The money being thrown around AI talent and infrastructure is staggering, but the return on investment may be sketchy for longer time frames. What happens if AI demand doesn't deliver triple-digit growth forever?
Grammarly built a strong business by bringing its AI writing assistant to wherever you work, but recent acquisitions of Coda and Superhuman and new capital point to much larger ambitions.
HPE's has closed the acquisition of Juniper Networks in a move that will double its networking business.
Cloudflare said it is offering a "pay per crawl" plan where web sites will automatically block AI crawlers and can charge for access. Is this the start of the data dark ages for AI?
To close the loop between insights and actions enterprises will need to double down on process intelligence and efficiency, or what Constellation Research analyst Holger Mueller calls high-fidelity (hi-fi) process management.
Just because you spend a ton of cash to create and AI super team doesn't mean it'll work. Meta makes its Meta Superintelligence Labs official.
Enterprise technology buyers are half way through 2025 and still lack the visibility to make strategic investments with longer time horizons. That said, enterprises are chasing technologies--notably artificial intelligence--to transform, become nimble and optimize so there's a cost cushion due to productivity.
Industrial AI investment is picking up for infrastructure and component vendors indicating that use cases are in the pipeline for manufacturing, automotive and other asset-heavy industries. The quarters ahead will likely see investment move up the technology stack.
HPE launched new CloudOps Software, layered AI agents throughout its hybrid cloud stack, unveiled GreenLake Intelligence and expanded its AI factory. In addition, Digital Realty said it would standardize its data center footprint on HPE.
Teradata launched Teradata AI Factory, which aims to target integrated AI systems for regulated industries.
AWS is a company that has multiple security offerings, but doesn't try to make money from them. Security isn't a business for AWS as much as it is a base layer for everything it does. Here's a look at AWS re:Inforce 2025 and my key takeaways.
Uber is expanding its AI and data services unit, Uber AI Solutions, as it looks to support labs and enterprises looking to build AI models and deploy agents.
