Nvidia Q1 strong, continues to ride data center demand
Nvidia reported strong first quarter results as its data center demand remains strong. The company’s writedown for H20 chips designed for China was also lower than expected.

Data to decisions examines the enablement of data-driven decisions across organizations. Holistic, data-informed decisions require a multi-disciplinary approach that combines performance monitoring with traditional business intelligence and analytic technologies. In addition, data-driven decisions are increasingly delivered in the context of business applications rather than in separate, analytic interfaces.
Nvidia reported strong first quarter results as its data center demand remains strong. The company’s writedown for H20 chips designed for China was also lower than expected.
Salesforce delivered better than expected first quarter results and upped its outlook for the second quarter. The company said it saw strength in Data Cloud and AI annual recurring revenue.
Box reported better-than-expected first quarter results and raised its outlook as its content and unstructured data platform carves out a key role as enterprises move to AI agents.
Salesforce said it will acquire Informatica for $8 billion, or $25 a share, in a deal that will give it a neutral data integration and management platform to connect Agentforce across systems.
Karthik Narain, Group Chief Executive, Technology and CTO at Accenture, said enterprises should think about trust as the primary gatekeeper to AI adoption, eye collaboration between AI agents and humans, and architect companies to take advantage of a time where there's a "a personalized digital brain for every employee."
Are AI agents going to reinvent workflows, processes, the future of work and enterprise efficiency? Or are AI agents just a better user experience and another excuse to sell you a different flavor of the "suite always wins?" Your answer depends on time frame.
How Values, Strategy, and Human Judgment Keep AI on the Right Track
Anthropic launched a set of developer tools that make it easier to build AI agents and launched new Claude 4 models. The news, outlined at Anthropic's first developer conference, highlights how large language model companies are branching out.
Workday reported better-than-expected first quarter earnings as the company benefited from "continued efficiencies."
Since the start of the generative AI boom, demand for Nvidia GPUs has been insatiable. Nvidia is still raking in cash from its AI infrastructure, but there are few recent developments indicating that the industry is maturing a bit.