Cognizant CEO Ravi Kumar said the company's strategy in 2026 revolves around solving the AI velocity gap between AI infrastructure spending and business value. ...
Google Cloud's fourth quarter revenue was $17.7 billion, up 48% from a year ago, as the company saw its Gemini usage spike. Alphabet, parent company of Google, Google Cloud and You...
Live from Davos 2026 at the IBM House, Constellation Research’s Ray Wang sits down with IBM’s Neil Dhar to explore how AI is moving from proof-of-concept experiments to real, measu...
At AWS re:invent, R quot;Rayquot; Wang talks with Caroline Roche of IBM about how IBM and AWS are partnering to help enterprises move from AI experiments to real business outcomes....
How do you take projects that used to take 10 months and deliver them in 8 weeks? In this AWS re:Invent conversation, IBM’s Javier Olaizola Casin explains how IBM and AWS are helpi...
Cloud security was never meant to be manual—but for most enterprises, it still is. In this video, we explore how IBM Consulting’s Autonomous Security for Cloud (ASC), co-developed ...
The storyline that software is dead due to AI is illogical, says Nvidia CEO Jensen Huang. Anthropic plug-ins for Claude Cowork wiped out SaaS stocks, but this fallout has been buil...
Intel CEO Lip-Bu Tan said the chipmaker will make GPUs as well as CPUs and is striving to run two interdependent businesses with its foundry and product units. ...
OpenAI CEO Sam Altman said there will be fully AI companies that will emerge where software can interact with the rest of the world and create services. ...
Snowflake said that Cortex Code and Semantic View Autopilot are generally available. The company also rolled out enhancements to Snowflake Postgres....
Oracle said it will raise $45 billion to $50 billion in 2026 using a combination of debt and equity to build data centers for its cloud operations. Oracle's free cash flow has tank...
What happens after GenAI. LLM and GenAI took over in 2025, even “evolving” into Agentic AI. The problem? LLM has limited abilities, like any other single-solution model, and quickl...
Enterprise software vendors and AI players are talking up forward deployed engineers as a turbo charger that gets companies to value faster in agentic AI deployments. ...
Apple's first quarter shined amid strong iPhone revenue that was well ahead of expectations. Now the company sees too-lean inventories and the company is in quot;supply chase mode....
IBM delivered fourth quarter revenue growth of 12% as it saw strength in infrastructure courtesy of mainframes and software sales. IBM said its book of business for AI is more than...
ServiceNow reported better-than-expected fourth quarter results and expanded a partnership with Anthropic to integrate Claude models more deeply into the ServiceNow AI Platform. Se...
