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IFS CEO Mark Moffat said industries need to embed AI into physical operations in manufacturing, utilities, defense systems and supply chains to better compete globally and become autonomous. IFS launched new AI-powered products as well as partnerships with Anthropic, Siemens, Boston Dynamics and 1X Technologies.
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Cisco reported better-than-expected first quarter results, raised its outlook and said it landed more AI infrastructure orders from hyperscalers and posted strong networking growth.
The company reported first quarter net income of $2.9 billion, or 72 cents a share, on revenue of $14.9 billion, up 8% from a year ago. Non-GAAP earnings for the first quarter were $1 a share.
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Anthropic said it will invest $50 billion in building its own AI data centers in a partnership with Fluidstack. The first data centers will be built in New York and Texas with more sites on deck.
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IBM launched its most advanced quantum processor, IBM Quantum Nighthawk, and announced its IBM Quantum Loom, an experimental processor that demonstrates all of the processor components for fault-tolerant quantum computing.
Big Blue announced the roadmap additions at its annual quantum developer forum.
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AMD projected compound annual revenue growth rates of 35% over the next three- to five years and said demand for AI infrastructure and its chip portfolio is strong.
CEO Lisa Su said during AMD's investor day that the pace of AI infrastructure spending and pace of change is higher than she's ever seen before. "We see a tremendous opportunity ahead to deliver sustainable, industry-leading growth," said Su.
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The Board
The October 2025 edition of Constellation's Enterprise Technology Intelligence Book unpacks the economic realities now defining the AI era. As the cost of running frontier models rises and enterprises move past the pilot everything phase, leaders are shifting focus to sustainable infrastructure, private platforms, and clear ROI. This month's insights explore the next wave of AI adoption, custom models, agent governance, and resilient architecture against a backdrop of economic uncertainty, cautious optimism, and renewed discipline in enterprise technology investment.
QAD | Redzone said it has acquired Kavida.ai in a move that will bring AI agents to its procurement and supply chain workflows.
Terms of the deal weren't disclosed.
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The Board
Enterprise technology leaders are navigating a period of volatility and reinvention. In this month's update, Esteban Kolsky distills the key forces shaping boardroom strategy from economic instability and AI infrastructure investment to the rise of agent orchestration and decision automation.
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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