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November 03 2026 03:11 AM
Palantir’s Q3 highlights enterprise inflection point due to sovereign AI, LLM disillusionment
Palantir has hit its enterprise inflection point as its US commercial revenue topped US government revenue for the first time. The company easily topped Wall Street expectations wi...
November 02 2026 03:11 PM
Salesforce acquires Cresta in third deal in two weeks
Aside from Cresta, Salesforce has been shopping of late. Last week, Salesforce said it would acquire Rune Technologies to bolster its Salesforce Missionforce efforts for the US gov...
November 02 2026 01:11 PM
Apple Q4 better than expected as all eyes on iPhone Duo rollout
Apple's fourth quarter results were better than expected as the company delivered revenue growth of 12%....
November 02 2026 08:11 AM
Marvell bulks up via $115 billion Lumentum acquisition
Marvell will acquire Lumentum in a deal valued at $115 billion. The combined company will have a full AI infrastructure stack that will combine processors and optical networking an...
Insights News
October 15, 2026
Kodiak Gas Services needs to scale, humans and digital workers are the answer
Kodiak Gas Services has a booming business due to the AI data center buildout; it needs to hire more people and retain the experienced employees it has. The bit: AI-powered digital workers can complement humans in the field and staff up to meet demand.
Larry Dignan
Insights News
October 30, 2026
Defense Logistics Agency CIO: Agentic AI a business change, not IT project
Adarryl Roberts, Chief Information Officer at the Defense Logistics Agency, said agentic AI is a business change and shouldn't be viewed as just an IT project. And to make agentic AI work, you'll need to first start with making your data ready to be used by AI.
Larry Dignan
Insights News
September 30, 2026
Caterpillar's AI autonomy efforts accelerate, but domain knowledge drives returns
Caterpillar said its autonomous equipment efforts are accelerating, but the company is focused on using its domain knowledge as the differentiation as it trains models.
Larry Dignan
Insights News
October 26, 2026
NOAA's huge data, cloud migration to Google Public Sector sets up AI plans
The National Oceanic and Atmospheric Administration is betting that a move to the cloud as well as a healthy dose of artificial intelligence will enable it to distribute its weather and forecasting data out faster. First, NOAA is looking to wrangle data, speed up research and process information wherever it is stored.
Larry Dignan
Insights News
October 5, 2026
CarMax aims to advance AI and bridge digital and store experiences
CarMax is leveraging Auros, which can now add human intelligence to AI and digital experiences.
Larry Dignan
Insights News
September 30, 2026
How Capital One evaluates, governs its AI agents
Capital One walked through how it is evaluating and governing AI agents in production at scale. The company built its own system architecture to wrangle its agents.
Larry Dignan
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