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Insight News
May 20, 2024

Dell Technologies goes all-in on AI factories

Data to Decisions
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts. ...
Larry Dignan
Insight News
May 08, 2024

SAP, IBM Consulting pair up on process transformation, genAI

Data to Decisions
The "Value Generation" partnership will focus on generative AI and industry cloud applications. SAP is trying to migrate its customer base to the cloud and S4/HANA via its RISE wit...
Larry Dignan
Insight News
May 07, 2024

Apple launches M4 ahead of what's likely to be AI-heavy WWDC

Future of Work
Apple launched new iPads, but its latest M4 processor stole the show. The M4, and a heavy dose of AI talk, represented the latest effort by Apple to show that it won't be a generat...
Larry Dignan
Insight News
May 06, 2024

Palantir US commercial revenue up 40% in Q1

Data to Decisions
Palantir continued to gain enterprise customers in the first quarter as it delivered first quarter earnings in line with expectations. Commercial revenue was up 40% in the US from ...
Larry Dignan
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:
R "Ray" Wang
Insight News
May 05, 2024

Generative AI spending will move beyond the IT budget

Data to Decisions
Generative AI will drive IT budgets, but the spending is likely to be spread around a bevy of business units too. The more likely outcome is that generative AI spending for project...
Larry Dignan
Insight News
May 01, 2024

Anthropic launches Claude Team plan, iOS app

Data to Decisions
Anthropic said it will launch a Team plan and iOS app for its Claude large language model for $30 a month with a minimum of five seats. ...
Larry Dignan
Insight News
April 30, 2024

Amazon Q generally available with new pricing plans

Data to Decisions
The headliners for Amazon Q are Amazon Q Developer, a coding assistant, Amazon Q Business, designed to make employees more productive, and Amazon Q Apps, which are part of Amazon Q...
Larry Dignan
Insight News
April 29, 2024

Snapchat gets boost from lower cloud infrastructure costs

Data to Decisions
Snapchat made a bet on using machine learning and AI to improve its advertising platform, increase content engagement and ultimately revenue growth. If it could optimize its infras...
Larry Dignan
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