Premium: Inference Waves
NVIDIA’s stock surged 78% over the trailing twelve months, rebounding 20% in April to end the year up 5% despite macro headwinds. The company posted a record quarter of net new revenue and guided an even faster Q1, all without sales to China. Gross margin recovered to 75% and free‑cash‑flow margin kept improving, with half slated for shareholder returns. Management now projects $1 trillion in Blackwell and Rubin sales through 2027, up from a $500 billion outlook a few months earlier.
Premium: Agentic Orange
Cloudflare is turning the surge in agentic AI into a cross‑segment growth engine, extending its platform from traffic acceleration (Act 1) to secure agentic connections (Act 2) and serverless AI development (Act 3). The 2023 acquisition of Replicate supercharged Workers’ inference‑as‑a‑service, enabling larger...
Premium: Axon's Expanding Stack
Axon announced a major expansion of its software stack during Axon Week, introducing an integrated cloud platform that unifies body‑camera footage, evidence management, and real‑time analytics. The company also unveiled AI‑driven dispatch tools designed to modernize next‑generation 911 services. Partnerships...
Premium: Catching up to Samsara
Samsara reported Q4 2026 results showing a rebound in annual recurring revenue, adding a record $145 million net new ARR and an 8.3% sequential growth rate. Emerging product lines now represent 23% of net new ACV, expanding the company’s data moat...