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Nvidia CEO Jensen Huang's keynote at Computex featured Nvidia RTX Spark, DGX Station for Windows, a parade of PCs, the debut of the Vera CPU, a processor that could spread Nvidia's reach further.
After years of hearing GPUs are everything, the idea that Nvidia is so CPU-happy is quite ironic. Nevertheless, Huang is sprinkling some agentic AI pixie dust on Microsoft Windows.
Insight Blog
Technology vendors are barraging enterprise buyers with platform pitches that'll enable their agentic AI dreams and automate enterprises via private previews of products that'll be available at some point later in the year. But CxOs would be wise to hedge their bets with vendors that are neutral and give you some defense to lock-in.
Insight Blog
Executives in Constellation Research's BT150 agree that AI has reached an inflection point in operations, but still are looking for returns and productivity gains.
The BT150 meetup was held May 28. This Constellation Research CxO call operates under Chatham House rules so the takeaways aren't attributed.
Insight Blog
Blog Post
At Boomi World 2026, the enterprise integration and data activation company’s product keynote surfaced a bevy of high-level takeaways that enterprise buyers need to think about as they navigate rapidly evolving agentic AI trends.
Here’s a look at the takeaways from Boomi Chief Product and Technology Officer Ed Macosky and other executives regarding the stack and important trends.
AI PCs and workstations are starting to have their AI inference moment with HP, Dell Technologies and Lenovo all seeing strong demand. Simply put, edge devices are starting to matter as companies aim to keep token costs down.
Insight Blog
Blog Post
Boomi has fleshed out its governed data-to-agent platform anchored on data activation, a headless enterprise architecture, connectivity, context-driven data layer, and hybrid agentic AI workflow orchestration.
Blog Post
Enterprise integration and data activation company Boomi has announced plans to acquire Lunar.dev, in a move that aims to bring intelligent model and prompt routing as well as governed agent connectivity to its platform.
Lunar.dev has a gateway that secures and governs all AI applications and agents. Lunar.dev offers rate limiting for large language model (LLM) traffic, data sanitation for prompts, and a payload transformer as well as LLM model routing and custom AI metrics collection.
MongoDB delivered strong first quarter results with 25% revenue growth. The company also raised its outlook.
The company reported first quarter earnings of $4.4 million, or 5 cents a share, on revenue of $687.6 million, up 25% from a year ago. Non-GAAP earnings for the quarter were $1.32 a share.
Wall Street was looking for first quarter non-GAAP earnings of $1.18 a share on revenue of $663.8 million.
Insight Blog
Dell Technologies delivered a blowout first quarter with revenue growth of 88% amid sales of AI systems.
The company reported first quarter earnings of $5.24 billion on revenue of $43.8 billion, up 88% from a year ago. Non-GAAP earnings were $4.86 a share.
Wall Street was looking for Dell first quarter non-GAAP earnings of $2.90 a share on revenue of $35.38 billion.
Insight Blog
Blog Post
Boomi customers are increasingly using the company’s platform as more than a narrow integration platform and focusing on AI agent use cases.
Perhaps the biggest lesson from customers at Boomi World 2026 is that the enterprises that showed the most traction started with concrete operational pain points, built reliable data and integration foundations, and then used AI agents to remove repeatable work or improve customer-facing processes.
Anthropic raised $65 billion in a Series H round and now has a valuation of $965 billion. For good measure, Anthropic said it now has an annual revenue run rate of $47 billion and released its Opus 4.8 model.
Insight Blog
SAP Sapphire 2026 stood out. Not for a single headline announcement, but for something rarer: a coherent, end-to-end vision that actually held up across keynotes, analyst sessions, and conversations on the floor.
In the Q2 episode of Coffee Corner Radio, Martin Fischer and I covered what mattered most from this year's event. Here are the highlights.
Video
IBM said it will invest $10 billion over the next five years in quantum computing.
The investment will cover R&D, capex, ecosystem partnerships, manufacturing scaling and mergers and acquisitions.
IBM disclosed the investment in an SEC filing. The company said that the investment will be used to deliver the first "large-scale fault-tolerant quantum computer by 2029."
Insight Blog
CEO confidence tanked in the second quarter amid the Iran war, inflation and weaker economic conditions, according to The Conference Board.
The Conference Board's latest survey of 141 CEOs found the confidence score in the second quarter was 47, down from 59 in the first quarter. A reading below 50 means there are more negative than positive responses.
CEOs now expect economic conditions to weaken further over the next six months.
Insight Blog
Snowflake said it will spend $6 billion on Amazon Web Services' AI offerings and Graviton chips, announced that it will acquire Natoma and reported first quarter results.
The barrage of news landed a few days ahead of its flagship Summit conference.
Here's a breakdown of the news.
Insight Blog
Salesforce reported better-than-expected first quarter results and raised its outlook. The company said its AI and data annual recurring revenue in the quarter was $3.4 billion.
The company reported first quarter earnings of $2.42 a share on revenue of $11.1 billion, up 13% from a year ago. Non-GAAP earnings for the quarter were $3.88 a share.
Insight Blog
Blog Post
AI is transforming all aspects of human life, and one of the biggest shifts will be the rise of physical AI. As such, it is a critical contributor to accelerated digital processes and real-world physical processes, making it a key driver for Enterprise Acceleration.
Big Idea
Anthropic’s Claude Mythos Preview is an early signal of how advanced models may change cybersecurity work. Anthropic has released Mythos via a restricted, defender-focused program rather than as a broadly available model, reflecting the dual-use nature of its cyber capabilities. Public evidence suggests that Mythos-class systems can help move security work beyond traditional scanning by supporting vulnerability reproduction, exploitability validation, chain construction, patch validation, and post-entry task execution.
The Board
This month’s thread: AI has crossed from novelty into controlled execution. The market still talks about models, agents, and intelligence, but spending has shifted to the infrastructure required to make AI usable: data, security, governance, compute power, and the people able to redesign work around it.
In this report, learn more about:
Box CEO Aaron Levie said customers are rapidly deploying AI agents, but are wrestling with bringing the productivity of coding productivity to other functions and token budgets.
Levie's take was outlined on Box's first quarter earnings call. The company performed well, appears to be upselling and has a strategy that revolves around providing the best integrations and APIs so AI agents can get the context they need.
Insight Blog
Automaker Stellantis is betting that it can infuse AI and technology across its company to boost revenue growth and profits.
At an Investor Day, the company outlined its Fastlane 2030 plan that has a big dose of technology. The company has been working to become leaner and meaner and now has 15 executives on its leadership team, half what it was before.
Antonio Filosa, CEO of Stellantis, said Fastlane 2030 "is not the final destination, it is a journey."
Insight Blog
Zscaler reported a better-than-expected third quarter, but the outlook was mixed due to higher memory, storage and processor costs and turnover in sales.
The company reported a third quarter net loss of $13.9 million, or 9 cents a share, on revenue of $850.5 million, up 25% from a year ago. Growth was fueled by the acquisition of Red Canary. Annual recurring revenue in the quarter was up 25% with Red Canary and 21% without. Non-GAAP earnings were $1.08 a share.
Insight Blog
The Board
The market is still talking about models, agents, and intelligence, but the spend pattern has shifted toward the infrastructure required to make any of it usable: data, security, governance, compute power, and the talent able to redesign work around them. The strategic question is whether the enterprise can afford, secure, govern, and staff the AI-enabled systems. This is an inflection point in AI adoption; organizations must move from AI as capability acquisition to AI as controlled execution.
Market Overview
The revenue intelligence (RI) sector has moved beyond its origins as supporting a “system of record” (e.g., CRM) to becoming the “system of execution” for the entire growth engine of an enterprise. The market is defined by a shift from passive data capture to autonomous revenue operations, where organizations demand agentic frameworks that prevent deal slippage in real time.