Broadcom CEO Hock Tan said AI revenue in the second quarter was up 46% from a year ago to $4.4 billion.

Zscaler has its own plans to consolidate your cybersecurity budget as it branches out from network security to securing data and agentic AI operations.

MongoDB reported strong first quarter results powered by revenue growth of 22% from a year ago.

Amazon is throwing its AI foundational weight behind its supply chain as it optimizes routes with SCOT (Supply Chain Optimization Technology). With the move, Amazon is using its generative AI tools to highlight the returns that'll show up in its earnings results. The company also highlighted its robotics, agentic AI and physical AI efforts.

OpenAI CEO Sam Altman said the company's enterprise unit is doing well as businesses continue to invest in large language models and increasingly AI agents.

Nvidia said its GB200 NVL72 rack scale systems outperformed Hopper by a wide margin based on MLPerf Training submissions across categories.

Hewlett Packard Enterprise delivered better-than-expected second quarter earnings as it saw strong demand for its AI servers and hybrid cloud.

CrowdStrike delivered mixed first quarter results and second quarter outlook.