If Unit4's strategy is successful, midmarket enterprises will leverage the company’s ERP platform and employees will never know it, said CEO Michael Ettling.
Arm said more complex AI chips are driving license revenue as its second quarter was better-than-expected with and in-line third quarter outlook.
Qualcomm delivered fourth quarter revenue growth of 19% as it saw strength across its smartphone, auto and Internet of things units.
Are you going to buy your AI servers from a company that can't file an annual report and just had its auditor quit? That's the question enterprises and hyperscale cloud providers are asking after Supermicro's preliminary first quarter results.
The company reported third quarter earnings of $144 million, or 6 cents a share, on revenue of $726 million, up 30% from a year ago. Non-GAAP earnings were 10 cents a share in the quarter.
ExxonMobil is looking to save $15 billion in operating costs by 2027 and it will leverage artificial intelligence in combination with process intelligence to get there.
Here are the big themes to note amid this AI-fueled data center binge that is dominating hyperscale cloud earnings calls.
Constellation Research's Connected Enterprise 2024 spurred big ideas, a community of tech leaders and dozens of takeaways. It's a fire house of information designed to get you thinking about what's around the corner. Here are the takeaways.
Amazon delivered better-than-expected third quarter earnings as its AWS unit showed sales growth of 19%.
Meta's 2025 budget planning process goes like this: Spend heavily on AI infrastructure and use AI to drive efficiencies so you can plow more money into GPUs.
Microsoft reported better-than-expected first quarter earnings as commercial cloud revenue was up 22% and Azure grew 33% from a year ago.
The cost of artificial intelligence inference and training will fall and enterprises need to question the current groupthink that revolves around a never-ending data center buildout cycle.
