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Anthropic advances with Claude 4, APIs, MCP highlight a move upstack
Anthropic launched a set of developer tools that make it easier to build AI agents and launched new Claude 4 models. The news, outlined at Anthropic's first developer conference, highlights how large language model companies are branching out.
Workday delivers strong Q1, says 60% of customers using its AI
Workday reported better-than-expected first quarter earnings as the company benefited from "continued efficiencies."
AI infrastructure matures, GPU supply and demand may even out
Since the start of the generative AI boom, demand for Nvidia GPUs has been insatiable. Nvidia is still raking in cash from its AI infrastructure, but there are few recent developments indicating that the industry is maturing a bit.
Zoom reports strong Q1 earnings, shows enterprise strength
Zoom Communications delivered better-than-expected first quarter earnings as the company is seeing strong demand for Zoom Customer Experience, Zoom Revenue Accelerator and Workivo.
Snowflake delivers strong Q1, Q2 outlook
Snowflake delivered first quarter revenue growth of 26%. The company's data platform continues to see strong demand due to AI workloads.
Hitachi Digital Services CEO Lvin on AI transformation, operations technology and use cases
Hitachi Digital Services CEO Roger Lvin said the move to AI agents will feature more transformation in a shorter amount of time than cloud computing due to "the reinvention of processes and applications from scratch." Lvin also talked about talent in the AI era, data, R&D, operations technology and IT convergence and the need for domain knowledge in AI use cases.
Palo Alto Q3 strong as it consolidates security budgets
Palo Alto Networks reported better-than-expected third quarter earnings as the company continues to consolidate cybersecurity budgets.
Google I/O 2025: Google aims for a universal AI assistant
Google's future vision is to create leverage its data, properties and services to create a universal AI assistant that will be agentic, understand your personal context and carry out tasks.
Google Beam aims to bring 3D, AI to video conferencing with HP
Google Beam will use an AI volumetric video model and multiple cameras to make 2D calls look immersive and in 3D. Google Beam is built on Google Cloud infrastructure.
