Results

Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
lt;pgt;New Chips, New Business Models Ahead In Accelerated Computinglt;/pgt; lt;pgt;Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,00...
R "Ray" Wang
Insights News
March 13, 2024

Zendesk acquires Ultimate, builds out AI agent platform

Next-Generation Customer Experience
With the purchase of Ultimate, Zendesk said it will quot;offer AI agents with enhanced intelligence that are not just reactive, but proactive problem solvers.quot; ...
Larry Dignan
Insights News
March 11, 2024

Oracle's Q3 IaaS revenue up 49%

Data to Decisions
quot;We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—despite ...
Larry Dignan
Insights News
February 26, 2024

Workday to buy HiredScore amid mixed Q4

Data to Decisions
Carl Eschenbach, CEO of Workday, said the company saw quot;continued momentum with full platform customer wins and expansions within our base.quot; ...
Larry Dignan
Insights News
February 18, 2024

Nvidia's uncanny knack for staying ahead

Data to Decisions
Nvidia's ability to stay ahead of the curve is fascinating. Nvidia has dominated generative AI with GPUs that until recently were the only game in town for accelerated computing, b...
Larry Dignan
Insights News
February 7, 2024

Uber Q4 strong, eyes platform expansion

Data to Decisions
Uber reported strong fourth quarter results as it capped a year focused on profitable growth and CEO Dara Khosrowshahi said the company in 2024 will quot;use our data advantage to ...
Larry Dignan
Insights News
February 5, 2024

Palantir posts strong Q4, sees enterprise traction in US

Data to Decisions
For 2024, Palantir is projecting revenue between $2.65 billion and $2.67 billion with net income each quarter of the year. US commercial revenue is expected to grow at least 40% in...
Larry Dignan
Insights News
February 4, 2024

General Motors needs to fix its software issues quickly

Next-Generation Customer Experience
General Motors has software development problems, and the company is facing a brand risk unless it can get its code, user experience and delivery right. ...
Larry Dignan