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Arm launches Lumex, its latest platform for on-device AI and a big bet that inference will move from the cloud to the edge in hybrid deployments.
Lumex is designed for premium mobile devices, but will also play into AI data center workloads. The more AI inferencing can be moved to the devices in your pocket, the less enterprises and developers will have to invest in cloud compute and AI infrastructure.
Insight Blog
Oracle's first quarter earnings and revenue fell short of expectations, but remaining performance obligations growth of 359% overshadowed the results.
The company delivered first quarter earnings of $1.01 a share on revenue of $14.9 billion, up 12% from a year ago. Non-GAAP earnings in the quarter were $1.47 a share.
Wall Street was expecting Oracle to report first quarter non-GAAP earnings of $1.48 a share on revenue of $15.04 billion.
Insight Blog
Google Cloud CEO Thomas Kurian said the company had remaining performance obligations of $106 billion with half that sum converting to revenue in the next two years. If that RPO converts, Google Cloud revenue will be $58 billion by 2027.
Kurian was speaking at the Goldman Sachs Communacopia + Technology conference. He said Google Cloud is capturing customers wins at a faster clip with multiple ways of monetizing services. There's consumption, services and subscriptions and increasingly value-based models.
Insight Blog
AI cloud provider Nebius will provide GPU infrastructure capacity to Microsoft in a deal valued at $17.4 billion with an option to spend up to $19.4 billion.
The deal means that Microsoft will be among the largest customers of both Nebius and CoreWeave, two AI cloud specialists. In 2024, about two-thirds of CoreWeave's revenue came from Microsoft.
Insight Blog
Big Idea
AI Dominates the Boardroom Agenda, and Organizations Must Realign Resources To Benefit
Let’s stop pretending that hiring is just about résumés and vibes. You want someone who fits the job like a bartender fits behind the bar—naturally, effortlessly, with flair. Here’s the real hiring checklist, stripped down and brutally honest:
1. They want to do the thing.
Waitstaff want to serve. Bookkeepers want balance. Execs want to dream and scheme. If they don’t want the core action of the role, you’re already losing. No number of pep talks will fix it.
Analyst Blog
The race is on to put enterprise applications around large language models (LLMs) and the stakes couldn't be higher for the likes of OpenAI and Anthropic as well as other foundation model players.
And there's a good reason for the focus on applications to surround LLMs. Pricing for LLMs will tank and foundational models are going commodity in a hurry. Simply put, generic LLMs are good enough for multiple enterprise use cases.
Insight Blog
HubSpot is betting that a series of new services, Data Hub, new Breeze Agents, Breeze Marketplace and Studio, CPQ in Commerce Hub and Loop, a playbook for inbound marketers, as well as a hefty dose of AI and contextual data will differentiate the company.
At its Inbound 2025 conference, HubSpot outlined the following at a high level. The company rolled out more than 200 updates to its platform designed to build AI and human hybrid teams.
Here's a look.
Insight Blog
Broadcom reported better-than-expected third quarter results and cited strong demand for custom AI accelerators, networking and VMware.
The company reported third quarter earnings of $4.14 billion, or 85 cents a share, on revenue of $15.95 billion, up 22% from a year ago. Non-GAAP earnings were $1.69 a share.
Wall Street was expecting Broadcom to report non-GAAP earnings of $1.66 a share on revenue of $15.82 billion.
Insight Blog
ServiceNow will give the US government discounts as high as 70% off list prices for upgrades to its Information Technology Service Management (ITSM) Pro and ITSM Pro Plus bundle.
Insight Blog
Quantinuum raised $600 million in venture funding led by Nvidia's venture capital arm, Quanta Computer and QED for a valuation of $10 billion.
The quantum computing company said that existing shareholders JPMorganChase, Mitsui, Amgen, Cambridge Quantum Holdings, Serendipity Capital and Honeywell also invested in the latest venture round.
Insight Blog
Atlassian said it will acquire the Browser Company of New York, which is the company behind the Dia and Arc browsers, in a $610 million bet that enterprises need secure browsers designed for SaaS and AI applications.
The purchase comes as browsers are seen as critical software for everything from knowledge work to agentic AI.
Insight Blog
Salesforce is going to launch IT service management at Dreamforce 2025 as well as Agentforce 4, outline its take on the future of enterprise software and lay the groundwork to get from pilot to scale on agentic AI.
Insight Blog
Salesforce said more than 40% of Data Cloud and Agentforce bookings in the second quarter came from existing customers. The company also said it will expand into ITSM in a move to compete with ServiceNow.
Since Agentforce's launch, Salesforce has closed more than 12,500 deals and nearly half of them are paid.
Insight Blog
In its first quarter as a public company, Figma reported a second quarter profit with revenue growth of 41%.
The company, which launched its IPO priced at $33 in July, reported second quarter net income of $28.2 million on revenue of $249.6 million, up 41% from a year ago. Non-GAAP earnings in the quarter checked in at $19.8 million.
Insight Blog
HPE, reporting earnings for the first time since it closed the acquisition of Juniper Networks, delivered better-than-expected fiscal third quarter results with a fourth quarter outlook that was a bit light.
The company reported third quarter earnings of 21 cents a share on revenue of $9.1 billion, up 19% from a year ago. Non-GAAP earnings were 44 cents a share.
Insight Blog
C3 AI named Salesforce veteran Stephen Ehikian CEO as the company cut its outlook for the fiscal second quarter and pulled full year guidance.
The company warned that its first quarter results would fall short of expectations and said Thomas Siebel would step down as CEO due to health issues.
Insight Blog
A federal judge ruling in the Google antitrust trial is more damning than you'd think. Yes, Google won't have to divest Chrome or Android, but the ruling is basically a bet that generative AI is going to erode the company's search dominance.
In other words, the LLMs are coming for Google search.
The coverage of the ruling basically boils down to this:
Insight Blog
Zscaler reported better-than-expected fourth quarter results and delivered a strong outlook for the fiscal year ahead.
The security vendor reported a fourth quarter net loss of $17.6 million, or 11 cents a share, on revenue of $719.2 million, up 21% from a year ago. Non-GAAP earnings in the fourth quarter were 89 cents a share.
Insight Blog
OpenAI will acquire Statsig, a startup focused on product testing, in a deal that highlights how the company is building out applications around ChatGPT. Statsig CEO Vijave Raji will become OpenAI's CTO of applications.
Insight Blog
Join Constellation analyst Chirag Mehta as he sits down with Efim Hudis, VP of Security at Microsoft, for an in-depth conversation on the transformative impact of artificial intelligence in cybersecurity. Read the full recap below:
Video
Anthropic has raised $13 billion in Series F funding to give the company a $183 billion valuation.
The funding round for Anthropic landed days after Databricks was valued at $100 billion in its latest funding round.
In a blog post, Anthropic said the funding round was led by ICONIQ with Fidelity Management & Research Co. and Lightspeed Venture Partners.
Insight Blog
SAP said it will invest more than €20 billion Euros in sovereign cloud efforts for European customers as it rolled out a series of offerings.
Sovereign cloud infrastructure is seen as a big growth area for technology vendors as countries aim to keep data in country and build up AI infrastructure.
Insight Blog