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AI & Enterprise

Enterprise edition \'old guy hardware\' boom

As investment in AI infrastructure accelerates, companies specialising in on-premises hardware are posting strong growth alongside cloud expansion. Hardware makers spanning semiconductors, servers, storage and networking are reporting improved results as AI demand rises. Dell Technologies highlights a strategy centred on upgraded on-premises AI infrastructure and solutions optimised for the tokenomics era. Enterprises are also looking at PCs for local inference while major AI and software players expand offerings, partnerships, acquisitions and investments.

AI & Enterprise

Anthropic-led joint venture buys Fractional AI to step up custom enterprise AI services

An AI services venture jointly funded by Anthropic, Blackstone and Hellman & Friedman has acquired San Francisco-based applied AI services firm Fractional AI, SiliconANGLE reported on May 21. The deal value was not disclosed. The venture is backed by $1.5 billion in total commitments from Anthropic, Blackstone, Hellman & Friedman and Goldman Sachs to help mid-sized companies adopt Claude for core business work.

AI & Enterprise

AI-era SI business emerges as major tech firms launch FDE push

Views on software customization in enterprise software are shifting as AI agents spread, with some in the industry saying optimization is becoming a future-defining keyword. Calls are growing for system integration-style work to build software to customer needs, with some arguing AI agents without customization struggle in enterprise markets. Major AI firms are expanding hiring of forward deployed engineers and forming joint ventures to support deployments, while executives say deploying agents is complex and requires deep process understanding.