Insight News
June 10, 2026

Oracle eyes outcome-based pricing: Does it stand a chance?

Data to Decisions
Oracle is moving toward outcome-based pricing as a model to complement its existing enterprise contracts. The big question is whether Oracle and its customers can deliver the outco...
Larry Dignan
Insight News
June 10, 2026

AWS Graviton5 generally available

Tech Optimization
Amazon said its AWS Graviton5 CPU is generally available and just in time as enterprises are looking at multiple CPU options for AI inference workloads. ...
Larry Dignan
Insight News
June 09, 2026

Anthropic’s Claude Fable 5, Mythos 5: What you need to know

Data to Decisions
Anthropic launched Claude Fable 5 and Mythos 5 with the former being a Mythos-class model with safeguards for cybersecurity. Based on the benchmarks, Claude Fable 5 is a nice leap ...
Larry Dignan
Insight News
June 08, 2026

OpenAI joins IPO parade

Data to Decisions
OpenAI said it filed confidentially for an IPO in a fast follow to Anthropic's filing. ...
Larry Dignan
Insight News
June 08, 2026

Apple's new Siri AI highlights capex-light approach

Next-Generation Customer Experience
Apple unveiled its revamped Siri, which is powered in part by Google Gemini, and may finally have an AI story via Apple Intelligence and Siri AI for real. Yes, Apple has lagged on ...
Larry Dignan
Insight News
June 07, 2026

What if our AI infrastructure is already built?

Data to Decisions
If you're one of those people that watch what people do not what they say you may want to start paying attention to AI royalty right now. Why? Because the likes of Microsoft CEO Sa...
Larry Dignan
Insight News
June 05, 2026

How Cognizant aims to bridge the AI value gap

Data to Decisions
Cognizant CEO Ravi Kumar said there's a gap between AI capabilities and enterprise value and the company plans to expand its addressable market by bridging that gap. Here are the b...
Larry Dignan
Insight News
June 04, 2026

My internal monologue reading Anthropic's big idea posts

Innovation & Product-led Growth
Anthropic launched a missive on recursive self-improvement in Claude and how it is writing its own code and building itself. It's fascinating and potentially scary because it's als...
Larry Dignan
Insight News
June 03, 2026

Broadcom sees Q3 revenue growth of 84%

Tech Optimization
Broadcom delivered a strong second quarter and said revenue growth will accelerate in the third quarter. ...
Larry Dignan
Insight News
June 03, 2026

CrowdStrike delivers strong Q1, ups outlook

Digital Safety, Privacy & Cybersecurity
CrowdStrike reported better-than-expected first quarter earnings, announced a 4-for-1 stock split and raised its outlook. ...
Larry Dignan
Insight News
June 03, 2026

Why Microsoft AI's approach is right time, right place

Microsoft AI launched seven in-house foundation models at Microsoft Build 2026, but comparing benchmarks and the freedom the company has now that it's out of its OpenAI contract is...
Larry Dignan
Insight News
June 02, 2026

Palo Alto Networks Q3 strong as CEO says Mythos boosted demand

Digital Safety, Privacy & Cybersecurity
Palo Alto Networks reported strong fiscal third quarter earnings growth and raised its outlook. CEO Nikesh Arora said Anthropic's Mythos model has boosted demand for cybersecurity....
Larry Dignan
Insight News
June 02, 2026

Microsoft Build 2026: Windows, Rayfin, Fabric IQ and more

Data to Decisions
Microsoft at Build 2026 aimed to position itself as an end-to-end platform for building and operating agentic AI systems with a set of announcements on infrastructure, models, tool...
Larry Dignan
Insight News
June 01, 2026

HPE's Q2 rides AI infrastructure boom

Tech Optimization
HPE posted its own blowout quarter with revenue growth of 40% in its fiscal second quarter as the AI infrastructure boom continues....
Larry Dignan
Insight News
June 01, 2026

Anthropic confidentially files for IPO

Data to Decisions
Anthropic and OpenAI are racing each other to become publicly traded companies. Anthropic said it has confidentially filed to go public with the US Securities and Exchange Commissi...
Larry Dignan