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Anthropic releases Mythos 5.2, Fable 5.2
Data to Decisions
November 9, 2026

Anthropic releases Mythos 5.2, Fable 5.2

Anthropic released Claude Mythos 5.2 and Fable 5.2 models and touted their abilities in coding and cybersecurity. Anthropic said 90% of its code is now created by Claude models....
Google launches TPU 8tx, TPU 8i Max
Tech Optimization
November 9, 2026

Google launches TPU 8tx, TPU 8i Max

Google said TPU 8i Max is designed for massive context windows and high compute density per rack workloads. TPU 8tx is designed for secure and confidential inference. ...
Enterprises prep for influx of personal AI agents
Matrix Commerce
November 8, 2026

Enterprises prep for influx of personal AI agents

Personal AI agents like Meta's Muse and Instinct are appearing on earnings conference calls as an opportunity to be tapped. Enterprises are saying that traffic from personal AI agents is still small, but the growth is significant. ...
Research
November 6, 2026

Oracle Delivers Deep Trust for the Agentic Era

In his keynote at Oracle AI World on October 26, Oracle Executive Vice President Juan Loaiza laid down a compelling vision for how to solve the most pertinent problem of the agentic era: how to make sure agents have access to the right data and can write only to the data. In his keynote, Loaiza walked the audience thro...
Holger Mueller
Holger Mueller
Vice President and Principal Analyst
Does Airbnb have the blueprint for the AI enterprise rewrite?
Next-Generation Customer Experience
November 6, 2026

Does Airbnb have the blueprint for the AI enterprise rewrite?

With Airbnb's third quarter earnings, CEO Brian Chesky made the case that the company is back into growth mode. The company put up revenue growth of 19% in the third quarter and that's the fastest clip in more than three years thanks to retiring tech debt and AI. ...
Atlassian delivers strong Q1, ups outlook
Future of Work
November 5, 2026

Atlassian delivers strong Q1, ups outlook

Atlassian reported strong first quarter results, delivered revenue growth of 24% and said, quot;enterprise AI has hit an inflection point.quot;...
Research
November 5, 2026

Die Zukunft des Project Portfolio Management ist KI gestützt

Künstliche Intelligenz (KI) verändert alle Aspekte des menschlichen Lebens – zu Hause und bei der Arbeit – mit einer bisher noch nicht gesehenen und erfahrenen Geschwindigkeit. Daraus entsteht die Notwendigkeit, sich mit den Veränderungen, die KI auslöst und damit vorantreibt, schneller als je konstruktiv auseinanderzu...
Holger Mueller
Holger Mueller
Vice President and Principal Analyst
Research
November 5, 2026

Enterprise Technology Intelligence Monthly Update, November 2026

October did not signal technology retrenchment. Capital accelerated again, but enterprise spending conditions became more demanding. AI funding is moving toward dynamic budgeting, productivity is exposing the lag between saved time and usable capacity, infrastructure expansion is increasing dependency and cost, and cyb...
Esteban Kolsky
Esteban Kolsky
Chief Distiller, Board Advisor
Research
November 5, 2026

Enterprise Technology Intelligence Briefing, November 2026

October did not signal technology retrenchment. Capital accelerated again, but enterprise spending conditions became more demanding. AI funding is moving toward dynamic budgeting, productivity is exposing the lag between saved time and usable capacity, infrastructure expansion is increasing dependency and cost, and cyb...
Esteban Kolsky
Esteban Kolsky
Chief Distiller, Board Advisor
HubSpot Q4 outlook reflects bumpy transition to outcome-based AI
Next-Generation Customer Experience
November 5, 2026

HubSpot Q4 outlook reflects bumpy transition to outcome-based AI

HubSpot’s road to outcome-based pricing for AI agents remains bumpy. Large customers want proof AI agents can deliver outcomes as buying cycles elongate and smaller enterprises are worried about budgets....
Why Oracle's Fusion Claw is worth a look as OCI dominates the headlines
Future of Work
November 4, 2026

Why Oracle's Fusion Claw is worth a look as OCI dominates the headlines

Oracle Cloud Infrastructure dominated the headlines and attention at Oracle AI World, but you could argue that its applications business and Fusion Claw, a governed agentic AI system that can take on specialist-grade work, deserves another look. ...
Research
November 3, 2026

Revenue Intelligence: Zoom

Revenue intelligence (RI) is an emerging category, and although no single vendor covers every facet, Constellation has begun to see revenue platforms and sales automation tools evolve to offer more out-of-the-box RI capabilities. RI moves beyond simple pipeline reporting by leveraging AI and machine learning to ingest ...
Martin Schneider
Martin Schneider
Vice President and Principal Analyst
Research
November 2, 2026

Cortex XCOR Moves Observability Toward Autonomous Operations

In its latest analyst briefing, Palo Alto Networks outlined the next phase of Chronosphere, an observability company it acquired in January 2026. The company is expanding the product, now named Cortex XCOR, around AI-driven observability, with an AI site reliability engineer (SRE) that can autonomously investigate inci...
Chirag Mehta
Chirag Mehta
Vice President and Principal Analyst
Salesforce acquires Cresta in third deal in two weeks
Next-Generation Customer Experience
November 2, 2026

Salesforce acquires Cresta in third deal in two weeks

Aside from Cresta, Salesforce has been shopping of late. Last week, Salesforce said it would acquire Rune Technologies to bolster its Salesforce Missionforce efforts for the US government. And before that deal, Salesforce outlined the purchase of Braze for $5.66 billion. ...
Marvell bulks up via $115 billion Lumentum acquisition
Tech Optimization
November 2, 2026

Marvell bulks up via $115 billion Lumentum acquisition

Marvell will acquire Lumentum in a deal valued at $115 billion. The combined company will have a full AI infrastructure stack that will combine processors and optical networking and could challenge Broadcom. ...
Investment Should Follow the Evidence
Analyst Blog
November 1, 2026

Investment Should Follow the Evidence

As enterprises finalize their 2027 budgets, they have far more evidence than a year ago about where technology creates value and where it creates additional requirements. AI prov...
Your AI playbook and a look at the big themes
Data to Decisions
November 1, 2026

Your AI playbook and a look at the big themes

Enterprise leaders have gone from concerns that they aren’t moving fast enough to a more mature approach and developing AI playbooks. Constellation Research CEO R “Ray” Wang outlined the AI playbook and the themes that matter. Here's a look at Wang's AI playbook and rules of the road followed by the more nuanced themes...
Defense Logistics Agency CIO: Agentic AI a business change, not IT project
Data to Decisions
October 30, 2026

Defense Logistics Agency CIO: Agentic AI a business change, not IT project

Adarryl Roberts, Chief Information Officer at the Defense Logistics Agency, said agentic AI is a business change and shouldn't be viewed as just an IT project. And to make agentic AI work, you'll need to first start with making your data ready to be used by AI. ...
Research
October 29, 2026

How IFS’s Industrial Customers Are Approaching AI Use Cases

Customers of IFS are looking to AI use cases that solve practical issues to save money, put intelligence in the hands of frontline workers, and analyze maintenance issues in the field. Here’s a look at vignettes from a set of IFS customers at IFS Unleashed 2026 in Orlando. ...
Larry Dignan
Larry Dignan
Editor in Chief of Constellation Insights
Research
October 29, 2026

Kodiak Gas Services Needs To Scale; Humans and Digital Workers Are the Answer

Kodiak Gas Services, a natural gas compression services company that operates in the energy and utilities markets, has a booming business due to the AI data center buildout; it needs to hire more people and retain the experienced employees it has. The bit: AI-powered digital workers can complement humans in the field a...
Larry Dignan
Larry Dignan
Editor in Chief of Constellation Insights
Research
October 29, 2026

How Aviation Maintenance Looks at AI Systems

Aviation companies are looking toward AI to create the capacity needed for growth and for managing through a generational change in talent as institutional knowledge retires. A panel of IFS customers at IFS Unleashed 2026 in Orlando focusing on aviation maintenance illustrated why industrial AI is less sizzle reel...
Larry Dignan
Larry Dignan
Editor in Chief of Constellation Insights
Outcome based pricing: Pros, cons and nuances
Revenue & Growth Effectiveness
October 29, 2026

Outcome based pricing: Pros, cons and nuances

Outcome-based pricing sounds good, but it is hard to put into a contract. However, there's enterprise buying interest in sharing risk with vendors and the likely end state is a hybrid model that includes a base fee, upside tied to outcome and milestones. ...
Teamwork in the AI age: Pods, clusters, flocks
Future of Work
October 28, 2026

Teamwork in the AI age: Pods, clusters, flocks

Team structures need to adapt as AI agents and humans increasingly work together in smaller structures, or pods. A pod is a hybrid team of humans and AI that will also include people outside of the company....
An early read on your 2027 AI budget
Board Strategy
October 28, 2026

An early read on your 2027 AI budget

Enterprise AI budgets are likely to tighten and be scrutinized amid concerns about returns and value. In addition, cybersecurity has taken back some of the AI budget even if it's still labeled AI. ...