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August 27 2023 01:08 PM
Why enterprises will want Nvidia competition soon
What's good for Nvidia shareholders may give enterprise technology buyers pause. Nvidia needs competition.
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August 24 2023 01:08 PM
Workday: Strong Q2, plans generative AI launches at Workday Rising
Workday raised its fiscal 2024 subscription revenue outlook as the company said it has more than 65 million users under contract.
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August 24 2023 03:08 AM
Palo Alto Networks: Takeaways from a Friday afternoon treatise
Give Palo Alto Networks CEO Nikesh Arora props for theatrics, peps and a lot of insights on a Friday afternoon.
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August 23 2023 01:08 PM
Nvidia has pricing power: Q2 results surge, projects Q3 revenue of $16 billion
CEO Jensen Huang said Nvidia is benefiting from its GPUs as well as its Mellanox networking and switch gear.
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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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