Results

Insight News
March 11, 2024

Oracle's Q3 IaaS revenue up 49%

Data to Decisions
quot;We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—despite ...
Larry Dignan
Insight News
February 26, 2024

Workday to buy HiredScore amid mixed Q4

Data to Decisions
Carl Eschenbach, CEO of Workday, said the company saw quot;continued momentum with full platform customer wins and expansions within our base.quot; ...
Larry Dignan
Insight News
February 18, 2024

Nvidia's uncanny knack for staying ahead

Data to Decisions
Nvidia's ability to stay ahead of the curve is fascinating. Nvidia has dominated generative AI with GPUs that until recently were the only game in town for accelerated computing, b...
Larry Dignan
Insight News
February 07, 2024

Uber Q4 strong, eyes platform expansion

Data to Decisions
Uber reported strong fourth quarter results as it capped a year focused on profitable growth and CEO Dara Khosrowshahi said the company in 2024 will quot;use our data advantage to ...
Larry Dignan
Insight News
February 05, 2024

Palantir posts strong Q4, sees enterprise traction in US

Data to Decisions
For 2024, Palantir is projecting revenue between $2.65 billion and $2.67 billion with net income each quarter of the year. US commercial revenue is expected to grow at least 40% in...
Larry Dignan
Insight News
February 04, 2024

General Motors needs to fix its software issues quickly

Next-Generation Customer Experience
General Motors has software development problems, and the company is facing a brand risk unless it can get its code, user experience and delivery right. ...
Larry Dignan
Insight News
January 17, 2024

Samsung's Galaxy S24 launch becomes showcase for Google Cloud AI

Next-Generation Customer Experience
Smartphones are increasingly about foundational models, generative AI features and the ability to leverage AI locally. The latest example is Samsung's Galaxy S24 launch, which also...
Larry Dignan
Analyst Blog
January 14, 2024

Monday's Musings: Trust In The Age of AI

Data to Decisions
lt;pgt;Enter AI And The Real Fourth Industrial Revolutionlt;/pgt; lt;pgt;Running out of ideas to inspire, a false fourth industrial revolution was coined by the World Economic F...
R "Ray" Wang
Insight News
January 14, 2024

Themes from the healthcare data, AI, disruption front lines

Data to Decisions
With CES 2024 featuring a good dose of healthcare and wellness news and JP Morgan 42nd Annual Healthcare conference, there were plenty of items to ponder. Here are vignettes from h...
Larry Dignan
Analyst Blog
January 13, 2024

Event Report: Rebuilding Trust - The 2024 Davos Agenda

Data to Decisions
lt;pgt;The World Economic Forum's Four Themes Seek To Rebuild Trustlt;/pgt; lt;pgt;The 54th annual convening at Davos brings 2700 delegates from over 130 countries to officially...
R "Ray" Wang