Agentic AI is entering its next phase of hype as vendor conference season unfolds. Pick an enterprise vendor and you'll hear a keynote that revolves around AI agents, but there are a lot of building blocks that still need to fall into place.
Zhamak Dehghani, CEO of Nextdata, outlined the launch of the company's data operating system and the problem it is trying to solve.
The chipmaker said it will aim to lower operating expenses in 2026 to $16 billion from $17 billion in 2025. Operating expenses in 2025 were previously projected to be $17.5 billion. The company didn't disclose a headcount figure for layoffs.
Google Cloud revenue was $12.26 billion, up 28% from $9.58 billion a year ago, with operating income of $2.18 billion.
If you needed more evidence that ServiceNow sees itself as a CRM disruptor consider this: On a strong first quarter earnings call, the acronym "CRM" was mentioned 35 times. Geopolitical and some flavor of economy was mentioned 10 times. AI agents were mentioned 11 times. How's that for priorities?
IBM reported better-than-expected first quarter results and maintained its outlook in what CEO Arvind Krishna called a "fluid" macroeconomic environment.
ServiceNow's first quarter should alleviate a bevy of emerging concerns in enterprise technology. The company landed multiple Pro Plus AI deals in the quarter and grew its US public sector business by more than 30% amid macroeconomic uncertainty.
Nvidia said its NeMo Microservices are generally available as it aims to enable developers to leverage a "data flywheel" that enables enterprises to scale AI agents.
As enterprises adopt AI agents and digital workers, companies' success may depend on the human-agent ratio and how workflows are managed.
SAP in the first quarter delivered cloud revenue growth of 27% from a year ago with total revenue growth of 12%.
CxOs in the BT150 are starting to push back on agentic AI washing from enterprise vendors.
Financial services firms are navigating a volatile economic picture, but have no plans to scrimp on their transformation and AI efforts.
