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Constellation Insights
April 18, 2024

Infosys acquires In-tech, posts mixed Q4 with genAI progress

Constellation Research CEO Ray Wang said Infosys is facing a bevy of moving parts that the company will have to navigate. "The combination of AI arbitrage, margin compression, and exponential efficiency is having an effect on the overall market.  Constellation expects that the overall service market will be flat to single digit growth for the next year," said Wang.

Constellation Insights
April 3, 2024

Low code platforms will become strategic to CxOs

Generative AI and automation will mean low-code coding platforms will become strategic for enterprise transformation efforts. By 2025, Constellation Research estimates more than two-thirds of enterprises will have a standardized low-code tool in house.

Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

New Chips, New Business Models Ahead In Accelerated Computing

Nvidia stock is up 267% YoY.  With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose.  The key things to look for in the keynote: