What public companies just told the SEC about AI, read straight from the filings. Every quote links the original document.
ChronoScale Signs 50 MW Microsoft AI Compute Deal
ChronoScale Holdings Corp (CHRN) filed an 8-K on August 27 announcing a partnership with Microsoft for a 50-megawatt AI compute deployment in North America. The hardware specified is NVIDIA GB300 NVL72 rack-scale systems with liquid cooling built for high-density AI workloads.
...today announced plans with Microsoft for a 50-megawatt (MW) AI compute deployment in North America. The deployment will feature NVIDIA GB300 NVL72 systems and advanced liquid-cooling infrastructure designed for high-density AI workloads.
The same day, Core Scientific (CORZ) disclosed a new revolving credit facility with a syndicate that includes Morgan Stanley, JPMorgan Chase, Goldman Sachs, and TD Securities. Core Scientific operates purpose-built data centers and derives most of its revenue from high-density AI colocation services.
Volato Pivots From Jets to Ohio AI Power Campus
Volato Group (SOAR), a private aviation company, filed an 8-K on August 28 announcing a subsidiary called Alignment Engine, which is developing AI compute infrastructure at a powered industrial campus in Ohio.
Alignment Engine is developing infrastructure for energy efficient artificial intelligence workloads from its powered industrial campus in Ohio. The campus currently has 154MW of power available with a total capacity of 480MW, providing an existing foundation for the deployment of high-performance AI compute infrastructure.
Volato runs fractional jet ownership programs and charter services, and the move into AI infrastructure represents a significant expansion of where the company is allocating capital. The 480MW ceiling is large, and 154MW is described as available now.
CIBC Claims Canada's First Bank-Wide Agentic AI Workspace
In its third-quarter 2026 6-K, Canadian Imperial Bank of Commerce (CM) disclosed that it piloted what it describes as the first enterprise-wide agentic AI workspace in Canadian banking. The product, CAI 2.0, lets employees bring their own data and tools into the platform and assign tasks to AI agents. CIBC also launched CIBC AdvisorAssist, an AI tool designed to reduce administrative time for wealth advisors.
CIBC piloted the first enterprise-wide agentic AI workspace in Canadian banking with CAI 2.0 which enables users to integrate their data and tools into the platform and delegate work to AI-driven agents.
Salesforce (CRM) filed a 10-Q the same day defining Agentforce as a platform that deploys autonomous agents to reason, make decisions, and execute tasks. Workday (WDAY) filed its own 10-Q that same day, naming generative and agentic AI as a category of competition that could erode its market differentiation in HR and financial software. Both companies are now using agentic AI as standard quarterly-filing language.
Lucky Strike and Urban Outfitters Flag AI Costs
Lucky Strike Entertainment (LUCK), which operates bowling alleys and entertainment venues, included AI risk language in its fiscal 2026 10-K.
Our use of artificial intelligence technologies, and our ability to keep pace with our competitors' use of such technologies, presents operational, reputational, legal and competitive risks that could adversely affect our business. We increasingly incorporate artificial intelligence and machine learning (collectively, "AI") technologies, including generative AI, into aspects of our…
Lucky Strike earns its revenue from lane rentals and food and beverage sales. Seeing this disclosure in a bowling company's annual report measures how widely AI risk language has traveled beyond the technology sector.
Urban Outfitters (URBN) named AI technology investments by category in its August 27 earnings 8-K, citing them as one factor contributing to increased SG&A expenses in the quarter. Most retailers fold digital spending into broader categories without specifying AI. Naming it at the earnings-disclosure level suggests the investment is now large enough to require explaining to investors.