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 12, 2026

SpaceXAI launches Grok Bot work assistant

Future of Work
SpaceXAI launched Grok Bot, an AI teammate that resembles a user friendly OpenClaw starting at $120 a month. ...
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
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 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
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
Insights News
August 2, 2026

Enterprise AI grows up, vendors are noticing

Data to Decisions
The era of grown-up AI is emerging as governance, architecture and model-agnostic approaches emerge. A few vendors are striving to be the grown-ups in the AI implementation room. ...
Larry Dignan
Insights News
July 30, 2026

AWS sees Q2 boom with sales growth of 37%

Data to Decisions
Amazon Web Services delivered 37% revenue growth in the second quarter amid strong demand for a $169 billion annual run rate. ...
Larry Dignan
Insights News
July 30, 2026

Apple Q3 strong courtesy of iPhone, Mac demand

Revenue & Growth Effectiveness
Apple delivered strong third quarter earnings, saw iPhone sales surge 22% and continued to benefit from forgoing heavy AI-related capital expenditures. ...
Insights News
July 30, 2026

OpenAI cuts price of GPT-5.6 Luna, GPT-5.6 Terra

Innovation & Product-led Growth
OpenAI said it is cutting the price of GPT-5.6 Luna by about 80% and the price of GPT-5.6 Terra by 20% after improving performance of the underlying systems....
Larry Dignan