Results

Insight News
May 22, 2026

Lenovo's hybrid AI pitch: Optimize your token economics

Data to Decisions
Lenovo's fourth quarter results included the usual complement of better-than-expected results, traction in servers, PCs, storage and even smartphones. But tokens were mentioned rep...
Larry Dignan
May 18, 2026

How Conversational AI is Transforming Db2 Management

Data to Decisions
IBM is making a serious move in the database management space with Genius Hub, a new AI-powered product built specifically for Db2 DBAs, and the timing could not be more relevant....
Holger Mueller
Insight News
May 07, 2026

Arm and the CPU renaissance

Tech Optimization
Arm said the company sees $2 billion in customer demand for its AGI-CPU through 2027, double what it saw just a few weeks ago. Arm is becoming one of the headliners for what's a fu...
Larry Dignan
Insight News
April 29, 2026

Microsoft Azure revenue up 40% in fiscal Q3

Data to Decisions
Microsoft said its cloud revenue in the fiscal third quarter was up 29% from a year ago and Microsoft Azure revenue surged 40%. ...
Larry Dignan
Insight News
April 29, 2026

AWS growth accelerates to 28% in Q1

Data to Decisions
AWS drove profitability for what was a better-than-expected quarter from Amazon. AWS revenue rate is now north of $150 billion. ...
Larry Dignan
Insight News
April 24, 2026

Google Cloud Next 2026: A look at the big themes

Data to Decisions
Agentic AI is shifting from experimental to production in enterprises and Google Cloud is touting its integrated AI stack including next-gen TPUs, data platform and agent layer. To...
Larry Dignan
Insight News
April 22, 2026

IBM delivers strong Q1, maintains outlook

Innovation & Product-led Growth
IBM reported a better-than-expected first quarter and said it saw strong sales of infrastructure due to hybrid cloud and IBM Z systems. Software revenue was up 11% in the first qua...
Larry Dignan
Insight News
April 19, 2026

The space race and what it means for enterprises

Innovation & Product-led Growth
Amazon's move to acquire Globalstar is just the latest data point that enterprises are likely to have space as part of the IT stack with real-world use cases. ...
Larry Dignan