Nvidia strong Q4, outlook eases AI infrastructure spending fears for now
Nvidia delivered strong results in the fourth quarter as its data center business posted growth of 93% from a year ago.
Nvidia delivered strong results in the fourth quarter as its data center business posted growth of 93% from a year ago.
Salesforce said it has closed 5,000 Agentforce deals since October with 3,000 of them paid, but the company's fourth quarter results were mixed relative to estimates.
Snowflake Cortex AI will integrate Microsoft Azure OpenAI Service in Azure AI Foundry. That move will put OpenAI's models Snowflake and make them available as data agents in Snowflake's AI Data Cloud.
Amazon launched Alexa+, a revamped version of its voice assistant powered by generative AI models such as Amazon Nova and Anthropic Claude via AWS' Amazon Bedrock.
Constellation Research analyst Liz Miller referred to customer and employee experience as a soup where data, people, process and AI all blend together to create a holistic approach.
Workday reported better-than-expected fourth quarter earnings as the company saw strong demand for its AI products and more penetration across industries.
The plan for IBM is to leverage DataStax's technologies and combine them with its Granite large language models. IBM will also be a bigger player in vector databases and leveraging unstructured data for enterprises.
Qualcomm said it has launched a new brand called Dragonwing as it expands its footprint more into enterprise and industrial use cases.