Results

Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
New Chips, New Business Models Ahead In Accelerated Computing Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose. The key things to look for in the keynote:
R "Ray" Wang
Insight News
March 13, 2024

Zendesk acquires Ultimate, builds out AI agent platform

Next-Generation Customer Experience
With the purchase of Ultimate, Zendesk said it will "offer AI agents with enhanced intelligence that are not just reactive, but proactive problem solvers." ...
Larry Dignan
Insight News
March 11, 2024

Oracle's Q3 IaaS revenue up 49%

Data to Decisions
"We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—despite the ...
Larry Dignan
Insight News
February 29, 2024

HPE Q1 server revenue falls 23% in mixed quarter

Tech Optimization
Hewlett Packard Enterprise posted a mixed first quarter where sales fell short of expectations due to what CFO Marie Myers said were "challenges brought by the softening of the net...
Larry Dignan
Analyst Blog
February 29, 2024

News Analysis: Finance In The Age Of AI - Microsoft Copilot for Finance

Data to Decisions
The Leap Year Brings A New Copilot - Finance Microsoft announced the public preview of Copilot for Finance. With tools such as Copilot, the user experience begins and ends with generative AI. In conversations with Vice President of Business Applications Engineering - Charles Lamanna, Corporate Vice President of Business Applications Marketing - Emily He, Vice President of AI-led ERP Engineering - Georg Glantshnig, users can now apply geneative AI across departments such as sales, service, finance, and IT with Copilot for M365, Copilot for Sales, Copilot for Service, Copilot for Finance, and Copilot Studio.
R "Ray" Wang
Insight News
February 26, 2024

Workday to buy HiredScore amid mixed Q4

Data to Decisions
Carl Eschenbach, CEO of Workday, said the company saw "continued momentum with full platform customer wins and expansions within our base." ...
Larry Dignan
Insight News
February 20, 2024

Hitachi Vantara names HPE alum CTO

Tech Optimization
Hitachi Vantara named Ayman Abouelwafa as its new chief technology officer as it continues to build out its executive team. ...
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