Results

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
Insight News
January 28, 2026

Seagate: Agentic AI, video to fuel storage demand spike

Data to Decisions
Seagate Technologies CEO William Mosley said on the company's second quarter earnings call that capacity for 2026 is already allocated and quot;and we expect to begin accepting ord...
Larry Dignan
Analyst Blog
January 21, 2026

Constellation Research's AI-First Service Firms

Future of Work
Legacy organizations caught between two S-curves must quickly decide whether to start from scratch and migrate, or to modernize their technical debt within their existing organizat...
R "Ray" Wang
Insight News
January 20, 2026

Agentic AI experiences will determine enterprise winners

Data to Decisions
Agentic AI to date has revolved around architecture, standards, use cases, process automation and productivity, but customer experiences and visions of reinventing categories are m...
Larry Dignan
Insight News
January 20, 2026

ServiceNow expands OpenAI partnership

Data to Decisions
ServiceNow said that it has expanded its multi-year partnership with OpenAI in a move that will revolve around computer-use automation, expanded AI tools and workflows using techno...
Larry Dignan
Insight News
January 20, 2026

OpenAI’s 2026 focus on practical AI points to enterprise

Data to Decisions
OpenAI has $20 billion in annual recurring revenue, but perhaps the bigger news is that the company's 2026 focus revolves around quot;practical adoptionquot; in health, science and...
Larry Dignan