Chamath Palihapitiya, CEO of Social Captial | 8090, said AI valuations are unsustainable, enterprises need to start talking to their auditors pronto about AI agents and every compa...
Microsoft said it will launch its Azure Maia 300 in 2027 in multi-gigawatt data centers. When it scales, Microsoft's Azure Maia family of chips will be the go-to inference processo...
Nvidia contributed architecture designs to the Open Compute Project sand announced that Meta will adopt Nvidia Spectrum-6 networking. Nvidia also announced collaborations with Goog...
Nvidia is making the case that its AI factories are productive, durable and fungible to position them as an asset class that will drive returns for investors. What remains to be se...
Enterprises are starting to rewrite themselves to become AI native. The efforts are just starting, but you can see the signs as a wide range of industries and companies start to re...
McDonald's laid out its three year roadmap with a plan called McDonald's Next that includes a heavy dose of AI, an $8.5 billion investment in improvements and 250 basis points of r...
Eli Lilly's AI factory is seeing strong usage running experiments at scale and the company has been able to save on token expenditures with control over its models and data. ...
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. ...
CoreWeave launched CoreWeave Forge, which brings together the neocloud provider's core assets into one connected environment. The bet is that CoreWeave's specialization in AI workl...
Meta is taking another swing at the enterprise. The company launched Meta Enterprise Platform in move that will aim to replicate the success of Amazon Web Services and Google Cloud...
Enterprise AI is outgrowing the model and the chatbot. That's the thread running through Episode 139 of ConstellationTV, where the conversation keeps landing on the same question f...
Alibaba launched its Zhenwu V900, its most powerful AI chip that has three times the performance of its predecessor. Alibaba CEO Eddie Wu said the chip along with the Qwen family o...
Salesforce's Dreamforce conference kicks off this week in San Francisco and rest assured there will be plenty of innovations ranging from Agentforce, Slack and Headless 360 and a b...
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. ...
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. ...
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...
Hewlett Packard Enterprise delivered strong fiscal third quarter results as it rides AI-based servers as well as traditional data center gear. HPE projected fiscal 2026 revenue gro...
Dell Technologies reported revenue growth of 58% in the second quarter compared to a year ago and projected fiscal 2027 revenue of $192 billion, up 69% for the year. ...
Alibaba's cloud computing business delivered revenue growth for external customers of 45% in its fiscal first quarter and provided more detail about its cloud, chip design and foun...
AI infrastructure providers are increasingly talking about applications that rely on agents and data to continually improve and drive returns. Why? Enterprises, currently the thin ...
