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September 04 2025 01:09 PM
Broadcom delivers a strong Q3, cites custom AI chips, networking, VMware
Broadcom reported better-than-expected third quarter results and cited strong demand for custom AI accelerators, networking and VMware.
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September 04 2025 08:09 AM
ServiceNow offers US government discounts as high as 70% on ITSM
ServiceNow will give the US government discounts as high as 70% off list prices for upgrades to its Information Technology Service Management (ITSM) Pro and ITSM Pro Plus bundle.
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September 04 2025 07:09 AM
Quantinuum valued at $10 billion after $600 million venture round
Quantinuum raised $600 million in venture funding led by Nvidia's venture capital arm, Quanta Computer and QED for a valuation of $10 billion.
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September 04 2025 07:09 AM
Atlassian buys The Browser Co. for $610 million
Atlassian said it will acquire the Browser Company of New York, which is the company behind the Dia and Arc browsers, in a $610 million bet that enterprises need secure browsers de...
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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