Insight News
June 07, 2026

What if our AI infrastructure is already built?

Data to Decisions
If you're one of those people that watch what people do not what they say you may want to start paying attention to AI royalty right now. Why? Because the likes of Microsoft CEO Sa...
Larry Dignan
Insight News
June 05, 2026

How Cognizant aims to bridge the AI value gap

Data to Decisions
Cognizant CEO Ravi Kumar said there's a gap between AI capabilities and enterprise value and the company plans to expand its addressable market by bridging that gap. Here are the b...
Larry Dignan
Insight News
June 04, 2026

My internal monologue reading Anthropic's big idea posts

Innovation & Product-led Growth
Anthropic launched a missive on recursive self-improvement in Claude and how it is writing its own code and building itself. It's fascinating and potentially scary because it's als...
Larry Dignan
Insight News
June 03, 2026

Broadcom sees Q3 revenue growth of 84%

Tech Optimization
Broadcom delivered a strong second quarter and said revenue growth will accelerate in the third quarter. ...
Larry Dignan
Insight News
June 03, 2026

CrowdStrike delivers strong Q1, ups outlook

Digital Safety, Privacy & Cybersecurity
CrowdStrike reported better-than-expected first quarter earnings, announced a 4-for-1 stock split and raised its outlook. ...
Larry Dignan
Insight News
June 03, 2026

Why Microsoft AI's approach is right time, right place

Microsoft AI launched seven in-house foundation models at Microsoft Build 2026, but comparing benchmarks and the freedom the company has now that it's out of its OpenAI contract is...
Larry Dignan
Insight News
June 02, 2026

Palo Alto Networks Q3 strong as CEO says Mythos boosted demand

Digital Safety, Privacy & Cybersecurity
Palo Alto Networks reported strong fiscal third quarter earnings growth and raised its outlook. CEO Nikesh Arora said Anthropic's Mythos model has boosted demand for cybersecurity....
Larry Dignan
Insight News
June 02, 2026

Microsoft Build 2026: Windows, Rayfin, Fabric IQ and more

Data to Decisions
Microsoft at Build 2026 aimed to position itself as an end-to-end platform for building and operating agentic AI systems with a set of announcements on infrastructure, models, tool...
Larry Dignan
Insight News
June 01, 2026

HPE's Q2 rides AI infrastructure boom

Tech Optimization
HPE posted its own blowout quarter with revenue growth of 40% in its fiscal second quarter as the AI infrastructure boom continues....
Larry Dignan
Insight News
June 01, 2026

Anthropic confidentially files for IPO

Data to Decisions
Anthropic and OpenAI are racing each other to become publicly traded companies. Anthropic said it has confidentially filed to go public with the US Securities and Exchange Commissi...
Larry Dignan
Insight News
May 29, 2026

How to avoid vendor lock-in in the AI age

New C-Suite
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...
Larry Dignan
Insight News
May 29, 2026

BT150 zeitgeist: In search of AI agent ROI

Future of Work
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. ...
Larry Dignan
Insight News
May 29, 2026

PCs and workstations get their AI inference moment

Data to Decisions
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...
Larry Dignan
Insight News
May 28, 2026

Anthropic nears $1T valuation, releases Opus 4.8

Data to Decisions
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 ...
Larry Dignan
Insight News
May 28, 2026

CEO confidence tanks in Q2, but capex plans steady

Board Strategy
CEO confidence tanked in the second quarter amid the Iran war, inflation and weaker economic conditions, according to The Conference Board. ...
Larry Dignan