earnings

"Nearly all clients are finding it difficult to scale GenAI projects" says CEO Julie Sweet. Here's why.

NVIDIA shrugs off analyst concerns about depreciating assets amid pace of platform evolution.

CapEx looks set to pass $60 billion

"Strategy misalignment"? There's been no shortage of that...

New CEO, an AWS veteran, has his work cut out...

"We believe the long-term AI action is on-prem"

Nutanix CEO sees some cloud repatriation as well as VMware refugees, as rumours of an $8 million > $100 million renewal circulate.

"The number of IT resources that are available to do manual processing of IT workloads is constrained and sophisticated observability and application security [is becoming] more critical..."

"You can ask Amazon Q for Data Integration to ‘read JSON files from S3, join on ‘accountid’, and load into DynamoDB’ and in response, it will return an end-to-end data integration job that can perform that action"