Palo Alto Networks Q3 solid, says customers into platform play
Palo Alto Networks reported better-than-expected third quarter results as the company said customers had an "enthusiastic response to platformization."
Palo Alto Networks reported better-than-expected third quarter results as the company said customers had an "enthusiastic response to platformization."
Rimini Street said it will offer support services for VMware products so customers can continue to run their perpetually licensed software.
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts.
Copilot and generative AI assistant implementations are getting so complicated that the consultants are marching in.
In the last 12 months, CoreWeave has raised more than $12 billion in equity and debt financing. CoreWeave's funding highlights how the generative AI boom has fueled a new category of specialized cloud vendors.
CxOs aren't thrilled with their enterprise technology vendors, becoming frustrated with copilots that don't play well together, and spending a good amount of time on procurement and consolidation.
IBM Consulting will be a big channel for Palo Alto Networks' platform play.
Cisco's third quarter was better-than-expected and the company outlined its next steps in the Splunk integration. The acquisition of Splunk means Cisco's subscription revenue is 54% of the total.
Meta is shuttering its Workplace enterprise platform with a June 1, 2026, sunset and the move could be a boon for Zoom's Workvivo, which was acquired a little more than a year ago.
Google I/O 2024 featured a bevy of generative AI advances that will be layered throughout Google's product portfolio but the real takeaway was that the company laid out its vision for agents, models training models, and creating systems that work for you
Matt Garman will become the new CEO of Amazon Web Services as Adam Selipsky is stepping down. Garman takes over June 3.
Alibaba's Cloud Intelligence group posted revenue growth of 3% for the quarter ending March 31, well below global cloud providers. The company said AI-related workloads are showing strong demand.