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May 04 2026 01:05 PM
Palantir's US commercial, government deals surge in Q1
Palantir continued to land enterprise accounts as its US commercial revenue jumped 133% in the first quarter. ...
May 04 2026 08:05 AM
LLM giants just love private equity partnerships
Anthropic and OpenAI are racing to ink deals with private equity players to embed their models into portfolio companies. The benefit for the vendor is clear. Private equity portfol...
May 04 2026 07:05 AM
SAP acquires Dremio, Prior Labs as it builds out its data platform plan
SAP said it will acquire Dremio, an open data lakehouse player, in a move that aims to use SAP Business Data Cloud combine SAP data with non-SAP data. For good measure, SAP also ac...
May 04 2026 06:05 AM
Amazon launches Amazon Supply Chain Services, aims to replicate AWS
Amazon launched Amazon Supply Chain Services in a move that aims to monetize its logistics network in a way that rhymes with what it did for IT infrastructure with AWS. ...
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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