Nvidia revenue jumps 85% on AI infrastructure demand

The company segmented its data center revenue, with half of its earnings linked to hyperscalers and the other half to a broader customer base, including enterprises.

By Makenzie Holland • May 21, 2026

Blackstone, Google launch new compute-as-a-service venture

The TPU cloud offering seeks to increase flexibility for enterprises running AI workloads as cloud infrastructure spend continues to rise.

By Makenzie Holland • May 19, 2026

Intel, McLaren partnership puts data in the fast lane

The racing group picked Intel to power its high-speed data and race simulation strategy.

By Makenzie Holland • May 15, 2026

Levi’s migrates to standardized global ERP platform

The initiative has resulted in more than 2,600 employees working from a single platform with common processes and data, according to the retail company.

By Makenzie Holland • May 13, 2026

SAP creates single platform for building, deploying AI

The release of SAP Business AI Platform and SAP Autonomous Suite follows a series of acquisitions by the ERP giant to bolster its data foundation. 

By Makenzie Holland • May 12, 2026

U.S. Bank shifts critical apps to AWS for AI push

The financial services firm joins a growing list of banks looking to upgrade foundational infrastructure to better support AI initiatives.

By Makenzie Holland • May 11, 2026

AWS, IBM boost mainframe-cloud interoperability

The partnership aims to support enterprises’ hybrid cloud strategies, identifying core patterns of connection between AWS and IBM mainframes.

By Makenzie Holland • May 5, 2026

SAP buys Dremio, Prior Labs for AI data push

The ERP vendor is on a spending spree as it builds out infrastructure capabilities for enterprise AI initiatives.

By Makenzie Holland • May 4, 2026

Buoyed by OpenAI deal, AWS prepares for agentic future

The tech giant will continue to “lay out cash” for compute infrastructure, including land, buildings and chips, CEO Andy Jassy said.

By Makenzie Holland • April 30, 2026

Microsoft, OpenAI rework partnership as cloud flexibility grows

The deal will ease OpenAI’s ability to work with other cloud providers, but it doesn’t spell less dependency for enterprises, said Gartner VP Analyst Alastair Woolcock.

By Makenzie Holland • April 27, 2026

CoreWeave, Google Cloud link up for AI training, inference

The AI cloud provider is among a growing list of vendors attempting to make it easier for clouds to work together.

By Makenzie Holland • April 22, 2026

Amazon adds $25B to Anthropic AI infrastructure deal

The deal will equip AWS customers with built-in guardrails to use Claude in an enterprise setting, Gartner Distinguished VP Analyst Jason Wong said.

By Paige Gross • April 21, 2026

Semiconductor industry calls for more robust, strategic industrial policy

Expanded, proactive chip investments under the Chips and Science Act and other measures would help the U.S. compete with China, witnesses said at a House Energy and Commerce subcommittee hearing.

By Jeffrey Kinney • April 20, 2026

Albertsons lays out $2B spending plan to scale AI, boost productivity

The grocer is centering its transformation efforts around technology and AI to pursue growth, CEO Susan Morris told investors.

By Makenzie Holland • April 16, 2026

Bank of America tech chief shares AI strategy focus

Chief Technology and Information Officer Hari Gopalkrishnan described how the bank is advancing its AI journey during the Semafor World Economy 2026 event.

By Makenzie Holland • April 14, 2026

‘Memflation’ pushes semiconductor market across $1.3 trillion threshold

Gartner expects DRAM and NAND flash costs to more than double this year, disrupting component supplies into 2028, the firm said Wednesday.

By Matt Ashare • April 13, 2026

Pep Boys names CIO to drive technology strategy

Nik Umrani will work to align AI capabilities with the auto company’s business objectives, focusing on growth and operational efficiency.

By Makenzie Holland • April 10, 2026

CoreWeave, Meta strike $21B deal to boost compute

The expanded infrastructure partnership showcases the continued rise of specialized AI cloud providers as compute demand increases.

By Makenzie Holland • April 9, 2026

Hyperscalers will own two-thirds of data center capacity by 2031

Enterprise AI demand has driven leading providers to boost infrastructure investments, according to a Synergy Research Group report.

By Makenzie Holland • April 8, 2026

Anthropic adds compute power with Google, Broadcom deals

The partnerships give CIOs confidence that model providers are acquiring the capacity to power enterprise AI, Gartner VP Analyst Alastair Woolcock said.

By Makenzie Holland • April 7, 2026

Insurance industry still stuck in AI pilot phase, report finds

Companies in the sector are struggling to connect AI investments to returns, according to a Simplifai report.

By Makenzie Holland • April 6, 2026

IBM, Arm team up to tackle enterprise AI workloads

Their dual-architecture hardware stands to expand mainframe use cases, including reducing barriers for VMware migrations, a Gartner analyst said.

By Makenzie Holland • April 2, 2026

Cloud spend rises as hyperscalers race to meet demand

AI infrastructure investments soared as global cloud spend reached $110 billion in the final quarter of 2025, according to an Omdia report.

By Makenzie Holland • March 27, 2026

Bank of America’s wealth management firms roll out AI tool

AI-Powered Meeting Journey leans on Salesforce CRM data to gather materials, summarize meetings and provide natural language assistance to financial advisors.

By Makenzie Holland • March 26, 2026

AI inference costs set to plunge: Gartner

But CIOs likely won't see any savings as model sizes go up and functionality becomes more advanced, the analyst firm said.

By Makenzie Holland • March 25, 2026