lt;pgt;The AI Landscape's Tectonic Shift: OpenAI's dominance is crumbling under the weight of technical missteps, unsustainable economics, and intensifying competition from both es...
Model routing and LLM portfolio management have moved to the front of enterprise priorities since it makes sense to mix and match open and frontier models, according to CxOs on Con...
Estée Lauder is best known for its Tom Ford fragrances, skin care and hair care products and makeup brands such as MAC, but behind the scenes, the company is betting on a streamlin...
R Ray Wang says Nvidia’s long-term roadmap remains compelling—but founder dependence, governance questions and export-control scrutiny could shape what comes next....
AI infrastructure is expanding, but the harder questions are about where capacity should live, how organizations will get value from it, and whether they can govern it effectively....
Anthropic posted its IPO roadshow video with CEO Dario Amodei making bold predictions along with some color on the compute model and financial picture. Here's a look at the takeawa...
CoreWeave reported better-than-expected third quarter results and CEO Michael Intrator moved to allay concerns about funding its AI infrastructure buildout. ...
When a company spends more than 90 pages on risk factors, maybe you should listen. Welcome to Anthropic's IPO filing. The company will trade under the ticker quot;ANTquot; and pric...
Monday.com is seeing solid growth for its collaborative work platform, has plans to move upmarket and is transitioning to more of a consumption model. But the biggest issue is that...
Anthropic released Claude Mythos 5.2 and Fable 5.2 models and touted their abilities in coding and cybersecurity. Anthropic said 90% of its code is now created by Claude models....
Personal AI agents like Meta's Muse and Instinct are appearing on earnings conference calls as an opportunity to be tapped. Enterprises are saying that traffic from personal AI age...
With Airbnb's third quarter earnings, CEO Brian Chesky made the case that the company is back into growth mode. The company put up revenue growth of 19% in the third quarter and th...
Quantinuum outlined its Nexus software development roadmap and deployment plans for each generation of its hardware through Apollo, which is a fault-tolerant quantum computer expec...
HubSpot’s road to outcome-based pricing for AI agents remains bumpy. Large customers want proof AI agents can deliver outcomes as buying cycles elongate and smaller enterprises are...
Oracle Cloud Infrastructure dominated the headlines and attention at Oracle AI World, but you could argue that its applications business and Fusion Claw, a governed agentic AI syst...
Palantir has hit its enterprise inflection point as its US commercial revenue topped US government revenue for the first time. The company easily topped Wall Street expectations wi...
Enterprise leaders have gone from concerns that they aren’t moving fast enough to a more mature approach and developing AI playbooks. Constellation Research CEO R “Ray” Wang outlin...
Adarryl Roberts, Chief Information Officer at the Defense Logistics Agency, said agentic AI is a business change and shouldn't be viewed as just an IT project. And to make agentic ...
