Results

Insight News
March 19, 2026

Alibaba Cloud continues to surge in Q3

Data to Decisions
Alibaba Cloud posted third quarter revenue growth of 36% driven by AI demand. The company's traction with its Qwen family of models also remained strong....
Larry Dignan
Insight News
March 18, 2026

Nvidia GTC 2026: 8 takeaways from Huang's analyst meetings

Data to Decisions
Nvidia CEO Jensen Huang held court with financial and industry analysts this week at Nvidia GTC 2026 and riffed on tokenomics, why he wished OpenAI and Anthropic were public compan...
Larry Dignan
Insight News
March 16, 2026

Akamai Inference Cloud deploys Nvidia AI Grid

Data to Decisions
Nvidia GTC 2026 is turning out to be a bit of a coming-out party for Akamai's Inference Cloud. Akamai's Inference Cloud is the first global implementation of Nvidia AI Grid, which ...
Larry Dignan
Insight News
March 12, 2026

Google Cloud with Wiz eye multi-cloud, multi-model security

Digital Safety, Privacy & Cybersecurity
Google has closed its $32 billion purchase of Wiz, which will be part of Google Cloud's security portfolio. The plan going forward is for Google Cloud and Wiz to remain multi-cloud...
Larry Dignan
Insight News
March 11, 2026

AWS lays out multicloud plans for Security Hub

Digital Safety, Privacy & Cybersecurity
Amazon Web Services is expanding Security Hub to multicloud environments in a move that highlights how hyperscalers are increasingly going beyond their platforms. ...
Larry Dignan
Insight News
March 05, 2026

Nvidia's Huang: All software will be agentic

Data to Decisions
Nvidia CEO Jensen Huang said the SaaS vs. agentic AI storyline doesn't make a lot of sense. Why? All software will become agentic. ...
Larry Dignan
Insight News
March 04, 2026

Broadcom AI revenue surges in fiscal first quarter

Tech Optimization
Semiconductor revenue in the quarter was $12.51 billion, or 65% of revenue. The infrastructure software unit, led by VMware, had revenue of $6.8 billion, up 1% from a year ago. ...
Larry Dignan
Insight News
February 23, 2026

Pure Storage becomes Everpure, buys 1touch

Data to Decisions
Pure Storage said it is changing its name to Everpure and acquiring 1touch, a data intelligence and orchestration company....
Larry Dignan
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