Perhaps it shouldn’t come as a surprise that the artificial intelligence boom was never going to be unalloyed good for every enterprise technology provider looking to leverage AI. But this week, investors got a taste of the downside and they didn’t like it, sending stocks of Dell Technologies, MongoDB, Salesforce, UiPath Nutanix, Workday and more ...

Artificial intelligence bubble or boom, there’s no company riding it better than Nvidia, whose earnings report this week managed to outpace sky-high forecasts thanks to its providing the most popular chips in the known universe. AI also dominated the announcements and conversations at a raft of industry events this past week, from Dell Technologies World ...

If anyone thought Google was going to continue to lose ground to Microsoft and OpenAI in the artificial intelligence era, its I/O conference this week in Mountain View proved that perception is premature at best. The company introduced a raft of new features, including some coming shortly, such as an industry-leading 2 million-token context window ...

As the spring conference season gets into full swing, we’re getting broad insights into key areas of enterprise technology. This past week, it was cybersecurity (and artificial intelligence’s impact on it) from the RSA Conference in San Francisco, open source (and AI’s impact on it) from Red Hat Summit in Denver, and information technology architecture ...

Another spate of earnings this week proved once again that artificial intelligence is driving a lot of upside among enterprise technology providers. Amazon, Qualcomm, Super Micro and others saw earnings improve as companies continue to invest at least in experimenting broadly with generative AI models. But others such as Advanced Micro Devices, and even AI ...

Artificial intelligence drove higher cloud spending this past quarter, and that in turn drove earnings upside for the likes of Google, Microsoft and SAP. Less so, however, for Intel, IBM, ServiceNow and Meta, which haven’t yet seen the AI bump they hope to get or, in Meta’s case, are spending big on it well ahead ...

The game of large language model leapfrog looks to be speeding up, if that’s even possible, as Meta Platforms, Elon Musk’s xAI, Microsoft, Stability AI and of course OpenAI all weighed in this week with new models of various kinds. It’s perhaps no coincidence that the potential negative impacts of this race are worrying more people, ...

With Google’s Cloud Next ’24 conference this past week in Las Vegas now in the books, it looks like the search giant is finally poised to leverage its longtime work in artificial intelligence and its serious technical infrastructure to provide a boost to its third-place cloud computing unit. The Mandalay Bay conference center hosted some ...

Has the trough of disillusionment arrived for generative artificial intelligence? Maybe it’s a bit early given continuing outright hype and breathtaking funding — but there’s certainly rising worry and criticism of actual and potential impacts, even sometimes from the AI model builders themselves. We saw a lot of that this week, from accusations that Israel ...

Big money keeps pouring into generative artificial intelligence, a sign of both the enthusiasm about its potential and the high costs of creating all those mega AI models. This week’s hauls included $2.75 billion for Anthropic from Amazon, and both Scale AI and Cohere reportedly are getting hundreds of millions of dollars apiece. That’s on ...