Results

Insights News
August 2, 2026

Enterprise AI grows up, vendors are noticing

Data to Decisions
The era of grown-up AI is emerging as governance, architecture and model-agnostic approaches emerge. A few vendors are striving to be the grown-ups in the AI implementation room. ...
Larry Dignan
Insights News
July 30, 2026

AWS sees Q2 boom with sales growth of 37%

Data to Decisions
Amazon Web Services delivered 37% revenue growth in the second quarter amid strong demand for a $169 billion annual run rate. ...
Larry Dignan
Insights News
July 30, 2026

Apple Q3 strong courtesy of iPhone, Mac demand

Revenue & Growth Effectiveness
Apple delivered strong third quarter earnings, saw iPhone sales surge 22% and continued to benefit from forgoing heavy AI-related capital expenditures. ...
Insights News
July 29, 2026

Meta feels the AI squeeze in Q2

Data to Decisions
Meta's second quarter was mixed at best, the company's debt load surged and free cash flow tanked. ...
Larry Dignan
Analyst Blog
July 28, 2026

The CEO’s AI Dashboard, Part 7: Talent

Board Strategy
In this final installment of the CEO’s AI Dashboard series, I want to focus on the constraint that will determine how far AI can scale after the pilots, infrastructure, data, econo...
Esteban Kolsky
Insights News
July 22, 2026

IBM CEO following Q2 wipeout: We're confident in our strategy

Data to Decisions
IBM CEO Arvind Krishna moved to ensure customers and investors that the company's strategy was sound following a profit warning that spurred worries about AI infrastructure spendin...
Larry Dignan
Insights News
July 22, 2026

Anthropic to deploy AMD Helios in strategic pact

Tech Optimization
AMD said Anthropic will deploy up to 2 gigawatts of its MI450X GPUs in Helios rack systems starting in 2027 and collaborate on using Claude to optimize workloads. AMD will also inv...
Larry Dignan
Insights News
July 20, 2026

AMD launches Helios, lands Microsoft Azure deal

Tech Optimization
AMD said Microsoft will deploy its Helios rack systems, GPUs, CPUs, networking and software on Microsoft Azure in an expanded partnership. ...
Larry Dignan
Insights News
July 16, 2026

Moonshot AI launches Kimi K3

Data to Decisions
Moonshot AI released its Kimi K3 model, a 2.8T parameter large language model the company said is on par with Anthropic's Claude Opus 4.8 and OpenAI GPT-5.5. ...
Larry Dignan
Insights News
July 16, 2026

TSMC: 'Conviction in multi-year AI megatrend remains high'

Innovation & Product-led Growth
TSMC CEO C.C. Wei said the company's quot;conviction in the multi-year AI megatrend remains very highquot; and the company sees 2026 revenue growth topping 40%. ...
Larry Dignan