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Alibaba's cloud revenue in the second quarter surged 34% driven by AI workloads. Alibaba's cloud revenue is on an annual revenue run rate is more than $22 billion.
The Chinese retail and cloud giant said second quarter revenue for its Cloud Intelligence Group was $5.59 billion, up 34% from a year ago. Earnings before taxes, interest and amortization were $506 million in the second quarter.
Insight Blog
Zoom reported better-than-expected third quarter results as the company gained wallet share and grew the number of customers contributing more than $100,000 in trailing 12 month revenue.
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Amazon said it will invest $50 billion to build and deploy AI and high performance computing AWS infrastructure built for the US government.
Construction on the infrastructure will break ground in 2026. The new investment will add almost 1.3 gigawatt of compute capacity for AWS Top Secret, AWS Secret and AWS GovCloud Regions for multiple classification levels.
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NATO will deploy Google Distributed Cloud, an air-gapped version of Google Cloud on-premise.
Under a multi-million dollar contract with NATO's Communication and Information Agency (NCIA), Google will deliver sovereign cloud services to NATO for edge computing and AI use cases.
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Large language models are at an interesting juncture. LLM breakthroughs have slowed and there are questions about whether they will lead to artificial general intelligence. Coupled with concerns about an AI infrastructure bubble LLMs are going to be closely watched--especially since they're the key ingredient of agentic AI.
Insight Blog
ConstellationTV episode 118 covers the latest enterprise tech developments, creative advertising solutions, and strategic pivots from leading organizations. Here are the main takeaways:
Analyst Blog
IBM and Cisco said they will build a connected network of quantum computers that will look to scale to hundreds of thousands of qubits.
The companies plan to demonstrate multiple networked quantum computers within five years.
Both companies have quantum computing plans first in hybrid quantum-HPC systems and then quantum. IBM's quantum efforts are well known and Cisco has been revving quantum networking efforts.
Insight Blog
Adobe has entered into a definitive agreement to acquire Semrush in an all-cash transaction for $12.00 per share for a total equity value of $1.9 billion according to Adobe’s press announcement.
Semrush has a trackrecord of success in digital brand intelligence across search engine optimization (SEO), content performance and insight into paid, earned and owned media campaign performance and audits.
Q: Why is the Adobe acquisition of Semrush interesting?
Adobe’s acquisition of Semrush is interesti
Analyst Blog
ConstellationTV episode 118 just dropped! Here's what you'll get in this episode with analyst co-hosts Liz Miller and Holger Mueller:
Video
Demand for Nvidia's GPUs shows no sign of slowing down as the company's data center unit delivered fiscal third quarter growth of 66%.
The company reported third quarter net income of $31.91 billion, or $1.30 a share, on revenue of $57 billion, up 66% from a year ago. Non-GAP earnings were $1.30 a share.
Wall Street was expecting non-GAAP earnings of $1.26 a share on revenue of $55.09 billion.
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Palo Alto Networks reported better-than-expected first quarter results and said the company landed total platform customers. Palo Alto Networks also said it will acquire Chronosphere, an observability platform, for $3.35 billion.
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Target's comeback plan revolves around improving customer experience, plowing more money into capital expenditures and technology partnerships with the likes of OpenAI.
The retailer's third quarter results were mixed as the company beat earnings estimates, missed on revenue and narrowed its outlook. Target's third quarter same store sales were down 2.7% from a year ago.
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Adobe said it will acquire Semrush in a deal valued at $1.9 billion as the company plans to meld search engine optimization and generative engine optimization in its marketing stack.
The deal values Semrush at $12 a share.
Adobe has been adding brand visibility tools into its marketing platform as well Adobe Experience Manager, Adobe Analytics and Adobe Brand Concierge. Enterprises are well versed in search engine optimization and need to optimized for large language models.
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Workday said it will acquire Pipedream, an integration platform for AI agents that features more than 3,000 pre-built connectors. The acquisition complements the purchases of Sana and Flowise as Workday builds out its AI agent infrastructure.
The purchase, outlined at Workday Rising EMEA, lands along with a set of Workday announcements. For instance, Workday launched Workday GO, which provides a HR, payroll and financials suite for midsized businesses.
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Intuit and OpenAI announced a multi-year $100 million contract that will integrate ChatGPT with Intuit TurboTax, Credit Karma, QuickBooks and Mailchimp. Intuit will also expand its use of OpenAI models in its genAI operating system called GenOS for use with its AI agents.
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Anthropic will continue to diversify its cloud infrastructure for its Claude workloads with an agreement to purchase $30 billion in Azure compute. In addition, Nvidia will invest up to $10 billion in Anthropic and Microsoft can invest up to $5 billion.
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Microsoft launched Agent 365, which is designed to be the control plane for native and third party AI agents, as the company aims to be a horizontal as well as vertical play. The other key theme is that Microsoft is arguing that the best way to incorporate AI agents into your business is to extend the infrastructure you already have.
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Google launched Gemini 3, its latest model, across its Gemini app, search services, Gemini API, AI Studio and Google Cloud's Vertex AI and Gemini Enterprise. The company also highlighted how Gemini 3 can provide answers with a generative visual user interface.
Gemini 3 has better performance and capabilities compared to Gemini 2.5 Pro. For instance, Gemini 3 scores well ahead of its predecessor on benchmarks such as humanity's last exam, visual reasoning puzzles, scientific knowledge and coding.
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