With Amazon Nova Forge, AWS is looking to deliver real enterprise outcomes. The reality has been that off-the-shelf foundational models are inaccurate in many enterprise use cases. When enterprises build on top of open source models, results can degrade as more data is added.
Amazon Web Services launched AWS AI Factories, said Trainium 3 was generally available and outlined plans for Trainium 4.
MongoDB revenue surged in the third quarter courtesy of 30% revenue growth in its Atlas platform.
Warby Parker is entering its third act that will be powered by AI on two fronts: Productivity and revenue growth. Neil Blumenthal, President and Co-CEO, said on the company's third quarter earnings call that the eyeglass retailer's next act will be "defined by innovation through AI."
AI PCs are supposed to be seeing an upgrade boom, but the revolution is still on the runway.
CxOs are cautiously optimistic about their AI and automation efforts, but do need to move beyond proofs of concepts into production.
Workday is rounding out its AI strategy, building out its platform with multiple tuck-in acquisitions and looking to become an AI agent player because it can leverage its unified HR and finance data.
Dell Technologies saw record AI server orders in the third quarter and raised its fiscal 2026 AI shipment guidance to $25 billion, up 150% from a year ago.
Alibaba's cloud revenue in the second quarter surged 34% driven by AI workloads. Alibaba's cloud revenue is on an annual revenue run rate is more than $22 billion.
Zoom reported better-than-expected third quarter results as the company gained wallet share and grew the number of customers contributing more than $100,000 in trailing 12 month revenue.
Large language models are at an interesting juncture. LLM breakthroughs have slowed and there are questions about whether they will lead to artificial general intelligence. Coupled with concerns about an AI infrastructure bubble LLMs are going to be closely watched--especially since they're the key ingredient of agentic AI.
Nvidia CEO Jensen Huang said, "Blackwell sales are off the charts, and cloud GPUs are sold out" and that the "AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries."
