HPE to acquire Juniper Networks for $14B: What it means
HPE said the Juniper Networks will strengthen its networking business and complement its edge-to-cloud strategy.
HPE said the Juniper Networks will strengthen its networking business and complement its edge-to-cloud strategy.
C3.ai has largely transitioned to a consumption-based revenue model and is signing up generative AI customers at a rapid clip. Can it convert pilots to production deals quickly?
Nadella, speaking at Microsoft's Ignite 2023 conference, said the company wants to "bring the best selection of open-source models to Azure and do so responsibly."
Wayfair saw breakneck growth three years ago and an ensuing hangover that required a focus on operating margins and execution, but a technology transformation has the company thinking big again.
I'm willing to bet that in a year, we'll be talking about distributed compute for model training and more workloads on edge devices ranging from servers to PCs to even smartphones.
The upcoming parity point between commercial revenue and Palantir's core government business is worth watching.
Amazon said the AWS business continues to stabilize. AWS remains Amazon's lead cash cow.
Arvind Krishna, CEO of IBM, said the company was seeing clients adopt its watsonx AI and data platform. That adoption is also generating consulting revenue.
Ray Wang says: "We don't have enough data to make AI work. Billions of dollars will be wasted on AI implementation without a data strategy."
HPE CEO Antonio Neri and interim CFO Jeremy Cox provided noted the company can expand its total addressable market by almost $100 billion over the next four years due to AI use cases.
Tesla is sacrificing operating margins for market share with its electric vehicles and that reality is making it look like just another car maker. But the big picture looks more innovative.