Results

Insight News
September 25, 2025

Databricks, OpenAI form $100 million partnership

Data to Decisions
Databricks said OpenAI's foundational models will be available in the Databricks Data Intelligence Platform and Agent Bricks natively in a partnership worth $100 million. ...
Larry Dignan
Insight News
September 25, 2025

Hitachi Vantara’s Tanase on where enterprise AI is headed

Data to Decisions
Hitachi Vantara is embedding AI agents throughout its storage systems, seeing customers embrace more hybrid cloud and on-premise AI architectures and betting on AI at the edge and ...
Larry Dignan
Insight News
September 09, 2025

Google Cloud: $106 billion in RPO, says Kurian

Data to Decisions
Google Cloud CEO Thomas Kurian said the company had remaining performance obligations of $106 billion with half that sum converting to revenue in the next two years. If that RPO co...
Larry Dignan
Insight News
September 09, 2025

Why Microsoft's AI infrastructure deal with Nebius is savvy

Data to Decisions
Microsoft's $17.4 billion deal with Nebius adds AI compute capacity quickly but also ensures that it won't be left holding the physical infrastructure bag if the AI bubbl...
Larry Dignan
Insight News
September 03, 2025

HPE reports strong Q3 with Juniper Networks in the fold

Data to Decisions
HPE, reporting earnings for the first time since it closed the acquisition of Juniper Networks, delivered better-than-expected fiscal third quarter results with a fourth quarter ou...
Larry Dignan
Insight News
September 02, 2025

SAP expands sovereign cloud portfolio in Europe

Data to Decisions
SAP said it will invest more than €20 billion Euros in sovereign cloud efforts for European customers as it rolled out a series of offerings. ...
Larry Dignan
Insight News
August 31, 2025

Pondering the future of enterprise software

New C-Suite
Enterprise software will be reinvented with headless platforms, AI agents and enterprises that will aim to build their own systems. But a lot has to happen for enterprise software ...
Larry Dignan
Insight News
August 27, 2025

Snowflake Q2 earnings strong with revenue growth of 32%

Data to Decisions
Sridhar Ramaswamy, CEO of Snowflake, said the company is executing well and “thousands of customers are betting their business on Snowflake and more than 6,100 accounts are using S...
Larry Dignan
Insight News
August 24, 2025

Walmart expects AI efforts to drive sales growth

Innovation and Product-led Growth
Walmart's AI strategy is evolving as the company plans four "superagents" that will run across the retailer's operations, but one big theme is that CEO Doug McMillon expects revenu...
Larry Dignan
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 20, 2025

Target gets new CEO, continuity in tech, AI strategy

Data to Decisions
Target's incoming CEO Michael Fiddelke is betting that AI, technology and process optimization will return the company to growth while navigating economic uncertainty. ...
Larry Dignan