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June 10 2026 03:06 PM
Oracle eyes outcome-based pricing: Does it stand a chance?
Oracle is moving toward outcome-based pricing as a model to complement its existing enterprise contracts. The big question is whether Oracle and its customers can deliver the outco...
June 10 2026 01:06 PM
Oracle delivers strong Q4, but AI infrastructure kills free cash flow
Oracle reported better-than-expected fourth quarter results, delivered 47% in cloud revenue growth compared to a year ago and 93% growth in infrastructure as a service. ...
June 10 2026 09:06 AM
AWS Graviton5 generally available
Amazon said its AWS Graviton5 CPU is generally available and just in time as enterprises are looking at multiple CPU options for AI inference workloads. ...
June 09 2026 01:06 PM
Anthropic’s Claude Fable 5, Mythos 5: What you need to know
Anthropic launched Claude Fable 5 and Mythos 5 with the former being a Mythos-class model with safeguards for cybersecurity. Based on the benchmarks, Claude Fable 5 is a nice leap ...
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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