Quantinuum said it has named Nitesh Sharan CFO. Sharan had been CFO at SoundHound. The addition of Sharan comes as Quantinuum is prepping an IPO.
Sharan was CFO at SoundHound in 2022 when the company went public. Before SoundHound, Sharan was CFO of Nike's Global Operations and Technology unit as had senior roles at HP.
Memory is a money-making machine in the AI age. Micron Technology crushed Wall Street estimates for the second quarter and raised its third quarter outlook. The company reported second quarter non-GAAP earnings of $12.20 a share on revenue of $23.86 billion.
Wall Street was looking for second quarter non-GAAP earnings of $8.73 a share on revenue of $19.51 billion.
For the third quarter, Micron projected non-GAAP earnings of $19.15 a share on revenue of $33.5 billion. Wall Street was expecting third quarter non-GAAP earnings of $10.77 a share on revenue of $23.27 billion.
Simply put, shortages are great for Micron's bottom line. Everything you buy including consumer electronics, servers, laptops etc. are going to be a lot more expensive. Thanks AI spending boom.
“The step-up in our results and outlook are the outcome of an increase in memory demand driven by AI, structural supply constraints and Micron’s strong execution across the board,” said Micron CEO Satya Kumar in what may be the understatement of 2026.
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Qualtrics launched synthetic panels for US consumers driven by an LLM designed for market research. Qualtrics also outlined the following addition to its EX and CX platforms:
JD Power's 2026 US Telecom Digital Experience Study finds that there's a big gap between customer satisfaction on telecom mobile apps and web sites. Overall customer satisfaction with the telecom digital experience this year is 659 (on a 1,000-point scale) among internet service providers and 654 among wireless carriers. T-Mobile ranked highest for Internet service providers and Mint Mobile was No. 1 on customer satisfaction for wireless carriers.
Here’s a look at the article stack from the Constellation Research Futures Forum:
OpenAI launched GPT-5.4 mini and nano, two models that are aimed at AI agents, coding and multi-modal workflows.
DocuSign reported better-than-expected fourth quarter results and upped its outlook for the first quarter and fiscal 2027. The company reported earnings of 44 cents a share on revenue of $836.86 million, up 8% from a year ago. Non-GAAP earnings of $1.01 a share topped expectations.
Wall Street was expecting DocuSign to report fourth quarter non-GAAP earnings of 95 cents a share on revenue of $828.22 million.
For the first quarter, DocuSign projected first quarter revenue of $822 million to $826 million. For fiscal 2027, DocuSign projected revenue of $3.48 million to $3.5 million. Those results were ahead of expectations.
Speaking at the Constellation Research Futures Forum, Tarkan Maner, President and Chief Commercial Officer at Nutanix, said that CEOs have to answer the AI question, but more pressing issues are also migrations from competitor VMware and others. "This Broadcom VMware migration is one of the biggest issues going to hit our industry in the next 20 to 24 months. And I don't think a lot of people are understanding this," said Maner. "This is going to create more opportunities for AI applications in the enterprise."
AMD is investing $150 million in Nutanix shares at $36.26 as the two companies are partnering on enterprise AI. The two companies are pursuing a joint roadmap to integrate AMD ROCm and AMD Enterprise AI software into the Nutanix Cloud Platform and the Nutanix Kubernetes Platform, which will use EPYC CPUs and AMD Instinct GPUs. The deal equates to more distribution for Nutanix. AMD will also fund up to $100 million to support joint engineering and go-to-market efforts. Separately, Nutanix reported better-than-expected fiscal second quarter results.
Fidji Simo, OpenAI’s CEO of applications, has told employees to stop focusing on side projects and refocus on coding and business users. The upshot is that the company can't do everything all at once as it is taking fire from Anthropic. The comments at an all-hands meeting were reported by The Wall Street Journal. I can't say I disagree with Fidji. At some point, OpenAI won't be able to endlessly raise money and investors aren't going to put up with the company being spread to thin. OpenAI is chasing AI chat ads, devices, superintelligence and being an enterprise player. If OpenAI can't always raise money, it will have to be a lot more strategic.
Accenture and Databricks said the companies are forming a new business group that'll include more than 25,000 Databricks-trained pros. The goal is to accelerate enterprise AI adoption.
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