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February 09 2026 10:02 AM
Databricks details Q4 figures, raises $7 billion to build out Lakebase, Genie
Databricks said its annual revenue run rate is $5.4 billion, up 65% from a year ago, and it has raised another $7 billion to invest in its Lakebase and Genie efforts. ...
February 09 2026 07:02 AM
Workday: Eschenbach out as CEO, Bhusri in
Workday said Co-Founder Aneel Bhusri will as CEO as Carl Eschenbach stepped down. Workday affirmed its outlook....
February 08 2026 04:02 AM
SaaS under the microscope: How to evaluate your vendor
Software as a service companies are being repriced, re-evaluated and rethought as analysts, investors and customers wonder how AI agents will affect the category. CxOs need to go t...
February 05 2026 01:02 PM
Amazon sees $200 billion in capex ahead, AWS sales surge 24%
Amazon met fourth quarter earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projecti...
Insight News
January 26, 2026
Caterpillar’s AI Vision Takes Shape, but Data, Cloud Focus Was the Precursor
Caterpillar has plans for AI in its construction equipment; autonomy at scale and machine learning with computer vision, sensors, and edge computing; and Cat AI Assistant, which enables customers to engage with the company’s machines. The bigger story, however, may be the years of transformation, data preparation, and technology infrastructure leading up to Caterpillar’s big CES 2026 splash.
Larry Dignan
Insight News
January 20, 2026
Agentic AI experiences will determine enterprise winners
Agentic AI to date has revolved around architecture, standards, use cases, process automation and productivity, but customer experiences and visions of reinventing categories are moving to the forefront.
Larry Dignan
Insight News
January 4, 2026
Enterprise technology 2026: 15 AI, SaaS, data, business trends to watch
Enterprises will get all-you-can eat agentic AI pricing, data tools are going to be a headache, AI agents will look more like a feature than a revolution and physical AI will matter. Those are some of the trends to watch in 2026.
Larry Dignan
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