In a regulatory filing, Nvidia said one direct customer was 13% of revenue in the first quarter and another direct customer was 11% of sales. Two indirect customers were more than ...
Nutanix is learning that larger deals--including the wins from Broadcom's VMware--take longer to nail down and implement due to CXO approvals and Broadcom discounting when business...
UiPath CEO Rob Enslin resigned, the robotics process automation company cut its second quarter outlook and said the company is seeing quot;increased deal scrutiny and lengthening s...
Arm is launching CSS (Compute Subsystem) for Client, an integrated set of technologies that aims to optimize AI workloads on edge devices. The effort reflects how more AI workloads...
Amazon Bedrock from AWS will be embedded into SAP's generative AI hub as the two companies expanded a long-running partnership. SAP will also use AWS Graviton3, Trainium and Infere...
Box, which has integrations with all of the primary players in the enterprise stack, is looking to be an abstraction layer connecting AI models to content.
...
Microsoft and its merry band of PC makers launched AI PCs at scale. The launch of Copilot+ PCs, ahead of Microsoft Build 2024, was notable for a host of reasons once you get past h...
Intuit CEO Sasan Goodarzi said generative AI is increasing the company's total addressable market as TurboTax users flocked to its data, AI and virtual expert platform.
...
Workday reported a strong first quarter as the company leveraged AI within its platform and continued to become more efficient. Workday did say that sales cycles are taking longer....
Nvidia reported first quarter sales growth of 262% from a year ago, reported record quarterly data center revenue and split its stock 10-for-1 effective June 7.
...
Snowflake reported a mixed first quarter and said it will acquire technology assets and employees from TruEra, an AI observability platform that can manage evaluate large language ...
Cognizant CEO Ravi Kumar said the technology services firm's customers are preparing for generative AI, but need to do work in quantifying productivity gains to justify costs. Neve...
AMD CFO Jean Hu said cloud providers and enterprises are starting to look toward total cost of ownership when it comes to inference and training workloads for artificial intelligen...
Tech Mahindra Chief Sustainability Officer Sandeep Chandna said sustainability has become a CFO issue as the returns on investment are obvious. quot;Today profitability is linked t...
Nutanix outlined a series of deployment options, partnerships and platform enhancements at its .Next Conference in Barcelona. The gist of the news: VMware we have you surrounded.
...
Microsoft Fabric is getting tools and workloads to analyze real-time streaming data as well as integration with Snowflake and Databricks platforms.
...
Microsoft announced a bevy of additions to Azure including AMD Instinct MI300X instances, Cobalt 100 instances in preview and the latest OpenAI model, GPT-4o, in Azure OpenAI Servi...
IBM has open sourced its portfolio of Granite large language models under Apache 2.0 licenses on Hugging Face and GitHub, outlined a bevy of AI ecosystem partnerships and launched ...
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts.
...