After a tough 2022, the first half of 2023 has shown impressive strength paying off earlier technology bets. For sure, investors in the so-called Magnificent Seven — Apple, Alphabet, Amazon, Microsoft, Meta Platforms, Nvidia and Tesla — have been rewarded. ...

With George Gilbert, Rob Strechay and Andy Thurai The recent Databricks Data+AI Summit attracted a large audience and, like Snowflake Summit, featured a strong focus on large language models, unification and bringing AI to the data. While customers demand a ...

With a nearly $60 billion revenue run rate, growing at 14% and throwing off more than $5 billion in operating cash last quarter, Cisco Systems Inc. has an awesome business. But customers are vocal about the complexity of Cisco’s portfolio ...

The era of AI everything continues to excite. But unlike the internet era, where any company announcing a dot-com anything immediately rose in value, the AI gods appear to be more selective. Nvidia Corp. this week beat its top-line whisper number ...

Artificial intelligence will now add superpowers to every triggering buzzword, hence the title of this week’s post. Look past the buzz and you’ll find substance somewhere. The spring conference season is kicking into high gear, so it’s a time to ...