The company, known for its Zero Trust Exchange platform, is among the cybersecurity leaders and in the middle of the platformization debate that has been dented by the CrowdStrike outage.
Intel joined the AI PC parade with its Intel Core Ultra 200V series, code named Lunar Lake, with a launch designed to show that x86 architecture can compete with Arm in Copilot+ PCs.
Enterprise software giants have spent heavily on sales teams, channel strategies and cross-selling playbooks, but it increasingly looks like sales are going to run through AWS Marketplace and similar efforts from other cloud giants.
Artificial intelligence in all of its forms--not just generative AI--is going to transform healthcare, but the sector needs to be judicious about how it integrates AI, machine learning, deep learning and generative AI to lower costs and improve patient outcomes.
Personal computers powered by artificial intelligence haven't surged ahead just yet, but demand appears to be strong enough to spur an upgrade cycle. That's a key takeaway from earnings results from Best Buy, Dell and Hewlett-Packard.
MongoDB rebounded in the second quarter with better-than-expected results due to stronger Atlas consumption levels.
Dell Technologies saw a second quarter boom in its infrastructure solutions group (ISG) revenue due to strong server and networking demand. Dell shipped $3.1 billion in AI servers in the second quarter.
Nutanix is winning larger enterprise deals and looking to ride hyperconverged infrastructure partnerships with Cisco and Dell as it plays the long game against Broadcom's VMware.
With Agentforce, Salesforce is betting that it can charge by conversation and find the path back to growth.
Nvidia said its Blackwell processor samples are shipping to customers and demand for its Hopper platform remains strong. The company reported better-than-expected second quarter earnings as data center revenue continued to carry the team.
CrowdStrike said it will take a $30 million subscription revenue impact for the third quarter and each of the remaining fiscal quarters in the fiscal year due to its recent outage. Fiscal 2025 revenue guidance “includes an estimated impact in the high-single digit millions to professional services revenue in the second half of fiscal year 2025.”
Salesforce reported better than-expected second-quarter results but revenue growth was up 8%. CFO Amy Weaver will also step down.
