Microsoft Q4 strong, Azure growth 29% and a bit light
Microsoft delivered a better-than-expected fourth quarter and said Azure revenue growth was up 29%.
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Why enterprise, process workflows are the new battleground
Enterprise workflows are quickly becoming the new battleground for tech vendors as providers that have the customer data race to ensure they don't merely become systems of record.
The generative AI buildout, overcapacity and what history tells us
The spending on generative AI infrastructure is accelerating at a breakneck pace, but it's quite possible that the "build it and they will come" approach may lead to overcapacity or some serious indigestion.
Salesforce, Workday form unified data foundation aimed at employee workflows
Salesforce and Workday formed a strategic partnership that revolves around a unified data foundation that connects Workday financial and HR data with Salesforce CRM data to streamline workflows.
Meta launches Llama 3.1 450B and for Zuckerberg it's personal
Meta released Llama 3.1 405B, an open "frontier-level model" that aims performs as well as proprietary models. For Meta CEO Mark Zuckerberg, the Llama cadence is designed to play the long game and bet open-source models ultimately win.
IonQ's quantum computing bets: Quantum for LLM training, chemistry and enterprise use cases
IonQ outlined it roadmap for its quantum computing stack as well as various use cases as it aims to create enterprise grade infrastructure that could offload GPU workloads if successful.
Verizon sees genAI cost savings with edge revenue in the future
Verizon is betting that its network--5G and fiber--can be the "backbone of the AI economy" with a boom of edge computing generative AI workloads on deck. The problem is Verizon hasn't seen real revenue yet but appears to be leveraging generative AI to become more efficient.
Enterprises start to harvest AI-driven exponential efficiency efforts
Enterprises are beginning to leverage AI and widen their profit moats just as some companies are seeing customers wobble. The efficiency gains are beginning to highlight how digital transformation and AI strategies are becoming self-funding, keeping expenses below the rate of inflation and optimizing processes.
Infosys, Persistent see trickle down demand as financial services ramp genAI projects
Financial services firms' efficiency, transformation and AI efforts are starting to trickle down to Indian services firms.
SpreadsheetLLM may yet decipher, democratize spreadsheets for rest of us
Microsoft researchers have cooked up SpreadsheetLLM, a method that encodes and optimizes large language models (LLMs) so they can understand spreadsheets.
EY: CxOs ramping genAI budgets, skimp on data foundation
CxOs are racing to invest in generative AI but skimping on the data foundation needed to execute, according to an Ernst & Young (EY) survey.
