Dafinchi AI

Teradata Corporation

TDC

Technology

1w

Teradata's Strategic Focus on Agentic AI and Hybrid Deployment Models

Teradata is heavily investing in agentic AI, emphasizing its role as a key growth driver in the company's strategy.
The company introduced AI factory, a solution enabling AI deployment in hybrid environments, both on-premises and in the cloud.
Teradata is leveraging partnerships with NVIDIA, ServiceNow, and Salesforce to enhance AI capabilities and ecosystem integration.
The company is focusing on building trusted, secure AI solutions for regulated industries and data sovereignty requirements.
Teradata's hybrid platform approach allows customers to deploy AI workloads flexibly across on-prem and cloud environments, addressing diverse needs.
The company sees AI workloads as a significant catalyst for migration and expansion, especially in hybrid data environments.

PROS Holdings, Inc.

PRO

Technology

2w

AI-Powered Solutions and Agentic AI Launch

Introduction of PROS AI agents unveiled at the Outperform conference, combining language models with proprietary numerical models.
Agents designed for goal-oriented execution across sales, pricing, rebates, and revenue management.
Currently in pilot phases, with customer testing expected in Q3, aiming to accelerate long-term growth and bring PROS value faster.
Emphasis on specialized intelligence acting as experienced team members, not just conversational agents.
Focus on expanding platform capabilities in AI agents, rebates, incentives, and platform extensibility.

EPAM Systems, Inc.

EPAM

Technology

1w

EPAM's Strategic Focus on AI-Native Transformation

EPAM emphasizes its positioning as an AI-native transformation company, with double-digit growth in AI-native revenue, driven by high client adoption of AI initiatives beyond experimental phases.
The company has developed proprietary platforms like DIAL and AI/RUN, enabling clients to deploy AI at scale without proprietary lock-in, fostering enterprise-wide AI integration.
Management highlights that AI embedding increases complexity, driving demand for their end-to-end AI-optimized execution, organizational enablement, and transformational services.

TER

Technology

2w

AI Compute as the Primary Growth Driver in 2H 2025

Demand in AI compute, especially in SOC and Memory, is strengthening and expected to be the dominant driver of Teradyne's semi test business in the second half of 2025.
The company sees broadening opportunities, with UltraFLEXplus systems gaining consideration in new areas.
Management is optimistic about new program ramps and test insertions, despite lumpy order patterns.

TRMB

Technology

1w

AI-Driven Data Insights and Industry Leadership

Trimble processed over 1.5 million drawings with AI since November 2024, saving significant manual effort.
Management emphasized the importance of data quality and quantity for AI success, highlighting their unique industry-specific data set.
The company is deploying AI across most functions, including engineering, marketing, and sales, to unlock efficiency and customer value.
AI content was about half of the recent biannual technology conference, indicating strategic focus.
Management is optimistic about AI's future impact, with early efforts in AI training and deployment across the organization.

PTC

Technology

2w

PTC's Strategic Focus on Product Data Foundations and AI-Driven Transformation

Neil Barua emphasized the importance of product data foundations as the backbone of AI-driven transformation, with progress across CAD, PLM, ALM, and SLM.
The company released Creo 12 with AI-driven generative design, Arena Supply Chain Intelligence, and other AI-enhanced solutions.
Partnerships with NVIDIA and the convergence of physical AI highlight PTC's role in integrating AI with physical product data.

Cisco Systems, Inc.

CSCO

Technology

5d

Record AI Infrastructure Orders from Webscale Customers Exceed $2 Billion in FY '25

The AI infrastructure orders have translated into approximately $1 billion in revenue during FY '25.
Cisco expects the AI orders to contribute to revenue growth in FY '26, with a growing pipeline in the hundreds of millions.
Webscale customers are deploying Cisco's Silicon One, optics, and optical systems for AI training infrastructure.
The company is actively working on developing solutions for AI inference and enterprise cloud deployments.
Cisco's strategy includes expanding partnerships and integrations, such as with NVIDIA, to support AI demands.