Top Companies' AI Moves

Today's Stories

1. 1

   Lenovo Legion 5a review: AMD Ryzen AI 7 450 and RTX 5060

   Lenovo's Legion 5a (2026) laptop, powered by an AMD Ryzen AI 7 450 processor and an RTX 5060 GPU, has been reviewed by Ultrabookreview.com. The review focuses on the laptop's performance and features, which are key considerations for business users looking for a powerful yet portable device.

   For a detailed assessment of the Legion 5a's performance, battery life, and overall value, refer to the full review on Ultrabookreview.com.

2. 2

   Lam Research breaks ground on AI chip lab in Oregon

   Lam Research has started construction on an R&D center in Tualatin, Oregon, as part of a $3 billion, five-year investment in its global lab network for advanced AI chips. The 120,000-square-foot facility will boost cleanroom space by over 50% and create more than 400 jobs, raising Lam's Oregon workforce to over 11,000 and its annual economic contribution to over $1.8 billion.

   The lab is expected to open in 2028 and will support process development for customers including Intel and Micron Technology, with a separate $1.7 billion investment commitment in Tualatin through 2041.

3. 3

   GE Vernova vs. Bloom Energy: Which AI-Power Bet Has More Upside Ahead?

   GE Vernova raised its 2026 revenue guidance to between $45.5 billion and $46.5 billion from a prior range of $44.5 billion to $45.5 billion. Its power division saw orders jump 134% year over year in Q2 2026, and its electrification division's orders more than doubled to $6.3 billion from $3.3 billion. Bloom Energy hit a milestone with quarterly revenue above $1 billion in Q2 2026 and reported net profits of $70.6 million and $196.2 million in the first two quarters, versus a $42.6 million net loss a year earlier. GE Vernova, however, has a much larger scale—$38.1 billion in 2025 revenue and a $176 billion backlog—and a joint venture with Hitachi developing small modular reactors (SMRs).

   GE Vernova's forward price-to-earnings ratio has cooled to 33.3 from a high of 59.8, and analysts' median one-year price target is $1,259, a 35.8% gain from the August 25 close. However, its wind business saw a 40% organic decline in orders to $1.2 billion in Q2 2026, a weak spot to monitor.

4. 4

   Nvidia pauses revenue-sharing deals with AI cloud firms

   Nvidia has paused revenue-sharing deals with AI cloud companies, according to a Wall Street Journal report cited by Reuters. Such deals typically involve Nvidia providing hardware in exchange for a share of revenue, so the pause could signal a shift in how Nvidia partners with cloud providers.

   Whether the pause becomes permanent and how it affects AI cloud companies' access to Nvidia hardware remains unclear.

5. 5

   ECRI expands reporting to cover AI errors

   ECRI, a nonprofit patient safety organization, is expanding its reporting system to include errors involving artificial intelligence in healthcare. As AI tools are used more in clinical settings, mistakes involving them can harm patients; tracking these errors helps providers identify and prevent problems early.

   The expansion means healthcare organizations can now report AI-related incidents through ECRI's existing channels, potentially leading to more transparent AI oversight.

6. 6

   Nurses in Austin protest Palantir's role in healthcare

   Dozens of protesters gathered Thursday outside 8VC, a venture capital firm in Austin, to protest Palantir's AI technology in healthcare. The protest was part of a nationwide action organized by the National Nurses Union, held in cities including Palo Alto, Los Angeles, Chicago, and Washington, D.C. Monica Gonzalez, a National Nurses Union member, said Palantir's AI is used by HCA Healthcare through Timpani, a scheduling app, which sometimes short-staffs nurses. Protesters argue staffing decisions should be made by humans, not AI. Palantir responded that its software helps hospitals reduce sepsis deaths and places patients in beds more quickly.

   U.S. Rep. Greg Casar, D-Austin, joined the protest, urging the crowd to block an "AI oligarchy from Palantir." Jake Medwell, a co-founder of 8VC, said the firm has nothing to do with Palantir except that one of his partners co-founded it.