Results

Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
lt;pgt;New Chips, New Business Models Ahead In Accelerated Computinglt;/pgt; lt;pgt;Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,00...
R "Ray" Wang
Insight News
March 13, 2024

Microsoft's Copilot for Security will go for $4 an hour

Digital Safety, Privacy & Cybersecurity
Microsoft launched Copilot for Security, but the most interesting item is the software giant's monetization model. Copilot will go for $4 an hour in a pricing model that positions ...
Larry Dignan
Insight News
March 13, 2024

Zendesk acquires Ultimate, builds out AI agent platform

Next-Generation Customer Experience
With the purchase of Ultimate, Zendesk said it will quot;offer AI agents with enhanced intelligence that are not just reactive, but proactive problem solvers.quot; ...
Larry Dignan
Insight News
March 11, 2024

Oracle's Q3 IaaS revenue up 49%

Data to Decisions
quot;We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—despite ...
Larry Dignan
Insight News
March 06, 2024

C3 AI highlights C3 AI Vision, roadmap ahead

Data to Decisions
C3 AI outlined its product roadmap for the rest of the year and C3 AI Vision, which will provide spatial representations via data points. C3 AI Vision will cover a bevy of use case...
Larry Dignan
Insight News
March 05, 2024

ServiceNow CFO outlines method to Pro Plus SKU pricing

Data to Decisions
ServiceNow CFO Gina Mastantuono said the company's new generative AI SKUs, Pro Plus, is seeing rapid adoption, but it will take time to move the revenue needle. She also provided i...
Larry Dignan
Insight News
February 29, 2024

HPE Q1 server revenue falls 23% in mixed quarter

Tech Optimization
Hewlett Packard Enterprise posted a mixed first quarter where sales fell short of expectations due to what CFO Marie Myers said were quot;challenges brought by the softening of the...
Larry Dignan
Insight News
February 29, 2024

Oracle adds generative AI features to Autonomous Database

Data to Decisions
Oracle continued to build out its generative AI tools for its Autonomous Database with conversational AI, a broad set of large language models, new analytics for knowledge graphs, ...
Larry Dignan