Filter Results
Results
Tom Pagram, Head of AI at Virgin Australia, has a simple message for enterprises: Don't let your vendor pick your AI strategy.
"One of the fastest ways to slow down your AI transformation is to let every vendor solve it for you," said Pagram. "We could get really useful task‑level AI, but we weren’t going to get the step change that comes from connecting work across different systems, teams and customer journeys."
Insight Blog
Winning with AI by Becoming Data Inspired | DisrupTV Ep 443
Winning with AI isn't a technology problem. It's a leadership, culture, and strategy problem rooted in how organizations actually use data to drive change.
Video
Executive Brief
CxOs face pressure like they have never seen before to adopt a new technology. It is not only boards demanding AI adoption, but also customers, partners, and employees. Unlike with other technology innovation trends in the 21st century (analytics, big data, cloud, etc.), it is clear that adoption speed will be critical for the immediate well-being of their enterprise.
AWS folks are bullish about Amazon Quick and its prospects in the enterprise and possibly with consumers as well. In a land of LLM overload, AWS is pitching Amazon Quick as a front door to work that can connect multiple systems, give you a personal knowledge graph and make life easier.
Insight Blog
CR Pulse
Cybersecurity services are entering a new phase as enterprises face faster attacks, expanding digital environments, persistent talent shortages, and rising pressure to improve resilience. Security leaders are moving beyond traditional managed detection and response toward operating models that connect telemetry, context, reasoning, action, and verification across the security program.
Accenture is beefing up its cybersecurity business with a focus on operational technology. The company said it will acquire a majority stake in Dragos and all of runZero and NetRise in deals valued at $4.175 billion.
The consulting firm already has a $10 billion cybersecurity business and is doubling down on operational technology (OT) and securing power grids, pipelines, factories and similar infrastructure.
Insight Blog
Enterprise AI strategy keeps circling back to the same hard questions: where should workloads actually run, how should vendors get paid for outcomes, and how can buyers tell real AI capability from a marketing label. Episode 132 of ConstellationTV takes on all three.
Video
The big picture from AWS Summit and analyst meetings revolved around a systems approach to AI agents, removing bottlenecks and establishing the company's position as a software vendor with Amazon Quick as the headliner.
Overall, AWS is positioning a portfolio of agentic offerings that work together. Constellation Research analyst Holger Mueller noted:
Insight Blog
Amazon Web Services added new tools to Amazon Quick and launched a mobile app at AWS Summit. The bet: If you try Quick you’ll find it useful.
To say AWS management is bullish about Amazon Quick would be a huge understatement. AWS is convinced that Amazon Quick will reinvent how it works as well as its customers. One executive described Quick as his soul mate. He may have been joking, but probably not.
Insight Blog
AWS launched AWS Transform continuous modernization in private preview. The capability, part of the Transform suite code modernization tools, will be worth watching as enterprises wrestle with technology debt.
Insight Blog
There is an optimist’s path and a pessimist’s path to absorbing the news that Salesforce has entered into an agreement to acquire Fin, the customer-facing AI agent that until May 2026 had been known as Intercom. But first, here is what we know about the deal.
Analyst Blog
QuEra CEO Andy Ory said enterprises need to get ready for quantum computing and it will launch its Libra quantum computer via AWS Braket in 2028. Ory added that scalable quantum computing has moved from a science challenge to an engineering one.
Speaking at AWS' Analyst Summit in New York, Ory said "we really believe that we are going to be measured as an industry based on utility."
Insight Blog
HPE launched an updated AI factory stack on the latest Nvidia technologies including the Vera CPU, added features to HPE Private Cloud AI and integrated the Juniper networking portfolio as part of its self-driving network strategy.
The barrage landed as HPE Discover kicked off in Las Vegas. HPE delivered strong earnings results and is benefiting from a surge in AI infrastructure demand.
CEO Antonio Neri said HPE is looking to enable enterprises to create new architecture that can scale AI agents by delivering a full stack of infrastructure largely with Nvidia.
Insight Blog
Databricks is aiming to be the bridge between AI agents and enterprise data as it steps up its game to meld transactional and analytical data while providing context, control and choice.
At Databricks Summit, the company moved to position itself as the most open platform to avoid all the flavors of lock-in, including models, clouds and data platforms. Databricks Summit follows Snowflake's annual conference and the two platforms are dueling to be the AI and data layer of choice.
Here's a look at what Databricks' broad themes.
Insight Blog
The Board
Esteban Kolsky's June 2026 Enterprise Technology Intelligence Monthly Update argues that AI has entered a post-promise phase, where the conversation has shifted from model excitement to the harder work of infrastructure, governance, data readiness, and operating model redesign. Spending continues to climb, with Gartner projecting $2.52 trillion in worldwide AI spending for 2026, yet more than half of CEOs report no measurable revenue or cost benefits from AI in the past year.
The Board
This month’s thread: AI has entered the postpromise stage. The conversation is shifting away from model fascination and toward infrastructure, data movement, governance, cybersecurity, workforce redesign, and operating-model control.
In this report, learn more about:
Welcome to a new edition of The Board: Distillation Aftershots (*).
Analyst Blog
Salesforce said it is acquiring Fin, formerly known as Intercom, for $3.6 billion in a deal that brings customer service AI agents and a proprietary AI model called Apex to Agentforce.
At first glance, Fin's focus on AI agents and a platform aimed at resolving customer support looks a bit redundant. Fin also has offerings for service, sales and e-commerce as well as integrations with Freshdesk, Salesforce and HubSpot.
Insight Blog
Starbucks CEO Brian Niccol is betting the coffee company’s returns on AI investment will come from outcomes that aren’t noticed by customers that much. The company is focusing on supply chain, scheduling and optimizing behind the scenes processes.
The pivot is notable for anyone following Starbucks’ technology strategy, which used to be led by engagement and app technologies over the human baristas and in-store experiences.
Insight Blog
The US government cited national security concerns and suspended access to any foreign national using Claude Fable 5 and Mythos 5 inside or outside the US. Anthropic then moved to disable all customer access to Fable 5 and Mythos 5 to ensure compliance. Welcome to the new unknowns of frontier model releases.
Insight Blog
Will the Future Like You? Finding Purpose in the Age of AI | DisrupTV Ep 442
As AI learns to imitate us better than we know ourselves, two big thinkers ask the question that matters most: who are we becoming, and what are we actually here to do?
Video
SpaceX’s initial public offering has lifted off. Shares priced at $135, good for a valuation of $1.77 trillion, and topped $2 trillion in market cap once trading started. The IPO is the largest ever.
In a statement, SpaceX confirmed the price. Shares traded under the ticker symbol “SPCX.” Shares opened at $150 and hit about $175 in early trading to top a $2 trillion market cap. CEO Elon Musk is now the first trillionaire.
Insight Blog
CR Pulse
The revenue platform software sector has seen significant consolidation in the past year, and the sector is continuing to shift from isolated point solutions to integrated, end-to-end revenue operating systems. Historically fragmented across separate tools for sales engagement, conversation intelligence, and pipeline forecasting, the market is unifying as enterprises demand a single, trustworthy source of truth for their data.
Adobe's second quarter results were well ahead of estimates as it continues to see demand for its AI tools. The company also raised its outlook.
The company reported second quarter earnings of $4.25 a share on revenue of $6.62 billion, up 13% from a year ago. Non-GAAP earnings were $5.96 a share.
Wall Street was looking for non-GAAP earnings of $5.81 a share on revenue of $6.45 billion.
Insight Blog