Generative AI has its benchmark use case: Developer productivity. Why? Software engineers are pricey and the returns on multiple fronts--costs, developer engagement and overall value creation--are hard to ignore.
HPE CEO Antonio Neri and interim CFO Jeremy Cox provided noted the company can expand its total addressable market by almost $100 billion over the next four years due to AI use cases.
Foxconn's AI factory based on Nvidia's platform will enable it to train models for workflows and run simulations before building physical systems.
PepsiCo's second quarter earnings were better than expected, but the real story is that its transformation efforts for processes, supply chain, technology and business services have gone so well it has good visibility into 2024.