Dafinchi AI

WIX

Technology

1w

AI-driven web creation and generative engine optimization

Wix reports strong growth in AI onboarding and adoption across the platform, fueling new user cohorts and top-line acceleration.
Development of proprietary algorithms to surface content in AI-generated responses, setting a new industry benchmark for AI search visibility.
First CMS to offer native AI visibility tools, demonstrating a first-mover advantage in AI search optimization.
AI is lowering barriers to digital creation, enabling higher quality projects with greater speed and ease, and expanding the online creator base.

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.

Dynatrace, Inc.

DT

Technology

1w

Dynatrace's AI-Driven Platform Enhances End-to-End Observability and Automation

Dynatrace's platform leverages AI techniques including causal AI, predictive AI, and generative AI to deliver precise insights and autonomous decision-making.
Recent advancements enable the platform to serve as the knowledge, reasoning, and action framework for agentic AI, facilitating interoperability with third-party AI agents.
Management emphasizes the strategic importance of deterministic answers for trustworthy AI-driven automation and autonomous systems.

News Corporation

NWSA

Technology

1w

AI and Intellectual Property Rights Concerns in Content Creation

Management emphasized the importance of protecting intellectual property rights amidst the rise of AI, highlighting ongoing legal actions against companies that violate IP rights.
CEO Robert Thomson expressed concern over AI profiting from creators' works without proper compensation, citing examples like President Trump's books.
Thomson warned that derivative AI works could undermine the value of original content and threaten the content ecosystem.
The company is actively negotiating with AI firms to secure IP rights and prevent misuse of proprietary content.

DXC Technology Company

DXC

Technology

2w

DXC's Strategic Focus on AI and Generative AI Leadership Recognition

DXC is investing in talent, training over 50,000 GenAI-enabled engineers, and achieving AI readiness across 92% of technical teams.
Recognized by Gartner as an Emerging Leader in the Generative AI Market Quadrant, reflecting strong AI capabilities and strategic vision.
AI is integrated into core business processes, customer interactions, and internal operations, with examples including document automation, virtual assistance, and security threat intelligence.
AI solutions are seen as additive, not disruptive, with a focus on scalable, highly replicable frameworks that leverage industry knowledge and data readiness.

IT

Technology

1w

AI as a Strategic Growth and Efficiency Driver

Gartner emphasizes AI as the highest demand area, with rollout of AskGartner, an AI-powered insights tool, expected to be completed for all licensed users by year-end.
AI is also used internally, with over 50 applications to improve associate productivity and effectiveness.
Management views AI as a key to reaccelerating growth and improving operational efficiency, with early promising results but long-term impact still uncertain.

Integral Ad Science Holding Corp.

IAS

Technology

1w

AI Infrastructure Investment and Ethical Certification

IAS is heavily investing in AI infrastructure to anticipate customer needs and drive demand in the AI landscape, with a focus on innovation and efficiency.
The company has achieved a significant milestone by receiving the first ethical AI certification from the Alliance for Audited Media, highlighting its commitment to responsible AI use.
Management emphasized that AI advancements, including faster labeling (29x speed increase) and processing (50 years of video content daily), position IAS as an industry leader in ethical and high-performance AI applications.

VMEO

Technology

1w

Vimeo's Strategic Focus on AI-Driven Video Solutions and Agentic AI Development

Vimeo is actively testing Agentic AI features that enable natural language querying of video libraries, aiming to make Vimeo akin to 'ChatGPT for Vimeo'.
Potential applications include customer support, healthcare, onboarding, and content summarization.
Management emphasizes the importance of AI in maintaining pace with competitors and enhancing user experience, with a focus on making video interaction more intuitive and efficient.

Advanced Micro Devices, Inc.

AMD

Technology

1w

Long-term Revenue Outlook and Market Share Strategy Post-Intel 18A Announcement

AMD remains confident in growing client processor revenue ahead of the market, driven by product portfolio and OEM expansion.
The company views the Intel 18A process node as a competitive challenge but expects continued share gains.
Long-term, AMD aims for tens of billions in annual revenue from MI400 series and AI infrastructure deployments.
The company is preparing for a multi-year ramp, with a focus on large-scale AI and data center markets.
Market share growth is supported by broad product adoption, strategic partnerships, and expanding AI use cases.

ONTF

Technology

1w

AI-Powered Content Ecosystem and Global Campaigns

ON24's AI strategy focuses on transforming single digital events into omnichannel, global campaigns, enabling personalized, scalable content creation from each live event.
The platform automatically repurposes long-form webinars into transcripts, blog posts, short videos, and social content, enhancing content reach and engagement.
Multi-language translation capabilities allow webinars to be localized into 64 languages, expanding global reach and making content more discoverable in AI search and large language models.