Intel CEO Pat Gelsinger argued that its Gaudi 3 AI accelerator will be able to deliver strong total cost of ownership even as it falls short of the $500 million revenue target for 2024.
With the results, Apple allayed some fears about iPhone sales. iPhone revenue was $46.22 billion in the fourth quarter ahead of expectations. However, Mac, iPad and services revenue fell short of what many analysts were expecting.
Amazon delivered better-than-expected third quarter earnings as its AWS unit showed sales growth of 19%.
Meta's 2025 budget planning process goes like this: Spend heavily on AI infrastructure and use AI to drive efficiencies so you can plow more money into GPUs.
David Giambruno, VP Tivity Health, is the type of person who negotiates his exit package before ever taking a job. Why? He's going to burn your platforms, automate everything possible, cut costs and be hated by everyone at a company except for the CFO.
Microsoft reported better-than-expected first quarter earnings as commercial cloud revenue was up 22% and Azure grew 33% from a year ago.
The cost of artificial intelligence inference and training will fall and enterprises need to question the current groupthink that revolves around a never-ending data center buildout cycle.
Artificial intelligence and generative AI will tax leadership, but ultimately raise the bar for decision making. Those were some of the takeaways from Cassie Kozyrkov, Founder Kozyr LLC, who delivered the keynote at Constellation Research's Connected Enterprise.
AMD continues to see its revenue surge due to its data center unit, which posted sales growth of 122% from a year ago.
Alphabet handily topped third-quarter expectations and its Google Cloud saw revenue growth of 35% from a year ago due to generative AI.
Enterprise artificial intelligence projects--generative AI, agentic and everything in between--will often depend on old-school IT management techniques.
In 2025, you'll have to get ready for "knowledge," AI governance will move to the forefront, enterprise software models will be revamped, decision automation will depend on humans in the loop and data strategies will be a pain point.
