Is enterprise tech in an AI bubble, or are we finally seeing real value? In our latest episode, co-hosts Martin Schneider and Larry Dignan talk enterprise tech news, including brea...
MongoDB's second quarter was well ahead of expectations and the company raised its outlook as its platform is landing more consumption due to AI applications.
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Palo Alto Networks CEO Nikesh Arora said agentic AI means that enterprises will need secure browsers and the company is seeing strong demand. The company's acquisition of Talon app...
lt;pgt;Potential Nine Straight Quarters Of Beatlt;/pgt;
lt;pgt;With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion...
Workday's AI strategy appears to feature a heavy dose of acquisitions. The company said that it is acquiring Paradox, a startup that features a candidate experience agent to work t...
Google launched Gemini for Government, an AI platform priced at less than 50 cents per US government agency for a year. For those keeping score, Google Cloud just undercut the $1 G...
Softbank will invest $2 billion into Intel at $23 each in a deal may be a value-oriented investment as well as a head scratcher. Perhaps the biggest question for Softbank is this: ...
Certinia, which provides management software for professional services organizations, delivered its first installment of AI agents built on Salesforce's Agentforce platform as part...
Oracle said it has deployed OpenAI GPT-5 across its applications and database portfolio in what amounts to more choices for Oracle customers and additional distribution for OpenAI....
The funding lands as Cohere North, an agentic AI platform, scales up. The funding round was led by Radical Ventures and Inovia Capital with participation from existing investors su...
Chuck Robbins, CEO of Cisco, said quot;the AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target.quot;
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ConstellationTV episode 111 is here! 📺 This week, Liz Miller and Holger Mueller cover major #enterprise news, from SAP’s SmartRecruiters acquisition and Five9’s C-suite shakeup ...
Rigetti Computing said its 36-qubit multi-chip quantum computer is generally available and outlined a plan to build a 100-qubit system with 99.5% fidelity by the end of 2025, but q...
CoreWeave is building its AI infrastructure so it can easily switch back and forth from training to inference workloads as it works through strong demand and supply constraints.
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