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August 16 2026 03:08 AM
Why AI infrastructure folks are talking so much about applications
AI infrastructure providers are increasingly talking about applications that rely on agents and data to continually improve and drive returns. Why? Enterprises, currently the thin ...
August 13 2026 01:08 PM
The most important LLM benchmark today: Price
The most valuable benchmark for large language models—open and proprietary—is quickly becoming price. Google launched Gemini 3.7 Flash, which is billed as its most intelligent work...
August 13 2026 08:08 AM
Databricks hits $7 billion revenue run rate in Q2, $190 billion valuation
Databricks said it passed the $7 billion annual revenue run rate in the second quarter. The company is now valued at $190 billion....
August 13 2026 04:08 AM
Dynatrace acquires Arize, accelerates AI observability efforts
Dynatrace acquired Arize, which specializes in AI observability and the AI development lifecycle, in a deal worth $915 million. The acquisition is just the latest data point indica...
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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