from Constellation Research
Larry Dignan
Larry Dignan
Publisher

Results

Meta detailed Petal, a subsea cable delivering petabit capacity at transoceanic distances. The cable will connect France and the US and cover 4,300 miles. Petal, built with NEC and Sumitomo Electric, will switch on in 2029 and carry twice the capacity of the top transoceanic cables without an increase in power or infrastructure. The company detailed Petal in its engineering blog.

Meta's Muse AI agent has made a splash and people are thinking Meta has cured its AI monetization issues, created its next big product and made our lives so much better.

Cool your jets kids.

  • First, folks that think Muse is going to drive inference are driving up AI chip stocks. Umm ok if you say so.
  • Second, just because you download the Muse AI agent doesn't mean you're going to pay for it or even use it. Remember Threads?
  • And third, well there's this little word called trust. I don't trust Mark Zuckerberg as far as I could throw him and nothing since the beginning of social media would give me a reason to. So now I'm supposed to believe he's the privacy king with Muse?

Ahead of Meta's Connect conference, traders are certainly buying the Muse story. It remains to see if this is a pop and drop or something more sustaining.

More on Muse's AI agent ambitions.

Teradata said it has revamped its Tera AI assistant to create an AI coworker focused on enterprise data. Tera will enable analysts, engineers and database admins to analyze data, build apps and automate workflows within Teradata and outside the platform.

The company said Tera now has a vendor-neutral context engine, a harness to route work and agent skills designed for data engineering, analysis and data science.

Teradata Tera

Manhattan Associates launched Editions for the Manhattan Active supply chain management portfolio. Editions are designed for multiple company sizes as well as industries.

The Editions are Essentials, Enterprise and Enterprise Premier and available for or ActiveWarehouse, ActiveTransportation, ActiveStore and ActiveOrder on Manhattan's award-winning ActivePlatform.