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December 04 2025 01:12 PM
HPE delivers solid Q4 results, but server sales fall
HPE's results were mixed by product line. For instance server revenue was down 5% to $4.5 billion. Networking revenue, boosted by the acquisition of Juniper Networks, was $2.8 bill...
December 03 2025 02:12 PM
Salesforce delivers strong Q3 as Agentforce, Data 360 surge
Salesforce reported better-than-expected third quarter results, said it has reached 9,500 paid deals for Agentforce and upped its outlook for the fiscal year.
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December 03 2025 01:12 PM
Snowflake expands Anthropic partnership, delivers strong Q3
Snowflake expanded its partnership with Anthropic to cover joint sales efforts and model integration with Snowflake Intelligence, detailed AWS Marketplace growth and teamed up with...
December 03 2025 12:12 PM
Amazon Connect gets its due at AWS re:Invent 2025
Amazon Connect is the lead for AWS when it comes to taking a bunch of building blocks and quot;primitivesquot; and compiling them for enterprise use cases. Amazon Connect isn't abo...
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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