Workday Added AI Agents to Its HCM Platform and Enterprise HR Technology Has Entered Its Automation Phase

Rhys DonnellyFri, 26 Jun 20268 min read

Tech

Technology coverage from silicon to platform: semiconductor supply chains, big-tech strategy, cloud infrastructure economics, and AI deployment at scale.

Alani Tahir

Arm Holdings Royalty Revenue From AI Chips Has Become the Primary Growth Driver and Compute Subsystem Licensing Is Expanding the Model

Tech·8 min read·Updated Jun 26, 2026

Rhys Donnelly

Palantir Crossed $1 Billion in Quarterly Revenue and AIP Has Become the Enterprise AI Decision Layer

Tech·7 min read·Updated Jun 25, 2026

Alani Tahir

Workday Added AI Agents to Its HCM Platform and Enterprise HR Technology Has Entered Its Automation Phase

Tech

Arm Holdings Royalty Revenue From AI Chips Has Become the Primary Growth Driver and Compute Subsystem Licensing Is Expanding the Model

Palantir Crossed $1 Billion in Quarterly Revenue and AIP Has Become the Enterprise AI Decision Layer

Oracle Cloud Infrastructure Is Taking AI Revenue From AWS, Azure, and Google

Salesforce Agentforce Is Generating Real Enterprise AI Revenue

Palo Alto Networks Pushed Platform Consolidation and It Worked

Qualcomm’s AI PC Chip Found Its Market in the Second Year

AMD’s AI Chip Revenue Is Growing but Still Far Behind Nvidia

Broadcom’s Custom AI Chips Power Google, Meta, and ByteDance’s Models

Snowflake and Databricks Are Converging on the Same AI Data Platform