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September 09 2025 07:09 PM
Arm launches Lumex, an AI platform for devices with data center implications
Arm launches Lumex, its latest platform for on-device AI and a big bet that inference will move from the cloud to the edge in hybrid deployments.
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September 09 2025 02:09 PM
Oracle Q1 misses, but sees OCI revenue surging over next 4 years
Oracle's first quarter earnings and revenue fell short of expectations, but remaining performance obligations growth of 359% overshadowed the results. Free cash flow has been negat...
September 09 2025 02:09 PM
Google Cloud: $106 billion in RPO, says Kurian
Google Cloud CEO Thomas Kurian said the company had remaining performance obligations of $106 billion with half that sum converting to revenue in the next two years. If that RPO co...
September 09 2025 03:09 AM
Why Microsoft's AI infrastructure deal with Nebius is savvy
Microsoft's $17.4 billion deal with Nebius adds AI compute capacity quickly but also ensures that it won't be left holding the physical infrastructure bag if the AI bubble ever bur...
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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