Alibaba's cloud computing business delivered 13% revenue growth and the company said it is "committed to advancing multi-modal AI technology and expanding our opensource initiatives."
Fiverr, a marketplace for freelancers, launched Fiverr Go, an AI platform that enables creators to tune models based on their portfolio of work.
Box launched new AI features for Enterprise Advanced customers and said it will add consumption-based pricing via Box AI Units.
Airbnb plans to become a platform for travel akin to how Amazon in commerce courtesy of a multi-year transformation and a new tech stack.
Enterprise procurement departments are already annoyed with software-as-a-service contracts and AI agents--and the consumption-based models that go with them--are likely to make deals even more complicated.
SAP launched Business Data Cloud, a platform that gives applications access to structured and unstructured data across its platform as well as third-party data. The effort is getting a big assist from Databricks.
Supermicro cut its revenue outlook for fiscal 2025 as the company still hasn't filed its audited annual report. The company said that it intends to make filings by Feb. 25 and raised $700 million in convertible bonds.
Workday is already a hub to manage human capital. Now it wants to manage fleets of digital labor--AI agents from Workday as well as third parties--via Workday Agent System of Record.
Mid-to-high wage occupations such as computer programmers and data scientists are using AI for tasks. Lowest and highest paid roles use AI the least.
The legacy of DeepSeek will have little to do with the engineering and performance of the model. The real impact of DeepSeek will be that it has shifted the AI workload conversation from hardware and GPUs to efficiency, cost for performance and the application layer.
Amazon Web Services revenue growth checked in at 19% in the fourth quarter as parent Amazon handily topped estimates. Amazon's outlook, however, was mixed.
CEOs from Qualcomm and Arm say that AI inferencing will increasingly happen at the edge in multiple devices as large language models become more efficient and need less compute.
