Results

Insights News
August 13, 2026

IBM, OpenAI forge AI consulting, delivery pact

Data to Decisions
IBM and OpenAI said they have formed a strategic partnership that embeds OpenAI's frontier models and other products with IBM Consulting's capabilities. ...
Larry Dignan
Insights News
August 12, 2026

Nebius’ Q2 revenue boom: What you need to know

Data to Decisions
Nebius delivered second quarter revenue growth of 454% and said it could sell all of its capacity if it wanted to. But Nebius said it is landing higher prices by reserving AI infra...
Larry Dignan
Insights News
August 11, 2026

CoreWeave Q2 stronger than expected, touts backlog

Data to Decisions
CoreWeave said it exited the second quarter with a revenue backlog of $104 billion as the company reported better-than-expected results...
Larry Dignan
Insights News
August 11, 2026

Quantinuum inks Oracle Cloud partnership, reports Q2

Data to Decisions
Quantinuum said it will deploy its Helios quantum computer in US Oracle Cloud Infrastructure data centers for hybrid quantum and AI workloads. ...
Larry Dignan
Insights News
August 11, 2026

Are Nvidia AI factories 'an investable asset class'?

Data to Decisions
Nvidia and private equity and investment firms have signed a $500 billion memorandum of understanding to fund AI infrastructure. The big question is whether Nvidia's argument that ...
Larry Dignan
Analyst Blog
August 9, 2026

Beyond RAG: Where Enterprise AI Value Will Come From

Data to Decisions
Retrieval-augmented generation (RAG) solved an important early problem for enterprise AI. Large language models could produce useful responses, but they lacked access to current, p...
Michael Ni
Esteban Kolsky
Insights News
August 6, 2026

Five9 raises outlook after strong Q2

Next-Generation Customer Experience
Five9 reported better-than-expected second quarter results and said its Google Cloud partnership and AI Voice Agents are gaining traction. Five9 also raised its outlook for the thi...
Larry Dignan
Insights News
August 5, 2026

Uber controls token spend, outlines AI use cases

Next-Generation Customer Experience
Uber’s second quarter results and outlook were mixed, but the company did flesh out its AI use cases and added that it has its token spending under control. ...
Larry Dignan
Insights
August 5, 2026

Why Multi-Model AI Is the Future of Enterprise Architecture

Data to Decisions
The race to adopt AI has pushed many organizations into rapid experimentation. New models are released almost weekly, proof-of-concept projects continue to multiply, and enterprise...
Larry Dignan
Hannah Mason
Insights News
August 4, 2026

Freshworks strong Q2 highlights power of focus

Data to Decisions
Freshworks delivered better-than-expected second quarter results, turned its first profit under generally accepted accounting principles and continued to move upstream to larger en...
Larry Dignan
Insights News
August 3, 2026

Palantir: Worst nightmare for OpenAI, Anthropic?

Data to Decisions
Palantir is actively campaigning against foundation model companies, faux forward deployed engineers, tokenomics and benchmark chasing. OpenAI and Anthropic weren't named specifica...
Larry Dignan