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How Broadcom’s VMware acquisition is shaking up enterprise software

"We’re witnessing an interesting dynamic in the space..."

Datadog ups revenue forecasts after AI growth, sniffs out new federal customer

Canine cloud observability firm pats itself on the back after being a very good boy throughout the last quarter.

Palantir says AI means Pentagon can use 20 people instead of 2000 to target enemies, rakes in cash

CTO Sayan Shankar: "Models across both open and closed source are... converging, all while pricing for inference is dropping like a rock. This only strengthens our conviction that the value is in the application and workflow layer."

John Roese, Dell Chief AI Officer and CTO

Prepare for a 20-year cycle as businesses shift out of the experimentation phase and really start to get serious about Generative AI deployment.

Nvidia replaces Intel on Dow Jones, wipes out earnings positivity

Reductions in capex, headcount and operating expenses lift Intel investors' spirits - before the Dow ejection sends the chipmaker's share price back into the doldrums.

Microsoft warns of $1.5 billion OpenAI loss as it "turns away" GPU business

How's that $14 billion investment working out?

VW burns €2 billion as software losses mount, group profits plunge

All the operating profits of Audi, Bentley, Ducati, and Lamborghini combined burned on software losses.

Five key takeaways from the Alphabet earnings

“The momentum across the company is extraordinary. Our commitment to innovation, as well as our long-term focus and investment in AI, are paying off."

Driving change: DIY transformation at the global automotive giant Inchcape

The Stack speaks to Chief Digital Officer Mark Dearnley about building a global IT delivery function internally rather than buying it in through outsourcing.

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