Of all the companies I track, Zoom Communications Inc. might be the most interesting, as it’s evolving in ways that run counter to its traditional peers. When speaking with industry colleagues, including investors, channel partners, customers and fellow industry analysts, Zoom is often grouped into the unified communications-as-a-service or the contact center-as-a-service bucket. Zoom was a pioneer in video meetings and has used its expertise in helping people connect to expand its portfolio in several directions.

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Zoom’s most recent quarter highlights its transition to a system-of-action company

Nvidia Corp.‘s latest results are remarkable even by its own high bar. Revenue set new records, driven by a 90%-plus surge in data center demand and what management described as “parabolic” demand as Blackwell systems ramp across hyperscalers, artificial intelligence clouds, auto and sovereign customers. But the more important story is how quickly the AI economy is reorganizing around what Chief Executive Jensen Huang calls “AI factories” and “agentic AI.”

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Five takeaways from Nvidia’s earnings, and what they mean for the AI industry

Startup Forward Inc. today rolled out Forward Predict, software that lets customers model the impact of network changes before changes go live. Rather than a routine feature update in a crowded artificial intelligence networking market, the move signals a broader shift in how networks should be designed, operated and trusted as AI becomes central to enterprise information technology.

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Move fast, break nothing: How Forward Predict brings CI/CD discipline to networking

Veeam Software Group GmbH used VeeamON 2026 in New York City this week to punctuate its shift from “the backup company” to a data and artificial intelligence trust platform for the agentic era. With a new architectural layer and an aggressive product roadmap, Chief Executive Anand Eswaran (pictured) and President of Products and Technology Rehan Jalil are betting that the next decade of enterprise infrastructure will be defined less by how quickly you can restore a virtual machine or data set and more by how confidently you can let AI act on your data.

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Veeam’s big pivot on display at VeeamON 2026

RingCentral Inc.‘s latest quarter shows a company that has quietly turned artificial intelligence from a future story into its primary engine for product differentiation, operational leverage and, increasingly, growth. What started as a unified-communications-as-a-service provider is evolving into an AI-first customer engagement platform, with RingCentral AIR and related products at the front door of every conversation.

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AIR, ARR and AI: Inside RingCentral’s transformation into an AI-first engagement platform