Results

Insight News
January 09, 2026

OpenAI doubles down on health, targets providers and patients

Data to Decisions
OpenAI is planning on being a healthcare industry AI player with the launch of OpenAI for Healthcare, a HIPAA-compliant version of ChatGPT for clinicians, just days after debuting ...
Larry Dignan
Analyst Blog
December 29, 2025

News Analysis: Why 2025 Became The Age of AI

Data to Decisions
From AI breakthroughs to infrastructure investments, 2025 reshaped the tech landscape. CGTN's Sally Ayhan spoke to Ray Wang, Principal Analyst at Constellation Research, about the year's biggest tech milestones and what's driving competition heading into 2026.
R "Ray" Wang
Analyst Blog
December 24, 2025

News Analysis: ServiceNow Buys Armis, Top 5 Trends For 2026

Data to Decisions
Five Market Trends for 2026 and the ServiceNow Armis Deal Today on Fox Business Network with Ashley Webster on Varney and Co, 5 Market Trends for 2026 were shared (watch the full program here):
R "Ray" Wang
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
Potential Nine Straight Quarters Of Beat With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the SP. Th
R "Ray" Wang
Analyst Blog
August 05, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scale lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;tab-stops:28.0pt 56.0pt 84.0pt 112.0pt 140.0pt 168.0pt 196.0pt 224.0pt 3.5in 280.0pt 308.0pt 336.0ptquot;gt;lt;span style=quot;text-autospace:nonequot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;lt;span style=quot;font-family:Helveticaquot;gt;Whatever gains expected from digital transformation will be blown to shreds by AI Exponentials at a logarithmic scale not seen since the advent of the internet. While at first this may sound like more AI hyperbole, the early indications for organizations who begin their journey as AI Natives by design show a tremendous advantage versus the AI Enabled who have to reduce their legacy technology, cultural, and financial debt. lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;lt;/spangt;
R "Ray" Wang
Insight News
July 27, 2025

How Dexcom leverages AI to tackle diabetes

Data to Decisions
Dexcom, which makes glucose monitoring equipment and technology, is betting that it can dramatically expand its total addressable market for people with diabetes with a big assist ...
Larry Dignan
Insight News
July 09, 2025

Samsung lays out digital health plans with Xealth acquisition

Data to Decisions
Samsung is betting that the acquisition of Xealth and its ecosystem combined with new sensors and health features in Galaxy Watch8 and its devices will make it a healthcare player....
Larry Dignan
Analyst Blog
April 28, 2025

Monday's Musings: Ray's Law - Intelligence Is Doubling Every 7 Months

Data to Decisions
lt;span style=quot;font-size:12ptquot;gt;lt;span style=quot;font-family:quot;Aptosquot;,sans-serifquot;gt;In the Artificial Intelligence world, there's Ray's Law. AI capabilities double every 7 months. At this seven month doubling rate, in two years, this will be a 1500% increase. In six years, AI intelligence capability will be 10,0000%.lt;/spangt;lt;/spangt;
R "Ray" Wang
Analyst Blog
April 17, 2025

Event Report: Beyond The Hype - Real Enterprise AI at C3 Transform

Data to Decisions
C3 Transform Celebrates Real-World Enterprise AI From March 18th-20th, 2025, C3 AI convened more than 650 attendees across 250 organizations and 50 partners for one of the world’s largest enterprise AI conferences, C3 Transform. The annual event, held at The Boca Raton, brought real AI practitioners together for intense knowledge sharing, hands-on training, and thought leadership in the critical field of enterprise AI.
R "Ray" Wang
Analyst Blog
January 19, 2025

Monday's Musings: Exponential Efficiency In The Age Of AI At Davos

Data to Decisions
While, Trump, China, and the global economy take centerstage at this year’s World Economic Forum, AI will be the main topic du jour. Senior executives and policy wonks seek to understand how AI will transform businesses, societies, and economies. The AI Age truly is the 4th Industrial Revolution, not the other stuff that was peddled as conference fodder over the past five years in Davos.
R "Ray" Wang
Analyst Blog
January 03, 2025

News Analysis: Tesla's Delivery Numbers Drop For The First Time Ever

Future of Work
Tesla reported production and delivery numbers and missed analysts estimates of 504,770 units delivered versus 495,570 estimated for the fourth quarter of 2024. This was the first ever drop in delivery numbers reported by the EV pioneer. While 9200 may not seem like a lot, the market perception of demand based on delivery numbers led to a 7% drop in stock price for the first day of trading in 2025.
R "Ray" Wang
Analyst Blog
December 07, 2024

Event Report: AWS reInvents Itself for the Age of AI

Data to Decisions
Matt Garman Has Positively Impacted AWS Amazon Web Services (AWS) hosted over 70,000 attendees at its 13th annual reinvent conference in Las Vegas, Nevada on December 2nd to 6th, 2024. Since its humble beginnings in 2012 when there were 6,000 attendees, this event has been on the must-attend list developer and innovation focused business and technology leaders. After losing three years of momentum, AWS finally found the right replacement for Andy Jassy with Matt Garman as the new AWS CEO. This year’s announcements showcase significant product investments that will provide a stronger roadmap of how AWS will support AI startups and enterprises moving fast into AI. Overall, announcements from reinvent reflect a deep customer understanding.
R "Ray" Wang
Analyst Blog
December 02, 2024

Monday's Musings: Seven Big Themes In Tech For The Next Presidency

Data to Decisions
Expect Regulations For National Security, But Overall Lighter Regulatory Framework For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries. Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate.
R "Ray" Wang
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