MongoDB cuts second quarter outlook
MongoDB cut its second quarter and fiscal 2025 outlook as the company said it saw slower than expected demand for Atlas consumption and new workloads.
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Dell Technology sees Q1 AI-optimized server demand surge
Dell Technology reported better-than-expected first quarter results and said it saw strong demand across traditional and AI optimized servers.
Nvidia's 10Q filing sets off customer guessing game
In a regulatory filing, Nvidia said one direct customer was 13% of revenue in the first quarter and another direct customer was 11% of sales. Two indirect customers were more than 10% of sales.
Nutanix winning deals vs. VMware, but Broadcom punching back with pricing
Nutanix is learning that larger deals--including the wins from Broadcom's VMware--take longer to nail down and implement due to CXO approvals and Broadcom discounting when business is at stake. Nevertheless, Nutanix appears to have the tools required to win in the trenches vs. VMware.
UiPath CEO Enslin resigns as company cuts Q2 outlook
UiPath CEO Rob Enslin resigned, the robotics process automation company cut its second quarter outlook and said the company is seeing "increased deal scrutiny and lengthening sales cycles for large multi-year deals."
Salesforce's Q2 outlook disappoints, Q1 mixed
Salesforce’s second quarter outlook missed expectations, but the company said it is still early innings for generative AI demand. Nevertheless, Salesforce is projecting single-digit growth for the quarter ahead.
Arm launches compute subsystems optimized for AI for edge devices
Arm is launching CSS (Compute Subsystem) for Client, an integrated set of technologies that aims to optimize AI workloads on edge devices. The effort reflects how more AI workloads are going to be distributed to edge devices such as PCs and smartphones.
Amazon Bedrock integrated into SAP AI Core, SAP to use AWS chips
Amazon Bedrock from AWS will be embedded into SAP's generative AI hub as the two companies expanded a long-running partnership. SAP will also use AWS Graviton3, Trainium and Inferentia chips for SAP HANA Cloud and SAP Business AI workloads.
Box's Q1 offers insights to its long-term content, AI vision
Box, which has integrations with all of the primary players in the enterprise stack, is looking to be an abstraction layer connecting AI models to content.
Cybersecurity platformization: What you need to know
Platformization is the buzzword du jour in cybersecurity circles. The general idea is that enterprises are consolidating vendors and will ultimately bet on one platform to solve for cybersecurity.
The real reason Windows AI PCs will be interesting
Microsoft and its merry band of PC makers launched AI PCs at scale. The launch of Copilot+ PCs, ahead of Microsoft Build 2024, was notable for a host of reasons once you get past how executives were a bit obsessed with outperforming Apple's MacBook.
Intuit sees 'green shoots' from its generative AI strategy
Intuit CEO Sasan Goodarzi said generative AI is increasing the company's total addressable market as TurboTax users flocked to its data, AI and virtual expert platform.
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