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Enterprises are beginning to leverage data centers for generative AI workloads, but it's more of a progression in conjunction with hybrid cloud deployments.
That's one of the high-level takeaways from recent earnings from Equinix and Digital Realty, which have a broad footprint of co-location facilities used by cloud service providers as well as enterprises.
Constellation Research analyst Holger Mueller said:
Insight Blog
In the following interview, we're peeling back the curtain on the complex world of content moderation. Hear industry experts from Constellation Research, Tremau, and Cognizant unpack the complexities of content moderation in today's digital age, including the challenges of balancing global regulations with local sensitivities, the rise of content moderation as a service, and the future of trust and safety online.
Video
Palantir Technologies said it will deploy its AI Platform (AIP) on Microsoft Azure for U.S. government agencies and use Azure OpenAI service.
The Palantir-Microsoft partnership follows an arrangement with Oracle to target government customers.
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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.
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HubSpot reported better-than-expected second quarter results as customers of the CRM vendor decided to consolidate on its unified platform.
The company reported a second quarter net loss of $14.4 million, or 28 cents a share, on revenue of $637.2 million, up 20% from a year ago. Non-GAAP second quarter earnings were $1.94 a share. The company improved non-GAAP operating margins in the quarter to 17.2% from 14.5% a year ago.
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ZoomInfo has been busy over the last few months. The company first debuted its AI Copilot tool set on May 21st. The company quickly followed up with a pre-packaged integration with Gong this week.
Analyst Blog
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.
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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.
Speaking on Airbnb's second quarter earnings call, Chesky was asked about how generative AI is changing experiences.
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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.
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Uber reported better-than-expected second quarter results and credited "algorithmic improvements" for better unit economics.
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.
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You don’t have to read far into the filed documentation in the case of the United States of America v Google LLC. You get the big picture by page 4: Google is a monopolist.
Analyst Blog
Palantir reported better-than-expected fiscal second quarter results as it posted 55% growth in its US commercial business.
The company reported second quarter net income of $134 million, or 6 cents a share, on revenue of $678 million, up 27% from a year ago. Non-GAAP earnings were 9 cents a share.
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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."
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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.
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Data's Societal Impact & AI's ROI
DisrupTV Episode 370 — Ron Miller, Charles Henderson, Cristina Alaimo & Jannis Kalliniko
In DisrupTV Episode 370, hosts R “Ray” Wang and Vala Afshar engage with Ron Miller, Enterprise Reporter at TechCrunch; Charles Henderson, EVP of Cybersecurity Services at Coalfire; and Cristina Alaimo and Jannis Kalliniko, co-authors of Data Rules: Reinventing the Market Economy.
Video
Rocket Companies' second quarter earnings results highlight how enterprises can gain leverage from generative AI even when they play in a rough market.
CEO Varun Krishna said artificial intelligence and generative AI was driving process efficiencies and customer experiences behind marketing, product, operations and sales. "We're blazing new trails pioneering experiences that will redefine how consumers experience the homeownership journey now and into the future," said Krishna.
Insight Blog
Apple returned to revenue growth in its fiscal third quarter as sales were up 5% to $85.8 billion. Earnings were $1.40 a share
Analysts had expected the company to earn $1.34 a share on $84.4 billion in the third quarter.
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If you were waiting for Intel's turnaround you'll have to wait a while longer. Intel posted a disastrous second quarter, eliminated its dividend, cut its outlook and said it would lay off 15% of its workforce.
Intel, which is getting squeezed by both Nvidia and AMD, reported a second quarter net loss of 38 cents a share on revenue of $12.8 billion, down 1% from a year ago. Non-GAAP earnings in the second quarter were 2 cents a share.
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Amazon Web Services' sales growth in the second quarter accelerated to 19% amid a mixed quarter for Amazon overall.
AWS reported second-quarter operating income of $9.3 billion, up from $5.4 billion a year ago, on revenue of $26.3 billion. Analysts were looking for AWS revenue growth between 17% and 18%. AWS is now on a $105 billion annual revenue run rate.
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Rimini Street said it will exit support for Oracle PeopleSoft products including its Rimini Support, Rimini Manage and Rimini Consult services. Oracle PeopleSoft support accounts for 8% of Rimini Street sales.
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Building relationships, growing business channels and driving revenue growthCUPERTINO, Calif. – August 1, 2024 – Today, Constellation Research announced the appointment of Barbara Costello as Vice President, Market and Research Development to build client relationships, grow business channels and drive revenue growth. The appointment of Costello bolsters Constellation’s dedication to excel globally as a front-runner in the technology research and advisory industry and to ensure the success of advancements in sales and business development.
Press Release
Rivian has new models planned and a $5 billion partnership with Volkswagen Group that may enable the electric vehicle maker to emerge as a top software-defined-vehicle provider. The journey for Rivian’s integrated vehicle stack includes a hefty dose of artificial intelligence (AI), machine learning (ML), and cloud computing.
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