Palantir Q1 commercial momentum continues to run, ups 2025 outlook
Palantir continues to land US commercial accounts as it raised its outlook for the second quarter and 2025.
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Cognizant's Q1 shines as clients eye AI productivity gains
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.
Meta ups its 2025 spending on AI, data centers
Meta raised its 2025 capital expenditure outlook to $64 billion to $72 billion to support its AI buildout and "expected cost of infrastructure hardware."
Microsoft Azure Q3 revenue growth checks in at 33%, investment in data center continues
Microsoft handily topped third quarter targets and said Azure delivered revenue growth of 33%.
A nuanced view of AI data center buildout concerns
Whether you're freaked out about hyperscalers pulling back on AI data center buildouts boils down to time frame. Are you planning for 5 months or five years?
PayPal eyes agentic commerce platform, but first has to retire tech debt
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.
Meta launches Llama API, Meta AI app
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.
Monday's Musings: Ray's Law - Intelligence Is Doubling Every 7 Months
In the Artificial Intelligence world, there's Ray's Law. AI capabilities double every 7 months. At this seven month doubling rate, in two years, this will be a 1500% increase. In six years, AI intelligence capability will be 10,0000%.
SAP Q1 solid amid uncertainty
SAP in the first quarter delivered cloud revenue growth of 27% from a year ago with total revenue growth of 12%.
