Results

Insight News
February 05, 2025

Uber outlines its autonomous vehicle plan

Data to Decisions
Uber addressed long-running concerns about its autonomous vehicle strategy with a plan that revolves around partnering and leveraging its data platform to manage workloads and ride...
Larry Dignan
Insight News
February 04, 2025

AMD data center business continues to shine in Q4

Data to Decisions
AMD reported better-than-expected fourth quarter results as its data center revenue was $3.9 billion, up 69% from a year ago doing to its GPU and server chip demand. ...
Larry Dignan
Insight News
February 04, 2025

Google Cloud revenue up 30% in Q4, Alphabet results mixed

Data to Decisions
Google Cloud revenue in the fourth quarter were $12 billion, up 30% from a year ago, amid mixed results from parent Alphabet, which said it will spend $75 billion in capital expend...
Larry Dignan
Insight News
February 04, 2025

Palantir CTO: Engineering on DeepSeek 'is exquisite'

Data to Decisions
Palantir CTO Shyam Sankar said DeepSeek's latest models highlight how models are commoditizing and "the price of inference is dropping like a rock." ...
Larry Dignan
Insight News
January 30, 2025

Intel Q1 outlook light, Q4 better-than-expected

Tech Optimization
Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for network and...
Larry Dignan
Insight News
January 30, 2025

Oracle scales Oracle Database@Google Cloud

Data to Decisions
According to the companies, Oracle Database@Google Cloud will add more regions over the next 12 months. ...
Larry Dignan
Insight News
January 30, 2025

DOJ sues to thwart HPE's acquisition of Juniper Networks

Tech Optimization
The Department of Justice sued to block Hewlett Packard Enterprise's planned acquisition of Juniper arguing that the combination will hamper competition in the enterprise wireless ...
Larry Dignan
Insight News
January 29, 2025

IBM Q4 better than expected, genAI business surges

Data to Decisions
IBM delivered better-than-expected fourth quarter results and said its generative AI business including consulting and software is now a $5 billion business, up from $3 billion in ...
Larry Dignan
Insight News
January 28, 2025

DeepSeek: What CxOs and enterprises need to know

Data to Decisions
DeepSeek has become an overnight sensation, rattled the US AI sector and may have single-handedly focused CxOs on cost of genAI. We convened a call of Constellation Research analys...
Larry Dignan