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May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

By R "Ray" Wang

Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth

Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap.  With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth.  Digital giants by definition have deployed five key strategies:

Constellation Insights
May 5, 2024

Generative AI spending will move beyond the IT budget

By Larry Dignan

Generative AI will drive IT budgets, but the spending is likely to be spread around a bevy of business units too. The more likely outcome is that generative AI spending for projects will be spread around business units and be absorbed in the budgets that run the entire enterprise.

Constellation Insights
May 2, 2024

MongoDB adds to Atlas platform, scales partnerships, flexibility

By Larry Dignan

MongoDB launched new Atlas features and integrations with Microsoft Azure, Google Cloud and Amazon Web Services as well as an expanded partner program. The effort, announced at MongoDB.local NYC, is designed to make it easier for developers to scale MongoDB applications across clouds and edge infrastructure.

Constellation Insights
April 25, 2024

Microsoft Azure revenue in Q3 up 31%

By Larry Dignan

Microsoft reported a strong third quarter with revenue growth was 17% with Microsoft Cloud revenue up 23% from a year ago. Azure and other cloud services revenue growth was 31% driven by AI services.