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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.
Video
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
Actian launched its first vector database with Actian VectorAI DB, which is designed for AI workloads in regulated, disconnected and edge computing environments.
The company, the data and AI division of HCLSoftware, designed its vector database for on-premises deployments. Most vector databases are cloud-first and assume always-on connectivity and when it's not available they don't meet latency and data residency requirements.
Insight Blog
Amazon Web Services moved into the business application market via its Amazon Quick AI agents and outlined plans to build Amazon Connect customer contact platform. AWS is planning to move into new applications markets including talent, supply chain and healthcare.
The company also launched Amazon Bedrock Managed Agents powered by OpenAI.
Insight Blog
Most enterprises don't have a data problem. They have a meaning problem.
That's the framing Mike Ni, analyst at Constellation Research, brought to an interview with Paul Pritchard, CEO of Overdose, at Google Cloud Next. Throughout their conversation, Pritchard unpacked exactly what it takes to get from scattered data sources to AI that actually moves the business forward.
The answer, it turns out, starts well before the AI.
Video