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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 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
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
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