The US government is getting good at squeezing technology vendors and foundational model players OpenAI and Anthropic are raising to give away ChatGPT and Claude to the Feds for $1 a year.
Every day, Constellation Research analysts are swapping takes, headlines, observations and broad themes on our internal watercooler thread. It’s part entertainment and part college class. Here’s a look at Holger Mueller and Esteban Kolsky’s recent debate on data, infrastructure and strategy.
Workday said it has acquired Flowise, a platform to create AI agents and automate workflows.
Oracle Cloud Infrastructure customers will get access to Google Cloud's Gemini models in a new partnership between the companies.
The funding lands as Cohere North, an agentic AI platform, scales up. The funding round was led by Radical Ventures and Inovia Capital with participation from existing investors such as AMD Ventures, Nvidia, PSP Investments and Salesforce Ventures.
Five9 said it has integrated its customer experience and contact-as-a-service platform with Epic, one of the top electronic health record providers. The companies will launch Five9 Fusion for Epic in a bid to land more healthcare enterprises.
Chuck Robbins, CEO of Cisco, said "the AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target."
Rigetti Computing said its 36-qubit multi-chip quantum computer is generally available and outlined a plan to build a 100-qubit system with 99.5% fidelity by the end of 2025, but quantum advantage is likely 4 years away.
CoreWeave is building its AI infrastructure so it can easily switch back and forth from training to inference workloads as it works through strong demand and supply constraints.
Platform9 launched the latest release of its Private Cloud Director with AI hardware support and enhanced its vJailbreak migration tool so it can convert entire VMware vSphere clusters in place.
Both Anthropic and OpenAI are betting that near freemium deals today will equate to profitable contracts with the US government in the future.
Monday reported strong second quarter results, progress in landing enterprise accounts and AI products that are resonating. But a conservative outlook and other moving parts put the kibosh on the results.
