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AWS CEO Matt Garman said Trainium 3 early demand is strong, the company's hardware ambitions revolve around providing cloud services and enterprises are seeing strong returns amid AI bubble talk.
Here's a look at what Garman said at an ask me anything meeting with analysts.
Hardware ambitions. Garman said:
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Cognizant (Nasdaq-100: CTSH) engineers modern businesses. We help our clients modernize technology, reimagine processes and transform experiences so they can stay ahead in our fast-changing world. Together, we’re improving everyday life.
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Dr. Swami Sivasubramanian, Vice President of Agentic AI, made the case that AWS' suite of AI tools is best suited for wrangling AI agents and customizing models to deliver business outcomes.
Speaking at his AWS re:Invent 2025 keynote, Sivasubramanian said:
"The question isn't whether you should customize your models, but how quickly can you get started?"
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Be Bold or Be Replaced: AI Agents, Human Courage & the New Enterprise Reality | DisrupTV Ep. 419
This week on DisrupTV, hosts Vala Ashar and R "Ray" Wang sat down with two leaders shaping the future of enterprise AI and leadership: Marty Kihn, SVP of Strategy at Salesforce and author of Agent Force, and Ranjay Gulati, author of How to Be Bold: The Surprising Science of Everyday Courage.
Video
CrowdStrike reported strong third quarter results as the company continued to land security wallet share with revenue growth of 22%.
The cybersecurity company reported a third quarter net loss of $34 million, or 14 cents a share, on revenue of $1.23 billion, up 22% from a year ago. Non-GAAP earnings were 96 cents a share.
Wall Street was expecting CrowdStrike to report non-GAAP earnings of 94 cents a share on revenue of $1.22 billion.
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