Last quarter, HPE took its lumps over supply chain issues that hampered its AI server sales. In the second quarter, AI systems revenue more than doubled sequentially.
Databricks said it has acquired Tabular, a data management company founded by the original creators of Apache Iceberg. The companies said they're aiming to combine their open-source cred to build interoperable data formats.
Snowflake fleshed out more of its artificial intelligence strategy and announced a bevy of data management tools designed to advance enterprise AI while keeping its data analytics base in the fold.
SAP said it is infusing its Joule generative AI assistant throughout its platform and applications as it made the case that the company is using AI to drive business value.
Snowflake announced Polaris Catalog, an open-source community catalog for Apache Iceberg. The move provides Apache Iceberg interoperability with AWS, Confluent, Dremio, Google Cloud, Microsoft Azure, Salesforce among others.
AMD outlined its AI GPU roadmap and moved to an annual cadence as it aims to compete with Nvidia.
The great generative AI boom for enterprise software isn't happening yet as sales cycle grow longer due to platform bets, macroeconomic conditions and cost of capital crimping budgets.
Nvidia CEO Jensen Huang outlined the company's roadmap through 2027 including a new GPU platform called Rubin, a new CPU in Vera and networking gear. Huang added that Nvidia will follow an annual cadence.
DisrupTV caught up with the CIOs from the Boston Red Sox, Bruins, Celtics and New England Patriots. Here's a look at the takeaways and lessons learned.
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.
Dell Technology reported better-than-expected first quarter results and said it saw strong demand across traditional and AI optimized servers.
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.
