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March 07 2025 02:03 AM
Cybersecurity vendors race to secure AI agents, win platform
The cybersecurity majors are betting that the enterprise move to autonomous AI agents will speed up platform consolidation. The biggest takeaway may be that securing agentic AI may...
March 06 2025 02:03 PM
Broadcom reports strong Q1, ups outlook on XPU gains
Broadcom and its custom AI processors are seeing strong demand as the company handily topped expectations for the fiscal first quarter.
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March 06 2025 01:03 PM
HPE Q1 mixed, cuts outlook as it ‘could have executed better’
Hewlett Packard Enterprise saw server revenue surge in a mixed first quarter, but the company cut its outlook for the second quarter and fiscal year.
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March 06 2025 12:03 PM
China vs. US AI war: Fact, fiction or missing the point?
Take four rather opinionated people about AI--and damn near everything else--toss in geopolitics and you get an AI debate that mimicked gorillas pounding their chests.
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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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