Workday's Eschenbach becomes sole CEO, Bhusri executive chair
Workday said Carl Eschenbach will become CEO of the company Feb. 1. Eschenbach had been co-CEO with Aneel Bhusri since 2022.
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Data leaders bullish on generative AI, but multiple challenges remain, says Informatica
Enterprises are racing to incorporate generative AI into business processes and 45% of chief digital officers say they already have, according to an Informatica survey.
Dell Technologies to exit commercial agreement with VMware
Dell Technologies became a key distributor of VMware via converged infrastructure including VxRail, VMware Cloud Foundation on VxRail and vSAN Ready Nodes.
AMD Q4 solid, outlook for Q1 disappoints
The chipmaker projected first quarter revenue of about $5.4 billion, give or take $300 million. Wall Street was expecting $5.7 billion.
Microsoft Azure revenue growth accelerates in Q2
Microsoft said Azure delivered revenue growth of 30% in its fiscal second quarter and CEO Satya Nadella noted that moved from "talking about AI to applying AI at scale."
Google Cloud stronger than expected in Q4, $36 billion annual revenue run rate
Google Cloud delivered fourth quarter operating income of $864 million on revenue of $9.2 billion, up from $7.3 billion a year ago. Wall Street was expecting Google Cloud revenue of $8.94 billion.
Apple Vision Pro could rev hybrid work, video collaboration
Zoom, Microsoft Teams and Cisco Webex are likely to highlight collaboration experiments in spatial computing and potentially lay the groundwork for the future of hybrid work.
Supermicro tops already raised estimates in Q2 thanks to generative AI data center boom
The company, which is benefiting from the generative AI workload boom, reported revenue of $3.66 billion, up from $1.8 billion a year ago.
Why customer satisfaction, CX shows diminishing returns
Customer satisfaction scores are high across multiple industries, according to the American Customer Satisfaction Index (ACSI). When every company has great satisfaction the financial returns are muted.
BT150 CXO zeitgeist: AI trust, AI pilots to projects, VMware angst, projects ahead
Constellation Research held a call with its Business Transformation 150 executives to talk shop, 2024 goals, generative AI and pressing issues such as Broadcom's purchase of VMware.
Kaggle launches Kaggle Models
The effort also puts Kaggle in competition with Hugging Face to some degree.
Intel's Q4 strong amid PC rebound, outlook light: Here are the takeaways
Intel reported better-than-expected fourth quarter results as its PC business continues to bounce back. Intel's client computing group posted fourth quarter growth of 33% from a year ago as its data center and AI and network and edge units showed sales declines
