Results

Insights News
July 30, 2026

AWS sees Q2 boom with sales growth of 37%

Data to Decisions
Amazon Web Services delivered 37% revenue growth in the second quarter amid strong demand for a $169 billion annual run rate. ...
Larry Dignan
Insights News
July 30, 2026

OpenAI cuts price of GPT-5.6 Luna, GPT-5.6 Terra

Innovation & Product-led Growth
OpenAI said it is cutting the price of GPT-5.6 Luna by about 80% and the price of GPT-5.6 Terra by 20% after improving performance of the underlying systems....
Larry Dignan
Insights News
July 29, 2026

Meta feels the AI squeeze in Q2

Data to Decisions
Meta's second quarter was mixed at best, the company's debt load surged and free cash flow tanked. ...
Larry Dignan
Insights News
July 29, 2026

Cognizant aims to underwrite AI enterprise results

Innovation & Product-led Growth
Cognizant is betting that the next chapter of AI adoption will revolve around harnesses, production value and model routing. ...
Larry Dignan
Insights News
July 24, 2026

SAP's second quarter: The AI takeaways

Data to Decisions
SAP reported better-than-expected second quarter results with earnings per share of €1.89, which was well ahead of estimates. Revenue of €9.88 billion was up 9% from a year ago and...
Larry Dignan
Insights News
July 23, 2026

Google Cloud starts shipping TPU systems, becomes chipmaker

Data to Decisions
Google Cloud started recognizing sales of TPU system sales in the second quarter for the first time, which helps explain the 82% surge in revenue to $24.8 billion. With those early...
Larry Dignan
Insights News
July 22, 2026

IBM CEO following Q2 wipeout: We're confident in our strategy

Data to Decisions
IBM CEO Arvind Krishna moved to ensure customers and investors that the company's strategy was sound following a profit warning that spurred worries about AI infrastructure spendin...
Larry Dignan
Insights News
July 21, 2026

Get ready for US open LLMs and just in time

Data to Decisions
The teeth gnashing and near panic over open source large language models from China has reached a fever pitch as Z.ai, DeepSeek, Alibaba's Qwen and Moonshot AI's Kimi close the gap...
Larry Dignan
Insights News
July 21, 2026

Google launches new Gemini model trio, teases Gemini 4

Data to Decisions
Google launched Gemini 3.6 Flash, 3.5 Flash-Lite, 3.5 Flash Cyber and focused on efficiency and pricing, but the biggest item may be that the company teased Gemini 4. ...
Larry Dignan
Insights News
July 21, 2026

Certinia acquires Moonnox

Data to Decisions
Certinia said it will acquire Moonnox, which features a platform built for systems integrators and services firms. With the move, Certinia said it will accelerate its expansion int...
Larry Dignan
Insights News
July 17, 2026

Big banks and how they're thinking about AI

Data to Decisions
Wall Street giants reported their quarterly earnings in bunches this week and AI was a hot topic. Big banks are worth watching when it comes to AI because they're essentially techn...
Larry Dignan
Insights News
July 16, 2026

Moonshot AI launches Kimi K3

Data to Decisions
Moonshot AI released its Kimi K3 model, a 2.8T parameter large language model the company said is on par with Anthropic's Claude Opus 4.8 and OpenAI GPT-5.5. ...
Larry Dignan