ServiceNow took the plunge as it pivots its business model to a hybrid approach with seats, subscriptions and consumption blended together. The new normal is subscription SaaS pricing with a heavy dose of AI agent consumption.
Amazon Web Services said enterprises and developers can take DeepSeek's R1 model for a spin on Amazon Bedrock via its Custom Model Import feature. IBM and Microsoft Azure made similar moves.
Meta reported strong fourth quarter results, but the earnings call was much more interesting as CEO Mark Zuckerberg and CFO Susan Li riffed on custom silicon, developing Llama 4 and why building AI infrastructure matters.
IBM delivered better-than-expected fourth quarter results and said its generative AI business including consulting and software is now a $5 billion business, up from $3 billion in the third quarter.
Microsoft reported strong second quarter results with revenue growth of 12%, Azure revenue growth of 31% and an AI business annual revenue run rate of $13 billion.
ServiceNow launched AI Agent Orchestrator, part of a set of tools designed to pit the company's Now Platform in the middle of agentic AI. The company also reported fourth quarter earnings as well as partnerships or expanded deals with Google Cloud, Oracle and Visa.
Starbucks is leaning in on process improvement for mobile orders, optimization and technology to get wait times down to 4 minutes in most of its cafes, said CEO Brian Niccol.
DeepSeek has become an overnight sensation, rattled the US AI sector and may have single-handedly focused CxOs on cost of genAI. We convened a call of Constellation Research analysts to outline the issues CxOs need to know about when it comes to DeepSeek.
SAP CEO Christian Klein said the company will significantly increase its AI investments, launch AI agent innovations Feb. 13 and give customers a three-year reprieve on migrating from on-premises ERP to the cloud.
Zoho CEO Sridhar Vembu said he will step down as CEO and become Chief Scientist at the company "responsible for deep R&D initiatives."
Prices for access to generative AI models and features could tank in 2025 amid cheaper foundational models, open source advances and vendors becoming realistic about what customers will actually pay. Welcome to the only thing in your life that'll be deflationary--generative AI.
Meta CEO Mark Zuckerberg said the company spend $60 billion to $65 billion in capital expenditures largely focused on artificial intelligence.
