Results

Insight News
September 25, 2025

Databricks, OpenAI form $100 million partnership

Data to Decisions
Databricks said OpenAI's foundational models will be available in the Databricks Data Intelligence Platform and Agent Bricks natively in a partnership worth $100 million. ...
Larry Dignan
Insight News
September 25, 2025

Hitachi Vantara’s Tanase on where enterprise AI is headed

Data to Decisions
Hitachi Vantara is embedding AI agents throughout its storage systems, seeing customers embrace more hybrid cloud and on-premise AI architectures and betting on AI at the edge and ...
Larry Dignan
Insight News
September 09, 2025

Google Cloud: $106 billion in RPO, says Kurian

Data to Decisions
Google Cloud CEO Thomas Kurian said the company had remaining performance obligations of $106 billion with half that sum converting to revenue in the next two years. If that RPO co...
Larry Dignan
Insight News
September 09, 2025

Why Microsoft's AI infrastructure deal with Nebius is savvy

Data to Decisions
Microsoft's $17.4 billion deal with Nebius adds AI compute capacity quickly but also ensures that it won't be left holding the physical infrastructure bag if the AI bubbl...
Larry Dignan
Insight News
September 03, 2025

HPE reports strong Q3 with Juniper Networks in the fold

Data to Decisions
HPE, reporting earnings for the first time since it closed the acquisition of Juniper Networks, delivered better-than-expected fiscal third quarter results with a fourth quarter ou...
Larry Dignan
Insight News
August 19, 2025

Databricks valued at $100 billion

Data to Decisions
Databricks said it raised more funding in a Series K round with a valuation topping $100 billion. ...
Larry Dignan
Insight News
August 19, 2025

Softbank invests $2 billion in Intel: Why?

Tech Optimization
Softbank will invest $2 billion into Intel at $23 each in a deal may be a value-oriented investment as well as a head scratcher. Perhaps the biggest question for Softbank is this: ...
Larry Dignan
Insight News
August 13, 2025

Cisco delivers strong Q4 on AI infrastructure surge

Data to Decisions
Chuck Robbins, CEO of Cisco, said "the AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target." ...
Larry Dignan
Insight News
August 12, 2025

Coreweave's Q2: Takeaways on AI training, inference demand

Data to Decisions
CoreWeave is building its AI infrastructure so it can easily switch back and forth from training to inference workloads as it works through strong demand and supply constraints. ...
Larry Dignan