Results

Insight News
February 11, 2026

Teradata's hybrid approach to AI agents starting to resonate

Data to Decisions
Teradata showed continued progress with its better-than-expected fourth quarter earnings report, but the biggest takeaway may be how the company is navigating on-premise AI and the...
Larry Dignan
Insight News
February 10, 2026

Observability stands out in enterprise software wreckage

Data to Decisions
Observability companies, initially thrown out with the SaaS bath water, still matter given strong earnings results from Datadog and Dynatrace. The upshot: AI workloads are only bec...
Larry Dignan
Insight News
February 09, 2026

Workday: Eschenbach out as CEO, Bhusri in

Data to Decisions
Workday said Co-Founder Aneel Bhusri will as CEO as Carl Eschenbach stepped down. Workday affirmed its outlook....
Larry Dignan
Insight News
February 05, 2026

Amazon sees $200 billion in capex ahead, AWS sales surge 24%

Data to Decisions
Amazon met fourth quarter earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projecti...
Larry Dignan
Insight News
February 05, 2026

Cognizant aims to solve "AI velocity gap"

Data to Decisions
Cognizant CEO Ravi Kumar said the company's strategy in 2026 revolves around solving the AI velocity gap between AI infrastructure spending and business value. ...
Larry Dignan
Insight News
February 04, 2026

Alphabet plots massive CapEx increase for 2026

Data to Decisions
Google Cloud's fourth quarter revenue was $17.7 billion, up 48% from a year ago, as the company saw its Gemini usage spike. Alphabet, parent company of Google, Google Cloud and You...
Larry Dignan
February 04, 2026

How AI Will Transform Business Models, Leadership & Growth

Data to Decisions
Live from Davos 2026 at the IBM House, Constellation Research’s Ray Wang sits down with IBM’s Neil Dhar to explore how AI is moving from proof-of-concept experiments to real, measu...
R "Ray" Wang
February 04, 2026

Why Your AI Fails Without Data & Workflows Private

Data to Decisions
At AWS re:invent, R quot;Rayquot; Wang talks with Caroline Roche of IBM about how IBM and AWS are partnering to help enterprises move from AI experiments to real business outcomes....
R "Ray" Wang
February 04, 2026

Autonomous Security for Cloud by IBM Consulting

Digital Safety, Privacy & Cybersecurity
Cloud security was never meant to be manual—but for most enterprises, it still is. In this video, we explore how IBM Consulting’s Autonomous Security for Cloud (ASC), co-developed ...
Chirag Mehta
Insight News
February 03, 2026

AMD's Q4 data center, PC revenue drives results

Tech Optimization
AMD reported strong fourth quarter earnings that handily topped expectations as its data center revenue surged 39% from a year ago. ...
Larry Dignan
Insight News
February 03, 2026

Intel to make GPUs; CEO Tan riffs on AI adoption

Data to Decisions
Intel CEO Lip-Bu Tan said the chipmaker will make GPUs as well as CPUs and is striving to run two interdependent businesses with its foundry and product units. ...
Larry Dignan
Insight News
February 03, 2026

Snowflake: Cortex Code, Semantic View Autopilot GA

Data to Decisions
Snowflake said that Cortex Code and Semantic View Autopilot are generally available. The company also rolled out enhancements to Snowflake Postgres....
Larry Dignan
Insight News
February 02, 2026

Storage becomes more strategic amid AI buildout

Data to Decisions
Storage vendors are beginning to lock up long-term supply deals with customers as systems become more strategic amid the AI buildout....
Larry Dignan