Results

Insights News
November 9, 2026

Google launches TPU 8tx, TPU 8i Max

Tech Optimization
Google said TPU 8i Max is designed for massive context windows and high compute density per rack workloads. TPU 8tx is designed for secure and confidential inference. ...
Larry Dignan
Insights News
November 4, 2026

Qualcomm's diversification push comes into view for Q4

Tech Optimization
Qualcomm's fourth quarter results highlighted diversification into data center, internet of things and automotive even as its smartphone revenue sinks. ...
Larry Dignan
Insights News
October 28, 2026

Microsoft delivers strong Q3, Azure growth up 48%

Data to Decisions
Microsoft reported better-than-expected first quarter earnings as Microsoft Cloud revenue was $63.9 billion, up 30% from a year ago....
Larry Dignan
Insights News
October 13, 2026

Palihapitiya on AI valuations, energy, auditors

Data to Decisions
Chamath Palihapitiya, CEO of Social Captial | 8090, said AI valuations are unsustainable, enterprises need to start talking to their auditors pronto about AI agents and every compa...
Larry Dignan
Insights News
October 12, 2026

Microsoft to launch Maia 300 inference chip in 2027

Tech Optimization
Microsoft said it will launch its Azure Maia 300 in 2027 in multi-gigawatt data centers. When it scales, Microsoft's Azure Maia family of chips will be the go-to inference processo...
Larry Dignan
Insights News
October 12, 2026

Nvidia contributes rack, tray designs to OCP

Tech Optimization
Nvidia contributed architecture designs to the Open Compute Project sand announced that Meta will adopt Nvidia Spectrum-6 networking. Nvidia also announced collaborations with Goog...
Larry Dignan
Insights News
October 4, 2026

The great enterprise AI rewrite is starting

Data to Decisions
Enterprises are starting to rewrite themselves to become AI native. The efforts are just starting, but you can see the signs as a wide range of industries and companies start to re...
Larry Dignan
Insights News
October 2, 2026

McDonald’s strategy bets on AI, digital capabilities

Data to Decisions
McDonald's laid out its three year roadmap with a plan called McDonald's Next that includes a heavy dose of AI, an $8.5 billion investment in improvements and 250 basis points of r...
Larry Dignan
Insights News
October 1, 2026

Eli Lilly: Lessons from running an AI factory

Data to Decisions
Eli Lilly's AI factory is seeing strong usage running experiments at scale and the company has been able to save on token expenditures with control over its models and data. ...
Larry Dignan
Insights News
September 30, 2026

HPE lands first AMD Helios order, ups networking outlook

Tech Optimization
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. ...
Larry Dignan
Insights News
September 28, 2026

Meta launches Meta Enterprise Platform led by CJ Desai

Data to Decisions
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...
Larry Dignan
Insights News
September 13, 2026

Salesforce still has pricing work to do

Data to Decisions
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...
Larry Dignan
Insights News
September 10, 2026

Oracle Q1 strong and so is capital expenditures

Data to Decisions
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. ...
Larry Dignan