Santa isn't bringing you an AI PC in 2024
Earnings results from Dell Technologies and HP indicate that a long overdue PC refresh cycle is going to be delayed.
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Earnings results from Dell Technologies and HP indicate that a long overdue PC refresh cycle is going to be delayed.
CrowdStrike reported a better-than-expected third quarter results and said it retained 97% of customers as it moved past its July outage.
Dell Technologies reported better-than-expected third quarter results and strong demand for its AI servers, but weak consumer PC sales.
Workday said Rob Enslin, most recently CEO of UiPath, will become president and chief commercial officer. Workday also reported better-than-expected third quarter results.
DeWayne Griffin, Chief Digital and Information Officer at Insight Global, said artificial intelligence has a big role in human resources, staffing and recruitment, but you will need a human in the loop to assess soft skills and cultural fit.
Speaking on an earnings conference call, Zoom CEO Eric Yuan said Zoom AI Companion monthly active users grew 59% sequentially. Zoom's Workvivo, which is benefiting from a Meta partnership, saw its customer base jump by 72%.
Amazon Web Services launched a services unit to help customers adopt quantum computing. Combined with Amazon Braket, AWS is positioning itself to be a trusted neutral party in quantum computing much as it has done with generative AI.
AI agents are going to run into problems with standards, operating budgets are being squeezed by SaaS vendors and the war for talent is going to get interesting.
Nvidia CEO Jensen Huang poked holes in all the arguments against the company during the company's third quarter conference call. Concerns about power, costs, LLMs hitting a wall and hyperscale cloud providers digesting all the GPUs already acquired were all brush aside.
Amazon will invest another $4 billion in Anthropic to bring its total investment to $8 billion. Anthropic will also use AWS as its primary training partner and use AWS Trainium and Inferentia processors to deploy its largest large language models.
Elastic upped its outlook for the third quarter following better-than-expected second quarter results as its plan to extend from search into generative AI paid off.