Results

Insight News
December 15, 2024

Agentic AI: Three themes to watch for 2025

Data to Decisions
Here are three things to watch in agentic AI. Like generative AI, CxOs are going to have to weigh vendor pitches against lock-in and architectural decisions to regret. ...
Larry Dignan
Insight News
December 09, 2024

MongoDB delivers strong Q3 revenue growth

Data to Decisions
CEO Dev Ittycheria said the company saw “success winning new business due to the superiority of MongoDB's developer data platform in addressing a wide variety of mission-critical u...
Larry Dignan
Insight News
December 09, 2024

C3 AI posts strong Q2, credits Azure, Google Cloud partners

Data to Decisions
C3 AI reported better-than-expected second quarter results with revenue growth of 29%. CEO Tom Siebel said the company is seeing traction with its Microsoft Azure partnership. ...
Larry Dignan
Insight News
December 09, 2024

Oracle Q2 strong, but falls short of expectations

Data to Decisions
Oracle’s second quarter was strong, but light relative to expectations. Oracle’s cloud revenue was up 24% in the second quarter from a year ago with cloud infrastructure revenue up...
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 04, 2024

AWS CEO Garman Q&A: Model choices, competition and AI's future

Data to Decisions
AWS CEO Matt Garman at re:Invent 2024 elaborated on the company's strategy to serve up foundational building blocks, Intel's future, model choices, sustainability and why storyline...
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
November 24, 2024

Nvidia CEO Jensen Huang has a dream...

Data to Decisions
Nvidia CEO Jensen Huang poked holes in all the arguments against the company during the company's third quarter conference call. Concerns about power, costs, LLMs hitting a wall an...
Larry Dignan