Results

Insight News
February 06, 2025

AWS revenue up 19% in Q4, Amazon results shine

Data to Decisions
Amazon Web Services revenue growth checked in at 19% in the fourth quarter as parent Amazon handily topped estimates. Amazon's outlook, however, was mixed. ...
Larry Dignan
Insight News
February 06, 2025

Qualcomm, Arm cheer cheaper models, AI inference at the edge

Data to Decisions
CEOs from Qualcomm and Arm say that AI inferencing will increasingly happen at the edge in multiple devices as large language models become more efficient and need less compute. ...
Larry Dignan
Insight News
February 05, 2025

Uber outlines its autonomous vehicle plan

Data to Decisions
Uber addressed long-running concerns about its autonomous vehicle strategy with a plan that revolves around partnering and leveraging its data platform to manage workloads and ride...
Larry Dignan
Insight News
February 04, 2025

Google Cloud revenue up 30% in Q4, Alphabet results mixed

Data to Decisions
Google Cloud revenue in the fourth quarter were $12 billion, up 30% from a year ago, amid mixed results from parent Alphabet, which said it will spend $75 billion in capital expend...
Larry Dignan
Insight News
February 04, 2025

Palantir CTO: Engineering on DeepSeek 'is exquisite'

Data to Decisions
Palantir CTO Shyam Sankar said DeepSeek's latest models highlight how models are commoditizing and "the price of inference is dropping like a rock." ...
Larry Dignan
Insight News
January 30, 2025

Intel Q1 outlook light, Q4 better-than-expected

Tech Optimization
Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for network and...
Larry Dignan
Insight News
January 29, 2025

IBM Q4 better than expected, genAI business surges

Data to Decisions
IBM delivered better-than-expected fourth quarter results and said its generative AI business including consulting and software is now a $5 billion business, up from $3 billion in ...
Larry Dignan
Insight News
January 28, 2025

DeepSeek: What CxOs and enterprises need to know

Data to Decisions
DeepSeek has become an overnight sensation, rattled the US AI sector and may have single-handedly focused CxOs on cost of genAI. We convened a call of Constellation Research analys...
Larry Dignan