Results

Insights News
August 12, 2026

Nebius’ Q2 revenue boom: What you need to know

Data to Decisions
Nebius delivered second quarter revenue growth of 454% and said it could sell all of its capacity if it wanted to. But Nebius said it is landing higher prices by reserving AI infra...
Larry Dignan
Insights News
August 12, 2026

SpaceXAI launches Grok Bot work assistant

Future of Work
SpaceXAI launched Grok Bot, an AI teammate that resembles a user friendly OpenClaw starting at $120 a month. ...
Larry Dignan
Insights News
August 11, 2026

CoreWeave Q2 stronger than expected, touts backlog

Data to Decisions
CoreWeave said it exited the second quarter with a revenue backlog of $104 billion as the company reported better-than-expected results...
Larry Dignan
Analyst Blog
August 9, 2026

Beyond RAG: Where Enterprise AI Value Will Come From

Data to Decisions
Retrieval-augmented generation (RAG) solved an important early problem for enterprise AI. Large language models could produce useful responses, but they lacked access to current, p...
Michael Ni
Esteban Kolsky
Analyst Blog
August 9, 2026

The Charlatans at the Inflection Point

Board Strategy
Artificial intelligence has crossed enough adoption, investment, and executive attention thresholds to become mainstream, but it has not yet crossed the threshold into predictable ...
Esteban Kolsky
Insights News
August 5, 2026

Uber controls token spend, outlines AI use cases

Next-Generation Customer Experience
Uber’s second quarter results and outlook were mixed, but the company did flesh out its AI use cases and added that it has its token spending under control. ...
Larry Dignan
Insights
August 5, 2026

Why Multi-Model AI Is the Future of Enterprise Architecture

Data to Decisions
The race to adopt AI has pushed many organizations into rapid experimentation. New models are released almost weekly, proof-of-concept projects continue to multiply, and enterprise...
Larry Dignan
Hannah Mason
Insights News
August 4, 2026

AMD Q2 data center revenue up 107%

Tech Optimization
AMD reported better-than-expected second quarter results with data center unit revenue growth of 107% from a year ago....
Larry Dignan
Insights News
August 4, 2026

Freshworks strong Q2 highlights power of focus

Data to Decisions
Freshworks delivered better-than-expected second quarter results, turned its first profit under generally accepted accounting principles and continued to move upstream to larger en...
Larry Dignan
Analyst Blog
August 3, 2026

The CEO AI Dashboard Series: All the Posts

Board Strategy
Did you miss any of the posts over the two months they published? Cannot get enough of it and want a place where you can find them all together so you can share easily? Here you...
Esteban Kolsky
Insights News
August 2, 2026

Enterprise AI grows up, vendors are noticing

Data to Decisions
The era of grown-up AI is emerging as governance, architecture and model-agnostic approaches emerge. A few vendors are striving to be the grown-ups in the AI implementation room. ...
Larry Dignan
Insights News
July 30, 2026

AWS sees Q2 boom with sales growth of 37%

Data to Decisions
Amazon Web Services delivered 37% revenue growth in the second quarter amid strong demand for a $169 billion annual run rate. ...
Larry Dignan
Insights News
July 30, 2026

Apple Q3 strong courtesy of iPhone, Mac demand

Revenue & Growth Effectiveness
Apple delivered strong third quarter earnings, saw iPhone sales surge 22% and continued to benefit from forgoing heavy AI-related capital expenditures. ...
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