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August 28 2025 06:08 AM
Broadcom pitches VMware Cloud Foundation 9 as the future, but rivals eye disgruntled customers
Broadcom CEO Hock Tan said enterprises can bet on VMware's platform for on-premises AI workloads as well as private cloud. But the competition is only going to increase as rivals a...
August 27 2025 01:08 PM
Snowflake Q2 earnings strong with revenue growth of 32%
Sridhar Ramaswamy, CEO of Snowflake, said the company is executing well and “thousands of customers are betting their business on Snowflake and more than 6,100 accounts are using S...
August 27 2025 01:08 PM
Nvidia delivers strong Q2, rides data center demand, but China a wild card
Nvidia reported better-than-expected second quarter results and said revenue for the third quarter will be about $54 billion. Nvidia recorded no sales of its H20 processors in Chin...
August 27 2025 01:08 PM
CrowdStrike acquires Onum, reports strong Q2
CrowdStrike said it will acquire Onum, a company that specializes in real-time telemetry data pipelines, in a move that will bring more data into the cybersecurity vendor’s platfor...
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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