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Amazon Web Services launched a services unit to help customers adopt quantum computing. Combined with Amazon Braket, AWS is positioning itself to be a trusted neutral party in quantum computing much as it has done with generative AI.
The cloud giant launched Quantum Embark, an advisory program for customers to get ready for quantum computing. AWS also has Braket, a marketplace of quantum computing services.
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AI agents are going to run into problems with standards, operating budgets are being squeezed by SaaS vendors and the war for talent is going to get interesting.
Here's a look at some of the takeaways from Constellation Research's November BT150 call, which operates under Chatham House rules.
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Nvidia CEO Jensen Huang poked holes in all the arguments against the company during the company's third quarter conference call. Concerns about power, costs, LLMs hitting a wall and hyperscale cloud providers digesting all the GPUs already acquired were all brush aside.
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Amazon will invest another $4 billion in Anthropic to bring its total investment to $8 billion. Anthropic will also use AWS as its primary training partner and use AWS Trainium and Inferentia processors to deploy its largest large language models.
The latest Amazon investment comes shortly after Anthropic landed a partnership with Snowflake.
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Elastic upped its outlook for the third quarter following better-than-expected second quarter results as its plan to extend from search into generative AI paid off.
The second quarter results were a reversal of the first quarter. In the first quarter, Elastic made sales changes that hurt revenue growth and the company cut guidance.
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Laurie Wheeler, Chief Operating Officer, Information Services & Technology at MultiCare Health System, is a 25-year healthcare veteran who is all about optimizing processes and the change management needed for transformation.
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Palo Alto Networks reported better-than-expected first quarter results and said that it is benefiting from enterprises looking to consolidate cybersecurity vendors. Palo Alto Networks focused on a "platformization" strategy designed to land more wallet share on its platform.
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Nvidia reported a better-than-expected third quarter, raised its outlook and said that Blackwell shipments will begin in the fourth quarter. Data center revenue in the third quarter was up 112% from a year ago.
Collette Kress, CFO of Nvidia, said:
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Snowflake said it has inked a multi-year deal to bring Anthropic's Claude models to Snowflake Cortex AI. Anthropic's Claude will be a part of Snowflake Intelligence and Cortex Analyst.
The partnership with Anthropic will be part of Snowflake's agentic AI strategy.
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LogicMonitor raised $800 million in a move that's designed to accelerate its observability growth, fund mergers and acquisitions and expand into new markets and industries.
Under the terms of the deal, LogicMonitor controlling shareholder Vista Equity Partners sold a stake to a consortium of investors including PSG, Golub Capital and others. The investment values LogicMonitor at $2.4 billion including debt.
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Larry Dignan from Constellation Research sits down with Laurie Wheeler, the Chief Operating Officer of the IST division at MultiCare Health System. Laurie shares her unique perspective on driving operational efficiency and optimizing #technology within the #healthcare industry.
Video
Walmart's ongoing bets in technology, AI, automation and omnichannel customer experiences are paying off as the retailer lands more share among higher-income shoppers.
The company's third quarter earnings report illustrated the art of delivering results today while transforming the company. Walmart delivered third quarter earnings of 57 cents a share, 58 cents adjusted, on revenue of $169.6 billion, up 5.5% from a year ago.
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Hitachi Vantara in recent weeks has built out its AI infrastructure offerings with the aim of expanding its market share and genAI footprint in data centers.
The company said that its Hitachi iQ platform is now available for Nvidia HGX systems. Hitachi iQ coupled with Nvidia HGX provides tailored systems for multiple industries and use cases including inferencing, large language models, model training, analytics and digital twins.
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R "Ray" Wang recently sat down with Mohamad Ali of IBM Consulting, to discuss the transformative power of #generativeAI in the consulting industry...
Ali shared how IBM is redefining the 'Science of Consulting' by seamlessly integrating #technology like #LLMs and #digital workers into their end-to-end service offerings. From driving efficiency and cost savings to unlocking new #business models and capabilities, this conversation offers a glimpse into the future of the #consulting profession. 🔮
Learn more about #AI-powered consulting becoming a reality. ⬇️
Video
Kong, a startup focused on cloud API technologies, raised $175 million Series E financing at a valuation of $2 billion.
The round was led by Tiger Global and Balderton and included additional investment from Andreesen Horowitz, Index Ventures and others. Kong has raised $345 million.
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Microsoft rolled out more than 80 new products and features to round out its Copilot and artificial intelligence stack as it moved to position itself as an early enterprise AI leader and a platform that can provide model choices.
At Ignite in Chicago, Microsoft made the case that enterprises are betting on its platform. The company noted that about 70% of the Fortune 500 use Microsoft365 Copilot and cited Blackrock as a company that has consolidated on Microsoft Azure.
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Nvidia said that it is working with Google Quantum AI to design quantum computing AI processors. The quantum computing partnership with Google was part of a series of Nvidia announcements at the SC24 conference in Atlanta.
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The gap between generative AI's "build it and they will come" folks and the enterprises looking for actual business value may be widening. The next year will be interesting for generative AI trickledown economics.
First, let's touch on the boom market.
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DisrupTV Episode 382 — Ilias Simpson & Payam Zamani
In DisrupTV Episode 382, hosts R "Ray" Wang and Vala Afshar engage with Ilias Simpson, President at Cart.com, and Payam Zamani, Chairman & CEO of One Planet Group and Inspirato, as they unpack the concept of spiritual capitalism and how intertwining purpose, values, and innovation can lead to extraordinary financial and societal outcomes.
Video
Alibaba's cloud unit is now approaching a $17 billion annual revenue and the company said it will continue to invest in AI services.
The company's Cloud Intelligence Group reported fiscal second quarter revenue of $4.22 billion, up 7% from a year ago, due to "double-digit public cloud growth, including increasing adoption of AI-related products."
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Quantum computing vendors are all bullish on hybrid supercomputing approaches that'll play well with the generative AI boom.
This hybrid mantra--with a heavy dose of commercial use cases today--started a year ago and has now become a common theme in the quantum computing industry. A few recent events include:
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