Enterprise technology is at a crossroads. Budgets are tighter, growth is harder to find, and the pressure to show real returns on AI investment has never been greater. Episode 131 ...
Palo Alto Networks reported strong fiscal third quarter earnings growth and raised its outlook. CEO Nikesh Arora said Anthropic's Mythos model has boosted demand for cybersecurity....
Microsoft at Build 2026 aimed to position itself as an end-to-end platform for building and operating agentic AI systems with a set of announcements on infrastructure, models, tool...
Microsoft launched Project Solara, an effort to create AI agent-first devices that are purpose built. For the enterprise, these concept devices could be handy. Are we ready for int...
Cisco launched Cisco Cloud Control, which unified its platforms for agentic AI operations, multiple security advances and Cisco IQ, an AI-driven support and services effort. ...
Snowflake is doubling down on data interoperability via Iceberg, creating a context layer for its Horizon Catalog, adding data streaming to Snowflake CoCo, formerly Cortex Code, an...
Anthropic and OpenAI are racing each other to become publicly traded companies. Anthropic said it has confidentially filed to go public with the US Securities and Exchange Commissi...
Nvidia CEO Jensen Huang's keynote at Computex featured Nvidia RTX Spark, DGX Station for Windows, a parade of PCs, the debut of the Vera CPU, a processor that could spread Nvidia's...
Technology vendors are barraging enterprise buyers with platform pitches that'll enable their agentic AI dreams and automate enterprises via private previews of products that'll be...
Executives in Constellation Research's BT150 agree that AI has reached an inflection point in operations, but still are looking for returns and productivity gains. ...
AI PCs and workstations are starting to have their AI inference moment with HP, Dell Technologies and Lenovo all seeing strong demand. Simply put, edge devices are starting to matt...
Anthropic raised $65 billion in a Series H round and now has a valuation of $965 billion. For good measure, Anthropic said it now has an annual revenue run rate of $47 billion and ...
SAP Sapphire 2026 stood out. Not for a single headline announcement, but for something rarer: a coherent, end-to-end vision that actually held up across keynotes, analyst sessions,...
Snowflake said it will spend $6 billion on Amazon Web Services' AI offerings and Graviton chips, announced that it will acquire Natoma and reported first quarter results. ...
Salesforce reported better-than-expected first quarter results and raised its outlook. The company said its AI and data annual recurring revenue in the quarter was $3.4 billion. ...
Box CEO Aaron Levie said customers are rapidly deploying AI agents, but are wrestling with bringing the productivity of coding productivity to other functions and token budgets. ...
Zscaler reported a better-than-expected third quarter, but the outlook was mixed due to higher memory, storage and processor costs and turnover in sales. ...
Clients aren't coming to IBM asking for use cases anymore. They want to capture the dividend at an industrial scale. Interview with Javier Cassini, Global Managing Partner for Hybr...
The $52 billion merger of two apartment rental companies is also a bet that the combined company can leverage a data flywheel and an AI joint venture. ...
Retailers are facing uneven consumer demand, customers stretching budgets and inflation that's hitting margins. The one common theme is that retailers are betting technology and AI...
Lenovo's fourth quarter results included the usual complement of better-than-expected results, traction in servers, PCs, storage and even smartphones. But tokens were mentioned rep...
