Amazon Web Services' revenue growth in the third quarter accelerated 20% as the unit delivered operating income of $11.4 billion on revenue of $33 billion.
Simply put, Wayfair doesn’t necessarily need a housing market recovery to thrive. On the earnings call, Wayfair CTO Fiona Tan, a BT150 member, laid out the company's AI plans.
Bill McDermott, CEO of ServiceNow, said the company was in an elite club and that "enterprise AI was a great neighborhood to be in." McDermott touted ServiceNow CRM, the company's control tower for agentic AI and fast time to value.
Google Cloud revenue surged 34% in the third quarter and is hitting an annual run rate of nearly $61 billion.
Amazon Web Services said Project Rainier, an AI compute cluster powered by 500,000 Trainium2 chips, is now in use for Anthropic.
Google Public Sector CEO Karen Dahut said there's urgency in government to leverage AI, transform and do it in a national secure way. The company positioned itself as a key public sector AI infrastructure provider that can enable AI agents to carry out missions.
Los Angeles is rolling out a broader digital transformation effort called SmartLA 2028 as it preps for the 2026 World Cup, 2027 Super Bowl and 2028 Olympic and Paralympic Games.
Google Public Sector and Old Dominion University are aiming to embed AI throughout the university including research, teaching and operations workflows via an incubator.
Lockheed Martin will integrate Google Gemini models into the Lockheed Martin AI Factory in a partnership with Google Public Sector.
Nvidia CEO Jensen Huang laid out a series of announcements covering an investment in Nokia to meld 6G and AI, quantum computing connectivity with GPUs and a vision to build AI infrastructure as a means for national security.
Microsoft's stake in OpenAI has a number: $135 billion, or roughly 27% of the AI company.
