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Big Idea

November 12, 2026

A Portfolio Capability Model for Private Equity Value Creation

Future of Work

Rethinking How GCCs, People, and AI Agents Deliver Capabilities Across Portfolio Companies

Chirag Mehta

Customer Story

November 10, 2026

Defense Logistics Agency CIO: Agentic AI Is a Business Change, Not an IT Project

Data to Decisions

Adarryl Roberts, CIO at the Defense Logistics Agency (DLA), says agentic AI is a business change and shouldn’t be viewed as just an IT project. And to make agentic AI work, you’ll need to first start by making your data ready to be used by AI.

Larry Dignan

Customer Story

November 10, 2026

A Look at How Oak Ridge National Laboratory Is Leveraging Google

Data to Decisions

The U.S. Department of Energy’s (DOE’s) Genesis Mission, which unites DOE National Labs, industry, and academia to harness AI for breakthroughs, is looking to integrate cloud, models, and supercomputing.

Larry Dignan

Analyst Blog

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Analyst Blog

November 12, 2026

Nvidia’s Leadership Risk, China Probe and the AI Infrastructure Boom

Data to Decisions

R Ray Wang says Nvidia’s long-term roadmap remains compelling—but founder dependence, governance questions and export-control scrutiny could shape what comes next....

Analyst Blog

November 8, 2026

An Ode to the Pragmatic Marketer: Two Realists Witness the Evolution

Marketing Transformation

The titles and subheads have changed...creative, data driven, storytelling, analytical...but the role has always been focused on growth. So what comes next as marketers master AI-e...

Liz Miller

Analyst Blog

November 1, 2026

Investment Should Follow the Evidence

As enterprises finalize their 2027 budgets, they have far more evidence than a year ago about where technology creates value and where it creates additional requirements. AI prov...

Esteban Kolsky

insights live

Constellation Research Insights

Explore our latest publications, videos and analysis to stay ahead of technology trends with your editor Larry Dignan

More insights live

Microsoft 364: If you can’t restore Outlook, can you run my agentic AI business apps?

Future of Work

November 13, 2026

Microsoft 364: If you can’t restore Outlook, can you run my agentic AI business apps?

Microsoft Outlook and Microsoft 365 apps including Teams, SharePoint and Calendar were down for two days before being restored. ...

Cisco delivers strong Q1, raises outlook for fiscal 2027

Tech Optimization

November 12, 2026

Cisco delivers strong Q1, raises outlook for fiscal 2027

Cisco's first quarter earnings results handily topped expectations and the company raised its fiscal 2027 outlook on strong demand for networking and AI infrastructure. ...

Nebius ups capex for 2027 as revenue slips in Q4

Tech Optimization

November 12, 2026

Nebius ups capex for 2027 as revenue slips in Q4

Neocloud Nebius said it will spend $40 billion to $45 billion on capital expenditures in 2027, but argued that much of that funding will be prepayments. The company also said revenue expected in the fourth quarter will bleed into 2027....

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DisrupTV

November 13, 2026

Strategy in the Age of AI: Why Proximity, Customer Context, and Decisive Leadership Matter | DisrupTV Episode 456

Future of Work

From “activation energy” and agent orchestration to donkeycorns and relationship capital, DisrupTV 425 explains what actually separates AI hype from real business impact....

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ConstellationTV

November 11, 2026

AI’s Next Chapter Depends on More Than Building Data Centers | CRTV Episode 142

Data to Decisions

AI infrastructure is expanding, but the harder questions are about where capacity should live, how organizations will get value from it, and whether they can govern it effectively....

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DisrupTV

November 6, 2026

In the AI Era, Reinvention Matters More Than Speed | DisrupTV Episode 455

Future of Work

On DisrupTV, Alex Osterwalder and John Reed joined R quot;Rayquot; Wang to discuss changing business models, evidence-based innovation, and how organizations can adopt AI without s...

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R "Ray" Wang

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Liz Miller

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Holger Mueller

Vice President and Principal Analyst

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Martin Schneider

Vice President and Principal Analyst

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Chirag Mehta

Vice President and Principal Analyst

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Michael Ni

Vice President and Principal Analyst

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Larry Dignan

Editor in Chief of Constellation Insights

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Esteban Kolsky

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