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February 27 2026 07:02 AM
Amazon, OpenAI forge multi-faceted partnership: Dissecting the deal
Amazon and OpenAI expanded a partnership and the initial headlines will revolve around the $110 billion raised to give the LLM giant a $730 billion valuation. However, the Amazon i...
February 26 2026 01:02 PM
Dell delivers blowout Q4, outlook on AI infrastructure boom
Dell Technologies delivered blowout fourth quarter results and raised its outlook on strong AI infrastructure demand. ...
February 26 2026 01:02 PM
CoreWeave tops $5 billion in revenue for 2025, projects more hypergrowth 2026, 2027
CoreWeave topped $5 billion in annual revenue as the company said, quot;demand continues to intensify.quot; CoreWeave said 2026 revenue will be between $12 billion to $13 billion w...
February 26 2026 09:02 AM
Salesforce's Agentic Work Unit: What you need to know
Salesforce has a new metric--Agentic Work Unit (AWU). The big question is whether enterprises will adopt it. ...
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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