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June 24, 2024

News Analysis: Only A Few Companies Will Win In Fueling The Age of AI

AI Begins And Ends With Nvidia

Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry.  In fact, only a few vendors have shown significant profits in AI:

Blog
June 24, 2024

Monday's Musings: Progress Through The Five A's of AI

Take A Measured Approach To AI Adoption

The rush to AI projects often comes as an all or nothing approach. However, lessons learned from Constellation's Executive Network (CEN) members show a gradual and measured approach.  Constellation sees five phases to adoption from both a business and cultural point of view:

Constellation Insights
June 16, 2024

OpenAI and Microsoft: Symbiotic or future frenemies?

OpenAI has built momentum by closing a big partnership with Apple, a channel deal with PwC and a series of enterprise wins. These events put an exclamation point on the enterprise traction that OpenAI is seeing directly and raise a big question: Will OpenAI eventually compete with its primary investor Microsoft?