Dell Technologies became a key distributor of VMware via converged infrastructure including VxRail, VMware Cloud Foundation on VxRail and vSAN Ready Nodes.
The chipmaker projected first quarter revenue of about $5.4 billion, give or take $300 million. Wall Street was expecting $5.7 billion.
Microsoft said Azure delivered revenue growth of 30% in its fiscal second quarter and CEO Satya Nadella noted that moved from "talking about AI to applying AI at scale."
Google Cloud delivered fourth quarter operating income of $864 million on revenue of $9.2 billion, up from $7.3 billion a year ago. Wall Street was expecting Google Cloud revenue of $8.94 billion.
Zoom, Microsoft Teams and Cisco Webex are likely to highlight collaboration experiments in spatial computing and potentially lay the groundwork for the future of hybrid work.
The company, which is benefiting from the generative AI workload boom, reported revenue of $3.66 billion, up from $1.8 billion a year ago.
Customer satisfaction scores are high across multiple industries, according to the American Customer Satisfaction Index (ACSI). When every company has great satisfaction the financial returns are muted.
Constellation Research held a call with its Business Transformation 150 executives to talk shop, 2024 goals, generative AI and pressing issues such as Broadcom's purchase of VMware.
The effort also puts Kaggle in competition with Hugging Face to some degree.
Intel reported better-than-expected fourth quarter results as its PC business continues to bounce back. Intel's client computing group posted fourth quarter growth of 33% from a year ago as its data center and AI and network and edge units showed sales declines
Hugging Face will enable developers to use Google Cloud infrastructure for its services and training models.
Enterprise concerns about the data and privacy risks with generative AI abound as 63% of organizations are putting in controls to limit exposure to the technology, according to a Cisco study.
