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Insights
March 04, 2026

Are We at Peak Anthropic?

Future of Work
Anthropic has been portrayed as a SaaS assassin. Anthropic launches connectors and plugins to various enterprise apps, and SaaS stocks tank. Anthropic doubles down on Claude Code a...
Larry Dignan
Insight News
March 04, 2026

Broadcom AI revenue surges in fiscal first quarter

Tech Optimization
Semiconductor revenue in the quarter was $12.51 billion, or 65% of revenue. The infrastructure software unit, led by VMware, had revenue of $6.8 billion, up 1% from a year ago. ...
Larry Dignan
Insight News
March 02, 2026

For Middle East AI infrastructure, war is a risk factor

Data to Decisions
AI infrastructure spending in the Middle East has garnered billions in investment, but the war with Iran highlights one of the biggest risk factors in the region. ...
Larry Dignan
ConstellationTV
February 23, 2026

How Zoho Is Rewriting Enterprise Software: ZohoDay 2026 Analyst Roundtable

Future of Work
Live from ZohoDay 2026, Constellation analysts hosted a lively roundtable about Zoho’s strategies, customer impact, and the software industry’s future. This conversation covered th...
Liz Miller
Martin Schneider
Larry Dignan
Holger Mueller
Michael Ni
Esteban Kolsky
Chirag Mehta
R "Ray" Wang
Insight News
February 03, 2026

AMD's Q4 data center, PC revenue drives results

Tech Optimization
AMD reported strong fourth quarter earnings that handily topped expectations as its data center revenue surged 39% from a year ago. ...
Larry Dignan
Insight News
February 03, 2026

Intel to make GPUs; CEO Tan riffs on AI adoption

Data to Decisions
Intel CEO Lip-Bu Tan said the chipmaker will make GPUs as well as CPUs and is striving to run two interdependent businesses with its foundry and product units. ...
Larry Dignan
Insight News
February 02, 2026

Storage becomes more strategic amid AI buildout

Data to Decisions
Storage vendors are beginning to lock up long-term supply deals with customers as systems become more strategic amid the AI buildout....
Larry Dignan