Results

Insights News
August 30, 2026

Quantum computing: Where we stand in 2026

Data to Decisions
Quantum computing has quietly matured in 2026 and is moving from laboratory research to engineered systems that are increasingly being deployed. However, quantum computing remains ...
Larry Dignan
Insights News
August 20, 2026

Alibaba Cloud surges in Q1, AI lab efforts losing money

Data to Decisions
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...
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

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
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

AMD Q2 data center revenue up 107%

Tech Optimization
AMD reported better-than-expected second quarter results with data center unit revenue growth of 107% from a year ago....
Larry Dignan