lt;pgt;The AI Landscape's Tectonic Shift: OpenAI's dominance is crumbling under the weight of technical missteps, unsustainable economics, and intensifying competition from both es...
Alibaba's cloud computing business delivered revenue growth for external customers of 45% in its fiscal first quarter and provided more detail about its cloud, chip design and foun...
Following last week’s release of 39 Constellation ShortLists™, Constellation Research is pleased to announce 41 additional updates, completing our Q3 2026 ShortList™ portfolio....
AI infrastructure providers are increasingly talking about applications that rely on agents and data to continually improve and drive returns. Why? Enterprises, currently the thin ...
Constellation analyst Mike Ni speaks with Waqas Ahmed, VP of AI Development at OpenText, about what it takes to operationalize agentic AI. The conversation moves beyond the familia...
Nebius delivered second quarter revenue growth of 454% and said it could sell all of its capacity if it wanted to. But Nebius said it is landing higher prices by reserving AI infra...
Constellation Research is pleased to announce the first wave of Q3 2026 Constellation ShortList™ updates, highlighting leading vendors across some of today's most important enterpr...
Nvidia and private equity and investment firms have signed a $500 billion memorandum of understanding to fund AI infrastructure. The big question is whether Nvidia's argument that ...
Retrieval-augmented generation (RAG) solved an important early problem for enterprise AI. Large language models could produce useful responses, but they lacked access to current, p...
The race to adopt AI has pushed many organizations into rapid experimentation. New models are released almost weekly, proof-of-concept projects continue to multiply, and enterprise...
SpaceX’s second quarter featured better-than-expected results and CEO Elon Musk’s big theme was that rocket science applies to multiple markets including AI. Here's a look at a few...
Verizon has inked a deal worth more than $1 billion with Google to connect data centers with its dark fiber assets and is retooling its central offices to be data centers for AI in...
Google Cloud’s second quarter revenue growth accelerated 82% in the second quarter to $24.8 billion. Google Cloud delivered operating income of $8.8 billion in the second quarter....
AMD said Anthropic will deploy up to 2 gigawatts of its MI450X GPUs in Helios rack systems starting in 2027 and collaborate on using Claude to optimize workloads. AMD will also inv...
This week's open letter from economists and other signatories urges policymakers to prepare for AI-driven job displacement. Larry Dignan isn't convinced there's much there. ...
CRTV Episode 134 covers what the second half of 2026 has in store, how SAP is building out its agent platform, the five moves enterprises need to make, according to Esteban Kolsky'...
Apple said it inked a $30 billion deal with Broadcom to design and manufacture custom chips. According to Apple, the deal will produce more than 15 billion chips manufactured in th...
IBM launched a compact z17 system with single frame and industry standard rack options to make the mainframe more amenable to tight data center spaces. ...
