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October 29 2025 02:10 PM
ServiceNow Q3 shines as it raises outlook due to enterprise AI demand
Bill McDermott, CEO of ServiceNow, said the company was in an elite club and that quot;enterprise AI was a great neighborhood to be in.quot; McDermott touted ServiceNow CRM, the co...
October 29 2025 01:10 PM
Microsoft Azure sees 40% revenue growth in Q1
lt;divgt;The software and cloud giant reported first quarter net income of $27.7 billion, or $3.72 a share, on revenue of $77.7 billion, up 18% from a year ago. Non-GAAP earnings f...
October 29 2025 01:10 PM
Google Cloud Q3 revenue surges 34% as backlog hits $155 billion
Google Cloud revenue surged 34% in the third quarter and is hitting an annual run rate of nearly $61 billion.
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October 29 2025 08:10 AM
AWS fires up Project Rainier, Trainium2 cluster for Anthropic
Amazon Web Services said Project Rainier, an AI compute cluster powered by 500,000 Trainium2 chips, is now in use for Anthropic.
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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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