MongoDB raised its outlook for the third quarter after delivering strong second-quarter results. The earnings land after a bevy of MongoDB launches focused on generative AI workloads.
Dell's AI-optimized servers with Nvidia GPUs are selling well.
Palo Alto Networks, Crowdstrike and Zscaler are next-gen cybersecurity platforms growing rapidly. The elephant in the room: Microsoft.
The big picture here is that Salesforce will double down on Data Cloud, which will be an integration point between various clouds.
In July, Salesforce said it would raise list prices across its clouds by about 9%. Those price increases started in August and will be reflected in the third quarter.
Antonio Neri, CEO of HPE, said "demand improved sequentially across all key business segments, with particular strength in our HPC & AI segment."
The company said personal systems revenue was $8.9 billion, down 11% from a year ago.
The themes from Google Cloud at Google Cloud Next in San Francisco are use cases beyond IT, making it easier for developers to create with generative AI and large language models (LLMs) and driving usage throughout its services.
