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CEOs from Qualcomm and Arm say that AI inferencing will increasingly happen at the edge in multiple devices as large language models become more efficient and need less compute.
The buzz around DeepSeek's models and the ensuing discussion about how much AI infrastructure is necessary has given edge computing--where AI inference is likely to happen--more play.
Keep in mind that Qualcomm and Arm have a vested interest in this edge AI game, but the comments from the companies are notable.
Insight Blog
📺 ConstellationTV ep. 97 is here! Co-hosts Liz Miller and Holger Mueller give a #technology news roundup, covering "Project Stargate" announcement, analysis of ServiceNow acquisitions, and the role of #AI in content management and customer service.
Next, Larry Dignan interviews Marcus Räder, CEO of Hostaway, about rental property management software, the unique challenges of the SMB vacation rental market, and the need for AI-powered efficiency.
Video
Uber addressed long-running concerns about its autonomous vehicle strategy with a plan that revolves around partnering and leveraging its data platform to manage workloads and rides.
However, Uber noted that autonomous vehicles (AVs) needed a lot of things to go right to scale adequately. The biggest hurdle is costs. AV rides need to drop below what it costs a human to shuttle you place to place.
Insight Blog
SAP made it official and granted SAP customers an option to extend the move to SAP Cloud from on-premise ERP by three years. But there are a few wrinkles you need to know.
Insight Blog
AMD reported better-than-expected fourth quarter results as its data center revenue was $3.9 billion, up 69% from a year ago doing to its GPU and server chip demand.
The chipmaker reported fourth quarter earnings of $482 million, or 29 cents a share, on revenue of $7.66 billion, up 24% from a year ago. Non-GAAP earnings for the quarter were $1.09 a share.
Insight Blog
Google Cloud revenue in the fourth quarter were $12 billion, up 30% from a year ago, amid mixed results from parent Alphabet, which said it will spend $75 billion in capital expenditures in 2025. The company also said its Google Cloud business was capacity constrained.
The company reported net income of $26.54 billion, or $2.15 a share, on revenue of $96.47 billion, up 12%. Wall Street was expecting Alphabet to report fourth quarter earnings of $2.13 a share on revenue of $96.67 billion.
Insight Blog
Dynatrace updated its platform as it aimed to expand AIOps into preventive operations, add to its security roster and enhance developer workflows.
The launches were outlined at Dynatrace's Perform conference in Las Vegas. Steve Tack, Chief Product Officer, said observability is set up to expand to multiple teams as AI and cloud native workloads converge along with logs and security.
Insight Blog
Quantinuum launched its Generative Quantum AI framework that aims to combine AI, quantum computing and supercomputers to address problems classical computing can't solve.
The launch of "Gen QAI" is designed to move quantum computing use cases toward business needs today. Many of these approaches involve hybrid strategies that blend quantum computing and supercomputing.
Insight Blog
Palantir CTO Shyam Sankar said DeepSeek's latest models highlight how models are commoditizing and "the price of inference is dropping like a rock."
Speaking on Palantir's blowout fourth quarter earnings call, Sankar also said that DeepSeek also shouldn't be underestimated. Sankar said:
Insight Blog
Palantir delivered better-than-expected fourth quarter earnings, closed 32 deals worth more than $10 million, and gained enterprise momentum.
Insight Blog
OpenAI's launch of Deep Research, an AI agent designed to create in-depth report, is the latest launch in a bid to make the $200 a month ChatGPT Pro subscription worth it.
The launch of Deep Research, a tool that can create in-depth research complete with citations, can create a report in anywhere from 3 minutes to 30 minutes.
Insight Blog
Earnings season for the December quarter and the January conference calls that follow are great for setting the scene for enterprise technology buying cycles for the year ahead.
Insight Blog
Successful AI Adoption & Navigating Disruptive Technologies: Insights from DisrupTV Episode 388
In DisrupTV Episode 388, hosted by R “Ray” Wang and Vala Afshar, a panel of experts—Ronnie Sheth, CEO of Senen Group; Deborah Perry Piscione; and Josh Drean, co-founders of the Work3 Institute and co-authors of Employment is Dead: How Disruptive Technologies Are Revolutionizing the Way We Work—shared their perspectives on the evolving landscape of AI adoption and the im
Video
Atlassian is exiting its second quarter on a $5 billion annual revenue run rate as its "System of Work" strategy is landing large enterprises that want to connect their technology and business teams.
The company's goal is to hit the $10 billion annual revenue run rate and its ability to leverage AI across its platform is resonating with large enterprises. Atlassian landed a record number of deals with more than $1 million in annual contract value in the second quarter.
Insight Blog
For enterprises running legacy software on-premise, modernizing applications for the cloud is often a complex and risk-laden endeavor. One of the biggest hurdles in cloud adoption—especially in multicloud and hybrid deployment models—is security. Traditional perimeter-based security approaches are no longer sufficient to protect modern workloads, leaving enterprises exposed to rapidly evolving sophisticated cyber threats.
Analyst Blog
Apple's first quarter results were better-than-expected as Mac, iPad and services revenue gained from a year ago. But iPhone revenue was down from a year ago as were wearables. China sales also took a hit in the first quarter.
The company, which is betting that Apple Intelligence can drive an upgrade cycle, reported first quarter earnings of $2.40 a share on revenue of $124.3 billion.
Wall Street was expecting Apple to report earnings of $2.35 a share on revenue of $124.03 billion.
Insight Blog
Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for network and edge computing.
The company reported a fourth quarter net loss of 3 cents per share on revenue of $14.3 billion, down 7% from a year ago. Non-GAAP earnings were 13 cents a share.
Insight Blog
Oracle and Google Cloud said the companies will add eight new regions for Oracle Database@Google Cloud.
Insight Blog
The Department of Justice sued to block Hewlett Packard Enterprise's planned acquisition of Juniper arguing that the combination will hamper competition in the enterprise wireless networking market.
In a statement and lawsuit, the DOJ said:
Insight Blog
ServiceNow took the plunge as it pivots its business model to a hybrid approach with seats, subscriptions and consumption blended together.
Insight Blog
Amazon Web Services said enterprises and developers can take DeepSeek's R1 model for a spin on Amazon Bedrock via its Custom Model Import feature. IBM also said it will add DeepSeek R1 models to watsonx.ai via its Custom Foundations Model feature and Microsoft Azure made a similar move.
DeepSeek, a Chinese AI startup that has torched US AI stock valuations such as Nvidia, has released models that can perform as well as pricier foundation models for a fraction of the cost.
Insight Blog
Meta reported strong fourth quarter results, but the earnings call was much more interesting as CEO Mark Zuckerberg and CFO Susan Li riffed on custom silicon, developing Llama 4 and why building AI infrastructure matters.
The company reported fourth quarter revenue of $48.4 billion, up 21% from a year ago, with net income of $20.84 billion. For 2024, Meta raked in net income of $62.36 billion on revenue of $164.5 billion.
Insight Blog
IBM delivered better-than-expected fourth quarter results and said its generative AI business including consulting and software is now a $5 billion business, up from $3 billion in the third quarter.
The company reported fourth quarter earnings of $2.98 billion, or $3.11 a share, on revenue of $17.6 billion, up 1% from a year ago. Non-GAAP earnings were $3.92 a share, 15 cents better than Wall Street estimates.
Insight Blog