Results

Insight News
February 03, 2026

AMD's Q4 data center, PC revenue drives results

Tech Optimization
AMD reported strong fourth quarter earnings that handily topped expectations as its data center revenue surged 39% from a year ago. ...
Larry Dignan
Insight News
February 03, 2026

Intel to make GPUs; CEO Tan riffs on AI adoption

Data to Decisions
Intel CEO Lip-Bu Tan said the chipmaker will make GPUs as well as CPUs and is striving to run two interdependent businesses with its foundry and product units. ...
Larry Dignan
Insight News
February 03, 2026

Snowflake: Cortex Code, Semantic View Autopilot GA

Data to Decisions
Snowflake said that Cortex Code and Semantic View Autopilot are generally available. The company also rolled out enhancements to Snowflake Postgres....
Larry Dignan
Insight News
February 02, 2026

Storage becomes more strategic amid AI buildout

Data to Decisions
Storage vendors are beginning to lock up long-term supply deals with customers as systems become more strategic amid the AI buildout....
Larry Dignan
Analyst Blog
February 01, 2026

Is there value for AI after GenAI?

Board Strategy
What happens after GenAI. LLM and GenAI took over in 2025, even “evolving” into Agentic AI. The problem? LLM has limited abilities, like any other single-solution model, and quickl...
Esteban Kolsky
Insight News
January 28, 2026

IBM delivers strong Q4, 12% revenue growth

Data to Decisions
IBM delivered fourth quarter revenue growth of 12% as it saw strength in infrastructure courtesy of mainframes and software sales. IBM said its book of business for AI is more than...
Larry Dignan
Insight News
January 28, 2026

ServiceNow delivers strong Q4, expands Anthropic partnership

Data to Decisions
ServiceNow reported better-than-expected fourth quarter results and expanded a partnership with Anthropic to integrate Claude models more deeply into the ServiceNow AI Platform. Se...
Larry Dignan
Insight News
January 28, 2026

Seagate: Agentic AI, video to fuel storage demand spike

Data to Decisions
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...
Larry Dignan
Insight News
January 26, 2026

Microsoft launches Maia 200 as custom AI silicon accelerates

Data to Decisions
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...
Larry Dignan