Larry Dignan

Editor in Chief of Constellation Insights Constellation Research

About Larry Dignan: Dignan was most recently Celonis Media’s Editor-in-Chief, where he sat at the intersection of media and marketing. He is the former Editor-in-Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades, publishing articles in CNET, Knowledge@Wharton, Wall Street Week, Interactive Week, The New York Times, and Financial Planning. He is also an Adjunct Professor at Temple University and a member of the Advisory Board for The Fox Business School's Institute of Business and Information Technology.&nbsp; <br>Constellation Insights does the following: Cover the buy side and sell side of enterprise tech with news, analysis, profiles, interviews, and event coverage of vendors, as well as Constellation Research's community and… Read more

Google's move to layer Gemini and AI features in Chrome, including AI agents, will revamp the browser just as a bevy of players are looking to reinvent the primary vehicle for enterprise applications.

In a blog post, Google outlined how it was building Gemini into Chrome and will soon be available in Google Workspace with "enterprise-grade data protections and controls."

For businesses, Google users will be able to use Gemini to take actions within Google Calendar, Docs and Drive without leaving the browser.

Google also said Chrome will get agentic AI tools in Gemini so an AI agent can act on your behalf. These browser tools land just as Google launched its latest agentic AI standard AP2 for transactions. See: Google's Agent Payments Protocol fleshes out AI agent commerce

The Gemini, AI and Chrome integrations come as multiple parties are trying to reinvent the browser. Among Google's large competitors, Microsoft's Edge is adding AI features and layering in Copilot. But the real action is elsewhere--and often in the enterprise.

Atlassian's move to acquire The Browser Company is a bet that the browser needs to be reinvented for SaaS apps. Perplexity launched Comet to bring AI to the front of the browser. Secure browsers are now critical for the enterprise with AI agents posing security risks.

• Atlassian buys The Browser Co. for $610 million
• Secure browsers will matter more with AI agents
• Pondering the future of enterprise software

Google's big Chrome update closes those emerging browser gaps. As Constellation Research analyst Holger Mueller explained, Google doesn't have to be first with AI features in Chrome. It just has to be on par with what's happening and get AI agents right.

Muller said:

"Google is generally ahead on AI in general, but when it comes to putting it into Chrome it shows all the signs of a market leader - no need to be the first, more important to get it right. So this new release is important as it brings features to Chrome that users could get otherwise already, and brings Google back to par with Chrome if not ahead. Google's fast follow approach allows it to avoid the mistakes and false starts earlier AI pioneers have seen."

Other AI features added to Chrome are the following:

• Gemini in Chrome will work across multiple tabs, consolidate information and act on them.
• Gemini can recall previous sites and projects to keep you from scrolling through history.
• Work through Google apps without changing tabs.
• Add context with AI Overview from any current page.
• Chrome will detect spam unwanted notifications within the browser and feature an AI agent that makes it easier to change compromised passwords.

Larry Dignan

Editor in Chief of Constellation Insights Constellation Research

About Larry Dignan: Dignan was most recently Celonis Media’s Editor-in-Chief, where he sat at the intersection of media and marketing. He is the former Editor-in-Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades, publishing articles in CNET, Knowledge@Wharton, Wall Street Week, Interactive Week, The New York Times, and Financial Planning. He is also an Adjunct Professor at Temple University and a member of the Advisory Board for The Fox Business School's Institute of Business and Information Technology.&nbsp; <br>Constellation Insights does the following: Cover the buy side and sell side of enterprise tech with news, analysis, profiles, interviews, and event coverage of vendors, as well as Constellation Research's community and… Read more

Atlassian said it will acquire DX, a startup specializing in engineering intelligence, for $1 billion as it aims to help enterprises track AI investments.

DX's platform measures and benchmarks developer productivity. Atlassian said the plan is to integrate DX into its system of work portfolio that includes Rovo Dev, Jira and Bitbucket.

Mike Cannon-Brookes, CEO of Atlassian, said DX will help enterprises create value from AI projects. "For developers this means less friction, more flow. For engineering leaders it means more clarity and confidence across the software development lifecycle. For companies, it ensures investments are being made in the right place to win," said Cannon-Brookes in a blog post.

• Atlassian buys The Browser Co. for $610 million
• Atlassian outlines partnership with Google Cloud, strong fiscal Q4

DX has 350 enterprise customers and Atlassian will bring scale and distribution to the mix with its 300,000 customers. Nearly all of DX's customer base is already an Atlassian customer.

Atlassian with DX said it will bring 360 degree visibility into developer experience as well as insights to productivity.

Larry Dignan

Editor in Chief of Constellation Insights Constellation Research

About Larry Dignan: Dignan was most recently Celonis Media’s Editor-in-Chief, where he sat at the intersection of media and marketing. He is the former Editor-in-Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades, publishing articles in CNET, Knowledge@Wharton, Wall Street Week, Interactive Week, The New York Times, and Financial Planning. He is also an Adjunct Professor at Temple University and a member of the Advisory Board for The Fox Business School's Institute of Business and Information Technology.&nbsp; <br>Constellation Insights does the following: Cover the buy side and sell side of enterprise tech with news, analysis, profiles, interviews, and event coverage of vendors, as well as Constellation Research's community and… Read more

Nvidia said it will invest $5 billion in Intel and co-develop custom data center and PC products. The move gives Intel more capital and also solidifies its relevance going forward.

The Nvidia-Intel deal lands following the US government's $8.9 billion investment in Intel common stock. The US government agreed to purchase 433.3 million shares of Intel at $20.47 a share for a 9.9% stake.

Nvidia is buying Intel shares at $23.28 a share.

Intel's partnership with Nvidia covers multiple areas. Here's a look:

• The pact covers multiple generations of products for cloud, enterprise and consumer markets.
• Intel and Nvidia will look to connect architectures using Nvidia NVLink as well as Intel's CPUs with Nvidia GPUs.
• In the data center, Intel will build Nvidia's custom x86 CPUs.
• For PCs, Intel will build and offer x86 system-on-chips that integrate Nvidia RTX GPU chiplets. The x86 RTX SOCs will power a range of PCs.

Nvidia CEO Jensen Huang said the deal "tightly couples NVIDIA’s AI and accelerated computing stack with Intel’s CPUs and the x86 ecosystem" and is aimed at "reinventing every layer of the computing stack."

Intel CEO Lip-Bu Tan lands a big win for its foundry and said "appreciate the confidence Jensen and the NVIDIA team have placed in us."

• Softbank invests $2 billion in Intel: Why?
• Nvidia delivers strong Q2, rides data center demand, but China a wild card

Holger Mueller, an analyst with Constellation Research, said:

"This is a strategic move by Nvidia who now gets control on the missing piece in it's chip portfolio - CPUs. If Nvidia manages to tie its chips into the Intel server offerings it will give it an additional foothold in the (on premises) data center. However, partnerships in the chip industry don't last forever. CxOs need to be aware of lock-in, but for now I think CxOs with Intel server farms are happy. Regulatory approval may become an issue as Nvidia was not allowed to acquire Arm some time back. Lastly this Nvidia deal highlights the utter failure of Intel building AI chips."

Speaking at an investment conference earlier this month, Intel CFO David Zinsner said one of Tan’s big initiatives was improving its balance sheet. The investments from the US government and Softbank largely did that and the Nvidia deal adds to that cash cushion.

Zinsner said September 4:

“As we look at the capital we've raised, we feel pretty good about where our balance sheet is. We think we have now at this point strong liquidity. By the way, this quarter itself was a significant quarter in terms of incremental capital raise. We sold almost $1 billion worth of Mobileye stock. We're expecting to close Altera in the next few weeks, that adds another $3.5 billion. I think that the SoftBank money will come in by the end of the quarter, they have to do some regulatory filings and assuming that all of that is pretty clean, we should get that $2 billion. And then we got -- as I said, last week, we got the $5.7 billion from the U.S. government.”

With Intel and Nvidia pairing up it remains to be seen how this will impact AMD, which has been taking share from Intel in the data center and PC markets and remains far ahead on AI accelerators.

Larry Dignan

Editor in Chief of Constellation Insights Constellation Research

About Larry Dignan: Dignan was most recently Celonis Media’s Editor-in-Chief, where he sat at the intersection of media and marketing. He is the former Editor-in-Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades, publishing articles in CNET, Knowledge@Wharton, Wall Street Week, Interactive Week, The New York Times, and Financial Planning. He is also an Adjunct Professor at Temple University and a member of the Advisory Board for The Fox Business School's Institute of Business and Information Technology.&nbsp; <br>Constellation Insights does the following: Cover the buy side and sell side of enterprise tech with news, analysis, profiles, interviews, and event coverage of vendors, as well as Constellation Research's community and… Read more

Zoom launched its third version of the Zoom AI Companion and layered in AI enhancements, including lifelike AI avatars, across its platform. It also outlined new capabilities for Zoom Business Services.

Announced at Zoomtopia, the company pushed further into the deployment of custom AI agents as well as managing workflows across collaboration tools. AI Companion 3.0 is part of "the journey from a communication collaboration company to become a system of action company," said Zoom CEO Eric Yuan.

At a high-level, Zoom rolled out the following:

• Zoom AI Companion 3.0, which will be able to automate work and create insights from conversations.
• AI Companion can now take notes across in-person meetings and third-party platforms starting with Microsoft Teams and Google Meet with support for Cisco Webex in the future.
• A Custom AI Companion add-on gives users the ability to tailor AI Companion experiences and use cases.
• Zoom Workplace gets lifelike AI avatars, live translations and proactive tools.
• AI Companion can schedule meetings, free up time and help you prepare for meetups with recommendations.
• Zoom said AI Companion will be able to work with Agent2Agent (A2A) starting with ServiceNow agents.

With the launches, Zoom delves further into agentic AI and collaborative workflow management. Zoom said its AI retrieval tools can search across Zoom Workspace as well as Google and Microsoft platforms.

• Zoom delivers strong Q2, sees AI usage surge

Zoom is also giving customers the flexibility to work in a web browser with personalized experiences.

As for the Zoom Business Services updates, the company rolled out a set of tools to address customer journeys.

Zoom Business Services includes Zoom Customer Experience (Zoom CX), Zoom Revenue Accelerator (ZRA), and Zoom Events and Webinars.

Here's the breakdown:

• Zoom Virtual Agent's extension into Zoom Phone now supports industry-specific use cases in healthcare.
• Zoom Virtual Agent can use your voice for a customized experience.
• The company added Automated Quality Management for Zoom Virtual Agent for supervisors, which also get a dashboard to monitor virtual agents.
• Zoom CX Insights will launch in December to provide a natural language entry point to highlight trending topics and get AI suggestions to improve.
• Agentic AI Expert Assist will give support agents workflows and data to resolve issues faster. Live translation for voice and video and living customer documents will be added.
• Zoom Revenue Accelerator will get tools to automatically prospect for leads, personalize engagement and follow up as needed.
• Zoom Events and Webinars will get an Ask AI Companion Attendee Panel and Production Studio in the Cloud, which promises broadcast quality without local hardware or internet speed constraints.

Speaking on an investor Q&A following the Zoomtopia keynote, CFO Michelle Chang outlined the vision that extends the company beyond its core collaboration tools. 

Chang noted that enterprise demand is driving growth and will hit 60% of revenue in fiscal 2026. "The win in AI is a natural place for Zoom, not only because of what we have on the communication and collaborations front, but what we bring also in the employee experience and then the Contact Center or customer experience," said Chang. 

Larry Dignan

Editor in Chief of Constellation Insights Constellation Research

About Larry Dignan: Dignan was most recently Celonis Media’s Editor-in-Chief, where he sat at the intersection of media and marketing. He is the former Editor-in-Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades, publishing articles in CNET, Knowledge@Wharton, Wall Street Week, Interactive Week, The New York Times, and Financial Planning. He is also an Adjunct Professor at Temple University and a member of the Advisory Board for The Fox Business School's Institute of Business and Information Technology.&nbsp; <br>Constellation Insights does the following: Cover the buy side and sell side of enterprise tech with news, analysis, profiles, interviews, and event coverage of vendors, as well as Constellation Research's community and… Read more

CrowdStrike acquired Pangea and launched Threat AI, a system of AI agents designed to take on cybersecurity and intelligence workflows.

Threat AI falls under the umbrella of CrowdStrike's Agentic Security Workforce, an effort that will inject digital labor throughout its platform. CrowdStrike announced Threat AI and its latest acquisition at its Fal.Con conference.

As for the Pangea acquisition, CrowdStrike said it will use the deal to extend its Falcon platform into AI Detection and Response (AIDR), a category that aims to secure data, models, agents and enterprise AI.

• CrowdStrike acquires Onum, reports strong Q2

CrowdStrike said Pangea will deliver visibility and control of AI agents and workflows, block prompt injection attacks and secure AI development.

Threat AI will include the following:

• Malware Analysis Agent, which automates analyst workflows and can classify, analyze and compare malware.
• Hunt Agent is a proactive threat hunting agent that works across the enterprise.
• CrowdStrike said it will be adding agents for triage, correlation and exposure in the future.

Among other CrowdStrike announcements:

• CrowdStrike launched its Fall release of its Falcon platform that serves as a base for its AI agents.
• The company expanded its agentic tools with in Falcon modules and Charlotte AI AgentWorks, a new no-code AI agent builder.
• CrowdStrike said Agentic Security Workforce is powered by the Falcon Agentic Security Platform.
• The company rolled out a bevy of agents across its modules including Exposure Prioritization Agent, Search Analysis Agent, Correlation Rule Generation Agent, Data Transformation Agent and Workflow Generation Agent.

Larry Dignan

Editor in Chief of Constellation Insights Constellation Research

About Larry Dignan: Dignan was most recently Celonis Media’s Editor-in-Chief, where he sat at the intersection of media and marketing. He is the former Editor-in-Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades, publishing articles in CNET, Knowledge@Wharton, Wall Street Week, Interactive Week, The New York Times, and Financial Planning. He is also an Adjunct Professor at Temple University and a member of the Advisory Board for The Fox Business School's Institute of Business and Information Technology.&nbsp; <br>Constellation Insights does the following: Cover the buy side and sell side of enterprise tech with news, analysis, profiles, interviews, and event coverage of vendors, as well as Constellation Research's community and… Read more

Microsoft is building a new quantum computing center in Maryland and line up with its work with DARPA on evaluating and funding quantum systems.

In an interview, Charles Tahan, Partner, Microsoft Quantum, said the facility is a partnership with the state of Maryland, which has built a quantum computing corridor built with IonQ as an anchor tenant along with the University of Maryland.

Tahan said the buildout will include substantial lab space for technical work, office space for operations and dedicated zones to collaborate with partners, university students and the broader quantum computing community. "It's a great location for what we want to do," said Tahan. "This will be a place where people can use our technology in a trusted way. It will also help the other side to see if their technology can be compatible with our stack and hopefully push the entire quantum field forward."

• Microsoft rolls out quantum safe plan, timelines
• Microsoft advances quantum computing error correction, sees on-premise traction
• Microsoft unveils Majorana 1, aims to scale quantum computing
• Microsoft launches Quantum Ready Initiative

Microsoft is part of a DARPA program that is evaluating and funding quantum computing development.

The plan for Microsoft is to have its first equipment operational at the new facility by June 2026 with topological qubit test systems. Tahan said the Maryland Microsoft facility could become a potential hub with cloud access to prototype systems from the software giant and partners.

Tahan added that the Maryland center will focus on its topological approach to quantum computing.

Earlier this year, Microsoft announced Majorana One, a quantum processor with a topological architecture designed to scale to 1 million qubits in theory.

Microsoft is taking a platform approach to quantum computing with plans to intersect with artificial intelligence and high-performance computing. Microsoft also announced its quantum ready initiative for enterprises to go along with partnerships with Atom Computing and Quantinuum.

Tahan said:

"Microsoft is a platform company, and it's very much true in quantum. We're not only trying to build quantum computers internally, but work with our partners. We're about empowering many companies that our end users really get access to the best technology at any given time."

Larry Dignan

Editor in Chief of Constellation Insights Constellation Research

About Larry Dignan: Dignan was most recently Celonis Media’s Editor-in-Chief, where he sat at the intersection of media and marketing. He is the former Editor-in-Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades, publishing articles in CNET, Knowledge@Wharton, Wall Street Week, Interactive Week, The New York Times, and Financial Planning. He is also an Adjunct Professor at Temple University and a member of the Advisory Board for The Fox Business School's Institute of Business and Information Technology.&nbsp; <br>Constellation Insights does the following: Cover the buy side and sell side of enterprise tech with news, analysis, profiles, interviews, and event coverage of vendors, as well as Constellation Research's community and… Read more

MongoDB said it will bring its search and vector search tools to MongoDB Community Edition and MongoDB Enterprise Server. The move provides enterprises full-text search and vector search features on MongoDB on-premises and self-managed deployment.

The new capabilities are in public preview for developers. MongoDB announced the news at its MongoDB.local NYC developer conference.

Ben Cefalo, Senior Vice President, Head of Core Products at MongoDB. said adding full-text search and vector search to on-prem, self-managed and local deployments gives developers more flexibility. Ultimately, MongoDB gets a new path to entice enterprises to move to the company's fully managed Atlas platform.

• MongoDB launches effort to modernize legacy data, application layers

Cefalo said in a briefing:

“What we've heard consistently from our community is that integrating advanced search into self-managed application often requires both external search engines or vector databases. This creates friction at every stage, architectural complexities, operational overhead and a constant synchronization task. It distracts developers from their core innovation. We believe they shouldn't have to make the tradeoff.”

Key points:

• MongoDB's decision to move full-text search and vector search tools to on-prem and self-managed options simplify extract, transform and load operations.
• Enterprises won't have to manage multiple versions for additional search tools.
• MongoDB Community Edition and MongoDB Enterprise Server customers will be able to test and build applications locally.
• Developers can combine keywords and vector search in unified results that can be used for AI apps.
• Data in MongoDB can serve as a long-term memory store for AI agents and enhance grounding and RAG systems.

At MongoDB.local NYC, MongoDB also announced the following.

• The launch of MongoDB AI Modernization Platform (AMP).
• MongoDB 8.2 delivers a 49% performance boost for index queries and 10 faster memory reads.
• MongoDB 8.2 will get enhanced Queryable Encryption capabilities.

Larry Dignan

Editor in Chief of Constellation Insights Constellation Research

About Larry Dignan: Dignan was most recently Celonis Media’s Editor-in-Chief, where he sat at the intersection of media and marketing. He is the former Editor-in-Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades, publishing articles in CNET, Knowledge@Wharton, Wall Street Week, Interactive Week, The New York Times, and Financial Planning. He is also an Adjunct Professor at Temple University and a member of the Advisory Board for The Fox Business School's Institute of Business and Information Technology.&nbsp; <br>Constellation Insights does the following: Cover the buy side and sell side of enterprise tech with news, analysis, profiles, interviews, and event coverage of vendors, as well as Constellation Research's community and… Read more

Google launched the Agent Payments Protocol (AP2) in a move that will flesh out how AI agents will handle commerce and transactions. AP2 is an extension of Google's Agent2Agent (A2A) protocol.

While the grand vision of agentic AI is that various agents will carry out tasks for you, commerce was a big sticking point. Anthropic's Model Context Protocol (MCP) and A2A have developed quickly so AI agents can communicate and trade information, but anything revolving money was an issue.

AP2 aims to create a payment framework that can be leveraged by merchants and payment networks. Google said it lined up more than 60 organizations to support AP2 including American Express, Coinbase, Etsy, Intuit, Mastercard, PayPal, Salesforce and ServiceNow to name a few. Visa wasn't initially listed in Google's blog post.

• Agentic AI protocols: MCP and A2A today, many more tomorrow
• OpenAI's support puts MCP in pole position as agentic AI standard
• Microsoft supports Google Cloud's Agent2Agent standard

Google said AP2 will address payment issues around authorization, authenticity and accountability. A user has to give an agent authority to make a purchase and AP2 enables merchants to make sure an agent is accurately making a purchase. There's also protocols for fraudulent and incorrect transactions.

Here are the key points about AP2:

• The system revolves around Mandates, which are "tamper-proof, cryptographically-signed digital contracts that serve as verifiable proof of a user's instructions."
• Mandates address real-time purchases where a human asks an agent to find something. The request is captured in an initial Intent Mandate and then a Cart Mandate for the final purchase.
• Delegated tests will require a detailed Intent Mandate up front to outline rules of engagement.
• Mandates can also specify personalized offers, price bands and details about the purchase.

Constellation Research's take

Constellation analysts chimed in on AP2. Michael Ni said:

"With AP2, Google shifts the center of gravity from last-touch clicks to agent-driven commerce. Intent can now be monetized earlier in the flow, reflecting that ad revenue tied to final-click attribution is at risk. The opportunity lies in redefining how those aggregating buyer interest measure and monetize these new intent entry points."

Holger Mueller noted that AP2 is "allowing agents to do what humans to in a human designed e-commerce world." The big question is whether Microsoft will support it.

Esteban Kolsky added "Google is doing a good job positioning itself as the option for serious AI work with Gemini releases, capacity planning, interfaces, and a bunch of governance related components that no one else is providing." 

Larry Dignan

Editor in Chief of Constellation Insights Constellation Research

About Larry Dignan: Dignan was most recently Celonis Media’s Editor-in-Chief, where he sat at the intersection of media and marketing. He is the former Editor-in-Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades, publishing articles in CNET, Knowledge@Wharton, Wall Street Week, Interactive Week, The New York Times, and Financial Planning. He is also an Adjunct Professor at Temple University and a member of the Advisory Board for The Fox Business School's Institute of Business and Information Technology.&nbsp; <br>Constellation Insights does the following: Cover the buy side and sell side of enterprise tech with news, analysis, profiles, interviews, and event coverage of vendors, as well as Constellation Research's community and… Read more

Workday has acquired Sana, an AI agent startup that surfaces knowledge in enterprise systems, for $1.1 billion in a bet that the HCM and finance software provider can become "the front door to work."

The news, announced at Workday Rising 2025, touches on a few themes worth noting.

• Workday's Sana acquisition pairs with other announcements such as Workday Data Cloud to telegraph a platform play for the company. Workday's argument that its data on people and money can power a broader AI agent platform.
• There's a healthy debate about how AI agents could upend software. Workday's Sana's purchase gives the company a hedge.
• It's quite possible that AI agents are the new user interface of choice. Sana puts Workday in good position if AI agents are the de facto interface.

Gerrit Kazmaier, president, product and technology at Workday, said Sana's AI-native approach and design chops will help Workday revamp work. "(Sana) will make Workday the new front door for work, delivering a proactive, personalized, and intelligent experience that unlocks unmatched AI capabilities for the workplace," said Kazmaier.

• LLM giants need to build apps, ecosystems to go with the models
• Pondering the future of enterprise software
• Agentic AI: Is it really just about UX disruption for now?

The Workday-Sana vision of work revolves around bringing enterprise knowledge, data and workflows in one place. This front door for work will find answers from various data stores including Workday, Google Drive, SharePoint and Office365, integrate actions, create content and automate workflows.

In addition, Sana has more than 100 connectors to various repositories ranging from Box to Snowflake to SAP and Salesforce. See: AI agents, automation, process mining starting to converge

The big theme with Sana is that Workday is trying to make AI easier, more practical and useful. Workday Executive Chair Aneel Bhusri said:

"People thought AI was going to solve everything, and vendors were out there marketing way ahead of what they had product wise. Vendors have gotten more realistic about delivering solutions to their customers, and, frankly, smarter about what works and what doesn't work. What you'll see from workday and others over the next 12 to 18 months will be real solutions that really help you run your business better and really leverage the power of AI, not just quick fixes."

Here's a look at Sana's UI.

Sana Agents feature search and chat as well as coding tools and automation. Sana also has a learning platform, Sana Learn, that combines learning management, content creation and course generation. Sana Learn will complement Workday Learning with AI tools and personalization.

Kazmaier said during Workday's investor day:

"We think about Sana like the iOS for enterprise in the future. And we see it being like a power combination with Workday because we have incredible distribution. We have 75 million users already. And you can ask 100% expect us to leverage that to bring Sana as an experience to every one of them.

Now the beautiful thing about Sana is that it's not just an incredible enterprise search and enterprise action experience. It also gives us the opportunity to encompass many, many more workflows that people are not doing in Workday today. People engage with Sana today on average 7 times a day in the current form. If we bring this to all of our customers and we open up that AI extensibility for them many things that they are doing today with legacy ticket-based automation, programmed exits, DIY AI systems, they will just naturally fall into this."

Workday has been on a bit of a buying spree of late. In the last 18 months, Workday has acquired the following:

• Sana.
• Paradox.
• Flowise.
• Evisort.
• HiredScore.

Holger Mueller, an analyst at Constellation Research, said:

"Workday is on a record acquisition spree, Sana the latest one. At the same time, Workday is radically changing it's data and AI architecture. Here's the question: How will Workday integrate the last three acquisitions? Customers want and need AI asap and Workday needs to deliver fast, while addressing architectural debt and not creating too much new debt."

Larry Dignan

Editor in Chief of Constellation Insights Constellation Research

About Larry Dignan: Dignan was most recently Celonis Media’s Editor-in-Chief, where he sat at the intersection of media and marketing. He is the former Editor-in-Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades, publishing articles in CNET, Knowledge@Wharton, Wall Street Week, Interactive Week, The New York Times, and Financial Planning. He is also an Adjunct Professor at Temple University and a member of the Advisory Board for The Fox Business School's Institute of Business and Information Technology.&nbsp; <br>Constellation Insights does the following: Cover the buy side and sell side of enterprise tech with news, analysis, profiles, interviews, and event coverage of vendors, as well as Constellation Research's community and… Read more

MongoDB launched MongoDB AMP (Application Modernization Platform) as the vendor becomes the latest to take on enterprise code transformation needed to migrate workloads.

Shilpa Kolhar, SVP of Application Modernization, said MongoDB AMP includes tools and techniques that can move workloads to its Atlas platform. Kolhar argued that MongoDB AMP moves beyond enterprise code transformation. MongoDB announced the news ahead of its MongoDB.local NYC conference. 

"MongoDB AMP is not about throwing the legacy code base into another system that doesn't work. We have tried it. Real applications have large, complex code bases that AI can't directly handle correctly and efficiently," she said. "This is especially true with applications that are centered around stored procedures, where the business logic is spread across the application. Our tooling enables us to break this problem into smaller chunks, smaller pieces, and then work through the code base using an interactive and automated process."

• MongoDB's Q2 shines, company raises its outlook

MongoDB AMP includes a set of agentic workflows that build, test, and repair throughout the conversion process. MongoDB said that combining AMP with its repeatable frameworks have sped up code transformation speed 10x with overall modernization projects sped up 2x to 3x.

There are multiple code transformation efforts that aim to use AI to create AI-native applications. AWS Transform is one of the better known. MongoDB is pitching AI as a code transformation tool with a data layer twist, but it also said enterprises need a more holistic approach that includes analytics, deployment and data migration to name a few.

The win for enterprise vendors is that they can gain workloads while saving customers money on pricey consulting engagements.

MongoDB said MongoDB AMP is built on two years of development with migrating customers. The company cited Australia’s Bendigo Bank, Lombard Odier and IntellectAI as customers that migrated relational databases to MongoDB as well as adjacent code.

Kolhar said:

"With AMP, we are getting into both the database modernization and also the entire application tier of modernization. So, it's not just the database migration alone. We have built tools to support many different combinations of the legacy stack.

We have multiple agents that help with analysis of the code, but we do have some deterministic tools as well. We have AI agents to actually split the code base into chunks that can be recomposed, and then what you're converting in."