Rubrik hammered home how enterprises are focusing more on cyber resilience. During Rubrik's conference call, cyber resilience was mentioned 30 times.
Not all vendors will take the hit, but those with sizeable federal government businesses are saying March has indicated businesses may slow. Meanwhile, enterprises are likely to take longer to make decisions on technology.
Laura MacDonald, Chief Growth Officer of Hotwire, said AI's role in marketing and communications has only grown, but practitioners need to ensure quality data is training models and humans are adding the creativity.
Databricks and Palantir said they will integrate platforms in a move designed to enable AI workflows and data architectures.
Intel has its new CEO. Lip-Bu Tan, formerly CEO of Cadence Design Systems, will take over as CEO, effective March 18.
Adobe is using its platform to give creative professionals access to a variety of models. These AI features will include new Firefly web app subscriptions.
D-Wave Quantum said its quantum computer has outperformed a classical supercomputer in solving magnetic materials simulation problems and proves quantum computational supremacy.
ServiceNow launched its Yokohama release of its Now Platform including AI agent orchestration, analytics and a workflow data fabric that integrates apps, data warehouses and lakes, and a workspace and studio to design and integrate agents.
On the surface, Rocket and Redfin can combine forces, improve its sales funnel and lower costs of real estate purchases. But you may want to look at the Rocket-Redfin deal through a data and AI lens.
What Asana is talking about is going to be repeated by other SaaS vendors in the quarter ahead. Customers are growing cautious, agentic AI will be consumption based and enterprises will wrestle with visibility and vendors are going to see lumpiness ahead.
Oracle continued to put up strong cloud and infrastructure as a service revenue growth, but its third quarter results fell short of expectations. However, Oracle said its cloud backlog is pointing to revenue growth of about 15% in the new fiscal year that starts in June.
ServiceNow said it will acquire Moveworks in a deal valued at $2.85 billion in cash and stock. The purchase will give ServiceNow a front-end AI assistant and enterprise search tools to combine with its Now Platform.
