Results

Insight News
September 03, 2023

Get ready for a parade of domain specific LLMs

Data to Decisions
Generative AI and large language models (LLMs) have received plenty of buzz, but enterprises need to stay focused on how domain-specific models develop. Why? That's where the retur...
Larry Dignan
Insight News
August 31, 2023

MongoDB sees Q2 surge, ups fiscal 2024 outlook

Data to Decisions
MongoDB raised its outlook for the third quarter after delivering strong second-quarter results. The earnings land after a bevy of MongoDB launches focused on generative AI workloa...
Larry Dignan
Insight News
August 23, 2023

Snowflake Q2 better than expected

Data to Decisions
The company ended the quarter with 402 customers generating more than $1 million in revenue. ...
Larry Dignan
Insight News
August 22, 2023

VMware Cloud launches three tailored management options

Tech Optimization
At VMware Explore in Las Vegas, the company, which is in process of being acquired by Broadcom, is addressing enterprise demand for multicloud workloads. ...
Larry Dignan
Insight News
July 30, 2023

Why AWS may need a new generative AI narrative

Data to Decisions
Generative AI is a boardroom issue and Microsoft and Google Cloud appear to have the better CXO narrative relative to AWS. ...
Larry Dignan
Analyst Blog
July 30, 2023

News Analysis: Q2 2023 MATANA Stocks Still Shine

Data to Decisions
Three Factors Drive Growth In MATANA Stockslt;brgt; 1. AI Powers Valuation Growth, But Earnings Growth Keeps Momentum Going, 2. Ads Are Back For The Remaining Digital Giants, 3. Cloudy Times Ahead (For Now).
R "Ray" Wang
Insight News
July 27, 2023

Intel's Q2 better than expected, issues remain

Tech Optimization
Intel's PC chip business was down 12% in the second quarter from a year ago to $6.8 billion and its data center and AI business had revenue of $4 billion, down 15% from a year ago....
Larry Dignan