A nuanced view of AI data center buildout concerns
Whether you're freaked out about hyperscalers pulling back on AI data center buildouts boils down to time frame. Are you planning for 5 months or five years?
Whether you're freaked out about hyperscalers pulling back on AI data center buildouts boils down to time frame. Are you planning for 5 months or five years?
PayPal has big plans for transform from a payments company to a commerce platform that can carry out buying decisions. But first, the company is going to have to retire tech debt from acquisitions and a siloed data architecture.
UiPath launched the latest version of platform with a focus on "agentic automation" that encompasses AI agents, but acknowledges that technologies like robotic process automation and even people fit into automated processes.
Meta has made a lot of headway with its open source Llama family of large language models, but with increasing competition from China's DeepSeek and Qwen models the company is ramping distribution.
Freshworks delivered a strong first quarter, upped its outlook for the second quarter and year and CEO Dennis Woodside said the company is positioned well despite economic uncertainty.
The AI agents are marching in on the RSA Conference as CrowdStrike launched a set of agents to its Charlotte AI platform. Google Cloud, Cisco, SentinelOne, IBM and a bevy of others made RSAC related announcements.
Palo Alto Networks acquired Protect AI to expand its reach into securing AI and machine learning applications, launched Prisma AIRS to secure enterprise AI apps, agents and models and updated its Cortex securities operations platform.
Agentic AI is entering its next phase of hype as vendor conference season unfolds. Pick an enterprise vendor and you'll hear a keynote that revolves around AI agents, but there are a lot of building blocks that still need to fall into place.
Zhamak Dehghani, CEO of Nextdata, outlined the launch of the company's data operating system and the problem it is trying to solve.
The chipmaker said it will aim to lower operating expenses in 2026 to $16 billion from $17 billion in 2025. Operating expenses in 2025 were previously projected to be $17.5 billion. The company didn't disclose a headcount figure for layoffs.
Google Cloud revenue was $12.26 billion, up 28% from $9.58 billion a year ago, with operating income of $2.18 billion.