Workday reported better-than-expected second quarter results and said AI is driving more than a quarter of its new annual contract value. The company added that it has more than 5,...
Salesforce CEO Marc Benioff said the company's Dreamforce conference is going to feature a heavy dose of AIforce, the company's enterprise harness that has evolved over the last th...
Nvidia reported second quarter revenue growth of 106% from a year ago and projected third quarter revenue of $108 billion. That projection puts Nvidia on a $432 billion annual reve...
Box CEO Aaron Levie said enterprise customers are looking to quot;a model neutral layerquot; that will direct workflows to the cheapest models at the accuracy level needed. ...
Zoom continued to show enterprise traction and AI adoption in its second quarter and the company's net earnings were boosted by its stake in Anthropic....
SoundHound AI is looking to move beyond its core voice AI market to orchestrate broader AI agents and the early interest for its new OASYS platform indicates the company may have a...
Google's acquisition of Spirit Airlines data for $10 million highlights the value of proprietary data to train models, bolster customer profiles and be more predictive. The big que...
Retailers have seen mixed second quarter results, but are convincingly making the case that AI-driven transformation makes them more than just their brick-and-mortar stores. ...
Alibaba's cloud computing business delivered revenue growth for external customers of 45% in its fiscal first quarter and provided more detail about its cloud, chip design and foun...
Google's acquisition of Spirit Airlines data for $10 million could be a punchline or a template for future deals for companies looking to develop industry specific models. Bet on t...
OpenAI said it is pausing some of its reinforcement learning training for its frontier models to meet alignment, security and monitoring standards. ...
The new features in Cortex AI Gateway are designed to improve AI economics, expand model choices and give enterprises more granular AI usage and costs....
AI infrastructure providers are increasingly talking about applications that rely on agents and data to continually improve and drive returns. Why? Enterprises, currently the thin ...
The most valuable benchmark for large language models—open and proprietary—is quickly becoming price. Google launched Gemini 3.7 Flash, which is billed as its most intelligent work...
Dynatrace acquired Arize, which specializes in AI observability and the AI development lifecycle, in a deal worth $915 million. The acquisition is just the latest data point indica...
IBM and OpenAI said they have formed a strategic partnership that embeds OpenAI's frontier models and other products with IBM Consulting's capabilities. ...
Nebius delivered second quarter revenue growth of 454% and said it could sell all of its capacity if it wanted to. But Nebius said it is landing higher prices by reserving AI infra...
Nvidia and private equity and investment firms have signed a $500 billion memorandum of understanding to fund AI infrastructure. The big question is whether Nvidia's argument that ...
