Insight News
February 12, 2026

Anthropic's Claude Code revenue doubled since Jan. 1

Data to Decisions
Anthropic said its annual revenue run rate is $14 billion as Claude Code hit an inflection point. The company raised $30 billion in funding at a valuation of $380 billion. ...
Larry Dignan
Insight News
February 12, 2026

ServiceNow acquires Pyramid Analytics

Data to Decisions
ServiceNow said it will acquire Pyramid Analytics, a company that features an analytics, data science and data preparation platform. ...
Larry Dignan
Insight News
February 11, 2026

Teradata's hybrid approach to AI agents starting to resonate

Data to Decisions
Teradata showed continued progress with its better-than-expected fourth quarter earnings report, but the biggest takeaway may be how the company is navigating on-premise AI and the...
Larry Dignan
Insight News
February 11, 2026

Healthcare value chain eyes agentic AI efficiencies

Data to Decisions
Healthcare is investing heavily in AI and beginning to shift into agentic AI with the aim of breaking down data silos and becoming more efficient, according to a Deloitte survey. T...
Larry Dignan
Insight News
February 10, 2026

Observability stands out in enterprise software wreckage

Data to Decisions
Observability companies, initially thrown out with the SaaS bath water, still matter given strong earnings results from Datadog and Dynatrace. The upshot: AI workloads are only bec...
Larry Dignan
Insight News
February 09, 2026

Workday: Eschenbach out as CEO, Bhusri in

Data to Decisions
Workday said Co-Founder Aneel Bhusri will as CEO as Carl Eschenbach stepped down. Workday affirmed its outlook....
Larry Dignan
Insight News
February 08, 2026

SaaS under the microscope: How to evaluate your vendor

Data to Decisions
Software as a service companies are being repriced, re-evaluated and rethought as analysts, investors and customers wonder how AI agents will affect the category. CxOs need to go t...
Larry Dignan
Insight News
February 05, 2026

Amazon sees $200 billion in capex ahead, AWS sales surge 24%

Data to Decisions
Amazon met fourth quarter earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projecti...
Larry Dignan
Insight News
February 05, 2026

Cognizant aims to solve "AI velocity gap"

Data to Decisions
Cognizant CEO Ravi Kumar said the company's strategy in 2026 revolves around solving the AI velocity gap between AI infrastructure spending and business value. ...
Larry Dignan
Insight News
February 04, 2026

Alphabet plots massive CapEx increase for 2026

Data to Decisions
Google Cloud's fourth quarter revenue was $17.7 billion, up 48% from a year ago, as the company saw its Gemini usage spike. Alphabet, parent company of Google, Google Cloud and You...
Larry Dignan
Insight News
February 03, 2026

AMD's Q4 data center, PC revenue drives results

Tech Optimization
AMD reported strong fourth quarter earnings that handily topped expectations as its data center revenue surged 39% from a year ago. ...
Larry Dignan
Insight News
February 03, 2026

Intel to make GPUs; CEO Tan riffs on AI adoption

Data to Decisions
Intel CEO Lip-Bu Tan said the chipmaker will make GPUs as well as CPUs and is striving to run two interdependent businesses with its foundry and product units. ...
Larry Dignan
Insight News
February 03, 2026

Snowflake: Cortex Code, Semantic View Autopilot GA

Data to Decisions
Snowflake said that Cortex Code and Semantic View Autopilot are generally available. The company also rolled out enhancements to Snowflake Postgres....
Larry Dignan
Insight News
February 03, 2026

PayPal names Enrique Lores CEO amid rocky Q4

Matrix Commerce
PayPal names Enrique Lores CEO amid rocky Q4PayPal said HP veteran Enrique Lores will become President and CEO March 1 to replace Alex Chriss, who was CEO for more than two years. ...
Larry Dignan
Insight News
February 02, 2026

Storage becomes more strategic amid AI buildout

Data to Decisions
Storage vendors are beginning to lock up long-term supply deals with customers as systems become more strategic amid the AI buildout....
Larry Dignan
Insight News
February 01, 2026

BT150 CxO zeitgeist: AI agent growing pains abound

Data to Decisions
CxOs in Constellation Research's BT150 had a spirited debate about the merits of agentic AI, its ability to scale today and where it can deliver returns. ...
Larry Dignan