R Ray Wang says Nvidia’s long-term roadmap remains compelling—but founder dependence, governance questions and export-control scrutiny could shape what comes next....
Cisco's first quarter earnings results handily topped expectations and the company raised its fiscal 2027 outlook on strong demand for networking and AI infrastructure. ...
Neocloud Nebius said it will spend $40 billion to $45 billion on capital expenditures in 2027, but argued that much of that funding will be prepayments. The company also said reven...
AI infrastructure is expanding, but the harder questions are about where capacity should live, how organizations will get value from it, and whether they can govern it effectively....
CoreWeave reported better-than-expected third quarter results and CEO Michael Intrator moved to allay concerns about funding its AI infrastructure buildout. ...
Anthropic has rounded out its Claude office suite with Claude Sheets, Whiteboards and more connectors. Combined with Claude documents, presentations and other tools and Anthropic h...
Monday.com is seeing solid growth for its collaborative work platform, has plans to move upmarket and is transitioning to more of a consumption model. But the biggest issue is that...
Google said TPU 8i Max is designed for massive context windows and high compute density per rack workloads. TPU 8tx is designed for secure and confidential inference. ...
The titles and subheads have changed...creative, data driven, storytelling, analytical...but the role has always been focused on growth. So what comes next as marketers master AI-e...
Personal AI agents like Meta's Muse and Instinct are appearing on earnings conference calls as an opportunity to be tapped. Enterprises are saying that traffic from personal AI age...
On DisrupTV, Alex Osterwalder and John Reed joined R quot;Rayquot; Wang to discuss changing business models, evidence-based innovation, and how organizations can adopt AI without s...
With Airbnb's third quarter earnings, CEO Brian Chesky made the case that the company is back into growth mode. The company put up revenue growth of 19% in the third quarter and th...
AI is testing how companies budget, deploy infrastructure, and govern technology. The next challenge is making sure investment and productivity gains translate into real organizati...
Qualcomm's fourth quarter results highlighted diversification into data center, internet of things and automotive even as its smartphone revenue sinks. ...
Palantir has hit its enterprise inflection point as its US commercial revenue topped US government revenue for the first time. The company easily topped Wall Street expectations wi...
Marvell will acquire Lumentum in a deal valued at $115 billion. The combined company will have a full AI infrastructure stack that will combine processors and optical networking an...
Enterprise leaders have gone from concerns that they aren’t moving fast enough to a more mature approach and developing AI playbooks. Constellation Research CEO R “Ray” Wang outlin...
There won't be an AI-driven crash in 2027, but a time of volatility, debt concerns and a quot;brutal sorting,quot; according to a panel of venture capitalists. ...
