Cisco Q2 powered by Splunk; AI infrastructure sales pick up
Cisco delivered strong second quarter results powered by Splunk and strong demand for AI infrastructure.
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Freshworks delivers strong Q4: Is it a giant killer?
Freshworks is planning to expand by courting enterprises fed up with their SaaS providers and layering in AI in its platform. Freshworks is also looking to land ServiceNow defectors.
Supermicro's accounting woes curtail fiscal 2025 revenue outlook
Supermicro cut its revenue outlook for fiscal 2025 as the company still hasn't filed its audited annual report. The company said that it intends to make filings by Feb. 25 and raised $700 million in convertible bonds.
Workday aims to be system of record for AI agents, digital labor
Workday is already a hub to manage human capital. Now it wants to manage fleets of digital labor--AI agents from Workday as well as third parties--via Workday Agent System of Record.
For Shopify's Q4, customer wins, expansion does the talking
Harvey Finkelstein, President of Shopify, said the company in 2025 will be committed to "further establishing Shopify as the go-to commerce platform for businesses of all sizes."
Monday.com rides large enterprise accounts, AI features to move upstream
Monday.com said it is landing more CRM customers and large enterprise accounts as it outlined plans to double-down on its strategy with a consumption model for AI.
Anthropic's Economic Index highlights AI augmenting mid-to-high salary jobs
Mid-to-high wage occupations such as computer programmers and data scientists are using AI for tasks. Lowest and highest paid roles use AI the least.
DeepSeek's real legacy: Shifting the AI conversation to returns, value, edge
The legacy of DeepSeek will have little to do with the engineering and performance of the model. The real impact of DeepSeek will be that it has shifted the AI workload conversation from hardware and GPUs to efficiency, cost for performance and the application layer.
AWS revenue up 19% in Q4, Amazon results shine
Amazon Web Services revenue growth checked in at 19% in the fourth quarter as parent Amazon handily topped estimates. Amazon's outlook, however, was mixed.
Qualcomm, Arm cheer cheaper models, AI inference at the edge
CEOs from Qualcomm and Arm say that AI inferencing will increasingly happen at the edge in multiple devices as large language models become more efficient and need less compute.
Uber outlines its autonomous vehicle plan
Uber addressed long-running concerns about its autonomous vehicle strategy with a plan that revolves around partnering and leveraging its data platform to manage workloads and rides.
SAP launches SAP ERP, private edition, transition option: What you need to know
SAP made it official and granted SAP customers an option to extend the move to SAP Cloud from on-premise ERP by three years. But there are a few wrinkles you need to know.
