Results

Insights News
September 30, 2026

HPE lands first AMD Helios order, ups networking outlook

Tech Optimization
Hewlett Packard Enterprise said it has landed its first AMD Helios AI rack order in a $1.2 billion deal with Vultr. The company also raised its outlook for its networking unit. ...
Larry Dignan
Insights News
September 24, 2026

Akamai lands big Anthropic deal valued up to $20 billion

Tech Optimization
Akamai landed a cloud deal with Anthropic that could be worth as much as $11.6 billion over seven years. The deal, which is focused on distributed infrastructure and software, revo...
Larry Dignan
Insights News
September 10, 2026

Oracle Q1 strong and so is capital expenditures

Data to Decisions
Oracle's fiscal first quarter results were better than expected as cloud infrastructure demand surged, but the company had negative free cash flow of nearly $5.4 billion. ...
Larry Dignan
Insights News
September 10, 2026

Nvidia's supply chain integrates Palantir

Data to Decisions
Nvidia's supply chain will leverage Palantir as the two companies aim to expand sovereign AI and custom Nvidia Nemotron open models into more enterprises. ...
Larry Dignan
Insights News
September 9, 2026

HPE CFO Myers: Private cloud cut our AI token spend

Tech Optimization
Hewlett Packard Enterprise CFO Marie Myers said the company cut token costs 60% with its private cloud relative to what it would have spent in the public cloud. ...
Larry Dignan
Insights News
September 8, 2026

Qualcomm lands AWS deal for custom chips, interconnects

Innovation & Product-led Growth
Qualcomm and Amazon Web Services will develop multiple generations of custom chips for the cloud provider as part of a broad partnership....
Larry Dignan
September 8, 2026

How Oracle Is Reinventing the Database for the AI Era

Data to Decisions
In this conversation, R “Ray” Wang and Holger Mueller unpack Oracle’s rapid pace of database innovation throughout 2026. The announcements span AI, security, availability, infrastr...
R "Ray" Wang
Holger Mueller