AMD reported better-than-expected fourth quarter results as its data center revenue was $3.9 billion, up 69% from a year ago doing to its GPU and server chip demand.
Google Cloud revenue in the fourth quarter were $12 billion, up 30% from a year ago, amid mixed results from parent Alphabet, which said it will spend $75 billion in capital expenditures in 2025.
Steve Tack, Chief Product Officer, said observability is set up to expand to multiple teams as AI and cloud native workloads converge along with logs and security.
Quantinuum launched its Generative Quantum AI framework that aims to combine AI, quantum computing and supercomputers to address problems classical computing can't solve.
Palantir CTO Shyam Sankar said DeepSeek's latest models highlight how models are commoditizing and "the price of inference is dropping like a rock."
Palantir delivered better-than-expected fourth quarter earnings, closed 32 deals worth more than $10 million, and gained enterprise momentum.
Here’s a look at some choice quotes from the buy side of enterprise technology and how they’re thinking about AI, technology and transformation.
Atlassian is exiting its second quarter on a $5 billion annual revenue run rate as its "System of Work" strategy is landing large enterprises that want to connect their technology and business teams. Here's a look at the strategy.
Apple's first quarter results were better-than-expected as Mac, iPad and services revenue gained from a year ago. But iPhone revenue was down from a year ago as were wearables. China sales also took a hit in the first quarter.
Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for network and edge computing.
According to the companies, Oracle Database@Google Cloud will add more regions over the next 12 months.
