The gap between generative AI's "build it and they will come" folks and the enterprises looking for actual business value may be widening. The next year will be interesting for generative AI trickledown economics.
Alibaba's cloud unit is now approaching a $17 billion annual revenue and the company said it will continue to invest in AI services.
Quantum computing vendors are all bullish on hybrid supercomputing approaches that'll play well with the generative AI boom.
Cisco reported better-than-expected first quarter results and said it saw "acceleration in product orders reflecting normalizing demand."
IBM launched a series of Qiskit software services to go along with its IBM Quantum Heron-based systems. The effort comes as IBM aims to meld quantum computing and classical computing today while aiming for quantum advantage later.
ServiceNow launched a series of AI governance features across its Now Platform, generative AI contract management tools and an expanded Five9 partnership.
Softbank Corp will be among the first to build out an AI supercomputer using Nvidia's Blackwell platform. Softbank will get Nvidia's first Nvidia DGX B200 systems with plans to build out a Nvidia DGX SuperPOD supercomputer.
Shopify is getting enough traction as an enterprise commerce platform that can deliver a real-time customer case study in two conference calls.
For Red Hat, a unit of IBM, Neural Magic will enable the company to align its open platform to AI workloads.
Akamai launched its Akamai App Platform, which aims to make it easier for developers to deploy cloud native applications on Kubernetes. Akamai's App Platform highlights how the company continues to transition to a security and cloud infrastructure company.
John Kreul, Chief Information Officer at Jewelers Mutual, said the company's AI experiments and investments will revolve around personalizing customer experiences. Kreul also said the company is building a data strategy and architecture that can adapt to new technologies.
Enterprise software will be volatile in 2025 as customers increasingly question value, complain about upsells and added charges and assess whether agentic AI provides an abstraction layer to their existing applications.
