Qualcomm Q4 shines, ups outlook for Q1
Qualcomm delivered fourth quarter revenue growth of 19% as it saw strength across its smartphone, auto and Internet of things units.
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Bloomfilter co-CEO Severinghaus on the intersection of process mining, software development
At Constellation Research's Connected Enterprise, I caught up with Erik Severinghaus, Co-founder and Co-CEO of Bloomfilter, to talk process intelligence and software development. Here are some of the takeaways.
Palantir Q3 strong amid strong AI demand; Karp says 'we intend to take the entire market'
The company reported third quarter earnings of $144 million, or 6 cents a share, on revenue of $726 million, up 30% from a year ago. Non-GAAP earnings were 10 cents a share in the quarter.
ExxonMobil to outline process, automation, AI efforts
ExxonMobil is looking to save $15 billion in operating costs by 2027 and it will leverage artificial intelligence in combination with process intelligence to get there.
AI data center building boom: Four themes to know
Here are the big themes to note amid this AI-fueled data center binge that is dominating hyperscale cloud earnings calls.
Constellation Research's Connected Enterprise 2024: All the takeaways
Constellation Research's Connected Enterprise 2024 spurred big ideas, a community of tech leaders and dozens of takeaways. It's a fire house of information designed to get you thinking about what's around the corner. Here are the takeaways.
Intel defends Gaudi 3 as it misses 2024 sales targets
Intel CEO Pat Gelsinger argued that its Gaudi 3 AI accelerator will be able to deliver strong total cost of ownership even as it falls short of the $500 million revenue target for 2024.
AWS posts Q3 revenue up 19% from a year ago, $110 billion annual run rate
Amazon delivered better-than-expected third quarter earnings as its AWS unit showed sales growth of 19%.
Meta's sneak peek 2025 budget: A lot more AI infrastructure spending
Meta's 2025 budget planning process goes like this: Spend heavily on AI infrastructure and use AI to drive efficiencies so you can plow more money into GPUs.
Microsoft Q1 strong, Azure revenue growth 33%
Microsoft reported better-than-expected first quarter earnings as commercial cloud revenue was up 22% and Azure grew 33% from a year ago.
Is AI data center buildout a case of irrational exuberance?
The cost of artificial intelligence inference and training will fall and enterprises need to question the current groupthink that revolves around a never-ending data center buildout cycle.
