Back at the start of this year, we wrote about the audacity of the Stargate project, a four-year, pie-in-the-sky $500 billion moonshot investment announcement to build infrastructure for OpenAI. That was followed quickly by additional data center construction pledges. On top of OpenAI’s year-one $100 billion Stargate commitment, Amazon,
Amazon, Microsoft, and Google all reported earnings last week, and the cloud was a bright spot with all three companies reporting solid growth, driven by growing AI resource requirements. We saw Amazon top 20% revenue growth for the first time since Q42022, while Microsoft held steady at 39% and Google
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Harness CEO Jyoti Bansal has always loved being a founder. It doesn’t hurt that he sold his first startup AppDynamics to Cisco for $3.7 billion in 2017, the same week the company was set to go public. Even with a mega exit under his belt, he didn’t
It’s Halloween and it seems like an appropriate time to confront something genuinely scary: the prospect of an AI bubble. A bubble happens when there is overinvestment, overvaluation and a general feeling of overenthusiasm. The dot-com bubble is one of the most famous ones where investors poured money into
Every company has a distinct brand; a look, a feel, and a messaging strategy that defines who that company is. The introduction of large language models to the creative process should have made it easier to incorporate all that branding into the model, but it has actually been a big
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Regulated industries like banking, legal, finance, and healthcare face a far greater level of scrutiny when something goes wrong. Driven by tighter oversight, stricter privacy rules and higher stakes for consumers, these companies have to approach major shifts like AI with a lot more caution than other sectors. Wolters Kluwer,
Blame it on Cain Don't blame it on me Oh, oh, oh, it's nobody's fault But we need somebody to burn ~Elvis Costello, Blame it on Cain You might have heard that large swaths of the internet went down on Monday. The culprit was
Crusoe Energy is a seven-year-old startup in the right place at the right time. As large companies race to build AI data centers, Crusoe has found a way to power them by building where the energy is instead of following the crowd to the to the most popular locations. That&
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Samsara, a software company that helps organizations with large vehicle fleets monitor and improve driver safety, has been layering on AI in recent years to surface deeper insights from its data. The company serves both managers and drivers, giving fleet leaders the tools to make operations safer, while helping drivers
Well, I've walked these streets In a carnival of sights to see All the cheap thrill seekers The vendors and the dealers, they crowded around me ~Natalie Merchant, Carnival You have to admit, nobody puts on a customer event quite like Salesforce. From Marc Benioff’s carnival-barker keynote
While OpenAI has been making headlines with a constant stream of new partnerships, massive data center and chip deals, and a steady flow of feature enhancements, many large organizations may still lean toward established vendors like Amazon or Google for their agentic AI solutions. Last week, each company introduced an
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As global CIO at Liberty Mutual, a 113-year-old insurance provider, Monica Caldas is determined to modernize her company’s technology. That includes fully embracing AI, while walking the line between transformation and governance that a regulated organization like Liberty Mutual demands. This year, Caldas was named the 2025 MIT Sloan