Broadcom reports strong Q1, ups outlook on XPU gains
Broadcom and its custom AI processors are seeing strong demand as the company handily topped expectations for the fiscal first quarter.
Broadcom and its custom AI processors are seeing strong demand as the company handily topped expectations for the fiscal first quarter.
Hewlett Packard Enterprise saw server revenue surge in a mixed first quarter, but the company cut its outlook for the second quarter and fiscal year.
Take four rather opinionated people about AI--and damn near everything else--toss in geopolitics and you get an AI debate that mimicked gorillas pounding their chests.
Agentic AI is developing at a rapid clip with cloud giants, software companies and enterprises racing to create autonomous agents. The catch is that there little integration across platforms, standard are lacking and orchestration and context is missing.
When your company is responsible for delivering licensed and unlicensed medicines across five continents it's critical to have resilient infrastructure.
MongoDB reported better-than-expected fourth quarter results, but its outlook for the first quarter and fiscal 2026 was light.
Zscaler delivered better-than-expected second quarter results as the company platform is gaining due to its zero trust architecture and the need to secure AI applications.
Will Box become the content and context enabler of the agentic AI food chain? Box CEO Aaron Levie is betting on it.
Salesforce launched a developer edition of Agentforce and a marketplace for pre-built partner agents and actions.
Microsoft launched a series of AI agents and an AI accelerator program for sales as it outlined a bevy of customer references implementing the software giant's copilots and agents.
CrowdStrike CEO George Kurtz said the company is "on the flight path to our $10 billion ending ARR (annual recurring revenue) goal."
CoreWeave filed to go public and it's unclear whether the company's debut on the stock market will be a signal of an AI infrastructure top or just a milepost on a multi-year buildout.