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Prudential Financial CTO Liz Brand said governance is an AI advantage, the pendulum is swinging to build over buy and tech debt can be an odd advantage when technology is evolving so quickly.
Speaking at the AWS Financial Services Symposium, Brand outlined how a 150-year old insurer is approaching AI, transformation and why governance is the scaffold for innovation.
Here's a look at the takeaways.
Insight Blog
Values, Organizational Truth, and the Context Layer — Insights from DisrupTV Episode 438
In DisrupTV Episode 438, Vala Afshar and R “Ray” Wang sat down with Paul Ingram and Jon Reed for a conversation that connected two ideas rarely discussed together:
Video
SAP Sapphire kicks off next week and you can expect the usual complement of SAP Business Data Cloud and Joule agentic AI talks, but the customer conversations may revolve around a new API policy.
Insight Blog
Technology vendors are wooing the customers and outlining their agentic AI roadmaps and product direction at annual conferences. But two words should give you pause: Private preview.
Enterprise AI is developing so fast with new models, new architectures and advances that vendors need to keep announcing something agentic. As a result, we're getting a barrage of announcements for products that aren't going to be generally available for months.
Insight Blog
Amazon Web Services launched payments in Amazon Bedrock AgentCore to enable AI agents to make payments and transact autonomously.
Insight Blog
Arm said the company sees $2 billion in customer demand for its AGI-CPU through 2027, double what it saw just a few weeks ago. Arm is becoming one of the headliners for what's a full-fledged CPU renaissance due to AI inference.
The company reported better than expected first quarter adjusted earnings of 60 cents a share with revenue of $1.49 billion, up 20% from a year ago. Arm's revenue stream today is tied to license and royalty revenue, but Wall Street is playing for the future.
Insight Blog
MongoDB announced automated Voyage embeddings in Atlas Vector Search to improve retrieval accuracy and lower production costs and said MongoDB 8.3 is generally available.
By adding automated Voyage embeddings into the MongoDB stack, the company argued that it is removing the synchronization tax that occurs when enterprises have to stitch together separate vector databases, embedding services and operational stores.
Insight Blog
At IBM Think 2026, one theme emerged: AI, hybrid cloud, and quantum are no longer “emerging technologies” — they’re now as strategic as finance and defense.
As Constellation Research CEO R “Ray” Wang shared in his event debrief, IBM’s message this year wasn’t about chasing every possible innovation. It was about focus: choosing where not to play so you can go deeper where it truly matters for enterprises.
Video
Anthropic needed compute and SpaceX was happy to rent more than 300 megawatts of capacity to the LLM company.
In a blog post, Anthropic said:
"We’ve signed an agreement with SpaceX to use all of the compute capacity at their Colossus 1 data center. This gives us access to more than 300 megawatts of new capacity (over 220,000 NVIDIA GPUs) within the month. This additional capacity will directly improve capacity for Claude Pro and Claude Max subscribers."
Insight Blog
ServiceNow and Amazon Web Services expanded a partnership that will couple governance on ServiceNow AI Control Tower and Amazon Bedrock AgentCore, new AI agent integrations and native development tools. ServiceNow added that it has passed the $1 billion milestone in sales on AWS Marketplace.
The news, a headliner on day two of Knowledge 2026, touches on a recurring AI agent integration theme from ServiceNow.
Insight Blog
The SaaS apocalypse had a good run as a narrative. For a few months, the prevailing wisdom was that vibe coding, AI agents, and a generation of developers armed with Claude and Codex would roll their own software and walk away from the enterprise SaaS stack entirely. Episode 129 of ConstellationTV put that narrative in front of Constellation analysts Larry Dignan, Esteban Kolsky, and Martin Schneider, and the result was a nuanced, honest debate (in which they don't all agree).
Video
AI is making everyone faster. That part is largely solved. A product manager can pressure test an idea in minutes. A designer can generate concepts almost instantly. An engineer can explore multiple implementation paths faster than ever before. Individual productivity gains from AI are real and measurable.
Video
Stripe is designing its agentic AI commerce flows to be ready for when AI agents are going to transact without humans in the loop and become significant economic players.
Speaking at the AWS Financial Services Industry Analyst Day in New York, two Stripe executives walked through how agentic commerce is going to change everything from how brands are viewed to loyalty and checkout friction. Stripe runs entirely on AWS.
Danny Smith, Agentic Commerce Solution Architect Lead at Stripe, said commerce players need to "rethink how you're presenting your entire experience."
Insight Blog
AMD is now a data center chip vendor in terms of revenue as the company handily topped first quarter expectations.
The chipmaker reported first quarter earnings of $1.4 billion, or 84 cents a share, on revenue of $10.3 billion, up 38% from a year ago. Non-GAAP earnings were $1.37 a share.
Wall Street was looking for AMD to report first quarter non-GAAP earnings of $1.29 a share on revenue of $9.92 billion.
Insight Blog
Freshworks reported strong first quarter results and said it landed the two largest deals in its history due to competitor displacements. Freshworks also raised its outlook for the second quarter and 2026.
The company, which focuses on mid-sized enterprises, reported a first quarter net loss of $4.8 million, or 2 cents a share, on revenue of $228.63 million, up 16% from a year ago. Non-GAAP earnings were 11 cents a share.
Wall Street was expecting Freshworks to deliver first quarter non-GAAP earnings of 11 cents a share on revenue of $223.18 million.
Insight Blog
ServiceNow expanded its AI Control Tower with new integrations, observability and governance tools and features to measure the value of AI agents. The company also expanded its autonomous security and risk efforts via the acquisition of Armis and scaled its Autonomous Workforce lineup.
In addition, ServiceNow launched the ServiceNow Action Fabric, which enables the ServiceNow AI Platform to run headless and enables any AI agent that can connect via Model Context Protocol (MCP).
Insight Blog
For anyone who follows Constellation analyst Liz Miller's research, the premise is not new. She has been talking about Amazon Connect as an engagement backbone for years, but her position has remained the same: it is more than a contact center platform. It is the infrastructure layer that enables enterprises to engage with the humans they serve, whether those humans are customers, employees, candidates, or patients.
Video
IBM CEO Arvind Krishna said quantum advantage is here this year and enterprises need to align quantum computing with their AI strategies.
Insight Blog
Palantir continued to land enterprise accounts as its US commercial revenue jumped 133% in the first quarter.
Insight Blog
Anthropic and OpenAI are racing to ink deals with private equity players to embed their models into portfolio companies.
The benefit for the vendor is clear. Private equity portfolios are a great distribution strategy. The wisdom of betting primarily on one model family due to a partnership remains to be seen.
Anthropic announced that it is forming a new AI services company with Blackstone, Hellman & Friedman and Goldman Sachs to inject AI workflows via Claude across mid-sized companies.
Insight Blog
AI Governance and Innovation: From Data Center Risk to Exponential Leadership
As enterprises accelerate their adoption of AI, the conversation is rapidly evolving. It’s no longer just about capability—it’s about resilience, security, and governance at scale.
In this episode of DisrupTV, Vala Afshar and R “Ray” Wang are joined by Bob Gourley, David Bray, and Andrea Bonime-Blanc to explore what it really takes to lead in the age of exponential technologies.
Video
SAP said it will acquire Dremio, an open data lakehouse player, in a move that aims to use SAP Business Data Cloud combine SAP data with non-SAP data. For good measure, SAP also acquired Prior Labs in a bid to create a flagship European frontier AI lab.
Insight Blog
Amazon launched Amazon Supply Chain Services in a move that aims to monetize its logistics network in a way that rhymes with what it did for IT infrastructure with AWS.
Insight Blog