Results

Insight News
June 04, 2024

HPE delivers fiscal Q2, joins AI server sales parade

Tech Optimization
Last quarter, HPE took its lumps over supply chain issues that hampered its AI server sales. In the second quarter, AI systems revenue more than doubled sequentially. ...
Larry Dignan
Insight News
June 02, 2024

GenAI boom eludes enterprise software...for now

Data to Decisions
The great generative AI boom for enterprise software isn't happening yet as sales cycle grow longer due to platform bets, macroeconomic conditions and cost of capital crimping budg...
Larry Dignan
Insight News
May 30, 2024

MongoDB cuts second quarter outlook

Data to Decisions
MongoDB cut its second quarter and fiscal 2025 outlook as the company said it saw slower than expected demand for Atlas consumption and new workloads. ...
Larry Dignan
Insight News
May 26, 2024

The real reason Windows AI PCs will be interesting

Data to Decisions
Microsoft and its merry band of PC makers launched AI PCs at scale. The launch of Copilot+ PCs, ahead of Microsoft Build 2024, was notable for a host of reasons once you get past h...
Larry Dignan
Insight News
May 23, 2024

Intuit sees 'green shoots' from its generative AI strategy

Data to Decisions
Intuit CEO Sasan Goodarzi said generative AI is increasing the company's total addressable market as TurboTax users flocked to its data, AI and virtual expert platform. ...
Larry Dignan
Insight News
May 20, 2024

Dell Technologies goes all-in on AI factories

Data to Decisions
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts. ...
Larry Dignan
Insight News
May 08, 2024

SAP, IBM Consulting pair up on process transformation, genAI

Data to Decisions
The "Value Generation" partnership will focus on generative AI and industry cloud applications. SAP is trying to migrate its customer base to the cloud and S4/HANA via its RISE wit...
Larry Dignan
Insight News
May 07, 2024

Apple launches M4 ahead of what's likely to be AI-heavy WWDC

Future of Work
Apple launched new iPads, but its latest M4 processor stole the show. The M4, and a heavy dose of AI talk, represented the latest effort by Apple to show that it won't be a generat...
Larry Dignan