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MongoDB integrates Voyage 4 models across its platform

MongoDB integrates Voyage 4 models across its platform

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."

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.

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Precision Data, Decision Velocity & the Humanoid Robot Hype: ConstellationTV Episode 121

Precision Data, Decision Velocity & the Humanoid Robot Hype: ConstellationTV Episode 121

CRTV kicks off 2026 with Episode 121, focusing on the reality of enterprise AI, decision velocity, and the hype vs. value of humanoid robots at CES. In this episode:

AI, M&A, and Precision Data
Martin Schneider and Larry Dignan break down recent AI-driven M&A and why the real competitive edge is shifting toward secure, precision data and job-to-be-done–focused agents rather than generic AI.

Decision Velocity 
Larry talks with Mike Ni, Constellation’s analyst for Data to Decisions, about:

  • What decision velocity really means
  • Moving from POCs to proof of value
  • Why context engineering is replacing prompt engineering as the AI pressure point
  • How culture, architecture, and governance must evolve for decision-centric enterprises

Humanoid Robots: Hype vs. Reality
Esteban Kolsky joins to explain why humanoid robots are mostly a bad business idea:

  • Inefficient, expensive, and usually optimized for a single function
  • Why function-specific robots (UPS, Walmart, Amazon-style warehouses) deliver real ROI
  • How CES and the “humanoid bubble” are accelerating the reckoning

00:56 – News & AI Trends with Martin and Larry
09:50 – Decision Velocity with Mike Ni
15:56 – Humanoid Robots & Robotics ROI with Esteban Kolsky

Data to Decisions Future of Work Innovation & Product-led Growth Chief Executive Officer Chief Information Officer Chief Digital Officer Chief Data Officer On ConstellationTV <iframe width="560" height="315" src="https://www.youtube.com/embed/v_QETJMUMDs?si=_J3EnIJqnr__YY4r" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

Moving from POCs to Outcomes: Measuring Decision Velocity in 2026

Moving from POCs to Outcomes: Measuring Decision Velocity in 2026

As we move into 2026, the question for every executive is: How do we actually measure the success of our technical processes? 

It’s not about the depth of your models; it’s about Decision Velocity. In this interview with Constellation analysts Larry Dignan and Michael Ni, we explore why this metric is the key to closing the gap between a pilot program and a successful enterprise-wide implementation.

The Decision Velocity Framework:

Accuracy: Ensuring the reliability of automated returns.
Efficiency: Reducing human-in-the-loop dependencies and removing unnecessary steps.
Contextual Impact: Tailoring metrics to the specific process, whether it's decreasing human-handled call volumes or boosting marketing campaign returns.

Join us as we track these shifts throughout 2026.

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Integration & Orchestration in the Age of AI: From Copilots to Executable Decisions

Integration & Orchestration in the Age of AI: From Copilots to Executable Decisions

Enterprise AI is shifting from insight to execution, and integration is becoming mission-critical. 

Constellation analyst Mike Ni and IBM's Scott Brokaw discuss why yesterday’s human-centric, storage-first data architectures are failing AI agents and how unifying structured and unstructured data with strong governance, lineage, and access control unlocks real business impact. 

Learn why data & AI leaders must simplify their tooling, adopt a horizontal integration control plane, and design for deterministic, reliable execution at scale so AI can safely close the loop between data, decisions, and actions.

Watch the full conversation!

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Mike Ni and IBM's Scott Brokaw discuss why human-centric, storage-first data architectures are failing AI agents, and how unifying ata with governance, lineage, and access control unlocks real business impact.

On CR Conversations <iframe width="560" height="315" src="https://www.youtube.com/embed/e09H0vK5Kbw?si=PMK8UdY6qcFQQKLS" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

Humanoid Robots are Bunk

Humanoid Robots are Bunk

Is the Humanoid Robot Trend a Total Bubble? 

Constellation analysts Larry Dignan and Esteban Kolsky examine the "parade of robots" at CES 2026 to separate genuine innovation from marketing hype. While Jensen Huang and others may be walking out with dozens of humanoids, Esteban argues that the focus on the human form is a "horrible idea" driven more by Hollywood lore and investor optics than by actual utility. 

In this interview, they discuss:

  • Why the human form is inefficient: Why replicating 17,000 receptors in a robotic hand is a "dexterity trap." 
  • The "Ugly" Winners: Why UPS and Walmart are winning by using specialized, non-humanoid robots for logistics and "dark warehouses." 
  • The Cost of "Dancing": Why marketing stunts like dancing quadrupeds are fun to watch but offer zero enterprise value. 
  • The Future of AI & Robotics: The inevitable merger of these two fields and how to ensure your investment returns money instead of just headlines. 

Key Quote: "Your goal is to create something that's useful or something that gets you money. Humanoids get you money, but they're not going to be very useful." — Esteban Kolsky 

Stay ahead of the curve: Subscribe for more deep dives into the Constellation pipeline as we track the innovations shaping the enterprise in 2026 and beyond!

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Sovereign Cloud, Same AWS: Inside the European Build-Out

Sovereign Cloud, Same AWS: Inside the European Build-Out

Today, AWS announced the general availability of a new, independent cloud for Europe. This new service is based entirely within the EU and operates independently from other AWS locations. Join Constellation Research analyst Holger Mueller in a conversation with Mustafa Isik, Chief Technologist for Sovereign Cloud at AWS, live from AWS re:Invent. They dive deep into the AWS European Sovereign Cloud, why it’s needed, and what it means for data residency, security, and AI in Europe.

Discover:

- Why AWS says it is “sovereign by design” and why that’s no longer enough for some EU customers
- The 7.8 billion euro investment behind the AWS European Sovereign Cloud
- Why the first sovereign “nucleus region” is being built in Brandenburg, Germany
- How AWS is delivering a full AWS region (not a lesser cloud) with the same services, APIs, SLAs, and resilience
- The shift to EU-based and eventually EU-passport-holding operators for sensitive workloads
- The new legal entity structure and what it means for compliance and control
- How AWS is handling global dependencies and source code access for true digital sovereignty
- Why generative AI services will be available from day one in the European Sovereign Cloud

If you care about digital sovereignty, regulated industries, public sector cloud, and AI in Europe, this conversation is a must-watch.
 

Digital Safety, Privacy & Cybersecurity Future of Work Innovation & Product-led Growth Tech Optimization Chief Information Officer Chief Digital Officer Chief Data Officer Chief Privacy Officer Chief Technology Officer On ConstellationTV <iframe width="560" height="315" src="https://www.youtube.com/embed/tPXNx5_Rf5s?si=K1_05DPWlXqWQxfj" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

Quantinuum preps IPO

Quantinuum preps IPO

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.

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

Data to Decisions Innovation & Product-led Growth Tech Optimization Quantum Computing Chief Information Officer

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

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

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.

"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."

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.

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

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

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."

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Reflections on the Future and the Opportunity of Intelligent Work

Reflections on the Future and the Opportunity of Intelligent Work

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Have you ever attended an event and just had something stick in your head…for days or even weeks? Months? Since attending Smartsheet ENGAGE in early November 2025, a thought has been rattling around: what matters for work?

The dominant message of the event was the declaration that Smartsheet’s future would be focused on Intelligent Work Management (IWM)…a platform where people, data, process and AI work together, unified in a vision of not settling for the slog and instead move faster. As the snappy keynote intro video put it: “You can blindly hold on and watch potential slip beyond the horizon, or you can decide to lead and turn vision into execution faster than the pace of change.”

A passive visitor could easily leave well enough alone and take this new age of IWM at face value. Afterall, Smartsheet had been actively investing in a rebuilt platform, empowered by AI and agents and updates galore. But more investigation…more digging in and rethinking…is required. In an age when so much of what we talk about is linked to the concept of intelligence, why is it hard to get past this shift from collaboration as the key to work and just accept the idea of intelligent work?

First, one must break down what Collaborative Work Management (CWM) is supposed to deliver. For those who tend to have a distinctly functional bias, for example a marketer or CX leader more comfortable with a Marketing Work Management point of view where campaign calendars and product launch process templates dominate discussion…there is a need to see the bigger picture…to zoom out a bit.

CWM tools bring shared spaces, calendars, content and communications into a single work pane, bringing coordination and visibility to projects and tasks that are largely interconnected and dependent on one another. They bring order to chaos, streamlining and organizing what is often a cacophony of sound when a smoothly orchestrated symphony is in order. CWM tools can bring both agility and accountability to the most complex projects. It is built for organizations that want to move beyond management by spreadsheet or passive communication and is ideal for teams where people need to work in close alignment, even when they don’t work in close proximity.

For the most part, this is what customers have come to know and rely on Smartsheet to deliver: to be their trusted collaborative work engine that brings order to the chaos. Smartsheet customers most often talk about the flexibility, reliability and durability of the tools. The collaborative work management ethos celebrates how, where and when projects can move from a plan into action. Through this lens, the “future” of this work leans into ways in which data, AI and automations can advance and accelerate key tasks.

So, what is IWM? And how is it different from CWM?

The answer lies primarily in the shifting tides of work and technology, more specifically around AI, especially generative and agentic capabilities within the user experience and across solutions and applications. IWM relies on AI-powered insights and intelligence to manage work, learning as it goes, to turn passive activity into recommendations including different processes that can complete work more quickly and effectively. Over time and with the right work and the right data, these suggestions will become even more fluid, and actions can be taken autonomously in true agentic workflows.

While CWM centralizes project tasks, conversations and content, IWM takes those same tasks, conversations and content and establishes smarter paths to performance, automating tasks, streamlining processes and empowering AI agents to tackle the repetitive and mundane.

IWM focuses less on workflow speed and more on business velocity. Speed can, and is often increased thanks to collaboration, efficiency and combined effort, but speed just tells you how fast something has moved. Velocity, on the other hand, tells you how fast something has moved…and the direction of that movement. The goal of IWM is not only to reach the end of a project faster (which it still does) but crank up the velocity of work and the velocity of decisions to land with greater precision, impact and force. The fuel that powers speed is collaboration. The fuel that powers velocity is intelligence.

Translating rows of data to monitor project performance, identify trends, flag bottlenecks and recommend fixes in moments not months…this is intelligence set to work…and intelligence set to amplify velocity. Instead of leaning into the AI hype cycle attendees were not worrying about how they could build a digital workforce. Instead, conversations turned to how project managers could delegate work to digital agents.

That’s why a key line from newly minted CEO Rajeev Singh’s first ENGAGE keynote sprang into focus: “We will be a strategic platform, not a tactical tool.” This is perhaps the greatest and most tangible explanation about how IWM differs from CWM: strategy with intention.

Pratima Arora, Smartsheet’s Chief Product Officer, brought the ENGAGE audience to a familiar place: imagine it is late in the day after long hours of work, and everything looks fine. That is, until in the blink of an eye that high stakes project you and the team have been working on together, grinding on all gears, suddenly and inexplicably goes off the rails. In those moments, decisions don’t just get made…they get made with force and ideally conviction. They get made before it’s too late.

“It’s not just about having the right plan,” Arora noted from the keynote stage. “It’s about having the best insights that make the best decisions to deliver on that plan. But the problem is in critical moments, planning feels like guessing. Guessing is not a strategy.

We’ve all been in these situations…as a Marketer, with budget and spend decisioning on the line for a critical go to market initiative, the chaos of the unknown is only overshadowed by the complexity of the known variables and swamps of data that can make the most seasoned CMO question the most mundane decision. Then suddenly the market shifts. The unexpected sweeps the market sending months of planning into question and chaos.

While CWM tools can help a team react to the chaos, an IWM platform will have already allowed the marketing team’s project leader to run multiple scenarios and set AI agents to the task of testing for the unknown. With Scenario Planning, teams can use AI to automatically generate what-if scenarios, explore different paths, and decide the best way forward without disrupting live project plans. Yes, guessing isn’t a strategy. Similarly, gut isn’t intelligence. Daring to ask “what if” or “why not” shouldn’t come at a cost. And that cost should never be the success of any project.

As look back on Smartsheet ENGAGE 2025, it's perhaps this idea that the real future of work demands a new velocity for decisions so that decisions big or small can predictably accelerate the velocity of work. The goal here is to ensure that both the speed and direction of our actions, our strategies and our business outcomes are always in view. Without this new age of work management, all our work and our efforts are just addressing speed, held constant but never transforming. All our work ends up stuck on a treadmill, fooling us into believing we are in motion when we are just running in place.

So, here’s to another year bravely marching into this new future of work where agents aren’t taking over our work, but instead are being put to work because working faster than the pace of change demands decisions rooted in strategy and intelligence.

 

Image AI generated using Adobe Firefly Image 4 and Gemini Nano Banana. No real rabbits were turned into robots and forced to wear hoodies.

 

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