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CoreWeave said it is dealing with ongoing supply chain issues as demand far exceeds capacity and revenue expected in the fourth quarter will slip to the first quarter. Nevertheless, CoreWeave's bet is that self-building its AI infrastructure will be a winning strategy in the future.
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KPMG is both a partner and a customer for Google Cloud and that dual role is honing methodologies, use cases and approaches for AI agent deployments.
On a webinar for analysts, Google Cloud and KPMG walked through the early lessons learned from deploying Gemini Enterprise.
At Google Cloud Next in April, KPMG said it would expand its AI partnership with Google Cloud. KPMG said it would use Google Cloud to scale its multi-agent platforms to transform business processes and integrate Gemini Enterprise to boost internal productivity.
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Artificial intelligence and customer experience are a common intersection on earnings conference calls as enterprises. Companies are looking to connect the dots between lifetime value of a customer, driving revenue and hybrid approaches that meld technology and humans.
Here's a look at some of the CX efforts detailed in recent days.
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Can We Still Trust What’s Real? Leadership in the AI Age | DisrupTV Ep. 417
In this week’s episode of DisrupTV, hosts Vala Afshar and R “Ray” Wang sit down with global leaders Dr. David Bray, Sue Gordon, and Barry O’Sullivan to explore how artificial intelligence is reshaping leadership, ethics, and decision-making in a fast-moving world.
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Nathan Rosenberg, Chief Brand & Marketing Officer at Virgin Voyages, said his company has increased open rates to 30% on email marketing with click through rates of 20% since deploying Gemini Enterprise AI agents working with his copywriting team.
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Google Cloud said its seventh generation Tensor Processing Unit (TPU), known as Ironwood, will be generally available soon as the company also outlined new Arm-based Axion instances.
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Qualcomm is looking to ride the next phase of AI infrastructure--the transition from training to AI inference.
The company, which recently launched AI accelerators for data centers, fleshed out a few details about the plan on its fourth quarter earnings call. Qualcomm is planning to lay out more about its AI and data center strategy at an upcoming event in early 2026.
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OpenAI isn't about to cede all the enterprise fun to Anthropic, which is viewed as the LLM for business play.
In a blog post, OpenAI touted its enterprise customer base and customers such as Amgen, Commonwealth Bank, Booking.com, Cisco, Lowe’s, Morgan Stanley, T-Mobile and Target. The disclosure is well timed given that investors are starting to question OpenAI's ability to pay for the compute it is procuring in multiple deals.
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Freshworks reported better-than-expected third quarter earnings and upped its outlook for the fourth quarter as the company is expanding wallet share. The company is also aiming to land more business users.
The company reported a third quarter net loss of $7.5 million, or 2 cents a share, on revenue of $215.1 million, up 15% from a year ago. Non-GAAP earnings were 16 cents a share.
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Quantinuum launched its new Helios quantum computer, a high-performance general purpose commercial system with 98 fully connected qubits and fidelity north of 99.9%.
The launch is aimed squarely at enterprises looking to deploy quantum computing for certain use cases. Indeed, Amgen, BlueQubit, BMW Group, JPMorgan Chase and SoftBank are initial customers pursuing biologics, fuel cell catalysts, financial analytics and organic materials.
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📢 ConstellationTV Episode 117 just dropped! This week dives into the hottest topics in enterprise technology...
🔹 [00:18] Hear the latest in AI agents infrastructure. From the great GPU "land grab" to groundbreaking deals by AWS, Microsoft, and OpenAI, CR analysts unpack how #tech giants and disruptors are reshaping the market.
🔹 [11:16] Martin Schneider shares findings on SAP’s next-gen salesforce automation—unveiling advances in loyalty management, customer engagement, and AI-powered revenue intelligence.
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Google said its Gemini 2.5 Pro and Gemini 2.5 Flash now run natively in Databricks and can be run using SQL, Python and Databricks tools.
According to Google, Gemini models will run natively via an integration between the Databricks Intelligence Platform and Google Cloud's Vertex AI. The general idea is to run Gemini models where data resides. The companies announced a partnership in June.
Key points:
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AMD reported better-than-expected third quarter results as its data center unit delivered revenue growth of 22% and its PC sales grew 46% from a year ago.
The chipmaker reported third quarter earnings of $1.24 billion, or 75 cents a share, on revenue of $9.246 billion, up 36% from a year ago. Non-GAAP earnings in the quarter were $1.20 a share.
Wall Street was expecting AMD to report non-GAAP earnings of $1.17 a share on revenue of $8.75 billion.
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LIVE from Amazon Web Services (AWS) Startup Partner Summit: R "Ray" Wang & Bob O'Donnell interviewed Ruba Borno, VP, AWS Global Specialists and Partners, on the future of #cloud innovation.
Ruba shared how AWS empowers startups worldwide—giving them access to new tools like Bedrock and Agent Core, and expanding their reach through the AWS Marketplace. She emphasizes AWS's commitment to helping startups scale, innovate, and reach new markets, with global programs and actionable pathways for growth.
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Perplexity said it "received an aggressive legal threat from Amazon" demanding it prohibits its Comet browser users from using AI assistants on Amazon. Get used to similar kerfuffle.
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SAP advanced its plans for developer tools, SAP Build, the Joule roadmap and connecting to a broader ecosystem including a partnership with Snowflake.
At SAP TechEd 2025 in Berlin, the company outlined a series of AI-driven tools in SAP Build as well as a set of Joule Agents designed to enable developers to move faster.
Muhammad Alam, a member of the Executive Board at SP, said the innovations at SAP TechEd create a "unique flywheel of applications, data and AI put developers in the driver’s seat."
Specifically, SAP outlined the following:
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Snowflake launched Snowflake Intelligence to general availability, outlined a set of new developer tools and forged a pact with SAP so Snowflake AI Data Cloud and SAP Business Data Cloud are interoperable.
The company said Snowflake Intelligence, outlined at Snowflake Summit earlier this year, is now generally available. Snowflake said that Snowflake Horizon Catalog and Snowflake Openflow, also announced at Snowflake Summit, are also generally available.
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Snowflake is looking to give your AI agents a GPA. While the company is grading the accuracy of AI agents, it's really evaluating goals, plans and actions (GPA) in an open source framework that reaches near human levels of error detection rates and localization accuracy.
The framework, called Agent GPA, was outlined at its Build conference. For enterprises deploying agentic AI, Snowflake's efforts are worth a look.
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Celonis is looking to embed its process intelligence platform into agentic AI workloads and make it clear that AI agents sans process knowhow won't deliver enterprise value.
At Celosphere 2025 in Munich, Celonis outlined the following:
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Clorox still has an ERP implementation hangover as the company reported a 19% decline in sales "primarily driven by lower shipments related to the ERP transition."
The company reported fiscal first quarter earnings of 65 cents a share on revenue of $1.43 billion. Adjusted earnings were 85 cents a share, down by 54% from a year ago.
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