Workday reported better-than-expected first quarter earnings as the company benefited from "continued efficiencies."

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 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 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 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 Networks reported better-than-expected third quarter earnings as the company continues to consolidate cybersecurity budgets.

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 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.