Results

Insights
August 5, 2026

Why Multi-Model AI Is the Future of Enterprise Architecture

Data to Decisions
The race to adopt AI has pushed many organizations into rapid experimentation. New models are released almost weekly, proof-of-concept projects continue to multiply, and enterprise...
Larry Dignan
Hannah Mason
Insights News
August 4, 2026

AMD Q2 data center revenue up 107%

Tech Optimization
AMD reported better-than-expected second quarter results with data center unit revenue growth of 107% from a year ago....
Larry Dignan
Insights News
August 4, 2026

Freshworks strong Q2 highlights power of focus

Data to Decisions
Freshworks delivered better-than-expected second quarter results, turned its first profit under generally accepted accounting principles and continued to move upstream to larger en...
Larry Dignan
Analyst Blog
August 3, 2026

The CEO AI Dashboard Series: All the Posts

Board Strategy
Did you miss any of the posts over the two months they published? Cannot get enough of it and want a place where you can find them all together so you can share easily? Here you...
Esteban Kolsky
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