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April 29 2026 01:04 PM
Microsoft Azure revenue up 40% in fiscal Q3
Microsoft said its cloud revenue in the fiscal third quarter was up 29% from a year ago and Microsoft Azure revenue surged 40%. ...
April 29 2026 01:04 PM
Google Cloud revenue growth hits 63% in Q1 to $20 billion
Google Cloud appears to be gaining share as its revenue growth surged 63% in the first quarter to $20 billion. ...
April 29 2026 01:04 PM
AWS growth accelerates to 28% in Q1
AWS drove profitability for what was a better-than-expected quarter from Amazon. AWS revenue rate is now north of $150 billion. ...
April 29 2026 08:04 AM
Salesforce launches Agentforce Operations
Salesforce launched Agentforce Operations, a platform that aims to streamline back-office processes via AI agents. ...
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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