Results

Insight News
March 28, 2025

CoreWeave's IPO: What you need to know

Data to Decisions
CoreWeave filed to go public and it's unclear whether the company's debut on the stock market will be a signal of an AI infrastructure top or just a milepost on a multi-year buildo...
Larry Dignan
Insight News
March 16, 2025

AI? Whatever. It's all about the first party data

Data to Decisions
Enterprises are taking their own secret sauce--first party data--and combining it with AI models. The early results are promising, but you're also going to see mergers that are dri...
Larry Dignan
Insight News
March 12, 2025

Intel names Tan CEO

Tech Optimization
Intel has its new CEO. Lip-Bu Tan, formerly CEO of Cadence Design Systems, will take over as CEO, effective March 18. ...
Larry Dignan
Insight News
February 27, 2025

Dell Q4 powered by AI servers

Data to Decisions
Dell Technologies delivered better-than-expected fourth quarter earnings as it continues to see strong demand for AI servers. Shipments for AI servers will hit $15 billion in fisca...
Larry Dignan
Insight News
February 06, 2025

AWS revenue up 19% in Q4, Amazon results shine

Data to Decisions
Amazon Web Services revenue growth checked in at 19% in the fourth quarter as parent Amazon handily topped estimates. Amazon's outlook, however, was mixed. ...
Larry Dignan
Insight News
February 04, 2025

AMD data center business continues to shine in Q4

Data to Decisions
AMD reported better-than-expected fourth quarter results as its data center revenue was $3.9 billion, up 69% from a year ago doing to its GPU and server chip demand. ...
Larry Dignan
Insight News
January 30, 2025

Intel Q1 outlook light, Q4 better-than-expected

Tech Optimization
Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for network and...
Larry Dignan
Insight News
January 30, 2025

Oracle scales Oracle Database@Google Cloud

Data to Decisions
According to the companies, Oracle Database@Google Cloud will add more regions over the next 12 months. ...
Larry Dignan
Insight News
January 30, 2025

DOJ sues to thwart HPE's acquisition of Juniper Networks

Tech Optimization
The Department of Justice sued to block Hewlett Packard Enterprise's planned acquisition of Juniper arguing that the combination will hamper competition in the enterprise wireless ...
Larry Dignan
Insight News
December 05, 2024

HPE Q4 strong as server revenue surges due to AI

Data to Decisions
HPE reported better-than-expected fourth quarter results as server revenue surged due to AI demand. HPE also said that it expects its acquisition of Juniper Networks to close in ea...
Larry Dignan
Insight News
December 03, 2024

AWS revamps S3, databases with eye on AI, analytics workloads

Data to Decisions
AWS outlined a series of improvements to its S3 service to manage metadata automatically, leverage Apache Iceberg tables and optimize for analytics workloads with Amazon S3 Tables....
Larry Dignan
Insight News
December 02, 2024

Intel CEO Gelsinger out: 5 looming questions ahead

Data to Decisions
It's unclear who will be the new CEO of Intel, but one thing is certain--there will be a lot of work ahead. Here's a look at some of the big questions the new Intel leader will hav...
Larry Dignan