Results

Insight News
February 01, 2024

AWS Q4 revenue growth 13% as Amazon's results shine

Data to Decisions
Amazon Web Services' fourth quarter revenue was $24.2 billion, up 13% from a year ago, and below the 30% and 26% growth rates put up by Microsoft Azure and Google Cloud, respective...
Larry Dignan
Insight News
January 30, 2024

AMD Q4 solid, outlook for Q1 disappoints

Tech Optimization
The chipmaker projected first quarter revenue of about $5.4 billion, give or take $300 million. Wall Street was expecting $5.7 billion. ...
Larry Dignan
Insight News
January 30, 2024

Microsoft Azure revenue growth accelerates in Q2

Data to Decisions
Microsoft said Azure delivered revenue growth of 30% in its fiscal second quarter and CEO Satya Nadella noted that moved from "talking about AI to applying AI at scale." ...
Larry Dignan
Insight News
January 25, 2024

Kaggle launches Kaggle Models

Data to Decisions
The effort also puts Kaggle in competition with Hugging Face to some degree. ...
Larry Dignan
Insight News
January 25, 2024

Privacy, data concerns abound in enterprise, says Cisco study

Data to Decisions
Enterprise concerns about the data and privacy risks with generative AI abound as 63% of organizations are putting in controls to limit exposure to the technology, according to a C...
Larry Dignan
Insight News
January 24, 2024

ServiceNow delivers strong Q4, ups 2024 outlook

Data to Decisions
ServiceNow reported better-than-expected fourth quarter results, delivered revenue growth of 26% and said it landed more than 168 deals with annual contract value topping $1 millio...
Larry Dignan
Insight News
January 17, 2024

Samsung's Galaxy S24 launch becomes showcase for Google Cloud AI

Next-Generation Customer Experience
Smartphones are increasingly about foundational models, generative AI features and the ability to leverage AI locally. The latest example is Samsung's Galaxy S24 launch, which also...
Larry Dignan
Insight News
January 16, 2024

Here's why generative AI disillusionment is brewing

Data to Decisions
When it comes to artificial intelligence and generative AI enterprises are still weighing options, trying to scale pilots and balance short-term returns and efficiency with long-te...
Larry Dignan
Analyst Blog
January 14, 2024

Monday's Musings: Trust In The Age of AI

Data to Decisions
Enter AI And The Real Fourth Industrial Revolution Running out of ideas to inspire, a false fourth industrial revolution was coined by the World Economic Forum. The move to digitization and digital transformation was a necessary half-step to the move towards AI. While some will now profess that the Fifth Industrial revolution is AI, AI is more exponential than the internet or the fake fourth industrial revolution. The dawn of the fourth industrial revolution begins with AI. This Cognitive Era will be with us for decades to come. Constellation Research has seen a projected CAGR of 19.8% in global AI IT spending from $151 billion to $490.6 billion by 2030.
R "Ray" Wang
Insight News
January 14, 2024

Themes from the healthcare data, AI, disruption front lines

Data to Decisions
With CES 2024 featuring a good dose of healthcare and wellness news and JP Morgan 42nd Annual Healthcare conference, there were plenty of items to ponder. Here are vignettes from h...
Larry Dignan
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