OpenAI tells investors it has $18 billion less revenue than the $68 billion figure it reported the previous month, prompting declines in shares of Nvidia, CoreWeave, Oracle and Nebius. The roundup notes growing investor scrutiny of AI revenue expectations even as Google launches an autonomous Gemini assistant and companies release new models. It also highlights large quantum-computing fundraises and a federal bar on Microsoft and other firms sponsoring employee green-card applications.
Iterate.ai launches Lifeboat, an inference engine with built-in confidential computing that the company says supports two to six times as many concurrent AI agent sessions per GPU. In company tests on one Nvidia RTX PRO 6000 Blackwell GPU running a Qwen 30B-A3B model, it completes 2,048 concurrent sessions and reaches 8,714 tokens per second, versus 4,965 with optimizations disabled. Lifeboat is generally available, with a free evaluation license and paid plans starting at $49.99 monthly.
NetApp and Iterate.ai package private enterprise AI in the AIPod Mini, pairing NetApp storage with Iterate’s Generate platform so customers can run model queries locally and keep data under their control. The system includes more than 200 agent templates, more than 200 skills and access to more than 800 tools. Iterate reports an insurance analysis falling from eight hours to eight minutes and an agent identifying $17.4 million in denied hospital claims.