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October 29 2025 01:10 PM
Google Cloud Q3 revenue surges 34% as backlog hits $155 billion
Google Cloud revenue surged 34% in the third quarter and is hitting an annual run rate of nearly $61 billion.
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October 29 2025 08:10 AM
AWS fires up Project Rainier, Trainium2 cluster for Anthropic
Amazon Web Services said Project Rainier, an AI compute cluster powered by 500,000 Trainium2 chips, is now in use for Anthropic.
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October 29 2025 06:10 AM
Google Public Sector: AI agents and the future of government
Google Public Sector CEO Karen Dahut said there's urgency in government to leverage AI, transform and do it in a national secure way. The company positioned itself as a key public ...
October 29 2025 03:10 AM
Google Public Sector, Lockheed Martin pair up for on-premises AI
Lockheed Martin will integrate Google Gemini models into the Lockheed Martin AI Factory in a partnership with Google Public Sector.
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Insights News
June 28, 2026
Here’s what we learned about AI projects from enterprise buyers so far
Enterprise buyers are maturing quickly when it comes to AI and AI agents and looking to redesign operations, deliver outcomes, maintain governance and cost discipline. If there was a word to describe what enterprises want it's quot;optionalityquot; since AI and the vendor landscape are changing to quickly to make a wrong bet.
Larry Dignan
Insights News
June 9, 2026
How Moody's is thinking about data moats, AI strategy, token costs
Moody's is juggling agentic AI workflows, protecting its proprietary data from LLMs and engaging in healthy co-opetition with AI partners that can be friend or foe. In between, Moody's is also managing token costs.
Larry Dignan
Insights News
June 14, 2026
For Starbucks, AI returns are behind the scenes
Starbucks CEO Brian Niccol is betting the coffee company’s returns on AI investment will come from outcomes that aren’t noticed by customers that much. The company is focusing on supply chain, scheduling and optimizing behind the scenes processes.
Larry Dignan
Insights News
May 26, 2026
How Stellantis aims to leverage AI, technology for turnaround
Automaker Stellantis is betting that it can infuse AI and technology across its company to boost revenue growth and profits.
Larry Dignan
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