Dell Technologies ups revenue outlook due to AI infrastructure
Dell Technologies raised its annual revenue growth target to 7% to 9% as it ramps its AI infrastructure business.
Five years ago, Chief Information Officers (CIOs) were on top of the world. These executives played mission-critical roles in driving multi-million dollar projects that delivered massive change. However, a global recession and the inability of CIOs to deliver on business value have tarnished their status. Today's CIOs are under pressure to deliver on requests for innovation, cost reduction, connectivity, and a growing demand for business intelligence. Just as previous technology and business shifts have changed the role of the CIO, the new, more consumer-oriented business models of the social revolution will favor a new breed of business and technology leader. These leaders will have to navigate myriad converging and disruptive technologies, align new initiatives to both business value and technology feasibility, and identify strategies to leverage existing investments to fund innovation. Constellation's research and advisory offerings arm the CIO w/ the knowledge, best practices, and strategies required to manage the four personas of the next generation CIO.
Dell Technologies raised its annual revenue growth target to 7% to 9% as it ramps its AI infrastructure business.
CoreWeave said it will acquire Monolith AI Limited, which specializes in AI for engineering in industrial and manufacturing companies.
OpenAI launched App SDK, which connects applications directly to ChatGPT, AgentKit to speed up AI agent development, ChatKit to bring OpenAI to apps and websites, the general availability of Codex, and said ChatGPT-5 Pro and a smaller voice model is available in the API.
OpenAI just made AMD a viable counterweight to Nvidia for GPUs. OpenAI said it has inked a 6 gigawatt deal with AMD to provide AMD Instinct GPUs for its AI buildout. The enterprise could use some AI competition.
Constellation Research’s AI Forum in Washington DC featured 19 sessions, AI thought leaders and practitioners and a community drinking from a firehose. Here’s a look at the takeaways.
Explore how George J. Chanos, Brian Vellmure, and Laura Hamill, PhD, discuss the "Millennial Samurai" mindset, AI disruption, and why culture still drives organizational success.
OpenAI is eyeing software as a service as it aims to build applications around ChatGPT and has to be a software-as-a-service disruptor to justify at least some part of its valuation. Enterprises should take note of OpenAI's potential role, but keep perspective.
When Abrigo, which provides compliance, credit risk, and lending software for financial institutions, launched a series of new capabilities to its Abrigo AI suite in September this year, the effort was more than a product launch. The additions were the payoff in product velocity as a result of a broader cloud and data transformation.
Snowflake launched Snowflake Cortex AI for Financial Services, a suite designed to connect AI models to financial data, apps and data via model context protocol (MCP).
UiPath expanded its UiPath Platform, which is aimed at agentic AI automation and orchestration, and lined up a bevy of partners including OpenAI, Google, Microsoft, Nvidia and Snowflake as it solidified its integration strategy.
Sunil Karkera, Founder Soul of the Machine, is leveraging agentic AI to outpace much larger companies. "We solve boring problems and it's exciting," said Karkera.
Peter Danenberg is a senior software engineer at Google's DeepMind, leads rapid prototyping for Gemini and has to think through more than a few big ideas. Here's a look.