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Why enterprise, process workflows are the new battleground
Enterprise workflows are quickly becoming the new battleground for tech vendors as providers that have the customer data race to ensure they don't merely become systems of record.
The generative AI buildout, overcapacity and what history tells us
The spending on generative AI infrastructure is accelerating at a breakneck pace, but it's quite possible that the "build it and they will come" approach may lead to overcapacity or some serious indigestion.
7 takeaways on emerging trends from ARX 2024
Constellation Research analysts outlined emerging trends for the second half of 2024 at ARX 2024. Here's a look at the themes that were surfaced.
IBM's Q2 led by software revenue
As for the outlook, IBM projected annual revenue growth in the mid-single digit range with free cash flow topping $12 billion.
ServiceNow Q2 strong, Desai out
ServiceNow reported better-than-expected second quarter earnings and announced that president and chief product officer CJ Desai will leave the company after an internal investigation.
Salesforce, Workday form unified data foundation aimed at employee workflows
Salesforce and Workday formed a strategic partnership that revolves around a unified data foundation that connects Workday financial and HR data with Salesforce CRM data to streamline workflows.
Google Cloud Q2 revenue $10.37 billion, lands $1 billion in operating income
Google Cloud revenue for the second quarter was better-than-expected at $10.35 billion, up from $8.03 billion a year ago. Analysts were modeling $10.2 billion for Google Cloud revenue.
Meta launches Llama 3.1 450B and for Zuckerberg it's personal
Meta released Llama 3.1 405B, an open "frontier-level model" that aims performs as well as proprietary models. For Meta CEO Mark Zuckerberg, the Llama cadence is designed to play the long game and bet open-source models ultimately win.
