Results

Insights News
August 20, 2026

Alibaba Cloud surges in Q1, AI lab efforts losing money

Data to Decisions
Alibaba's cloud computing business delivered revenue growth for external customers of 45% in its fiscal first quarter and provided more detail about its cloud, chip design and foun...
Larry Dignan
Insights News
August 19, 2026

Why Google's purchase of Spirit Airlines data matters

Data to Decisions
Google's acquisition of Spirit Airlines data for $10 million could be a punchline or a template for future deals for companies looking to develop industry specific models. Bet on t...
Larry Dignan
Insights News
August 13, 2026

The most important LLM benchmark today: Price

Data to Decisions
The most valuable benchmark for large language models—open and proprietary—is quickly becoming price. Google launched Gemini 3.7 Flash, which is billed as its most intelligent work...
Larry Dignan
Insights News
August 13, 2026

IBM, OpenAI forge AI consulting, delivery pact

Data to Decisions
IBM and OpenAI said they have formed a strategic partnership that embeds OpenAI's frontier models and other products with IBM Consulting's capabilities. ...
Larry Dignan
Insights News
August 12, 2026

Nebius’ Q2 revenue boom: What you need to know

Data to Decisions
Nebius delivered second quarter revenue growth of 454% and said it could sell all of its capacity if it wanted to. But Nebius said it is landing higher prices by reserving AI infra...
Larry Dignan
Insights News
August 11, 2026

CoreWeave Q2 stronger than expected, touts backlog

Data to Decisions
CoreWeave said it exited the second quarter with a revenue backlog of $104 billion as the company reported better-than-expected results...
Larry Dignan
Insights News
August 11, 2026

Quantinuum inks Oracle Cloud partnership, reports Q2

Data to Decisions
Quantinuum said it will deploy its Helios quantum computer in US Oracle Cloud Infrastructure data centers for hybrid quantum and AI workloads. ...
Larry Dignan
Insights News
August 11, 2026

Are Nvidia AI factories 'an investable asset class'?

Data to Decisions
Nvidia and private equity and investment firms have signed a $500 billion memorandum of understanding to fund AI infrastructure. The big question is whether Nvidia's argument that ...
Larry Dignan
Analyst Blog
August 9, 2026

Beyond RAG: Where Enterprise AI Value Will Come From

Data to Decisions
Retrieval-augmented generation (RAG) solved an important early problem for enterprise AI. Large language models could produce useful responses, but they lacked access to current, p...
Michael Ni
Esteban Kolsky
Insights News
August 6, 2026

Five9 raises outlook after strong Q2

Next-Generation Customer Experience
Five9 reported better-than-expected second quarter results and said its Google Cloud partnership and AI Voice Agents are gaining traction. Five9 also raised its outlook for the thi...
Larry Dignan