Results

Insight News
September 28, 2023

Accenture's Q4: What we learned

Data to Decisions
Accenture said generative AI deals are accelerating and enterprises are focusing on transformation even as they remain cautious about the economy. ...
Larry Dignan
Insight News
August 29, 2023

HPE sees Greenlake, edge strength in Q3

Tech Optimization
Antonio Neri, CEO of HPE, said "demand improved sequentially across all key business segments, with particular strength in our HPC & AI segment." ...
Larry Dignan
Insight News
August 22, 2023

VMware Cloud launches three tailored management options

Tech Optimization
At VMware Explore in Las Vegas, the company, which is in process of being acquired by Broadcom, is addressing enterprise demand for multicloud workloads. ...
Larry Dignan
Insight News
July 30, 2023

Why AWS may need a new generative AI narrative

Data to Decisions
Generative AI is a boardroom issue and Microsoft and Google Cloud appear to have the better CXO narrative relative to AWS. ...
Larry Dignan
Insight News
July 19, 2023

IBM Q2 sees software, AI gains and infrastructure weakness

Data to Decisions
IBM's second quarter was a mixed bag with software, Red Hat, data and AI and consulting growth but headwinds as hardware sales stumbled as IBM z Systems revenue fell 30%. ...
Larry Dignan
Insight News
July 16, 2023

Q2 tech earnings themes to watch

Tech Optimization
Cloud demand, software pricing, IT spending and--of course--generative AI will be among the big themes for tech companies in the second quarter.  ...
Larry Dignan
Insight News
June 22, 2023

Amazon vs. Walmart: 8 innovation takeaways

Next-Generation Customer Experience
"(Walmart) is one of the greatest case studies in the innovator's dilemma that we’ve ever seen in modern business history," said author Jason Del Rey. ...
Larry Dignan
Insight News
June 13, 2023

AMD makes its case for generative AI workloads vs. Nvidia

Data to Decisions
AMD launched its Instinct MI300X processor, generative AI model collaborations and software plans. After all, Nvidia can't have all the generative AI infrastructure fun, right? ...
Larry Dignan