Results

Insight News
May 29, 2026

PCs and workstations get their AI inference moment

Data to Decisions
AI PCs and workstations are starting to have their AI inference moment with HP, Dell Technologies and Lenovo all seeing strong demand. Simply put, edge devices are starting to matt...
Larry Dignan
Insight News
May 28, 2026

CEO confidence tanks in Q2, but capex plans steady

Board Strategy
CEO confidence tanked in the second quarter amid the Iran war, inflation and weaker economic conditions, according to The Conference Board. ...
Larry Dignan
Insight News
May 27, 2026

Salesforce delivers strong Q1, ups outlook

Data to Decisions
Salesforce reported better-than-expected first quarter results and raised its outlook. The company said its AI and data annual recurring revenue in the quarter was $3.4 billion. ...
Larry Dignan
Insight News
May 24, 2026

Retailers double down on AI, see productivity and growth ahead

Next-Generation Customer Experience
Retailers are facing uneven consumer demand, customers stretching budgets and inflation that's hitting margins. The one common theme is that retailers are betting technology and AI...
Larry Dignan
Insight News
May 22, 2026

Lenovo's hybrid AI pitch: Optimize your token economics

Data to Decisions
Lenovo's fourth quarter results included the usual complement of better-than-expected results, traction in servers, PCs, storage and even smartphones. But tokens were mentioned rep...
Larry Dignan
Insight News
May 19, 2026

Confluent adds Agent Skills, automated data privacy

Data to Decisions
Confluent announced additions to Confluent Cloud and Confluent Intelligence designed to add real-time data and context into AI applications. ...
Larry Dignan
Analyst Blog
May 18, 2026

Monday's Musings: Future of ERP In An AI Age

Board Strategy
Modernization of ERP Moves Beyond Just Agents While all the buzz in AI is focused on agentic ERP, one can’t just slap on an agent to the core system and expect it to smoothly de...
R "Ray" Wang
May 18, 2026

How Conversational AI is Transforming Db2 Management

Data to Decisions
IBM is making a serious move in the database management space with Genius Hub, a new AI-powered product built specifically for Db2 DBAs, and the timing could not be more relevant....
Holger Mueller
DisrupTV
May 15, 2026

The Human Edge in an Age of Agentic AI | DisrupTV Ep. 439

Future of Work
As agentic AI reshapes work, decision-making, and governance, the real differentiator may not be artificial intelligence at all — but human judgment, accountability, and the abilit...
R "Ray" Wang
Elle DeRosa