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 with SAP program.
ServiceNow and Microsoft are integrating their respective generative AI bots, ServiceNow Now Assist and Microsoft Copilot, respectively.
Twilio reported better-than-expected first quarter earnings, but its second quarter revenue outlook was light.
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 generative AI laggard.
ServiceNow, which launched a bevy of generative AI and automation tools across its Now Platform, is giving customers the ability to bring their own large language models (LLMs) to use in Now Assist. The company also is targeting manufacturing operations and partnered with Genesys.
Google Cloud launched Threat Intelligence, Cisco and Splunk outlined integrations and new security offerings, Palo Alto Networks outlined its AI and cybersecurity future and CrowdStrike, Fastly and a bevy of others had announcements. Akamai acquired Noname Security.
Palantir continued to gain enterprise customers in the first quarter as it delivered first quarter earnings in line with expectations. Commercial revenue was up 40% in the US from a year ago with global government revenue up 16%.
Generative AI will drive IT budgets, but the spending is likely to be spread around a bevy of business units too. The more likely outcome is that generative AI spending for projects will be spread around business units and be absorbed in the budgets that run the entire enterprise.
Apple's second quarter results were better-than-expected, but revenue fell 4% from a year ago. The company said it plans to buy back an additional $110 billion in shares.
CrowdStrike and Amazon Web Services expanded a partnership where Amazon will standardize on CrowdStrike's Falcon platform and CrowdStrike will expand usage of Amazon Bedrock and SageMaker.
MongoDB launched new Atlas features and integrations with Microsoft Azure, Google Cloud and Amazon Web Services as well as an expanded partner program. The effort, announced at MongoDB.local NYC, is designed to make it easier for developers to scale MongoDB applications across clouds and edge infrastructure.
Atlassian launched Atlassian Rovo, a generative AI assistant built on Atlassian Intelligence, which will operate across the company's teamwork platform. In addition, Atlassian said it was combining Jira Software and Jira Work Management into one project management tool.
