Wikimedia Enterprise adds more LLM providers

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

Larry Dignan is Editor in Chief of Constellation Insights at Constellation Research, where he leads editorial coverage focused on enterprise technology, digital transformation, and emerging trends shaping the future of business. He oversees research-driven news, analysis, interviews, and event coverage designed to help technology buyers and vendors navigate complex markets with clarity and context. ...

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Wikimedia, the foundation behind Wikipedia, said the company has added Microsoft, Mistral AI, Perplexity and others as Wikimedia Enterprise partners to join Amazon, Google and Meta. The Wikimedia Enterprise traction highlights how human-driven content carries a premium.

The additional customers of Wikimedia Enterprise highlight the importance of Wikipedia for training large language models. Wikimedia Enterprise provides the datasets of Wikipedia and its sister projects as well as enterprise APIs that include snapshots, on-demand pulls and streaming updates.

Wikimedia Enterprise along with donations and other fundraising supports its human contributors as well as technology infrastructure. The non-profit disclosed the Wikimedia Enterprise customer additions in a blog post outlining its 25th birthday.

Human-driven content has also driven the success of Reddit, which has LLM partnerships with Google and OpenAI. Reddit has become the No. 4 largest web property.

On Reddit's third quarter earnings call, CEO Steven Huffman said the company's LLM relationships are "healthy and collaborative" and mutually improve each other’s products.

Jennifer Wong, Reddit Chief Operating Officer, summed up the importance of human content. "I think Reddit's corpus of information is clearly incredibly valuable and helpful to LLMs because it's human conversation that's fresh, it's authentic. It's just distinctive. There's nothing like it. And we know that LLMs appreciate Reddit's conversation," said Wong.

She added that Reddit is focused on developing its business on its own property. LLMs are a secondary product. "What the marketers are getting is real value from the Reddit platform itself in terms of converting that engagement to real business outcomes for them. It just so happens that, that environment of that conversation is also appreciated by LLMs," said Wong.

MongoDB integrates Voyage 4 models across its platform

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

Larry Dignan is Editor in Chief of Constellation Insights at Constellation Research, where he leads editorial coverage focused on enterprise technology, digital transformation, and emerging trends shaping the future of business. He oversees research-driven news, analysis, interviews, and event coverage designed to help technology buyers and vendors navigate complex markets with clarity and context. ...

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MongoDB said it is integrating its Voyage 4 embedding and reranking models into its platform infrastructure in a move that will improve accuracy, deliver better context and help developers scale applications.

With the moves, announced at MongoDB.local San Francisco, MongoDB is looking to grab a bigger piece of the AI applications pie. MongoDB is also creating a unified data intelligence layer for production AI in a move that will enhance its enterprise footprint.

MongoDB's Ben Cefalo, SVP, Head of Core Products and Atlas Foundational Services, said the company has worked with customers to understand where things break as AI moves from prototype to production. "Those conversations rarely start with AI models. They start with really practical questions like, how do you get our data ready? How do we keep things performant as we scale? How do we ensure accuracy of results? How do we avoid gluing together five different systems," said Cefalo. "What's interesting is that customers increasingly do not think of MongoDB as just a database. They reframe the database as a foundation for their AI stack. They are increasingly thinking of MongoDB as their strategic data platform."

• MongoDB Q3 surges on Atlas demand
• MongoDB names CJ Desai CEO
• MongoDB brings full-text search, vector search to on-prem, self-managed versions
• MongoDB launches effort to modernize legacy data, application layers

Cefalo added that the main goals of developers are to scale and operate applications at scale with minimized risk of hallucinations without the need to move data. MongoDB is unifying databases, vector stories and model APIs on one platform.

Here's what MongoDB announced:

• New embedding models from Voyage AI, which was acquired a year ago and serves as MongoDB's embedding and retrieval model suite. MongoDB said its Voyage 4 models are generally available including the general purpose voyage-4 embedding model, voyage-4-large for retrieval accuracy, voyage-4-lite for optimized latency and cost and the open weight voyage-4-nano for on-device applications.
• Voyage-multimodal-3.5 is generally available to extract context from video, images and text. The model vectorizes multimodal data to capture semantic meaning from various documents.
• MongoDB's Atlas Embedding and Reranking API expose Voyage AI models natively within Atlas.
• Auto Embeddings for MongoDB Vector Search, which automatically generates and stores embeddings using Voyage AI whenever data is inserted, queried or changed. The feature eliminates the need for separate embedding pipelines and external model services. Auto embedding is in public preview for MongoDB drivers in various frameworks, available in MongoDB Community and coming to MongoDB Atlas soon.
• An intelligent assistant for MongoDB Compass and Atlas Data Explorer is now generally available.

Separately, MongoDB expanded its MongoDB for Startups program, which is designed to enable startups to scale on its platform. Initial launch partners include Temporal and Fireworks AI.

Quantinuum preps IPO

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

Larry Dignan is Editor in Chief of Constellation Insights at Constellation Research, where he leads editorial coverage focused on enterprise technology, digital transformation, and emerging trends shaping the future of business. He oversees research-driven news, analysis, interviews, and event coverage designed to help technology buyers and vendors navigate complex markets with clarity and context. ...

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Quantinuum will file for an initial public offering.

The quantum computing company will confidentially file its S-1 with the Securities and Exchange Commission to offer shares. Honeywell, majority owner of Quantinuum, announced the IPO in a statement.

Details about the offering are sparse. The number of shares, price range and financial disclosures will come at a later date.

Quantinuum will likely be the most high profile quantum computing player to launch an IPO. Quantum companies had a banner year in 2025 raising funds via secondary stock offerings.

The company is valued at $10 billion following its latest venture round. Quantinuum also launched its Helios quantum computing and enterprise customers.

• Quantinuum launches Helios quantum computer, touts fidelity, enterprise customers
• Quantinuum valued at $10 billion after $600 million venture round
• Quantinuum fleshes out quantum software stack with open source Guppy, Selene

One thing worth watching is whether the Quantinuum IPO sucks capital flows away from the current publicly traded field, which is led by IBM, IonQ, D-Wave, Rigetti and others. In addition, Infleqtion is planning to go public via a SPAC merger with Churchill Capital Corp X under the ticker INFQ.

Research: Constellation ShortList™ Quantum Computing Platforms | Quantum Computing Software Platforms | Quantum Full Stack Player

Walmart's agentic commerce vision: Practical, personalized, immersive and less scrolling

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

Larry Dignan is Editor in Chief of Constellation Insights at Constellation Research, where he leads editorial coverage focused on enterprise technology, digital transformation, and emerging trends shaping the future of business. He oversees research-driven news, analysis, interviews, and event coverage designed to help technology buyers and vendors navigate complex markets with clarity and context. ...

Read more

Walmart's head of AI acceleration, product and design riffed on OpenAI ChatGPT and Google Gemini for agentic commerce, transformation, the retailer's role in the AI economy and the future of customer experience and why shoppers will "be doing a lot less scrolling."

Speaking at the ICR Conference, Walmart's Daniel Danker, Executive Vice President of AI Acceleration, Product & Design, recapped a busy week on the agentic commerce front. Walmart announced a partnership with Google revolving around Gemini agentic commerce efforts. The retail giant already had a big partnership with OpenAI's ChatGPT commerce efforts.

• Google launches agentic commerce tools, Universal Commerce Protocol, Gemini Enterprise for Customer Experience
• NRF 2026: Agentic AI commerce, frontline workers, customer experiences

"This is the year where tinkering becomes transformation," said Danker. "We will be delivering transformative experiences in commerce."

Will Walmart be disintermediated by AI agents? Danker wasn't worried. He said:

"I see this very clearly as a growth opportunity. There are a few key components that make this a growth opportunity that we've been very intentional about, and which I think set us up really well to serve customers even as the environments shift. One, it goes back to that combination of assortment, price and speed. That combination means that Walmart shows up a lot inside of Gemini and ChatGPT because we offer such a complete package for customers. That doesn't just serve one need but serves a whole bunch of needs.

Two, the approach of having their agents work together with our agent and creating an experience, a Walmart-powered experience that shows up directly inside of those environments means that we're orchestrating an intelligent handoff between the products so -- rather than being invisible on the customer's journey."

• Walmart expects AI efforts to drive sales growth
• Walmart’s fiscal 2026 bets: Supply chain optimization, AI, automation
• Sam's Club CEO Nicholas on AI, frictionless commerce, focus on members

Danker said AI agents from Google and OpenAI ultimately work with Walmart's Sparky shopping agent. Walmart could be co-opting the AI platforms instead of being disrupted by them. Walmart is positioning itself as the execution and fulfilment backbone of AI discovery and commerce.

"It's very early days in terms of how those integrations work. With Google we're essentially having their AI agent, Gemini, partner with our AI agent to create a unified shopping journey. And that's a fancy way of saying that when a customer discovers something on Gemini, Gemini might recommend a new TV, a wine stain remover, et cetera, it calls up our agent and enables us to offer the customer a very familiar and personalized experience directly within Gemini. So almost imagine it like a window inside of Gemini that -- where our shopping agent kicks in and helps you complete that purchase," said Danker.

Danker said Walmart's goal is to know the customer and provide an experience wherever they are. And shopping behavior is also more practical. The promise of agentic AI isn't necessarily finding new customers as well as it is automating shopping tasks. "We understand customers so well that we know that they're probably running out of laundry detergent. It's also recognizing that because they tend to buy a gallon of milk, they're probably in a 4-person household, so they're probably going through laundry detergent at a certain pace. And so, we know the right moment to recommend that laundry detergent. Agentic AI will then just go ahead and send you the laundry detergent before you even run out of it. So that's the promise. We're on a journey toward it. We're not quite there yet, but we're moving fast," explained Danker.

What's the future of agentic commerce?

Danker was asked about the future of agentic commerce and the bet is that it will be extremely practical. Here's what he said:

Practical wins. "This all really does come back down to customer problems that we all know, we all experience. So, for us, AI really needs to have purpose. And our entire strategy and plan with AI is built with a purpose that we think needs to be extremely practical. It doesn't need to be overcomplicated. Now the technology is complicated. The technology is incredible. The customer problems we need to solve are very practical. And so, the whole road map is built around those," said Danker.

Personalization is the experience. "If you look back a few years from now at the product are going to be that it truly feels personal, that it actually understands not just that individual shopping journey, but it understands your household, your behaviors, your dietary needs, your health needs, the community in which you live. So, it will feel much more personal. We've been using this word personalization for a little bit too long so it feels like we've done that already. But I would argue that we've just barely scratched the surface on personalization, and AI is going to take us to a new place there," said Danker.

Immersive. Danker said that e-commerce was taking a panoramic view of a physical store and trying to staple it to a small screen. Every category from fashion to pet food will be different. Shopping devices will evolve and include devices such as smart glasses. "We're going to be doing a lot less scrolling. Those experiences are going to become more human, more connected," said Danker.

Microsoft's big idea: Be a good AI neighbor as NIMBY scales

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

Larry Dignan is Editor in Chief of Constellation Insights at Constellation Research, where he leads editorial coverage focused on enterprise technology, digital transformation, and emerging trends shaping the future of business. He oversees research-driven news, analysis, interviews, and event coverage designed to help technology buyers and vendors navigate complex markets with clarity and context. ...

Read more

Microsoft is getting ahead of the thing that's most likely to derail AI infrastructure--NIMBY, or not in my back yard.

The company outlined a plan called Community-First AI Infrastructure, which boils down to being a good neighbor and taking steps so AI data centers don't raise electricity prices and deplete resources for locals.

Aside from power, NIMBY is going to be a big hurdle for AI infrastructure. Some communities have embraced AI infrastructure and provided tax breaks only to see local electricity prices surge. For instance, the Northern Virginia area, which is home to multiple data centers with more on deck, has seen electricity prices surge. A variety of news reports have captured local pushback to data center growth.

In a blog post, Microsoft outlined the key pillars of its plans. They include:

• Microsoft will pay its own way for power so electricity prices aren't increase. The company said it will pay utility rates to cover its costs, collaborate with utilities to add more power, pursue efficient designs and push for policies for sustainable power.
• The company will minimize its water use and replenish what it uses. Microsoft said it will offer more transparency and reduce the amount of water used by its data centers.
• Microsoft will create jobs and invest in training for local construction workers and operations and partner with libraries, schools and non-profits.
• The company won't ask municipalities for tax breaks for data centers so the money can be used for local services and infrastructure.

Microsoft's approach is getting ahead of what's likely to be a big issue. Look for other AI players to follow. Microsoft said:

"Residential electricity rates have recently risen in dozens of states, driven in part by several years of inflation, supply chain constraints, and long-overdue grid upgrades. Communities value new jobs and property tax revenue, but not if they come with higher power bills or tighter water supplies. Without addressing these issues directly, even supportive communities will question the role of datacenters in their backyard."