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UiPath reported better-than-expected second quarter results and said its automation platform is gaining momentum.
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C3 AI launched 28 new domain-specific generative AI models across its platform as it steps up its efforts for industries. The launch was part of the C3 Generative AI Suite, which was initially released in March.
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Intuit launched Intuit Assist, a generative AI assistant that will provide personalized recommendations across the company's platform, which includes TurboTax, Credit Karma, QuickBooks and Mailchimp.
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Lead times for systems for generative AI and AI workloads are lengthy to the point where infrastructure ordered today may not be installed until Spring 2024.
That's the takeaway from a bevy of earnings conference calls from infrastructure providers. Dell Technologies reported better-than-expected second quarter results and noted that its PowerEdge XE9680 GPU-enabled server is the fastest ramping product it has launched.
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Zoom Video Communications' generative AI digital assistant is now available for no additional cost to paid Zoom accounts.
The Zoom AI Companion, formerly known as Zoom IQ, will be rolled out across various services on the Zoom platform, including Meetings, Team Chat, Phone, Email and Whiteboard and be available in a side panel.
Separately, Zoom said that Zoom IQ for Sales will be renamed Zoom Revenue Accelerator.
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MongoDB raised its outlook for the third quarter after delivering strong second-quarter results. The earnings land after a bevy of MongoDB launches focused on generative AI workloads.
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Dell Technologies reported better-than-expected second quarter results and said it saw strength in AI optimized servers, storage and workstations that can run AI workloads locally.
The company reported second-quarter earnings of 63 cents a share on revenue of $22.9 billion, down 13% from a year ago, but 10% higher than the first quarter. Non-GAAP earnings for the quarter were $1.74 a share.
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Cybersecurity platforms are consolidating, and enterprise buyers are evaluating datasets, intelligence, integration and generative AI capabilities. What's unclear is the number of cybersecurity platforms that win.
The three next-gen cybersecurity platforms--Palo Alto Networks, Crowdstrike and Zscaler--all have AI capabilities, strong platforms, data signals and heady revenue growth. The elephant in the cybersecurity room is also clear: Microsoft.
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Here's all you need to know about Salesforce's strategy. On the company's second quarter earnings conference call, Data Cloud was mentioned 34 times, Dreamforce 31 times and generative AI 21 times.
Put the three together and you pretty much know what's coming at Dreamforce Sept. 12-14.
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Salesforce reported better-than-expected second quarter results and raised its outlook ahead of its August price increases.
The company reported second quarter earnings of $1.28 a share on revenue of $8.6 billion, up 11% from a year ago. Non-GAAP earnings in the quarter were $2.12 a share. Wall Street expected Salesforce to report non-GAAP earnings of $1.90 a share on revenue of $8.53 billion.
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UserTesting launched UserTesting AI, tools that will provide customer experience insights and pain points, and AI Insights Summary, which will use GPT to put verbal and behavioral data in plain English.
AI Insights Summary, outlined at UserTesting's customer conference, is interesting because it enables UserTesting to use generative AI to feel your pain with new designs and experiences. UserTesting provides tools and research to improve product and customer experiences.
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There is a fundamental road-trip rule: The driver controls the music.
Analyst Blog
Hewlett Packard enterprise saw strong demand in the third quarter for its intelligent edge products and HPE Greenlake.
The company said HPE Greenlake ARR was up 48% in the third quarter compared to a year ago and intelligent edge, also known as HPE Aruba, saw revenue surge 50%.
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HP reported a mixed third quarter with sales lower than expected. CEO Enrique Lores said, "the external environment has not improved as quickly as anticipated, and we are moderating our expectations as a result."
The company reported third quarter revenue of $13.2 billion, down 10% from a year ago. HP reported earnings of 76 cents a share with non-GAAP earnings of 86 cents a share.
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JPMorgan Chase will deliver more than $1.5 billion in business value from artificial intelligence and machine learning efforts in 2023 as it leverages its 500 petabytes of data across 300 use cases in production.
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Customer Story Spotlight
Home Depot has transformed customer experiences with multiple technology and productivity projects that touch the supply chain, retail stores and associates working the floor, but few have delivered the quick returns of Sidekick.
I'm currently at the front row of the analyst area at Moscone North for the opening Google Cloud Next '23 keynote. While our Larry Dignan has covered all the bases with the major announcements this week, with generative AI-infused into nearly everything and much more besides, I'll be looking at all the announcements with an eye for what it means for Chief Information Officers (CIOs).
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Dr. Tammy Malloy PhD, Chief Operating Officer of Futures Recovery Healthcare, a Palm Beach, FL alcohol and drug rehab treatment center, implemented an AI-based assessment technology from Aiberry to improve quality of care.
Google Cloud launched a series of updates, products and services designed to embed artificial intelligence and generative AI throughout its platform via Vertex AI, which is focused on builders, and Duet AI for front-end use cases.
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Google previewed a Google Meet feature called "Attend for me" that could turn out to be a killer app for those of us slammed with meetings and begging for a digital stand-in. The feature could also entice enterprises to consider Google Meet and Workspace vs. the likes of Microsoft Teams, Zoom, Cisco's WebEx and a bevy of other collaboration apps.
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