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June 10 2026 03:06 PM
Oracle eyes outcome-based pricing: Does it stand a chance?
Oracle is moving toward outcome-based pricing as a model to complement its existing enterprise contracts. The big question is whether Oracle and its customers can deliver the outco...
June 10 2026 01:06 PM
Oracle delivers strong Q4, but AI infrastructure kills free cash flow
Oracle reported better-than-expected fourth quarter results, delivered 47% in cloud revenue growth compared to a year ago and 93% growth in infrastructure as a service. ...
June 10 2026 09:06 AM
AWS Graviton5 generally available
Amazon said its AWS Graviton5 CPU is generally available and just in time as enterprises are looking at multiple CPU options for AI inference workloads. ...
June 09 2026 01:06 PM
Anthropic’s Claude Fable 5, Mythos 5: What you need to know
Anthropic launched Claude Fable 5 and Mythos 5 with the former being a Mythos-class model with safeguards for cybersecurity. Based on the benchmarks, Claude Fable 5 is a nice leap ...
Insight News
May 26, 2026
How Stellantis aims to leverage AI, technology for turnaround
Automaker Stellantis is betting that it can infuse AI and technology across its company to boost revenue growth and profits.
Larry Dignan
Insight News
May 29, 2026
BT150 zeitgeist: In search of AI agent ROI
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 24, 2026
Retailers double down on AI, see productivity and growth ahead
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 can generate productivity gains as well as growth.
Larry Dignan
Insight News
May 26, 2026
Two apartment rental giants merge, aim to leverage data, AI flywheel
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.
Larry Dignan
Insight News
April 5, 2026
Zillow bets on content, context, data flywheel as AI differentiator
Zillow is betting that AI is going to be a boon to its business both internally and for customer experiences due to a hefty dose of proprietary data, context and the ability to tailor its own large language models.
Larry Dignan
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