Dell Technologies ups revenue outlook due to AI infrastructure
Dell Technologies raised its annual revenue growth target to 7% to 9% as it ramps its AI infrastructure business.
Dell Technologies raised its annual revenue growth target to 7% to 9% as it ramps its AI infrastructure business.
CoreWeave said it will acquire Monolith AI Limited, which specializes in AI for engineering in industrial and manufacturing companies.
OpenAI launched App SDK, which connects applications directly to ChatGPT, AgentKit to speed up AI agent development, ChatKit to bring OpenAI to apps and websites, the general availability of Codex, and said ChatGPT-5 Pro and a smaller voice model is available in the API.
Verizon named Dan Schulman CEO effective immediately. Schulman, former CEO of PayPal, is a Verizon board member and a telecommunications veteran.
OpenAI just made AMD a viable counterweight to Nvidia for GPUs. OpenAI said it has inked a 6 gigawatt deal with AMD to provide AMD Instinct GPUs for its AI buildout. The enterprise could use some AI competition.
Constellation Research’s AI Forum in Washington DC featured 19 sessions, AI thought leaders and practitioners and a community drinking from a firehose. Here’s a look at the takeaways.
OpenAI is eyeing software as a service as it aims to build applications around ChatGPT and has to be a software-as-a-service disruptor to justify at least some part of its valuation. Enterprises should take note of OpenAI's potential role, but keep perspective.
When Abrigo, which provides compliance, credit risk, and lending software for financial institutions, launched a series of new capabilities to its Abrigo AI suite in September this year, the effort was more than a product launch. The additions were the payoff in product velocity as a result of a broader cloud and data transformation.
Snowflake launched Snowflake Cortex AI for Financial Services, a suite designed to connect AI models to financial data, apps and data via model context protocol (MCP).
Conga said it will acquire the B2B business of PROS Holdings, which is being acquired by Thoma Bravo. Congo is also a Thoma Bravo portfolio company.
UiPath expanded its UiPath Platform, which is aimed at agentic AI automation and orchestration, and lined up a bevy of partners including OpenAI, Google, Microsoft, Nvidia and Snowflake as it solidified its integration strategy.
Sunil Karkera, Founder Soul of the Machine, is leveraging agentic AI to outpace much larger companies. "We solve boring problems and it's exciting," said Karkera.