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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
Insight News
April 10, 2026

Nutanix aims to be AI platform, more than VMware replacement

Data to Decisions
Nutanix is aiming to me more than your VMware replacement option and hyperconverged infrastructure company. The game plan for Nutanix is to be the control plane for AI workloads, c...
Larry Dignan
Insight News
March 19, 2026

Alibaba Cloud continues to surge in Q3

Data to Decisions
Alibaba Cloud posted third quarter revenue growth of 36% driven by AI demand. The company's traction with its Qwen family of models also remained strong....
Larry Dignan
Insight News
March 18, 2026

Nvidia GTC 2026: 8 takeaways from Huang's analyst meetings

Data to Decisions
Nvidia CEO Jensen Huang held court with financial and industry analysts this week at Nvidia GTC 2026 and riffed on tokenomics, why he wished OpenAI and Anthropic were public compan...
Larry Dignan
Insight News
March 16, 2026

Akamai Inference Cloud deploys Nvidia AI Grid

Data to Decisions
Nvidia GTC 2026 is turning out to be a bit of a coming-out party for Akamai's Inference Cloud. Akamai's Inference Cloud is the first global implementation of Nvidia AI Grid, which ...
Larry Dignan