Enterprise
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Nvidia Earnings, AMD Earnings, Nvidia’s Goldilocks Pitch
Nvidia crushed earnings as expected, but management’s commentary and Nvidia’s actions highlight the extent to which the company depends on being the best, not necessarily on being integrated.
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Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott about Microsoft’s approach to building AI
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Apple Earnings, Wearables and Vision Pro, AI Leverage
Apple’s earnings highlighted the company’s product maturity; will AI drive an upgrade cycle? Plus, why Wearables are slumping, and why Vision Pro isn’t moving the needle.
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An Interview with Databricks CEO Ali Ghodsi About Building Enterprise AI
An interview with Databricks co-founder and CEO Ali Ghodsi about founding Databricks, managing large data, and creating AI for enterprise.
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The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings
The NBA’s next TV deal is coming into focus, and it looks like the last stop on the cable train; then, vignettes from Microsoft and Amazon earnings calls.
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An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy
An interview with Google Cloud CEO Thomas Kurian about Google’s AI strategy, and why this is an opportunity for the company to leap ahead in the cloud.
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Gemini 1.5 and Google’s Nature
Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.