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November 25 2025 08:11 AM
Alibaba Cloud Q2 revenue surges 34% courtesy of AI, Qwen momentum
Alibaba's cloud revenue in the second quarter surged 34% driven by AI workloads. Alibaba's cloud revenue is on an annual revenue run rate is more than $22 billion.
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November 24 2025 01:11 PM
Zoom delivers strong Q3 as enterprise traction, AI Companion, Zoom Phone gain
Zoom reported better-than-expected third quarter results as the company gained wallet share and grew the number of customers contributing more than $100,000 in trailing 12 month re...
November 24 2025 09:11 AM
AWS to invest $50 billion for US govt HPC, AI infrastructure
Amazon said it will invest $50 billion to build and deploy AI and high performance computing infrastructure built for the US government.
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November 24 2025 07:11 AM
NATO to deploy Google Distributed Cloud
Under a multi-million dollar contract with NATO's Communication and Information Agency (NCIA), Google will deliver sovereign cloud services to NATO for edge computing and AI use ca...
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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