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March 19 2026 09:03 AM
Alibaba Cloud continues to surge in Q3
Alibaba Cloud posted third quarter revenue growth of 36% driven by AI demand. The company's traction with its Qwen family of models also remained strong....
March 18 2026 10:03 AM
Nvidia GTC 2026: 8 takeaways from Huang's analyst meetings
Nvidia CEO Jensen Huang held court with financial and industry analysts this week at Nvidia GTC 2026 and riffed on tokenomics, why he wished OpenAI and Anthropic were public compan...
March 18 2026 06:03 AM
Snowflake launches Project SnowWork, eyes AI workflows
Snowflake said it is launching Project SnowWork, an autonomous enterprise AI platform that aims to automate work. ...
March 17 2026 04:03 PM
Workday CEO Bhusri on two-sided coin of agentic AI
Workday CEO Aneel Bhusri said agentic AI is more of a friend to enterprise software than a foe since it can expand the market. However, AI's displacement of human workers is going ...
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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