent: the appetite to spend is running well ahead of the instrumentation to spend well. The compute gap is not a capacity problem that more hardware will solve on its own; it is, first, a problem of seeing what the hardware already costs. The open question for later waves is whether enterprises build that visibility before the re-platforming arrives — or buy the next layer of infrastructure as blind to its economics as the last. Based on survey responses from 107 qualified enterprise respondents (100+ employees), drawn from a single Q2 2026 (June) wave. Because this is one wave rather than a pooled multi-month sample, the results read cross-sectionally rather than as a month-over-month trend, and at 107 respondents this is a directional signal rather than a precise measurement — the sample is self-selected, skews mid-market, and leans toward earlier-stage adopters rather than the largest hyperscale operators. Respondents include managers, individual contributors, VPs/directors, and the C-suite, with buyer-credible purchasing authority, across Technology/Software, Healthcare/Life Sciences, Financial Services, Retail/E-commerce, and other industries.

Unlocking Britain’s next era of productivity: Building a nation of AI trailblazers
AI

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OpenAI News

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Google Vids now lets you star in your own AI videos
AI News & Artificial Intelligence | TechCrunch

Google Vids now lets you star in your own AI videos

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Gemini

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New York City educators and industry leaders gathered at Google’s offices to shape the future of AI in classrooms.
AI

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AI News & Artificial Intelligence | TechCrunch

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How Apple’s big lawsuit could disrupt OpenAI’s IPO plans
AI News & Artificial Intelligence | TechCrunch

How Apple’s big lawsuit could disrupt OpenAI’s IPO plans

Apple filed a trade secrets lawsuit against OpenAI last Friday, and it’s not messing around. The complaint alleges a pattern of misconduct reaching all the way up to OpenAI’s chief hardware officer and claims more than 400 former Apple employees now work at the company. OpenAI’s response so far has been carefully hedged, and the timing couldn’t be worse with the company reportedly eyeing an IPO […]

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Gemini

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Try these 3 Google AI tools to help find your next job.
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China Unveils World’s First AI Hospital: 14 Virtual Doctors Ready to Treat Thousands Daily
DailyAI

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'A dangerous proposition': How AI is warping the social fabric and the ways we collectively imagine the future - Live Science
"artificial intelligence" - Google News

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OpenAI News

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The Zapier Blog

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DailyAI

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How Cars24 scales conversations and builds faster with OpenAI
OpenAI News

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The latest AI news we announced in May 2026
AI

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Here are Google’s latest AI updates from May 2026

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AI

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3rd Symposium “Artificial Intelligence in Public Health Research” - Oncodaily
"artificial intelligence" - Google News

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Create, edit and star in videos with two Google Vids updates
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AI May Soon Help You Understand What Your Pet Is Trying to Say
DailyAI

AI May Soon Help You Understand What Your Pet Is Trying to Say

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How sales teams use ChatGPT Work
OpenAI News

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Gemini

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The Zapier Blog

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Here’s how to make study notebooks in the Gemini app.
Gemini

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DailyAI

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OpenAI News

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DailyAI

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MLB restricts using dugout iPads for AI-assisted in-game strategy - ESPN
"artificial intelligence" - Google News

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New research shows how AMIE, our medical AI, could help manage health conditions.
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The Zapier Blog

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Our latest Google Finance upgrades, including a new app
AI

Our latest Google Finance upgrades, including a new app

The new Google Finance is coming out of beta and launching a new Android app.

Databricks hits $188B valuation, extending its run as AI’s favorite second act
AI News & Artificial Intelligence | TechCrunch

Databricks hits $188B valuation, extending its run as AI’s favorite second act

Databricks has remade its image into an AI company and has published research on the cost savings of open weight AI models for coding.

The Gemini app is bringing personalized image creation to more users.
Gemini

The Gemini app is bringing personalized image creation to more users.

Personal Intelligence makes the Gemini app feel tailored to you. With your permission, it pulls from Google tools like Gmail, Google Photos, YouTube and Search to provid…

The Books the Most Powerful People in A.I. Are Reading - observer.com
"artificial intelligence" - Google News

The Books the Most Powerful People in A.I. Are Reading - observer.com

The Books the Most Powerful People in A.I. Are Reading  observer.com

GPT-5.5 Bio Bug Bounty
OpenAI News

GPT-5.5 Bio Bug Bounty

Details about the OpenAI Bio Bounty program

Start building with Nano Banana 2 Lite and Gemini Omni Flash
Gemini

Start building with Nano Banana 2 Lite and Gemini Omni Flash

Scale your ideas with Nano Banana 2 Lite, our fastest, most cost-efficient Gemini Image model, and Gemini Omni Flash for high-quality video and conversational editing.

16 AI prompt templates for better AI agent outputs
The Zapier Blog

16 AI prompt templates for better AI agent outputs

I've gone through a lot of painful trial and error with AI prompting—a lot. Which was fine when I was experimenting in back-and-forth conversations with AI chatbots, because I could refine my prompts with every response. But it's a different story with AI agents. A weak AI prompt baked into an agent's instructions produces the same bad output—and bills you for the same mistake—every single time it runs, with no one at the keyboard to catch it.  I've rounded up 16 AI prompt templates that the Zap

84% of companies have AI pilots that never reach deployment. Here's what's keeping them locked in limbo.
The Zapier Blog

84% of companies have AI pilots that never reach deployment. Here's what's keeping them locked in limbo.

Most companies don't have an AI ambition problem. If anything, it's the opposite. Give executives a new AI demo, and they'll find 47 potential use cases before lunch.  Companies are spinning up pilots by the dozen, and that appetite is only growing. According to AI spending data, 86% of companies plan to increase their investment over the next 12 months. But deployment is a different story. More than a quarter of organizations (28%) have run over 100 AI pilots, yet only 13% have broadly deployed

AI agent frameworks: Definition, comparison, and guide
The Zapier Blog

AI agent frameworks: Definition, comparison, and guide

Over the last year, I've seen a shift in how teams talk about AI. Chatbots, once the center of attention, are no longer the primary focus. Instead, more businesses are moving toward autonomous AI systems. AI agents are what you reach for when you want a system that can break down a task, make decisions, interact with tools, and learn from its mistakes (unlike me). Designing and integrating these complex systems with external tools isn't straightforward. AI agent frameworks, which offer pre-built

Meet the June 2026 Zappy Award monthly winners
The Zapier Blog

Meet the June 2026 Zappy Award monthly winners

This month's three Zappy Award winners are turning scattered company knowledge into shared context that AI and humans can actually use. The strongest June Zappy Award submissions had the same shape: shared context. AI can only help with work it can see. When customer history lives in someone's head, when policy hides in a stale doc, when product knowledge is scattered across videos, help articles, and slide decks, AI has to guess, and a guessing AI is an unreliable one. Eric McNulty at Mercari,

Ask an AI expert: What exactly is the full stack?
AI

Ask an AI expert: What exactly is the full stack?

A Google expert explains what it means to take a full-stack approach to AI and why it’s been the foundation of our AI work for so long.

The best CRM software for real estate agents in 2026
The Zapier Blog

The best CRM software for real estate agents in 2026

A CRM is your prized possession in real estate. You need something to keep things straight when juggling client management, property listings, and the looming threat of being upstaged by that insufferably smug agent from the office across the street. But with countless options on the market, how do you know which software is right for you? ​​I looked into dozens of options, read approximately a million reviews, watched demos narrated by people way too cheerful for 9 a.m., and gathered insights

ChatGPT Is Making People Think They’re Gods and Their Families Are Terrified
DailyAI

ChatGPT Is Making People Think They’re Gods and Their Families Are Terrified

ChatGPT, the popular AI chatbot from OpenAI, is unintentionally leading users into full-blown spiritual delusions, and families are sounding the alarm. On Reddit’s r/ChatGPT forum, a chilling thread titled “ChatGPT induced psychosis” is gaining traction. Users are reporting a disturbing pattern: their loved ones are convinced that ChatGPT is a divine being, a spiritual guru, or even a portal to God. Rolling Stone journalist Miles Klee spoke directly with affected individuals. One woman shared how her partner became obsessed after ChatGPT gave him cosmic nicknames like “spiral starchild” and claimed he was on a divine mission. He ultimately told her The post ChatGPT Is Making People Think They’re Gods and Their Families Are Terrified appeared first on DailyAI.

Vertu wants executives to pay $6,880 for an AI agent — here’s how it actually performs
AI News & Artificial Intelligence | TechCrunch

Vertu wants executives to pay $6,880 for an AI agent — here’s how it actually performs

From AI workflows to battery life and security, here's what it's really like to live with Vertu's luxury foldable every day.

Expanding Managed Agents in Gemini API:  background tasks, remote MCP and more
AI

Expanding Managed Agents in Gemini API: background tasks, remote MCP and more

We’re announcing new capabilities in Managed Agents in Gemini API so developers can build reliable, production-ready agents.