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March 05 2026 03:03 AM
Nvidia's Huang: All software will be agentic
Nvidia CEO Jensen Huang said the SaaS vs. agentic AI storyline doesn't make a lot of sense. Why? All software will become agentic. ...
March 04 2026 02:03 PM
Microsoft CEO Nadella: AI efficiency drive on deck
Microsoft CEO Satya Nadella said the next year will bring software and applications designed to make AI token usage more efficient. ...
March 04 2026 01:03 PM
Broadcom AI revenue surges in fiscal first quarter
Semiconductor revenue in the quarter was $12.51 billion, or 65% of revenue. The infrastructure software unit, led by VMware, had revenue of $6.8 billion, up 1% from a year ago. ...
March 04 2026 07:03 AM
Box CEO Levie: AI agents need context, unstructured data
Box CEO Aaron Levie said AI agents are more friend than foe as they make the context and unstructured data on its platform more valuable. ...
Insights News
September 30, 2026
Caterpillar's AI autonomy efforts accelerate, but domain knowledge drives returns
Caterpillar said its autonomous equipment efforts are accelerating, but the company is focused on using its domain knowledge as the differentiation as it trains models.
Larry Dignan
Insights News
October 5, 2026
CarMax aims to advance AI and bridge digital and store experiences
CarMax is leveraging Auros, which can now add human intelligence to AI and digital experiences.
Larry Dignan
Insights News
September 30, 2026
How Capital One evaluates, governs its AI agents
Capital One walked through how it is evaluating and governing AI agents in production at scale. The company built its own system architecture to wrangle its agents.
Larry Dignan
Insights News
October 2, 2026
McDonald’s strategy bets on AI, digital capabilities
McDonald's laid out its three year roadmap with a plan called McDonald's Next that includes a heavy dose of AI, an $8.5 billion investment in improvements and 250 basis points of restaurant efficiencies.
Larry Dignan
Insights News
July 26, 2026
How UnitedHealth Group sets its AI stack, targets 1,000 use cases
UnitedHealth Group has more than 1,000 AI use cases in play, key technology partnerships and a solid governance framework. The bet: AI returns on individual use cases can add up to millions of dollars and ultimately billions of dollars that UnitedHealth's scale.
Larry Dignan
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