from Constellation Research
Larry Dignan
Larry Dignan
Publisher
Insight News
December 09, 2024

C3 AI posts strong Q2, credits Azure, Google Cloud partners

Data to Decisions
lt;pgt;C3 AI reported better-than-expected second quarter results with revenue growth of 29%. CEO Tom Siebel said the company is seeing traction with its Microsoft Azure partnershi...
Larry Dignan
Insight News
December 09, 2024

Oracle Q2 strong, but falls short of expectations

Data to Decisions
lt;pgt;Oracle’s second quarter was strong, but light relative to expectations. Oracle’s cloud revenue was up 24% in the second quarter from a year ago with cloud infrastructure rev...
Larry Dignan
Insight News
December 06, 2024

Rivals up pressure on VMware for enterprise migrations

Tech Optimization
lt;pgt;The list of VMware rivals trying to poach workloads is swelling and recent days highlight how vendors such as HPE, AWS, Red Hat and Nutanix are stepping up the pressure.lt;/...
Larry Dignan
Insight News
December 05, 2024

HPE Q4 strong as server revenue surges due to AI

Data to Decisions
lt;pgt;HPE reported better-than-expected fourth quarter results as server revenue surged due to AI demand. HPE also said that it expects its acquisition of Juniper Networks to clos...
Larry Dignan
Insight News
December 04, 2024

AWS CEO Garman Q&A: Model choices, competition and AI's future

Data to Decisions
lt;pgt;AWS CEO Matt Garman at re:Invent 2024 elaborated on the company's strategy to serve up foundational building blocks, Intel's future, model choices, sustainability and why st...
Larry Dignan
Insight News
December 04, 2024

Amazon Bedrock vs. DIY approaches benchmarked

Data to Decisions
Amazon Bedrock handily outperforms do-it-yourself approaches for common generative AI use cases as platform-as-a-service simplifies enterprise adoption, according to a Constellatio...
Larry Dignan
Insight News
December 03, 2024

AWS aims to make Amazon Bedrock your agentic AI point guard

Data to Decisions
lt;pgt;AWS is expanding Amazon Bedrock to enable multi-agent collaboration to address higher complexity tasks. Alexa's overhaul will feature some of this orchestration.lt;/pgt; ...
Larry Dignan
Insight News
December 03, 2024

AWS revamps S3, databases with eye on AI, analytics workloads

Data to Decisions
lt;pgt;AWS outlined a series of improvements to its S3 service to manage metadata automatically, leverage Apache Iceberg tables and optimize for analytics workloads with Amazon S3 ...
Larry Dignan
Insight News
December 02, 2024

Intel CEO Gelsinger out: 5 looming questions ahead

Data to Decisions
lt;pgt;It's unclear who will be the new CEO of Intel, but one thing is certain--there will be a lot of work ahead. Here's a look at some of the big questions the new Intel leader w...
Larry Dignan
Insight News
December 02, 2024

Oracle Database@AWS hits limited preview

Data to Decisions
lt;pgt;Oracle said that customers can now access Oracle Database@AWS in limited preview. The limited availability landed just a few weeks after Oracle and AWS announced their partn...
Larry Dignan
Insight News
November 27, 2024

Santa isn't bringing you an AI PC in 2024

Future of Work
lt;pgt;Earnings results from Dell Technologies and HP indicate that a long overdue PC refresh cycle is going to be delayed.lt;/pgt; ...
Larry Dignan
Insight News
November 26, 2024

CrowdStrike Q3 strong, puts outage in rear view mirror

Data to Decisions
lt;pgt;CrowdStrike reported a better-than-expected third quarter results and said it retained 97% of customers as it moved past its July outage.lt;/pgt; ...
Larry Dignan