As our customers progress toward becoming Frontier Firms, they are using AI not only to optimize how work gets done, but to reinvent their business on the promise of growth. …
… Microsoft proved that its AI business is accelerating in growth, and that cash flows remain healthy despite the firm's extensive capital expenditure on new data centers. …
… As both OpenAI and Anthropic stand on the threshold of becoming public companies , we’re eager for a peek at the legs supporting their businesses. It’s especially unclear what impact Anthropic’s latest battle with the U.S. government will have on its business. …
… Underpinning all of this were good business fundamentals, including “consistent year over year growth, not just one spurt,” he said. The final lesson Robbins learned was that, especially for a non-AI business, VCs want to hear a big dream. …
… The partnership also comes as IBM looks to accelerate growth in its AI business after lowering its 2026 revenue forecast last month following weaker-than-expected quarterly results. During its last earnings call, Chief Executive Arvind Krishna maintained that AI remains a long-term growth driver. …
AI + ML Anthropic's Claude claws its way towards the top of the AI market Who knew questioning authority and signaling virtue would lead to growth? Anthropic has been killing it in the business market, success that appears to be at least partially attributable to pushback against the Pentagon. …
A new report from the U.K.’s Imperial College and France’s Emlyon Business School has mapped out the ways Silicon Valley’s VC-backed founders commit fraud — and the role investors play. …
… The issue for Microsoft is that Wall Street is touchy about the growth of its Azure infrastructure cloud business, and as the numbers show, Big Bill is a lot more dependent on OpenAI than OpenAI will be on Big Bill. …
… Actual results could differ materially because of factors such as: intense competition in all of our markets that could adversely affect our results of operations; substantial investments in cloud and AI strategy that depend on customer demand, technological developments, competitive dynamics, and … …
… The company approached $100 million in annual recurring revenue last year with 120% year-over-year growth,and expects to accelerate growth this year, Hartley said. …
