OpenAI, a master of projections for a perfect world, has an understanding that'll it'll reach an understanding with Microsoft. What could go wrong?
Adobe reported better-than-expected third quarter earnings and raised its outlook for the rest of the fiscal year.
Box CEO Aaron Levie outlined Box Extract, Box Automate and new Box Apps features to address the day that AI agents outnumber people.
Cognizant CEO Ravi Kumar said agentic AI use cases can create a self-funding flywheel for enterprises starting with the software development cycle and moving through other processes.
Alex Franco, Chief Risk Officer and Chief Technology Officer at Jeitto, artificial intelligence and alternative data can democratize access to credit at a faster pace.
Microsoft announced a set of Copilots for sales, service and finance in a move that brings role-based assistants to Microsoft 365 Copilot.
ServiceNow launched its Zurich release of its platform with tools to build AI apps and agents more easily, attach identities to digital workers and integrate process and task mining into agentic workflows.
Hitachi Digital Services launched a library of more than 200 pre-built AI agents across industries and use cases as well as an Agent Management System that aims to provide a single pane of glass to manage multiple agentic AI platforms.
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.
Oracle's first quarter earnings and revenue fell short of expectations, but remaining performance obligations growth of 359% overshadowed the results. Free cash flow has been negative the last two quarters.
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.
Microsoft's $17.4 billion deal with Nebius adds AI compute capacity quickly but also ensures that it won't be left holding the physical infrastructure bag if the AI bubble ever bursts.
