With Airbnb's third quarter earnings, CEO Brian Chesky made the case that the company is back into growth mode. The company put up revenue growth of 19% in the third quarter and th...
Quantinuum outlined its Nexus software development roadmap and deployment plans for each generation of its hardware through Apollo, which is a fault-tolerant quantum computer expec...
HubSpot’s road to outcome-based pricing for AI agents remains bumpy. Large customers want proof AI agents can deliver outcomes as buying cycles elongate and smaller enterprises are...
Qualcomm's fourth quarter results highlighted diversification into data center, internet of things and automotive even as its smartphone revenue sinks. ...
Oracle Cloud Infrastructure dominated the headlines and attention at Oracle AI World, but you could argue that its applications business and Fusion Claw, a governed agentic AI syst...
CrowdStrike said it has acquired Fiddler AI, an agent observability platform, and Dreadnode, an automated testing company, and launched a new AI Kill Switch in Falcon Guardian. ...
Palantir has hit its enterprise inflection point as its US commercial revenue topped US government revenue for the first time. The company easily topped Wall Street expectations wi...
Aside from Cresta, Salesforce has been shopping of late. Last week, Salesforce said it would acquire Rune Technologies to bolster its Salesforce Missionforce efforts for the US gov...
Marvell will acquire Lumentum in a deal valued at $115 billion. The combined company will have a full AI infrastructure stack that will combine processors and optical networking an...
Enterprise leaders have gone from concerns that they aren’t moving fast enough to a more mature approach and developing AI playbooks. Constellation Research CEO R “Ray” Wang outlin...
There won't be an AI-driven crash in 2027, but a time of volatility, debt concerns and a quot;brutal sorting,quot; according to a panel of venture capitalists. ...
Adarryl Roberts, Chief Information Officer at the Defense Logistics Agency, said agentic AI is a business change and shouldn't be viewed as just an IT project. And to make agentic ...
Outcome-based pricing sounds good, but it is hard to put into a contract. However, there's enterprise buying interest in sharing risk with vendors and the likely end state is a hyb...
Team structures need to adapt as AI agents and humans increasingly work together in smaller structures, or pods. A pod is a hybrid team of humans and AI that will also include peop...
Enterprise AI budgets are likely to tighten and be scrutinized amid concerns about returns and value. In addition, cybersecurity has taken back some of the AI budget even if it's s...
