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January 28 2026 01:01 PM
Microsoft Q2 strong, Azure growth of 39%, OpenAI is 45% of RPO
Microsoft said its second quarter cloud revenue topped $50 billion as the company handily topped expectations. Microsoft also posted a big investment gain on OpenAI. ...
January 28 2026 03:01 AM
Seagate: Agentic AI, video to fuel storage demand spike
Seagate Technologies CEO William Mosley said on the company's second quarter earnings call that capacity for 2026 is already allocated and quot;and we expect to begin accepting ord...
January 27 2026 03:01 AM
Moonshot's Kimi K2.5 introduces agent swarm, highlights open source model momentum
Moonshot AI released Kimi K2.5 in a move that delivers visual coding abilities and introduces K2.5 Agent Swarm, a beta that can direct an AI agent swarm of up to 100 sub-agents to ...
January 26 2026 09:01 AM
Microsoft launches Maia 200 as custom AI silicon accelerates
Microsoft launched its Maia 200 AI accelerator and said it is available in Azure. Microsoft said Maia 200 delivers 30% better performance per dollar than the latest generation of h...
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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