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February 05 2026 03:02 AM
Cognizant aims to solve "AI velocity gap"
Cognizant CEO Ravi Kumar said the company's strategy in 2026 revolves around solving the AI velocity gap between AI infrastructure spending and business value. ...
February 04 2026 01:02 PM
Alphabet plots massive CapEx increase for 2026
Google Cloud's fourth quarter revenue was $17.7 billion, up 48% from a year ago, as the company saw its Gemini usage spike. Alphabet, parent company of Google, Google Cloud and You...
February 04 2026 03:02 AM
SaaS death knell storyline illogical, but margin compression is here
The storyline that software is dead due to AI is illogical, says Nvidia CEO Jensen Huang. Anthropic plug-ins for Claude Cowork wiped out SaaS stocks, but this fallout has been buil...
February 03 2026 02:02 PM
AWS CEO Garman said space data centers likely to take longer
AWS CEO Matt Garman said data centers in space will happen, but timelines are likely to be a lot longer than expected. ...
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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