Results

Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
Potential Nine Straight Quarters Of Beat With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the SP. Th
R "Ray" Wang
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
Insight News
August 19, 2025

Databricks valued at $100 billion

Data to Decisions
Databricks said it raised more funding in a Series K round with a valuation topping $100 billion. ...
Larry Dignan
Insight News
August 19, 2025

Softbank invests $2 billion in Intel: Why?

Tech Optimization
Softbank will invest $2 billion into Intel at $23 each in a deal may be a value-oriented investment as well as a head scratcher. Perhaps the biggest question for Softbank is this: ...
Larry Dignan
Insight News
August 14, 2025

Cohere raises $500 million, hires Chief AI Officer, CFO

Data to Decisions
The funding lands as Cohere North, an agentic AI platform, scales up. The funding round was led by Radical Ventures and Inovia Capital with participation from existing investo...
Larry Dignan
Insight News
August 13, 2025

Cisco delivers strong Q4 on AI infrastructure surge

Data to Decisions
Chuck Robbins, CEO of Cisco, said "the AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target." ...
Larry Dignan
Insight News
August 12, 2025

Coreweave's Q2: Takeaways on AI training, inference demand

Data to Decisions
CoreWeave is building its AI infrastructure so it can easily switch back and forth from training to inference workloads as it works through strong demand and supply constraints. ...
Larry Dignan
Insight News
August 07, 2025

OpenAI launches GPT-5, a system of models

Data to Decisions
OpenAI launched GPT-5, a system of models that are the company's most advanced with the promise of advanced reasoning, coding abilities and agentic features. ...
Larry Dignan
Insight News
August 06, 2025

Cohere North generally available

Data to Decisions
Cohere North, a collaborative agentic AI platform, is generally available following testing by a bevy of large enterprises. Cohere launched Cohere North in January in a move that a...
Larry Dignan
Analyst Blog
August 05, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scale lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0ptquot;gt;lt;span style=quot;text-autospace:nonequot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;lt;span style=quot;font-family:Helveticaquot;gt;Whatever gains expected from digital transformation will be blown to shreds by AI Exponentials at a logarithmic scale not seen since the advent of the internet. While at first this may sound like more AI hyperbole, the early indications for organizations who begin their journey as AI Natives by design show a tremendous advantage versus the AI Enabled who have to reduce their legacy technology, cultural, and financial debt. lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;
R "Ray" Wang
Insight News
August 05, 2025

Thomson Reuters brings agentic AI to legal workflows

Data to Decisions
Thomson Reuters launched CoCounsel Legal with Deep Research and guided workflows, an AI agent designed to answer legal questions, develop reports, draft reports and feature workflo...
Larry Dignan