Palantir Technologies said it will deploy its AI Platform (AIP) on Microsoft Azure for U.S. government agencies and use Azure OpenAI service.
Box said it has acquired Alphamoon Technology in a move that will enable it to combine large language models (LLMs) and document processing technology to its platform.
HubSpot reported better-than-expected second quarter results as customers of the CRM vendor decided to consolidate on its unified platform.
Fortinet appears to be setting itself up to be more of a rival to Palo Alto Networks with the acquisitions of Next DLP and Lacework as well as better-than-expected second quarter results.
Airbnb CEO Brian Chesky said the generative AI is improving at a rapid rate and boosting efficiency, but its impact on applications will take a lot longer than expected.
Supermicro said it expects fiscal 2025 revenue between $26 billion and $30 billion, well above expectations, as the company sees the genAI building boom continuing.
Uber CEO Dara Khosrowshahi referred to algorithm improvements and how they were driving better economics and customer experiences. Although Uber is known for its delivery and ride services, it is really a data company that can extend into multiple markets.
Palantir reported better-than-expected fiscal second quarter results as it posted 55% growth in its US commercial business. The company also plans to expand its base of customers in manufacturing.
CrowdStrike's legal counsel said in a letter to Delta Airlines that it isn't to blame for its "decisions and response to the IT outage."
Enterprise software vendors haven't been thrilled about the narrative that they aren't directly monetizing generative AI so the narrative is subtly being flipped.
