Anthropic expands international presence, enterprise reach

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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Anthropic named Chris Ciauri, a Google Cloud and Salesforce alum, managing director of its international business as the company continues to scale its operations.

The news comes after Anthropic raised $13 billion in venture funding and named Paul Smith chief commercial officer. Anthropic has emerged as the enterprise LLM play and is following the vertical and use case playbook.

• Anthropic lands $183 billion valuation, hits $5 billion annual revenue run rate
• Anthropic follows enterprise software industry playbook, hires Smith as commercial chief
• Anthropic's multi-agent system overview a must read for CIOs

Anthropic said it is looking to open and fill international offices across multiple continents. Anthropic noted that 80% of consumer Claude usage comes from outside the US and that its global base of business customers now tops 300,000, up from 1,000 two years ago.

Ciauri was most recently CEO of Unily, president of EMEA at Google Cloud and GM of EMEA at Salesforce.

Key points about Anthropic's global expansion moves.

• Anthropic's hire of Ciauri rounds out an international team that includes Guillaume Princen as Head of EMEA, Hidetoshi Tojo as Head of Japan, and Kate Jensen as Head of Americas.
• The EMEA expansion includes more than 100 new roles in Dublin and London as well as research hub Zurich.
• In Japan, Anthropic is opening its first Asia office in Tokyo.
• International enterprise customers cited by Anthropic included NBIM, European Parliament, Novo Nordisk, SK Telcom, Commonwealth Bank of Australia, Telus and Rakuten.

Quantum networking coming into focus

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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Cisco announced prototype quantum networking software that aims to network quantum computers together more quickly.

The quantum networking software is part of Cisco's plan to create a unified quantum networking software stack. In some ways, Cisco is also validating IonQ's big push into quantum networking via a series of acquisitions.

In a blog post, Vijoy Pandey, Senior Vice President of Cisco's Outshift unit, said it will release three research prototypes next week at its virtual Quantum Summit. The prototypes include a Quantum Compiler, Quantum Alert, which aims to ensure quantum security, and Quantum Sync, a decision coordination app.

• Cisco launches quantum lab, unveils quantum networking chip

Pandey said Cisco is taking a systems approach to quantum network and is "building a full networking stack from the ground up: developing a quantum networking chip, control software including protocols and controllers for managing the network, and quantum networking applications that solve problems in the quantum and classical worlds."

Cisco's quantum software stack has three layers including applications designed for quantum and classical use cases, a control layer with quantum networking protocols and algorithms and a devices layer that'll connect to physical devices.

The Quantum Compiler prototype will be released next week. The compiler is focused on the scale out of circuits across multiple processors in a quantum data center. The big takeaway is that Cisco's quantum compiler supports distributed quantum error correction.

Cisco's post landed a few days after IonQ outlined its quantum networking strategy during its investor day and threw some shade at larger rivals such as IBM and Microsoft. During the presentations, IonQ outlined its networking strategy just as much as it talked about quantum computing.

• IonQ acquires Oxford Ionics for $1.07 billion, gets quantum-on-a-chip technology
• IonQ’s plan: Quantum networks extending into space
• IonQ doubles down on quantum networking, names new CEO as it eyes scale

Niccolo de Masi, IonQ's CEO, said the company aims to be the Nvidia of quantum computing and compared its networking acquisitions of Oxford Ionics and Lightsync to Nvidia's purchase of Mellanox. de Masi said "we believe we have a 5-year lead on our technical road map over any competitor."

"Quantum distribution and quantum networking is not just something for the future. It's something for today because classical cybersecurity challenges only continue to be nastier," said de Masi, who argued that quantum security is going to need a quantum network. IonQ is even planning a ground to space, space to space and space to ground quantum network.

Mihir Bhaskar, IonQ's head of distributed computing and CEO of Lightsync, said quantum networking can scale quantum computing in data centers.

Bhaskar said:

"Quantum computers and networks really synergize. It is one big network, it is one big computer when you're building a data center. And so, with the ability to build and link quantum computers at a fast enough speed, I think coming together between IonQ and Lightsync is really the Nvidia Mellanox moment that's going to allow us to take the quantum computing technology and enable it to scale."

IonQ's Jordan Shapiro, president and general manager of quantum networking at IonQ, said IonQ's quantum networking gear is interoperable with classical networking gear and that's why it's a one-stop shop for quantum networking. IonQ announced a milestone in quantum networking with the Air Force Research Lab.

"Quantum networks are here. They're already here. They're securing the world's most sensitive data and IonQ is building the foundation for the world's connected data in the future," said Shapiro.

Why CxOs, enterprises need to follow OpenAI’s GDPval LLM benchmark

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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OpenAI launched a new benchmark that grades large language models (LLMs) on real-world work tasks and enterprises need to take note as they ponder AI agents.

OpenAI unveiled GDPval, a system that grades LLMs on tasks that humans currently do. Yes, we know (since vendors tell us repeatedly) that AI is collaborative with humans and not a replacement. But if you were to look to AI as a human labor replacement, OpenAI's GDPval is likely to be handy.

In a blog post, OpenAI noted that GDPval is "a new evaluation designed to help us track how well our models and others perform on economically valuable, real-world tasks."

Why GDPval? OpenAI started with Gross Domestic Product (GDP) as an economic indicator and took tasks from the occupations and sectors that contributed the most to GDP.

Here's a look at the occupations and tasks in GDPval.

The win for enterprises is that CxOs can use GDPval to better align models for use cases. The win for the rest of us is that we can now compare models on real-world tasks instead of math exams and other benchmarks that are abstract for most people.

Based on GDPval's topline figures, Anthropic's Claude Opus 4.1 is the leader for work tasks followed by GPT-5.

OpenAI said:

"People often speculate about AI’s broader impact on society, but the clearest way to understand its potential is by looking at what models are already capable of doing. History shows that major technologies—from the internet to smartphones—took more than a decade to go from invention to widespread adoption. Evaluations like GDPval help ground conversations about future AI improvements in evidence rather than guesswork and can help us track model improvement over time."

As for returns, OpenAI also noted:

"We found that frontier models can complete GDPval tasks roughly 100x faster and 100x cheaper than industry experts. However, these figures reflect pure model inference time and API billing rates, and therefore do not capture the human oversight, iteration, and integration steps required in real workplace settings to use our models. Still, especially on the subset of tasks where models are particularly strong, we expect that giving a task to a model before trying it with a human would save time and money."

A few thoughts on how CxOs may approach GDPval:

• GDPval can make it easier to compare digital and human labor costs. For instance, a model that can deliver good work in one shot is more beneficial than one that requires a lot of back-and-forth since that drives compute costs up.
• OpenAI's GDPval paper also includes failure modes and the reasons why. Failure rates are going to be critical for proper evaluation.

• The benchmark also provides an opportunity to think about workflows and processes before humans work on the task. OpenAI's point about using AI to get a task partly to the finish line is valid. However, it's also worth noting what Harvard Business Review just reported on sloppy AI work.
• Humans in the loop during a process is probably the most important decision to make in using AI to automate processes. GDPval gives you a jumping off point for discussion.

• Accenture: Enterprise AI deployments hit inflection point
• AI agents, automation, process mining starting to converge
• Cognizant CEO Kumar: Agentic AI will create a reinforcing flywheel of ROI
• Pondering the future of enterprise software
• Lessons from early AI agent efforts so far
• Every vendor wants to be your AI agent orchestrator: Here's how you pick

Accenture: Enterprise AI deployments hit inflection point

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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Accenture CEO Julie Sweet said the company is seeing an inflection point with companies adopting artificial intelligence enterprise-wide and scaling use cases.

Speaking on the company's fourth quarter earnings call, Sweet said:

"We're also starting to see early signals of an inflection point with more clients looking for true enterprise-wide plans and activation and seeking out our successful experience with scaling in enterprises and at Accenture. Two years into this AI journey, we also are seeing a pattern in how AI can expand our opportunities with our clients."

Sweet said many of these AI projects also require AI readiness, which means more transformational work. Those chores include data modernization to go along with digital operations and cloud deployments. She cited a financial services client that is using Accenture to modernize the data estate, but that also requires retiring legacy systems and more foundational work.

"We're seeing more stories like this across our portfolio, where AI is extending across the enterprise and adjacent work is following," said Sweet. "Building the digital core remains our biggest growth driver."

Banking is one of the main industries revamping the data stack. Sweet added that Ecolab is redesigning processes and then scaling into AI agents. "Ecolab is on a path to deliver an estimated 5% to 7% sales growth and 20% operating income margin without increasing costs at the same pace," said Sweet.

• Accenture's Karthik Narain on human, AI collaboration, trust
• A tour of enterprise tech inflection points
• AI Exponentials Will Rule the World
• Radically Rethink Old Models To Enable the Power of AI
• AI agents, automation, process mining starting to converge
• Agentic AI: Everything that’s still missing to scale

Accenture reported fourth quarter earnings of $2.25 a share on revenue of $17.6 billion, up 7% from a year ago. Accenture recorded new bookings of $21.3 billion in the fourth quarter and $1.8 billion of that sum was generative AI. GenAI bookings doubled for fiscal 2025 to $5.9 billion and revenue tripled to $2.7 billion.

For fiscal 2025, Accenture reported earnings of $12.15 a share on revenue of $69.7 billion.

As for the outlook, Accenture said it expects fiscal 2026 revenue growth of 2% to 5% in local currency. Earnings will grow at a 9% to 12% clip.

Other takeaways from Accenture's fourth quarter:

• Sweet added that many of Accenture's customers are enterprises that tried do-it-yourself AI but ran into roadblocks scaling projects. "We've had lots of clients who have started things on their own and then come to us who've got good proof of concept that their team was able to do but then just can't scale it," said Sweet.
• AI savings are being reinvested. "AI absolutely boosts efficiency in areas like coding or operations. But those savings don't disappear. They're being reinvested into new priorities. The list of what our clients want to do with technology is truly virtually unlimited. And so, when we can save them money by delivering our services with advanced AI, that frees up their budget to do the next things on their list," said Sweet.
• Companies are held back by change management and process reinvention.
• AI strategy includes growth and savings. "Almost every CEO that I've talked to says they pivoted way too far towards productivity and not enough to growth," said Sweet.

Databricks, OpenAI form $100 million partnership

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

Databricks said OpenAI's foundational models will be available in the Databricks Data Intelligence Platform and Agent Bricks natively in a partnership worth $100 million.

The deal highlights how OpenAI is expanding the distribution for its ChatGPT family of models beyond Microsoft and direct access.

In recent weeks, OpenAI has become available on Oracle Cloud Infrastructure. The company's open weight models are now available on AWS. Snowflake added OpenAI models via an expanded partnership with Microsoft.

Databricks said OpenAI models, including GPT-5, are available to more than 20,000 customers. GPT-5 will also be the flagship model for all Databricks customers.

• Databricks valued at $100 billion
• Databricks natively integrates Google Cloud Gemini models
• Databricks launches Mosaic Agent Bricks, Lakeflow Designer, Lakehouse

By offering OpenAI models natively, Databricks customers will be able to build AI agents closer to where data lives with no extra movement.

Key points about the Databricks-OpenAI deal:

• Databricks can get OpenAI models via SQL or API.
• Databricks customers have access to high-capacity processing across the latest OpenAI models.
• Agent Bricks will tune and optimize GPT-4 and gpt-oss for accuracy.
• Databricks Unity Catalog will provide governance and observability for OpenAI models.
• The two companies will optimize OpenAI models for enterprise use case.

Databricks said GPT-5, GPT-5 mini and GPT-5 nano will be available natively in Databricks across AWS, Microsoft Azure and Google Cloud in the near future.

Holger Mueller, an analyst at Constellation Research, said the OpenAI-Databricks partnership appears to be a win-win situation. 

"This partnership emancipates Databricks from the cloud providers who have already partnered with OpenAI - and takes a differentiator for the cloud vendors away. Cloud vendors' data lake houses work seamlessly with their AI frameworks. CxOs now have options on how to build their AI powered next-gen apps.

If Databricks plays this well it becomes the multi cloud data and LLM foundation for enterprises. Being multi cloud has ways paid off at any level of the stack - and there is no reason for it not to work for Databricks. What is unique is that this touches more layers of the stack."