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May 04 2026 01:05 PM
Palantir's US commercial, government deals surge in Q1
Palantir continued to land enterprise accounts as its US commercial revenue jumped 133% in the first quarter. ...
May 04 2026 08:05 AM
LLM giants just love private equity partnerships
Anthropic and OpenAI are racing to ink deals with private equity players to embed their models into portfolio companies. The benefit for the vendor is clear. Private equity portfol...
May 04 2026 07:05 AM
SAP acquires Dremio, Prior Labs as it builds out its data platform plan
SAP said it will acquire Dremio, an open data lakehouse player, in a move that aims to use SAP Business Data Cloud combine SAP data with non-SAP data. For good measure, SAP also ac...
May 04 2026 06:05 AM
Amazon launches Amazon Supply Chain Services, aims to replicate AWS
Amazon launched Amazon Supply Chain Services in a move that aims to monetize its logistics network in a way that rhymes with what it did for IT infrastructure with AWS. ...
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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