Results

Orbits Blog
February 06, 2026

News Analysis: Yes, Software is Still Eating the World

Board Strategy
Enterprise software stocks had been drifting for months as investors quietly questioned whether the traditional SaaS model was sustainable. Then the drift turned into a snap. It...
Roy Andrew Ng
Insight News
February 05, 2026

Amazon sees $200 billion in capex ahead, AWS sales surge 24%

Data to Decisions
Amazon met fourth quarter earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projecti...
Larry Dignan
Insight News
February 04, 2026

Alphabet plots massive CapEx increase for 2026

Data to Decisions
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...
Larry Dignan
February 04, 2026

How AI Will Transform Business Models, Leadership & Growth

Data to Decisions
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...
R "Ray" Wang
February 04, 2026

Why Your AI Fails Without Data & Workflows Private

Data to Decisions
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....
R "Ray" Wang
February 04, 2026

Autonomous Security for Cloud by IBM Consulting

Digital Safety, Privacy & Cybersecurity
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 ...
Chirag Mehta
Insight News
February 03, 2026

AMD's Q4 data center, PC revenue drives results

Tech Optimization
AMD reported strong fourth quarter earnings that handily topped expectations as its data center revenue surged 39% from a year ago. ...
Larry Dignan
Insight News
February 02, 2026

Storage becomes more strategic amid AI buildout

Data to Decisions
Storage vendors are beginning to lock up long-term supply deals with customers as systems become more strategic amid the AI buildout....
Larry Dignan
Insight News
January 28, 2026

ServiceNow delivers strong Q4, expands Anthropic partnership

Data to Decisions
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...
Larry Dignan
Insight News
January 28, 2026

Seagate: Agentic AI, video to fuel storage demand spike

Data to Decisions
Seagate Technologies CEO William Mosley said on the company's second quarter earnings call that capacity for 2026 is already allocated and quot;and we expect to begin accepting ord...
Larry Dignan
Insight News
January 26, 2026

Microsoft launches Maia 200 as custom AI silicon accelerates

Data to Decisions
Microsoft launched its Maia 200 AI accelerator and said it is available in Azure. Microsoft said Maia 200 delivers 30% better performance per dollar than the latest generation of h...
Larry Dignan
Insight News
January 20, 2026

Agentic AI experiences will determine enterprise winners

Data to Decisions
Agentic AI to date has revolved around architecture, standards, use cases, process automation and productivity, but customer experiences and visions of reinventing categories are m...
Larry Dignan
Insight News
January 20, 2026

ServiceNow expands OpenAI partnership

Data to Decisions
ServiceNow said that it has expanded its multi-year partnership with OpenAI in a move that will revolve around computer-use automation, expanded AI tools and workflows using techno...
Larry Dignan
Insight News
January 20, 2026

OpenAI’s 2026 focus on practical AI points to enterprise

Data to Decisions
OpenAI has $20 billion in annual recurring revenue, but perhaps the bigger news is that the company's 2026 focus revolves around quot;practical adoptionquot; in health, science and...
Larry Dignan
Insight News
January 09, 2026

OpenAI doubles down on health, targets providers and patients

Data to Decisions
OpenAI is planning on being a healthcare industry AI player with the launch of OpenAI for Healthcare, a HIPAA-compliant version of ChatGPT for clinicians, just days after debuting ...
Larry Dignan