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Insights News
September 9, 2026

HPE CFO Myers: Private cloud cut our AI token spend

Tech Optimization
Hewlett Packard Enterprise CFO Marie Myers said the company cut token costs 60% with its private cloud relative to what it would have spent in the public cloud. ...
Larry Dignan
Insights News
September 8, 2026

Qualcomm lands AWS deal for custom chips, interconnects

Innovation & Product-led Growth
Qualcomm and Amazon Web Services will develop multiple generations of custom chips for the cloud provider as part of a broad partnership....
Larry Dignan
September 8, 2026

How Oracle Is Reinventing the Database for the AI Era

Data to Decisions
In this conversation, R “Ray” Wang and Holger Mueller unpack Oracle’s rapid pace of database innovation throughout 2026. The announcements span AI, security, availability, infrastr...
R "Ray" Wang
Holger Mueller
Insights News
August 30, 2026

Quantum computing: Where we stand in 2026

Data to Decisions
Quantum computing has quietly matured in 2026 and is moving from laboratory research to engineered systems that are increasingly being deployed. However, quantum computing remains ...
Larry Dignan
Insights News
August 20, 2026

Alibaba Cloud surges in Q1, AI lab efforts losing money

Data to Decisions
Alibaba's cloud computing business delivered revenue growth for external customers of 45% in its fiscal first quarter and provided more detail about its cloud, chip design and foun...
Larry Dignan
Insights News
August 12, 2026

Nebius’ Q2 revenue boom: What you need to know

Data to Decisions
Nebius delivered second quarter revenue growth of 454% and said it could sell all of its capacity if it wanted to. But Nebius said it is landing higher prices by reserving AI infra...
Larry Dignan
Insights News
August 11, 2026

Are Nvidia AI factories 'an investable asset class'?

Data to Decisions
Nvidia and private equity and investment firms have signed a $500 billion memorandum of understanding to fund AI infrastructure. The big question is whether Nvidia's argument that ...
Larry Dignan
Analyst Blog
August 9, 2026

Beyond RAG: Where Enterprise AI Value Will Come From

Data to Decisions
Retrieval-augmented generation (RAG) solved an important early problem for enterprise AI. Large language models could produce useful responses, but they lacked access to current, p...
Michael Ni
Esteban Kolsky