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...
Oracle's fiscal first quarter results were better than expected as cloud infrastructure demand surged, but the company had negative free cash flow of nearly $5.4 billion. ...
Nvidia's supply chain will leverage Palantir as the two companies aim to expand sovereign AI and custom Nvidia Nemotron open models into more enterprises. ...
Is a document a destination, or it is the starting point for applying enterprise knowledge? That's the question tackled in this post as AI opens the door for documents to shift fro...
ConstellationTV episode 138 covers a lot of ground: a Big Debate on what to expect from Salesforce at Dreamforce, a ShortList spotlight on B2C marketing automation, a deep dive int...
Hewlett Packard Enterprise CFO Marie Myers said the company cut token costs 60% with its private cloud relative to what it would have spent in the public cloud. ...
Decision Intelligence Platforms explores a new class of enterprise applications designed to continuously automate precision decisions across mission-critical processes. These platf...
In this conversation, R “Ray” Wang and Holger Mueller unpack Oracle’s rapid pace of database innovation throughout 2026. The announcements span AI, security, availability, infrastr...
Hewlett Packard Enterprise delivered strong fiscal third quarter results as it rides AI-based servers as well as traditional data center gear. HPE projected fiscal 2026 revenue gro...
Dell Technologies reported revenue growth of 58% in the second quarter compared to a year ago and projected fiscal 2027 revenue of $192 billion, up 69% for the year. ...
R Ray Wang examines the Q3 2026 AI and Machine Learning Best of Breed Platforms ShortList and explains why agent governance is becoming increasingly important....
Quantum computing has quietly matured in 2026 and is moving from laboratory research to engineered systems that are increasingly being deployed. However, quantum computing remains ...
After two years of AI dominating executive conversations, organizations are beginning to ask a more practical question: What does AI actually change about how the enterprise operat...
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...
