Microsoft Azure Q3 revenue growth checks in at 33%, investment in data center continues
Microsoft handily topped third quarter targets and said Azure delivered revenue growth of 33%.
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A nuanced view of AI data center buildout concerns
Whether you're freaked out about hyperscalers pulling back on AI data center buildouts boils down to time frame. Are you planning for 5 months or five years?
PayPal eyes agentic commerce platform, but first has to retire tech debt
PayPal has big plans for transform from a payments company to a commerce platform that can carry out buying decisions. But first, the company is going to have to retire tech debt from acquisitions and a siloed data architecture.
UiPath launches next-gen platform: 'Agents think. Robots do. People lead.'
UiPath launched the latest version of platform with a focus on "agentic automation" that encompasses AI agents, but acknowledges that technologies like robotic process automation and even people fit into automated processes.
Meta launches Llama API, Meta AI app
Meta has made a lot of headway with its open source Llama family of large language models, but with increasing competition from China's DeepSeek and Qwen models the company is ramping distribution.
Freshworks CEO Woodside on strong Q1, outlook, resilience
Freshworks delivered a strong first quarter, upped its outlook for the second quarter and year and CEO Dennis Woodside said the company is positioned well despite economic uncertainty.
RSAC 2025: AI agents dominate new security features
The AI agents are marching in on the RSA Conference as CrowdStrike launched a set of agents to its Charlotte AI platform. Google Cloud, Cisco, SentinelOne, IBM and a bevy of others made RSAC related announcements.
Palo Alto Networks acquires Protect AI, aims to secure AI ecosystems
Palo Alto Networks acquired Protect AI to expand its reach into securing AI and machine learning applications, launched Prisma AIRS to secure enterprise AI apps, agents and models and updated its Cortex securities operations platform.
Monday's Musings: Ray's Law - Intelligence Is Doubling Every 7 Months
In the Artificial Intelligence world, there's Ray's Law. AI capabilities double every 7 months. At this seven month doubling rate, in two years, this will be a 1500% increase. In six years, AI intelligence capability will be 10,0000%.
Agentic AI: Everything that’s still missing to scale
Agentic AI is entering its next phase of hype as vendor conference season unfolds. Pick an enterprise vendor and you'll hear a keynote that revolves around AI agents, but there are a lot of building blocks that still need to fall into place.
