Next-Generation Customer Experience

Monday's Musing: When The Hunters Become The Hunted

Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth

Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:

Generative AI spending will move beyond the IT budget

By Larry Dignan

Generative AI will drive IT budgets, but the spending is likely to be spread around a bevy of business units too. The more likely outcome is that generative AI spending for projects will be spread around business units and be absorbed in the budgets that run the entire enterprise.

SoundCommerce CEO Eric Best: 'Data capability enables customer lifetime value'

By Larry Dignan

SoundCommerce Co-Founder and CEO Eric Best said retail winners will increasingly be determined by how they leverage data and artificial intelligence to drive customer lifetime value.

Here's why Meta is spending $35 billion to $40 billion on AI infrastructure, roadmap

By Larry Dignan

As long as the ad revenue continues to flow into Meta properties such as Facebook and Instagram, CEO Mark Zuckerberg is going to invest aggressively in an AI buildout. "I think it makes sense to go for it," he said.

SAP's Q1: Net loss on restructuring, cloud revenue growth of 24%

By Larry Dignan

SAP reported a first quarter loss due to a restructuring charge but said its cloud revenue was up 24% with cloud ERP revenue growth of 32%. SAP said its cloud backlog was €14.2 billion, up 27% from a year ago.

Meet the 50 Trailblazers Spearheading the Future of Sustainability

By Elle Froze, Hannah Hock

Infosys acquires In-tech, posts mixed Q4 with genAI progress

By Larry Dignan

Constellation Research CEO Ray Wang said Infosys is facing a bevy of moving parts that the company will have to navigate. "The combination of AI arbitrage, margin compression, and exponential efficiency is having an effect on the overall market. Constellation expects that the overall service market will be flat to single digit growth for the next year," said Wang.

Akamai adds Nvidia GPUs to cloud network, initially targeting media

By Larry Dignan

Akamai has been steadily building out its distributed cloud infrastructure for multiple use cases including AI and machine learning workloads that require low latency near data.

Secrets to a Successful AI Strategy

By R "Ray" Wang

Microsoft raises Dynamics 365 prices starting Oct. 1

By Larry Dignan

The price changes go into effect Oct. 1 and range from an additional $10 to $15 more a month per user for most apps, but $30 more for a select apps.

HOT TAKE: Adobe’s Frame.io Serves Up a Reimagined Version and I’m Gloating

By Liz Miller

BT150 CXO zeitgeist: Data lakehouses, large models vs. small, genAI hype vs. reality

By Larry Dignan

Enterprises need to focus on data lakehouse strategies in 2024 to properly take advantage of generative AI; model architecture will be critical to managing large and small models; fine tuning is more difficult than you'd think; and CXOs were weary of database vendors glomming on to genAI hype.

Next-Generation Customer Experience

Monday's Musing: When The Hunters Become The Hunted

Generative AI spending will move beyond the IT budget

SoundCommerce CEO Eric Best: 'Data capability enables customer lifetime value'

Here's why Meta is spending $35 billion to $40 billion on AI infrastructure, roadmap

SAP's Q1: Net loss on restructuring, cloud revenue growth of 24%

Meet the 50 Trailblazers Spearheading the Future of Sustainability

Infosys acquires In-tech, posts mixed Q4 with genAI progress

Akamai adds Nvidia GPUs to cloud network, initially targeting media

Secrets to a Successful AI Strategy

Microsoft raises Dynamics 365 prices starting Oct. 1

HOT TAKE: Adobe’s Frame.io Serves Up a Reimagined Version and I’m Gloating

BT150 CXO zeitgeist: Data lakehouses, large models vs. small, genAI hype vs. reality

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