[Music] My name is Shri Arajula. I'm an AI platform engineering architect at Outshift by Cisco. We focus on AI agentic applications and quantum networking.At outshift, we're redefining platform engineering with what we call agentic platform engineering. Platform engineers typically deal with complex distributed cloudnative systems like Kubernetes, CI/CD pipelines, and monitoring tools. This constant context switching leads to burnout.So we saw a huge opportunity to use agentic AI technology to automate work ...

Cisco Systems (CSCO) Update / Briefing June 11, 2025 11:00 AM ET Speaker0 Well, good morning, everybody, from San Diego. We want to welcome you all back to your streaming broadcast coming to you directly from the world of solutions here at Cisco Live twenty twenty five. So exciting. I'm Steve Moulter. On behalf of the entire Cisco TV team, we are really delighted to have you with us today. You know, from the moment this event kicked off, we have been experiencing the story of all of the unique, all of the d ...

So if you look at uh what has happened right in genative AI we are in the phase two of genative AI if you want to understand there where we are at and genative AI has taken the world by storm and what I mean to say it has disrupted every industry and it has truly changed everything look at enterprises they're looking to get started on genative AI use cases to solve the business problem and in Today's era of agentic AI which I am going to talk about in late is more about productivity and creativity space whe ...

FiscalNote Holdings (NOTE) FY Conference June 11, 2025 10:00 AM ET Speaker0 Good morning. My name is William. I'm with three their CEO, Josh Josh Resnick. Josh. Speaker1 All right, thanks a lot. I appreciate it. I appreciate everyone taking the time today to hear about what we're doing at FiscalNote. We're really excited and hope to be able to convey some of that to you and help you understand why. Let me make sure I can handle slides. Let's see. Yeah, not bad. So I'll just start with the usual disclaimer, ...

黄仁勋对AI下一阶段的重点智能体AI（Agentic AI）做出预判 。他认为，AI已经超越了识别信息和生成 内容的阶段，正迈向一个能够理解任务、进行推理、规划并执行复杂任务的全新浪潮，这种能力的物理 化身便是机器人。 现场，他通过一个名为"Greg"的机器人展示了这一概念，这个机器人在Omniverse构建的数字孪生虚拟 世界中学会行走和与环境互动后，才被部署到物理世界。宝马、奔驰、丰田等众多企业已开始利用 Omniverse构建其工厂或产品的数字孪生体。 凤凰网科技讯（作者/于雷）6月11日，英伟达创始人兼CEO黄仁勋今日现身法国巴黎VivaTech大会，发 表了GTC主题演讲。他系统阐述了AI技术正从根本上重塑计算与工业的未来，并明确指出，一个由"AI 工厂"驱动的全新工业革命已经到来。 黄仁勋在演讲中指出，传统的数据中心正在向"AI工厂"转变。他认为，未来的数据中心不再仅仅是存储 文件和数据的仓库，而是能够产生智能、创造价值的生产设施。这些AI工厂的核心任务是生产"智能通 证（intelligent tokens）"，就像发电厂产生电力一样，为各行各业提供动力，开启一场新的工业革命。 为支撑AI工厂的 ...

Core Insights - Datadog has introduced new capabilities for monitoring agentic AI, including AI Agent Monitoring, LLM Experiments, and AI Agents Console, aimed at providing organizations with end-to-end visibility and governance over AI investments [1][4][8] Industry Context - The rise of generative AI and autonomous agents is changing software development, but many organizations struggle with visibility into AI system behaviors and their business value [2][3] - A study indicates that only 25% of AI initiatives are currently delivering promised ROI, highlighting the need for better accountability in AI investments [4] Company Developments - Datadog's new observability features allow companies to monitor agentic systems, run structured experiments, and evaluate usage patterns, facilitating quicker and safer deployment of LLM applications [3][4] - The AI Agent Monitoring tool provides an interactive graph mapping each agent's decision path, enabling engineers to identify issues like latency spikes and incorrect tool calls [4][6] - LLM Experiments enable testing of prompt changes and model swaps against real production data, allowing users to quantify improvements in response accuracy and throughput [6][7] - The AI Agents Console helps organizations maintain visibility into both in-house and third-party agent behaviors, measuring usage, impact, and compliance risks [7]

Rambus (RMBS) FY 2025 Conference June 10, 2025 02:00 PM ET Speaker0 Good afternoon, and welcome to Rosenblatt Security's fifth annual Age of AI scaling tech conference. My name is Kevin Cassidy. I'm one of the semiconductor analysts at Rosenblatt. And it's my my pleasure to introduce, Steven Wu. Steve is Rambus's fellow and distinguished inventor and is a technology innovator with over fifteen years of experience in the hardware and software performance solutions. We have a buy rating on Rambus and an $80 t ...

Key Takeaways PATH reported Q1 fiscal 2026 revenues of $357M, up 6% year over year, and ARR of $1.69B, up 12%. Strategic alliances with Microsoft, Amazon, and Salesforce boost PATH's market reach and integration. PATH holds $1.6B in cash with no debt, and strong liquidity supports growth and innovation initiatives.UiPath Inc. (PATH) stock has declined 10% in the past six months while gaining 12% in the past three months, indicating that the tide is turning. Image Source: Zacks Investment ResearchThis anal ...

I'm Ben Kuss and I'm here to talk about the lessons that we learned at Box building um agent architectures. Um if you don't know Box, uh we are a B2B company. Um many people know us uh from our content sharing, but we think of ourselves as an unstructured data platform.Uh we have uh we typically deal with large enterprises. So like um uh big companies across Fortune 500. We have over 115,000 companies, tens of millions of users and our customers have given us uh entrusted us with over an exabyte of their da ...

PayPal (PYPL) Conference Summary - June 10, 2025 Company Overview - **Company**: PayPal (PYPL) - **Industry**: Digital Payments and Financial Services Key Points and Arguments Leadership and Organizational Changes - Susan Carreery, President of Global Markets, leads PayPal's business across various regions including The Americas, Europe, Latin America, Asia Pacific, and China [5][6] - A new leadership team has been established, focusing on customer relationships and market growth [5][6] - The organization has undergone significant transformation to enhance agility and innovation, responding to customer feedback about the pace of change [12][13][17] Market Presence and Growth - PayPal operates in over 200 markets with a workforce of over 7,000 professionals [7] - The company is in a growth mode, with a focus on omnichannel strategies and enhancing consumer value propositions [17][18] - Key performance indicators (KPIs) show strong growth in Venmo, with a 4% increase in new accounts and a 12% rise in average revenue per account [32] Customer Engagement and Go-to-Market Strategy - PayPal aims for 100% coverage of its largest merchant partners and small businesses, emphasizing local engagement [24][25][27] - The company is restructuring teams around verticals to better serve specific business needs [28] - Feedback from customers highlighted the need for clarity and urgency in engagement, which has informed the new go-to-market strategy [22][23] Innovation and Technology - PayPal is focusing on modernizing the branded checkout experience, with over 45% of US volume now on modern integrations [48] - The company is committed to achieving 80% of experiences on new integrations by 2027 [49] - The introduction of agentic commerce is seen as a significant opportunity, leveraging data and identity to enhance consumer experiences [60][62] Partnerships and Market Expansion - New partnerships, such as with SelfBook and Perplexity, are aimed at enhancing conversational commerce capabilities [62] - The company is expanding its presence in international markets, with notable success in Germany and Australia [53] Future Outlook - PayPal is optimistic about its growth trajectory, focusing on NFC technology, cryptocurrency, and agentic commerce as key areas for future development [69][70] - The company aims to leverage its extensive customer base and brand trust to drive long-term growth [68] Additional Important Insights - The cultural shift within PayPal emphasizes transparency, urgency, and a customer-centric approach, which has been positively received by employees [18] - The company is actively working to simplify the merchant experience and enhance the value proposition for both consumers and merchants [63] This summary encapsulates the key discussions and insights from the PayPal conference, highlighting the company's strategic direction and market initiatives.