VAST Data CEO Renen Hallak Raises $1B at $30B Valuation

Anthropic signs biggest compute deal yet with Google and Broadcom as revenue run rate hits $30bn #Technology #Business #AcquisitionsandMergers Other #Anthropic #Google #Broadcom In short: Anthropic has agreed to access approximately 3.5 gigawatts of next-generation Google TPU compute capacity via Broadcom from 2027, its largest infrastructure commitment to date — while...

If you are NOT interested in database transactions, you can stop reading now :-) Our team recently published "ImmortalChopper: Real-Time and Resilient Distributed Transactions in the Edge-Cloud" in ICDE 2026. This is work led by an amazing team of students: Juncheng Fang, Farzad Habibi, and Binbin Gu Edge-cloud applications increasingly need to make decisions in real time while operating across unreliable, distributed, and resource-constrained environments. This creates a difficult challenge: how do we support transactions that are resilient to failures and uncertainty at the edge while also being super fast? In this work, we explore how to make distributed transactions more practical for edge-cloud settings by combining real-time execution with resilience. The goal is to enable applications that can continue making progress even when parts of the system are slow, disconnected, or under stress. This is part of our broader effort to rethink data management for modern distributed environments, where computation and data are no longer confined to centralized cloud infrastructure. Learn more in our presentation video: https://lnkd.in/g3F4vEXj #DistributedSystems #Databases #EdgeComputing #CloudComputing #Transactions #DataManagement #ICDE2026

Spotlight on this: new insights suggest a turning point, the link is the best place for more: Cisco Shares Rally as AI Infrastructure Demand Fuels Financial Growth Cisco Systems saw its stock price jump 17% in extended trading following a quarterly performance... $CEO #Stocks #Investing Read more: https://lnkd.in/d5sBmUnR

Current trends: every trader should be aware of this, click the link for the deep dive! Cisco Shares Rally as AI Infrastructure Demand Fuels Financial Growth Cisco saw its stock price jump 17% in extended trading after reporting financial results that... $CEO #Stocks #Investing Read more: https://lnkd.in/d5sBmUnR

━━━ MARKETS EDGE ━━━ DIAMOND · M&A INTELLIGENCE Flex spins off cloud infrastructure into new public company. Subject: Flex Ltd. Signal: Spin-off announcement via press release Source: PR Newswire The infrastructure business gets its own cap table. Flex keeps the contract manufacturing core and sheds the velocity problem. Both companies trade at different multiples now. The market has been pricing bundle discounts for three years... this is the unwind. READING — When a $20B+ manufacturer separates its high-growth segment, what remains is margin-stable legacy. Buyers of the parent just got clarity on what they're actually holding. WATCH — The spin-off prospectus will reveal which Fortune 500 contracts migrated to the new entity. That list is the real asset. → Full analysis: https://lnkd.in/eQnH_4zC → Daily brief: fending.substack.com #MarketsEdge #MarketsIntelligence #spinoff #infrastructure #capitalstructure

Current focus: the situation is fluid and fast-moving, tap for the ultimate briefing: Cisco Shares Rally as AI Infrastructure Demand Fuels Financial Growth Cisco Systems shares jumped 17% in extended trading following a quarterly performance that soundly beat... $CEO #Stocks #Investing Read more: https://lnkd.in/d5sBmUnR

Zscaler CEO Jay Chaudhry tells me the stock's ~30% post-earnings plunge is a buying opportunity, defending a Q3 that beat: Revenue and ARR each up 25%, a record 23% operating margin, ARR near $3.5B. He called the softer guidance 'prudent' after two sales leaders departed, and said Zscaler is pulling memory and datacenter purchases forward in an AI-driven supply crunch to secure billions of coming AI agents – pressuring free cash flow. Full Fortt Knox conversation linked in the comments:

What’s changing in storage and compute that MSPs need to be paying attention to? Juan Orlandini, CTO with Insight joins us in the hot seat for 3 Questions! https://lnkd.in/eHbf-UTs

Stellanor grow their presence in the UK! Stellanor Datacenters acquisition of eight UK data centres from Redcentric Data Centres is another strong signal that the UK data centre market particularly AI-ready infrastructure is scaling fast. The deal expands Stellanor’s footprint across key UK locations including London, Reading, Cambridge and West Yorkshire, with a clear focus on high-density, AI-capable facilities. From a commissioning perspective, this means continued demand for experienced Cx engineers, QA/QC professionals and critical infrastructure teams across power and cooling packages. The UK data centre pipeline shows no signs of slowing down. https://lnkd.in/ePUfTSgq? #DataCentres #Commissioning #CriticalInfrastructure

Most anticipated earnings next week — June 1–5. The AI infrastructure buildout is delivering its Q2 verdict. Four names, four very different risk profiles heading in. → Palo Alto Networks $PANW — Tuesday, Jun 2, after close The first earnings report since the CyberArk acquisition closed in February. PANW is now the largest pure-play cybersecurity platform on the market. EPS consensus $0.80, +3.2% YoY — modest growth for a $208B company, which is why guidance matters more than the number. Yukka sentiment: 86% ↓ ESGR: 6.87 — below average for Technology. → Broadcom $AVGO — Wednesday, Jun 3, after close The AI custom chip story after NVIDIA. Revenue consensus $22B, up 47% YoY. Custom AI XPUs and networking solutions for hyperscalers are the growth engine — multi-year supply agreements already locked in. The stock briefly crossed $2 trillion in April.  Yukka sentiment: 85% ↑  ESGR: 5.71 — above average for Technology. → CrowdStrike $CRWD — Wednesday, Jun 3, after close AI-native endpoint security, ARR up 24% to $5.25 billion in FY2026. The July 2024 global IT outage is now 22 months behind them — the question is whether the recovery is complete or still fragile. EPS consensus $1.07, +61.7% YoY.  Yukka sentiment: 82% ↓. ESGR: 8.52 — the highest risk score of the four. Below average for Technology. → Ciena Corporation $CIEN — Thursday, Jun 4, before open The least covered name of the four and arguably the most interesting. Ciena makes the optical networking equipment that AI data centres depend on — the physical plumbing of the AI buildout. EPS consensus $1.46, +181.8% YoY.  Yukka sentiment: 95% ↓ ESGR: 0.8 — Leader in Technology. Same theme. Four companies. ESGR scores range from 0.8 to 8.52. The sentiment data is constructive across the board. The risk scores tell a more differentiated story. Yukka is tracking all four. What's on your watchlist? 👇