HPE, reporting earnings for the first time since it closed the acquisition of Juniper Networks, delivered better-than-expected fiscal third quarter results with a fourth quarter outlook that was a bit light.
C3 AI named Salesforce veteran Stephen Ehikian CEO. Ehikian was CEO of RelateIQ and Airkit.ai, two companies that were acquired by Salesforce. RelateIQ turned into Salesforce Einstein and Airkit became the precusor to Agentforce.
A federal judge ruling in the Google antitrust trial is more damning than you'd think. Yes, Google won't have to divest Chrome or Android, but the ruling is basically a bet that OpenAI, Anthropic and Perplexity will erode the company's search dominance.
Jay Chaudhry, CEO of Zscaler, said the company topped $3 billion in annual recurring revenue with record operating margin. "We are rapidly expanding our AI security portfolio to address the emerging risks of AI models and applications," said Chaudhry.
OpenAI will acquire Statsig, a startup focused on product testing, in a deal that highlights how the company is building out applications around ChatGPT. Statsig CEO Vijave Raji will become OpenAI's CTO of applications.
Anthropic annual revenue run rate was $1 billion at the beginning of 2025 and now tops $5 billion. Anthropic, which is more enterprise focused than rival OpenAI, said it has more than 300,000 business customers.
SAP said it will invest more than €20 billion Euros in sovereign cloud efforts for European customers as it rolled out a series of offerings.
Enterprise software will be reinvented with headless platforms, AI agents and enterprises that will aim to build their own systems. But a lot has to happen for enterprise software and SaaS incumbents to be disrupted.
In our August BT150 meetup, CxOs in our network discussed cybersecurity and insurance as well as AI projects that actually work.
Alibaba's cloud business accelerated in the company's fiscal first quarter with revenue growth of 26% and an annual revenue run rate approaching $19 billion.
Jeff Clarke, chief operating officer of Dell, said the company shipped $10 billion in AI systems in the first half of fiscal 2026 and topped all shipments in fiscal 2025.
Broadcom CEO Hock Tan said enterprises can bet on VMware's platform for on-premises AI workloads as well as private cloud. But the competition is only going to increase as rivals aim to poach VMware customers.
