Tech Optimization

DisrupTV

March 02, 2026

Negotiations, Meetings, and Focus in the Age of AI | DisrupTV Ep. 429

Future of Work

In an AI-powered economy, negotiation strategy, meeting discipline, and ruthless focus may be your biggest competitive advantages....

R "Ray" Wang

Elle DeRosa

Insights 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

Insights News

February 26, 2026

Dell delivers blowout Q4, outlook on AI infrastructure boom

Tech Optimization

Dell Technologies delivered blowout fourth quarter results and raised its outlook on strong AI infrastructure demand. ...

Larry Dignan

Insights News

February 26, 2026

CoreWeave tops $5 billion in revenue for 2025, projects more hypergrowth 2026, 2027

Tech Optimization

CoreWeave topped $5 billion in annual revenue as the company said, quot;demand continues to intensify.quot; CoreWeave said 2026 revenue will be between $12 billion to $13 billion w...

Larry Dignan

Analyst Blog

February 25, 2026

Q1 2026 Constellation ShortList™: 83 Categories Updated Across Two Weeks

Data to Decisions

The final wave of Q1 2026 Constellation ShortList™ updates is now live — adding 40 new and refreshed categories to the portfolio....

Insights News

February 24, 2026

Meta to deploy AMD GPUs, CPUs and take stake in chipmaker

Data to Decisions

Meta said it has inked a multi-year deal with AMD to deploy multiple generations of AMD Instinct GPUs as well as CPUs and AMD Helios racks. Meta also has an option to acquire up to...

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

DisrupTV

February 20, 2026

From Forced Upgrades to Agentic AI: Rethinking ERP, Innovation, and Leadership | DisrupTV Ep. 428

Future of Work

Agentic AI is pushing enterprises beyond forced ERP upgrades toward composable architectures, human-AI creativity, and leadership built on better questions—not just faster answers....

R "Ray" Wang

Elle DeRosa

Event Update

February 19, 2026

Integration Tax is the new AI tax, Zoho plans to crush it | ZohoDay 2026 Recap

Future of Work

Zoho Day 2026 did not disappoint. From Zoho's new app OS architecture and de-layered platform vision to a unified data layer powering AI, CRM, and RevTech, the message was clear: i...

Liz Miller

Martin Schneider

Holger Mueller

Larry Dignan

Chirag Mehta

Analyst Blog

February 18, 2026

Q1 2026 Constellation ShortList™: 43 Updated Categories Reflect the Next Wave of Enterprise Tech

Data to Decisions

The Q1 2026 Constellation ShortList™ portfolio updates are here with 43 new and refreshed categories reflecting where enterprise technology investment is accelerating right now....

Event Update

February 11, 2026

Cisco AI Summit 2026 Key Takeaways | With R "Ray" Wang & Chirag Mehta

Future of Work

Cisco AI Summit 2026 communicated a clear message through its powerhouse lineup of speakers: AI is real, it’s here, and the gap will widen quickly between those who experiment bold...

Chirag Mehta

R "Ray" Wang

ConstellationTV

February 11, 2026

SaaSpocalypse, Cisco AI Summit & Agentic GTM KPIs | ConstellationTV Episode 123

Future of Work

In ConstellationTV episode 123, the Constellation analyst team tackles a question many enterprise technology leaders are quietly asking: Is SaaS over in an AI-first world, or are t...

Larry Dignan

Martin Schneider

Hannah Mason

Insights News

February 10, 2026

Cisco launches Silicon One G300, new Nexus switches, AI ops tools

Tech Optimization

Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom....

Larry Dignan

Insights News

February 10, 2026

IBM overhauls FlashSystem with AI, proprietary memory, SLA focus

Data to Decisions

IBM revamped its FlashSystem storage portfolio with new systems, a 5th generation FlashCore Module, embedded AI capabilities via FlashSystem.ai and features that can detect ransomw...

Larry Dignan

DisrupTV

February 06, 2026

Beating the Odds: AI Leadership, Enterprise Advantage, and Probability Hacking | DisrupTV Ep. 427

Future of Work

How probability thinking, enterprise AI leadership, and intentional kindness help leaders beat the odds....

R "Ray" Wang

Elle DeRosa

Insights News

February 03, 2026

AWS CEO Garman said space data centers likely to take longer

Data to Decisions

AWS CEO Matt Garman said data centers in space will happen, but timelines are likely to be a lot longer than expected. ...

Larry Dignan

Insights 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

Insights 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

Insights 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

DisrupTV

January 30, 2026

AI, Critical Thinking, and Geopolitical Risk: Inside DisrupTV’s Deep Dive on Gemini, Multimodal AI, and Global Resilience | DisrupTV Ep. 426

Future of Work

From Google Gemini to geopolitics and cybersecurity, DisrupTV explores how human–AI collaboration is reshaping productivity, risk, and decision-making in an increasingly uncertain ...

R "Ray" Wang

Elle DeRosa

January 30, 2026

Meta vs. Microsoft: Michael Ni on the AI CapEx Divergence | With Mike Ni

Revenue & Growth Effectiveness

In this latest segment on the Schwab Network, CR analyst Michael Ni breaks down the contrasting AI investment stories of two tech giants. ...

Michael Ni

ConstellationTV

January 28, 2026

Exploring the Future: AI, Quantum Computing, Sovereign Cloud, and Enterprise Security

Digital Safety, Privacy & Cybersecurity

Don't miss ConstellationTV episode 122, where Liz Miller and Holger Mueller unpack the latest technology news shaping the AI and cloud landscape....

Liz Miller

Holger Mueller

Hannah Mason

Insights 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

Orbits Blog

January 27, 2026

Scaling Resilience Through Strategic Partnerships: How Boards Build Pivotable Ecosystems Amid Tech Tectonics

Board Strategy

Boards that simply approve partnership agreements and wait for quarterly reports are governing for compliance, not resilience, and this distinction will determine which companies s...

Dr. David Bray

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