Hewlett Packard Enterprise said it has landed its first AMD Helios AI rack order in a $1.2 billion deal with Vultr. The company also raised its outlook for its networking unit. ...
CoreWeave launched CoreWeave Forge, which brings together the neocloud provider's core assets into one connected environment. The bet is that CoreWeave's specialization in AI workl...
Meta is taking another swing at the enterprise. The company launched Meta Enterprise Platform in move that will aim to replicate the success of Amazon Web Services and Google Cloud...
Enterprise AI is outgrowing the model and the chatbot. That's the thread running through Episode 139 of ConstellationTV, where the conversation keeps landing on the same question f...
Alibaba launched its Zhenwu V900, its most powerful AI chip that has three times the performance of its predecessor. Alibaba CEO Eddie Wu said the chip along with the Qwen family o...
Salesforce's Dreamforce conference kicks off this week in San Francisco and rest assured there will be plenty of innovations ranging from Agentforce, Slack and Headless 360 and a b...
Oracle's fiscal first quarter results were better than expected as cloud infrastructure demand surged, but the company had negative free cash flow of nearly $5.4 billion. ...
Hewlett Packard Enterprise CFO Marie Myers said the company cut token costs 60% with its private cloud relative to what it would have spent in the public cloud. ...
In this conversation, R “Ray” Wang and Holger Mueller unpack Oracle’s rapid pace of database innovation throughout 2026. The announcements span AI, security, availability, infrastr...
Hewlett Packard Enterprise delivered strong fiscal third quarter results as it rides AI-based servers as well as traditional data center gear. HPE projected fiscal 2026 revenue gro...
Dell Technologies reported revenue growth of 58% in the second quarter compared to a year ago and projected fiscal 2027 revenue of $192 billion, up 69% for the year. ...
Alibaba's cloud computing business delivered revenue growth for external customers of 45% in its fiscal first quarter and provided more detail about its cloud, chip design and foun...
AI infrastructure providers are increasingly talking about applications that rely on agents and data to continually improve and drive returns. Why? Enterprises, currently the thin ...
Nebius delivered second quarter revenue growth of 454% and said it could sell all of its capacity if it wanted to. But Nebius said it is landing higher prices by reserving AI infra...
SpaceX’s second quarter featured better-than-expected results and CEO Elon Musk’s big theme was that rocket science applies to multiple markets including AI. Here's a look at a few...
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. ...
