We believe enterprise applications are undergoing a profound change. By next year, highly capable agentic systems will emerge to create new application classes and alter ...

BREAKING ANALYSIS BY DAVE VELLANTE AND GEORGE GILBERT - 12 MONTHS AGO

Snowflake Inc.’s Data Cloud Summit 2024 was a weeklong event that brought together more than 20,000 of Snowflake’s core enterprise customers, developers and ecosystem partners ...

BREAKING ANALYSIS BY DAVE VELLANTE AND GEORGE GILBERT - 1 YEAR AGO

With Sanjeev Mohan, Tony Baer, Carl Olofson, Dave Menninger and Doug Henschen In the words of famous people such as Nobel laureate Neils Bohr and ...

BREAKING ANALYSIS BY DAVE VELLANTE - 2 YEARS AGO

The speed with which Microsoft Corp. hired former OpenAI LP Chief Executive Sam Altman last weekend, along with the firm’s co-founder and an unspecified number ...

SPECIAL REPORT: THE BATTLE FOR AI SUPREMACY BY PAUL GILLIN - 2 YEARS AGO

Microsoft Ignite 2023 was one part a celebration of yearlong technological innovations, one part announcing the general availability of previously announced products, one part vision, ...

BREAKING ANALYSIS BY DAVE VELLANTE - 2 YEARS AGO

With Watson 1.0, IBM Corp. deviated from the Silicon Valley mantra — fail fast — as it took nearly a decade for the company to ...

BREAKING ANALYSIS BY DAVE VELLANTE - 2 YEARS AGO

MIT professor and economist Erik Brynjolfsson said recently that he’d be disappointed if artificial intelligence didn’t lift the current anemic 1.2% productivity growth rate to ...

BREAKING ANALYSIS BY DAVE VELLANTE - 2 YEARS AGO

At Cloud Next, Google LLC showcased its strong leadership position in data and artificial intelligence. In our view, Google’s messaging, demos and tech-centric narrative have ...

BREAKING ANALYSIS BY DAVE VELLANTE, WITH GEORGE GILBERT AND ROB STRECHAY - 2 YEARS AGO

The Federal Trade Commission continues to drag its feet on approving Broadcom Inc.’s acquisition of VMware Inc. Ironically, in our view, these delays only hurt ...

BREAKING ANALYSIS BY DAVE VELLANTE WITH ROB STRECHAY AND ZEUS KERRAVALA - 2 YEARS AGO

Artificial intelligence startup Elemental Cognition Inc., founded by David Ferrucci, the former head of the team that created IBM Watson, has raised $60 million in new ...

BY DUNCAN RILEY - 2 YEARS AGO

The AI heard ’round the world has put the machine intelligence sector back in the spotlight. But when you squint beyond the press hype, the ...

BREAKING ANALYSIS BY DAVE VELLANTE - 2 YEARS AGO

Returning to live in-person events, our overriding impression from IBM Corp.’s annual Think event a couple weeks back was that the company showed unusual discipline ...

ANALYSIS BY TONY BAER - 2 YEARS AGO