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Insight News
June 06, 2025

Celonis, SAP reach data access cease fire amid litigation

Data to Decisions
SAP has agreed to not interfere with Celonis' data extractor for customer data until the litigation between the two companies has been resolved. In turn, Celonis has withdrawn its ...
Larry Dignan
Insight News
June 03, 2025

HPE Q2 solid due to AI demand, hybrid cloud

Data to Decisions
Hewlett Packard Enterprise delivered better-than-expected second quarter earnings as it saw strong demand for its AI servers and hybrid cloud. ...
Larry Dignan
Insight News
May 28, 2025

Nvidia Q1 strong, continues to ride data center demand

Data to Decisions
Nvidia reported strong first quarter results as its data center demand remains strong. The company’s writedown for H20 chips designed for China was also lower than expected. ...
Larry Dignan
Insight News
May 21, 2025

Snowflake delivers strong Q1, Q2 outlook

Data to Decisions
Snowflake delivered first quarter revenue growth of 26%. The company's data platform continues to see strong demand due to AI workloads. ...
Larry Dignan
Insight News
May 20, 2025

Dell Technologies: Welcome to the disaggregated data center

Data to Decisions
According to Dell Technologies the modern data center will be disaggregated and more turnkey courtesy of software automation. Private clouds will also take architecture cues f...
Larry Dignan
Insight News
May 13, 2025

Stargate Project sites under due diligence, says SoftBank

Data to Decisions
The Stargate Project is currently eyeing as many as three sites for AI data centers and Softbank executives said due diligence is currently underway on multiple proposals. ...
Larry Dignan
Insight News
May 06, 2025

AMD’s data center sales surge in Q1

Data to Decisions
The chipmaker, which is playing catch up to Nvidia in AI infrastructure, reported first quarter earnings of $709 million, or 44 cents a share, on revenue of $7.4 billion, up 36% fr...
Larry Dignan
Insight News
April 30, 2025

A nuanced view of AI data center buildout concerns

Data to Decisions
Whether you're freaked out about hyperscalers pulling back on AI data center buildouts boils down to time frame. Are you planning for 5 months or five years? ...
Larry Dignan
Analyst Blog
April 28, 2025

Monday's Musings: Ray's Law - Intelligence Is Doubling Every 7 Months

Data to Decisions
lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;In the Artificial Intelligence world, there's Ray's Law. AI capabilities double every 7 months. At this seven month doubling rate, in two years, this will be a 1500% increase. In six years, AI intelligence capability will be 10,0000%.lt;/spangt;lt;/spangt;
R "Ray" Wang