NVIDIA drives AI growth through Blackwell hardware and NVLink networking, while Palantir grows faster by selling enterprise AI software and “commodity cognition.”
Microsoft is considering a new AI-loaded software bundle for Microsoft 365, sources say
Microsoft is considering launching E7, a premium AI-enhanced enterprise productivity bundle priced up to $99 per user monthly, featuring Copilot and Agent 365.
Live: Will C3.ai (AI) Gain Momentum After Earnings Tonight?
C3.ai's Q3 fiscal 2026 results will reveal whether enterprise AI software execution is stabilizing, with gross margin and bookings performance as critical indicators of profitability trajectory.