Results

Insight News
August 26, 2025

MongoDB's Q2 shines, company raises its outlook

Data to Decisions
MongoDB's second quarter was well ahead of expectations and the company raised its outlook as its platform is landing more consumption due to AI applications. ...
Larry Dignan
Insight News
August 25, 2025

Secure browsers will matter more with AI agents

Data to Decisions
Palo Alto Networks CEO Nikesh Arora said agentic AI means that enterprises will need secure browsers and the company is seeing strong demand. The company's acquisition of Talon app...
Larry Dignan
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
Potential Nine Straight Quarters Of Beat With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the SP. Th
R "Ray" Wang
Insight News
August 21, 2025

Google Cloud's Gemini for Government ups the LLM price war

Data to Decisions
Google launched Gemini for Government, an AI platform priced at less than 50 cents per US government agency for a year. For those keeping score, Google Cloud just undercut the $1 G...
Larry Dignan
Insight News
August 19, 2025

Databricks valued at $100 billion

Data to Decisions
Databricks said it raised more funding in a Series K round with a valuation topping $100 billion. ...
Larry Dignan
Insight News
August 19, 2025

Softbank invests $2 billion in Intel: Why?

Tech Optimization
Softbank will invest $2 billion into Intel at $23 each in a deal may be a value-oriented investment as well as a head scratcher. Perhaps the biggest question for Softbank is this: ...
Larry Dignan
Insight News
August 18, 2025

Palo Alto Networks delivers strong Q4, outlook

Digital Safety, Privacy, and Cybersecurity
Palo Alto Networks reported better-than-expected fourth quarter earnings and projected revenue growth of about 14% for the fiscal year ahead. ...
Larry Dignan
Insight News
August 14, 2025

Cohere raises $500 million, hires Chief AI Officer, CFO

Data to Decisions
The funding lands as Cohere North, an agentic AI platform, scales up. The funding round was led by Radical Ventures and Inovia Capital with participation from existing investo...
Larry Dignan
Insight News
August 13, 2025

Cisco delivers strong Q4 on AI infrastructure surge

Data to Decisions
Chuck Robbins, CEO of Cisco, said "the AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target." ...
Larry Dignan
Insight News
August 12, 2025

Coreweave's Q2: Takeaways on AI training, inference demand

Data to Decisions
CoreWeave is building its AI infrastructure so it can easily switch back and forth from training to inference workloads as it works through strong demand and supply constraints. ...
Larry Dignan
Insight News
August 07, 2025

OpenAI launches GPT-5, a system of models

Data to Decisions
OpenAI launched GPT-5, a system of models that are the company's most advanced with the promise of advanced reasoning, coding abilities and agentic features. ...
Larry Dignan
Insight News
August 06, 2025

Cohere North generally available

Data to Decisions
Cohere North, a collaborative agentic AI platform, is generally available following testing by a bevy of large enterprises. Cohere launched Cohere North in January in a move that a...
Larry Dignan
Subscribe to Chief Information Security Officer