Today: Nvidia makes a big deal with Intel to cement its interconnect technology in the data center, Microsoft dodges a scary security incident, and the latest enterprise moves.
Today: Workday jostles for position in the race to bring agents to the enterprise, a new type of software supply-chain attack is spreading, and the latest funding rounds in enterprise tech.
Today: another batch of earnings reports shows that enterprises are still investing heavily in the raw materials for generative AI, Microsoft takes a careful step away from its dependence on OpenAI's models, and the latest enterprise moves.
It became clear in 2023 that the incredible growth in enterprise tech spending during the early years of the pandemic was a mirage, rather than a new baseline. Redpoint's Scott Raney isn't sure how quickly the good times will return.
