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Meta signals expense surge for AI infrastructure, talent; Q2 shows it can afford it
Meta raised its capital spending outlook for 2025 as it throws money at AI researchers as it chases superintelligence. The good news for Meta is that it can afford the spending spree.
Microsoft delivers strong Q4, Azure delivers $75 billion in annual revenue
Microsoft delivered better-than-expected fourth quarter earnings results as Azure ended the fiscal year with $75 billion in revenue, up 34%.
Palo Alto Networks buys CyberArk in $25 billion bet on identity
Palo Alto Networks said it will acquire CyberArk in a deal valued at $25 billion, or $45 a share, in a move that'll integrate identity security into its platform.
Writer launches Action Agent as it scales enterprise platform
Writer released Action Agent, an "autonomous AI superagent," that's designed to carry out multi-step work using deep research, computer use and tools with enterprise controls.
Figma files for IPO: What you need to know
Figma filed for an initial public offering, named ServiceNow CEO Bill McDermott to its board and highlighted its revenue growth as investors got to see why Adobe wanted to buy the company for $20 billion.
DigitalOcean CEO Paddy Srinivasan on AI natives, inferencing, agentic AI adoption
DigitalOcean CEO Paddy Srinivasan said AI inferencing is becoming the dominant workload at the cloud provider, AI native companies have the potential to scale faster and leaner than ever before and agentic AI is in the early innings with a lot of loose ends to tie up.
How Dexcom leverages AI to tackle diabetes
Dexcom, which makes glucose monitoring equipment and technology, is betting that it can dramatically expand its total addressable market for people with diabetes with a big assist from generative AI.
Enterprise technology projects we’re watching in July 2025
The latest batch of enterprise technology projects we’re watching include a ransomware recovery, SAP clean core implementation, supply chain optimizations, using enterprise AI over genAI and choosing to build instead of buy.
Infosys sees good demand for AI agents
Infosys CEO Salil Parekh said the company is "seeing good demand for AI agents" for vertical and horizontal use cases. Infosys is also deploying AI agents within its own business process management unit.
IBM Q2 strong across AI, software, infrastructure
IBM reported strong second quarter results, a revenue pop for its infrastructure business due to its new mainframe system and a growing backlog for its AI business.
ServiceNow posts strong Q2 as McDermott reiterates CRM ambition
ServiceNow handily topped expectations in the second quarter and said it is gaining traction in CRM as it expands its footprint.
