AWS launched new Graviton5 based instances with 192 core per chip and a 5x larger cache as the company continues its custom processor cadence.
HPE's results were mixed by product line. For instance server revenue was down 5% to $4.5 billion. Networking revenue, boosted by the acquisition of Juniper Networks, was $2.8 billion, up 150% from a year ago. Hybrid cloud revenue was $1.2 billion, down 12% from a year ago.
Salesforce reported better-than-expected third quarter results, said it has reached 9,500 paid deals for Agentforce and upped its outlook for the fiscal year.
Snowflake expanded its partnership with Anthropic to cover joint sales efforts and model integration with Snowflake Intelligence, detailed AWS Marketplace growth and teamed up with Accenture on enterprise AI deployments. The company also reported strong third quarter results.
Amazon Connect is the lead for AWS when it comes to taking a bunch of building blocks and "primitives" and compiling them for enterprise use cases. Amazon Connect isn't about being a contact center application as much as it is addressing customer-facing use cases starting with service.
AWS CEO Matt Garman said Trainium 3 early demand is strong, the company's hardware ambitions revolve around providing cloud services and enterprises are seeing strong returns amid AI bubble talk.
Dr. Swami Sivasubramanian, Vice President of Agentic AI, made the case that AWS' suite of AI tools is best suited for wrangling AI agents and customizing models to deliver business outcomes.
CrowdStrike reported strong third quarter results as the company continued to land security wallet share with revenue growth of 22%.
Amazon's Kiro, Amazon Web Services' next-gen AI developer platform, is launching in preview for individual users with an autonomous agent for each developer, integration with GitHub and issue assignments.
Amazon Web Services is adding AI agent policy and evaluation features to Amazon Bedrock AgentCore in a move that aims to solve the big issues that keep enterprises from moving from proof of concept to production.
With Amazon Nova Forge, AWS is looking to deliver real enterprise outcomes. The reality has been that off-the-shelf foundational models are inaccurate in many enterprise use cases. When enterprises build on top of open source models, results can degrade as more data is added.
Amazon Web Services launched AWS AI Factories, said Trainium 3 was generally available and outlined plans for Trainium 4.
