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AI is making everyone faster. That part is largely solved. A product manager can pressure test an idea in minutes. A designer can generate concepts almost instantly. An engineer can explore multiple implementation paths faster than ever before. Individual productivity gains from AI are real and measurable.
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Stripe is designing its agentic AI commerce flows to be ready for when AI agents are going to transact without humans in the loop and become significant economic players.
Speaking at the AWS Financial Services Industry Analyst Day in New York, two Stripe executives walked through how agentic commerce is going to change everything from how brands are viewed to loyalty and checkout friction. Stripe runs entirely on AWS.
Danny Smith, Agentic Commerce Solution Architect Lead at Stripe, said commerce players need to "rethink how you're presenting your entire experience."
Insight Blog
AMD is now a data center chip vendor in terms of revenue as the company handily topped first quarter expectations.
The chipmaker reported first quarter earnings of $1.4 billion, or 84 cents a share, on revenue of $10.3 billion, up 38% from a year ago. Non-GAAP earnings were $1.37 a share.
Wall Street was looking for AMD to report first quarter non-GAAP earnings of $1.29 a share on revenue of $9.92 billion.
Insight Blog
Freshworks reported strong first quarter results and said it landed the two largest deals in its history due to competitor displacements. Freshworks also raised its outlook for the second quarter and 2026.
The company, which focuses on mid-sized enterprises, reported a first quarter net loss of $4.8 million, or 2 cents a share, on revenue of $228.63 million, up 16% from a year ago. Non-GAAP earnings were 11 cents a share.
Wall Street was expecting Freshworks to deliver first quarter non-GAAP earnings of 11 cents a share on revenue of $223.18 million.
Insight Blog
ServiceNow expanded its AI Control Tower with new integrations, observability and governance tools and features to measure the value of AI agents. The company also expanded its autonomous security and risk efforts via the acquisition of Armis and scaled its Autonomous Workforce lineup.
In addition, ServiceNow launched the ServiceNow Action Fabric, which enables the ServiceNow AI Platform to run headless and enables any AI agent that can connect via Model Context Protocol (MCP).
Insight Blog
For anyone who follows Constellation analyst Liz Miller's research, the premise is not new. She has been talking about Amazon Connect as an engagement backbone for years, but her position has remained the same: it is more than a contact center platform. It is the infrastructure layer that enables enterprises to engage with the humans they serve, whether those humans are customers, employees, candidates, or patients.
Video
IBM CEO Arvind Krishna said quantum advantage is here this year and enterprises need to align quantum computing with their AI strategies.
Insight Blog
Palantir continued to land enterprise accounts as its US commercial revenue jumped 133% in the first quarter.
Insight Blog
Anthropic and OpenAI are racing to ink deals with private equity players to embed their models into portfolio companies.
The benefit for the vendor is clear. Private equity portfolios are a great distribution strategy. The wisdom of betting primarily on one model family due to a partnership remains to be seen.
Anthropic announced that it is forming a new AI services company with Blackstone, Hellman & Friedman and Goldman Sachs to inject AI workflows via Claude across mid-sized companies.
Insight Blog
AI Governance and Innovation: From Data Center Risk to Exponential Leadership
As enterprises accelerate their adoption of AI, the conversation is rapidly evolving. It’s no longer just about capability—it’s about resilience, security, and governance at scale.
In this episode of DisrupTV, Vala Afshar and R “Ray” Wang are joined by Bob Gourley, David Bray, and Andrea Bonime-Blanc to explore what it really takes to lead in the age of exponential technologies.
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SAP said it will acquire Dremio, an open data lakehouse player, in a move that aims to use SAP Business Data Cloud combine SAP data with non-SAP data. For good measure, SAP also acquired Prior Labs in a bid to create a flagship European frontier AI lab.
Insight Blog
Amazon launched Amazon Supply Chain Services in a move that aims to monetize its logistics network in a way that rhymes with what it did for IT infrastructure with AWS.
Insight Blog
The modern data stack isn’t failing. It’s succeeding, but the problem has shifted.It was built to help humans answer questions.
But in an agent-driven enterprise, the problem is no longer answering questions … It’s executing decisions continuously, autonomously, and at scale.
That’s the real story behind Google’s “Agentic Data Cloud” announcements.
Analyst Blog
Amazon Web Services’ launch of the Connect family of business applications and Amazon Quick, Google Cloud Next 2026 announcements and hyperscale cloud first quarter results all lead to one thing: AI vertical integration is in.
Insight Blog
Atlassian's third quarter earnings made that case that agentic AI is good for the company, SaaSpocolypse fears are overblown and context is king.
The company reported better-than expected results with revenue growth of 32% to $1.8 billion. Mike Cannon-Brookes, Atlassian’s CEO, said customers were signing bigger deals and its core units all showed strong growth. Cloud revenue in the fiscal third quarter checked in at $1.1 billion, up 29%.
Insight Blog
Apple reported better-than-expected fiscal second quarter results due to services growth. Apple's various product categories excluding the iPhone were also ahead of Wall Street estimates.
The company, which will see a CEO transition from Tim Cook later this year, delivered earnings of $2.01 a share in the second quarter on revenue of $111.2 billion, up 17% from a year ago. Wall Street was expecting earnings of $1.95 a share.
Insight Blog
Meta's first quarter results handily topped expectations and came with the usual rise in capital expenditures. The company is expecting $58 billion to $61 billion in second quarter revenue as the core business remains strong and funds AI superintelligence dreams.
Insight Blog
Microsoft said its cloud revenue in the fiscal third quarter was up 29% from a year ago and Microsoft Azure revenue surged 40%.
The company reported third quarter net income of $31.8 billion, or $4.27 a share, on revenue of $82.9 billion, up 18%. Wall Street was expecting Microsoft to report fiscal third quarter non-GAAP earnings of $4.06 a share on revenue of $81.43 billion.
Insight Blog
Google Cloud appears to be gaining share as its revenue growth surged 63% in the first quarter to $20 billion.
Alphabet CEO Sundar Pichai reiterated the integrated AI stack theme that emerged from Google Cloud Next 2026. “Gemini Enterprise has great momentum with 40% quarter on quarter growth in paid monthly active users,” said Pichai. “These outstanding results are built on our differentiated, full stack approach. Our first-party models, like Gemini, are now processing more than 16 billion tokens per minute via direct API use by our customers, up 60% from last quarter.”
Insight Blog
Amazon said Amazon Web Services revenue growth accelerated to 28% in the first quarter and delivered operating income of $14.2 billion on revenue of $37.6 billion.
Insight Blog
Salesforce launched Agentforce Operations, a platform that aims to streamline back-office processes via AI agents.
The company's launch of Agentforce Operations in general availability highlights how Salesforce is broadening its reach beyond its core CRM. With Agentforce Operations, Salesforce is looking to expand across multiple workflows and processes across industries.
Insight Blog
Cognizant said it will acquire Astreya, which specializes in AI infrastructure and data center services.
Terms of the deal weren't disclosed. Cognizant said the acquisition is designed to expand its AI builder technology stack.
Insight Blog