Nvidia CEO Jensen Huang's keynote at Computex featured Nvidia RTX Spark, DGX Station for Windows, a parade of PCs, the debut of the Vera CPU, a processor that could spread Nvidia's...
Technology vendors are barraging enterprise buyers with platform pitches that'll enable their agentic AI dreams and automate enterprises via private previews of products that'll be...
Executives in Constellation Research's BT150 agree that AI has reached an inflection point in operations, but still are looking for returns and productivity gains. ...
AI PCs and workstations are starting to have their AI inference moment with HP, Dell Technologies and Lenovo all seeing strong demand. Simply put, edge devices are starting to matt...
Anthropic raised $65 billion in a Series H round and now has a valuation of $965 billion. For good measure, Anthropic said it now has an annual revenue run rate of $47 billion and ...
Snowflake said it will spend $6 billion on Amazon Web Services' AI offerings and Graviton chips, announced that it will acquire Natoma and reported first quarter results. ...
Salesforce reported better-than-expected first quarter results and raised its outlook. The company said its AI and data annual recurring revenue in the quarter was $3.4 billion. ...
Box CEO Aaron Levie said customers are rapidly deploying AI agents, but are wrestling with bringing the productivity of coding productivity to other functions and token budgets. ...
Zscaler reported a better-than-expected third quarter, but the outlook was mixed due to higher memory, storage and processor costs and turnover in sales. ...
The $52 billion merger of two apartment rental companies is also a bet that the combined company can leverage a data flywheel and an AI joint venture. ...
Retailers are facing uneven consumer demand, customers stretching budgets and inflation that's hitting margins. The one common theme is that retailers are betting technology and AI...
Lenovo's fourth quarter results included the usual complement of better-than-expected results, traction in servers, PCs, storage and even smartphones. But tokens were mentioned rep...
Zoom's march to become quot;an AI-first system of action for workquot; is progressing as the company's first quarter results highlight traction in contact centers, customer experie...
Workday reported better-than-expected first quarter results, raised its margin outlook and said its AI strategy is working well. The company made the case that Sana integration, co...
Intuit is launching quot;a sweeping expansion and a new lineup of our AI-driven expert platformquot; in August and has plans to start charging based on consumption. ...
Have we overshot on the idea that AI agents are going to replace humans? Perhaps. Maybe the dystopian view of AI agents is a misplaced theme that's championed by a handful of compa...
Cornerstone launched Workforce AI, a platform that combines skills, data and AI agents, in a move that unifies its architecture and aims to tie skills development to business outco...
Google launched Gemini 3.5 Flash, a series of models that aims to combine frontier intelligence, actions and reasonable token costs. The company also teased Gemini 3.5 Pro, rolled ...
Dell Technologies is pushing on-premises AI and finding interested enterprises as they struggle to keep token costs down. The company launched Dell Deskside Agentic AI, a set of wo...
AI inference costs are turning up on earnings calls as enterprises try to get a handle on token costs as they ramp AI agents. The bigger question is whether the context layer is th...
