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Microsoft said it is raising prices effective Oct. 1 for Dynamics 365 Business Central as it incorporates AI features into its platform.
The price increases, the first in five years, will hit smaller enterprises that typically rely on Microsoft Dynamics 365 Business Central.
Microsoft said Business Central now has Copilot and AI powered features for analytics, financials, account reconciliation, master data management and better interoperability with Microsoft Power Platform.
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IBM CEO Arvind Krishna said there is no law that enterprise AI has to be expensive, pegged to large language models and experimental.
In a keynote at Think 2025, Krishna outlined IBM's strategy and rollout of tools to build AI agents quickly and then orchestrate them.
"I think that the era of AI experimentation is over. Success is going to be defined by integration and business outcomes," said Krishna. "There is no law of computer science that says that AI must remain expensive and must remain large."
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Palantir continues to land US commercial accounts as it raised its outlook for the second quarter and 2025.
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Amazon Web Services will launch an AI agent for scientific literature via a partnership with Wiley, a publisher of journals.
The announcement will be made at the AWS Life Sciences Symposium in New York on Tuesday. The AWS conference will feature a bevy of big name customers including Merck, AstraZeneca, Genentech, Pfizer and Johnson & Johnson.
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ICYMI: Datadog acquired Metaplane (data observability) and Eppo (experimentation) in the past few weeks. On the surface? One helps you catch data quality issues. The other helps you run A/B tests. But step back, and these two moves point to something much bigger ... and something that brings Datadog from infrastructure monitoring to trust and learning—critical for data-to-decision workflows.
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Analyst Blog
IBM launched a Flex Plan for access to its quantum computing hardware in a move that aims to expand access for organizations, enterprises and researchers who want access without monthly limits.
The IBM Quantum Flex Plan provides access on day one with an entry point of $30,000+ to gain access to Big Blue's entire fleet of quantum systems. Flex plan users will also get the advanced software features, support and early access to new releases.
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Resilience is the major theme as enterprises report quarterly results and the biggest takeaway is that the giants will weather the storm and smaller companies won’t.
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The Next Big Leap in AI-Driven Optimization
In the latest episode of DisruptTV (Episode 398), industry experts Sergey Davidovich, Paula Davis, and Zach Mercurio delve into the evolving landscape of AI-driven optimization and its implications for leadership and organizational culture.
Video
A large language model's behavior issues and personality quirks should be tested as any safety risk would, according to OpenAI's postmortem after an update to ChatGPT-4o made the model sycophantic.
In a postmortem, OpenAI detailed what went wrong with the GPT-4o update, why the model was rolled back and what the company is doing to prevent personality issues in the future.
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Apple reported better-than-expected for its fiscal second quarter as iPhones, Macs and iPads sold well.
The company reported second quarter earnings of $1.65 a share on revenue $95.4 billion, up 5% from a year ago.
Wall Street was expecting Apple to report earnings of $1.63 a share on revenue of $94.66 billion.
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Amazon Web Services delivered revenue of $29.3 billion, up 17% from a year ago. Parent Amazon reported better-than-expected first quarter results.
Amazon reported first quarter earnings of $17.1 billion, or $1.59 a share, on revenue of $155.7 billion, up 9% from a year ago.
Wall Street was expecting Amazon to report earnings of $1.36 a share on revenue of $155.04 billion. AWS was expected to have revenue of $29.42 billion.
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Amazon Web Services said Amazon Nova Premier, the most capable model in the cloud provider's family of in-house large language models, is generally available.
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Cognizant CEO Ravi Kumar said the company saw strong growth in health sciences and financial services accounts and the common theme is using artificial intelligence to take out costs.
Speaking on Cognizant's first quarter earnings call, Kumar noted that "we saw healthy discretionary spending as clients continue to invest in cloud and data modernization and in building foundations for AI-led innovation."
Like other services firms, Cognizant is well aware of a volatile economic picture. Kumar explained the backdrop:
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Meta raised its 2025 capital expenditure outlook to $64 billion to $72 billion to support its AI buildout and "expected cost of infrastructure hardware."
CEO Mark Zuckerberg quipped about Meta's spending on AI data centers during its LlamaCon conference this week. Meta had projected capital expenditures of $60 billion to $65 billion for 2025.
Going into the report, there were concerns about AI data center spending.
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Microsoft handily topped third quarter targets and said Azure delivered revenue growth of 33%. However, Microsoft said its cloud capacity in the fourth quarter will continued to be constrained.
The company reported third quarter net income of $25.8 billion, or $3.46 a share, on revenue of $70.1 billion, up 13% from a year ago.
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Microsoft CEO Satya Nadella and Meta CEO Mark Zuckerberg riffed on AI, productivity and building out infrastructure this week at the LlamaCon developer conference and inadvertently touched on concerns about the great AI infrastructure buildout.
Nadella, who was on stage with Zuckerberg, talked about AI as a productivity enhancer as great as electricity was. Nadella said:
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PayPal has big plans for transform from a payments company to a commerce platform that can carry out buying decisions. But first, the company is going to have to retire tech debt from acquisitions and a siloed data architecture.
Speaking on PayPal's first quarter earnings call, CEO Alex Chriss laid out the strategy, which revolves around "agentic commerce":
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UiPath launched the latest version of platform with a focus on "agentic automation" that encompasses AI agents, but acknowledges that technologies like robotic process automation and even people fit into automated processes.
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Meta has made a lot of headway with its open source Llama family of large language models, but with increasing competition from China's DeepSeek and Qwen models the company is ramping distribution.
For enterprises, the biggest news out of Meta's LlamaCon AI developer conference was the Llama API, which is in limited free preview. With the API, developers will be able to better experiment with Llama models and pair them with the company's software developer kits.
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Freshworks delivered a strong first quarter, upped its outlook for the second quarter and year and CEO Dennis Woodside said the company is positioned well despite economic uncertainty.
The company, which offers employee and customer experience software, broke even on a first quarter earnings per share basis on revenue of $196.3 million, up 19% from a year ago. Non-GAAP earnings were 18 cents a share.
Wall Street was expecting earnings of 13 cents a share on revenue of $191.9 million.
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Finding Harmony: Balancing Human Ingenuity with AI Innovation
In DisrupTV Episode 397, industry leaders Grant Halloran, CEO of Planful, and Alex Yeh, CEO of GMI Cloud, joined hosts R "Ray" Wang and Vala Afshar to explore a pressing question: How do we maintain balance between humans and AI? This conversation delved into the evolving relationship between human creativity and artificial intelligence, emphasizing the need for a harmonious integration that leverages the strengths of both.
Video
The event centered on "data and analytics in the agentic era," with Tableau Next - built on the Salesforce platform - as its flagship.
Analyst Blog
DeepSeek's family of large language models (LLMs) may have put the spotlight on China's AI ambitions, but Alibaba and its Qwen efforts may win out.
Alibaba's Qwen3 launched and its flagship model, Qwen3-235B-A22B, is competitive with DeepSeek-R1, OpenAI's o1, o3-mini, Grok 3 and Gemini 2.5 Pro.
Two mixture of expert models, Qwen3-235B-A22B and Qwen3-30B-A3B, were open weighted and there are six other models under Apache 2.0 licenses.
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The AI agents are marching in on the RSA Conference as CrowdStrike launched a set of agents to its Charlotte AI platform. Rest assured that more agentic AI layers will be added to security platforms. Google Cloud, IBM, SentinelOne, Cisco and others all made plays to make their security operations workflows and analysis more autonomous.
RSAC kicks off in San Francisco this week and cybersecurity vendors are outlining a bevy of agentic AI and automation tools on their respective platforms.
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