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July 22 2026 01:07 PM
IBM CEO following Q2 wipeout: We're confident in our strategy
IBM CEO Arvind Krishna moved to ensure customers and investors that the company's strategy was sound following a profit warning that spurred worries about AI infrastructure spendin...
July 22 2026 01:07 PM
ServiceNow delivers solid Q2, touts AI Control Tower strength
ServiceNow reported a better-than-expected second quarter, upped its outlook and touted traction in security and its AI Control Tower. ...
July 22 2026 01:07 PM
Google Cloud revenue growth in Q2 up 82%, nearly hits $100 billion annual run rate
Google Cloud’s second quarter revenue growth accelerated 82% in the second quarter to $24.8 billion. Google Cloud delivered operating income of $8.8 billion in the second quarter....
July 22 2026 07:07 AM
Anthropic to deploy AMD Helios in strategic pact
AMD said Anthropic will deploy up to 2 gigawatts of its MI450X GPUs in Helios rack systems starting in 2027 and collaborate on using Claude to optimize workloads. AMD will also inv...
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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