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What we can learn from industrial, blue collar AI
Data to Decisions
October 18, 2026

What we can learn from industrial, blue collar AI

Industrial companies, the ones that actually make stuff and keep the economy moving, are worth watching for how they will leverage AI. The industrial AI approach is decidedly practical, grounded in business reality and returns and designed to augment human labor that's in short supply. You could call it blue collar AI....
Microsoft's releases MAI-Base-2 aimed at open models with a twist
Data to Decisions
October 16, 2026

Microsoft's releases MAI-Base-2 aimed at open models with a twist

Microsoft released MAI-Base-2 and said it performs open weight models from China and is more efficient. The twist is that Microsoft makes an open weight model comparison, but it said it will license MAI-Base-2 weights in what could be another avenue for enterprises to train models with their own data. ...
Meta launches Muse Spark Open, may appeal to enterprises
Data to Decisions
October 15, 2026

Meta launches Muse Spark Open, may appeal to enterprises

Meta launched Muse Spark Open, which it describes as the quot;most capable US open-weight model to date.quot; Although Meta has been ramping its frontier model efforts, the open model from the company is arguably more important to enterprises. ...
Research
October 15, 2026

Constellation Research's 2026 AI Survey

The AI experimentation phase is over. In 2026, AI is becoming part of the enterprise operating infrastructure. The question is no longer whether to use AI, but where to deploy it, which models to use, and how to manage the economics and risk. Adoption is spreading across back-office operations, productivity, IT, c...
R "Ray" Wang
R "Ray" Wang
Principal Analyst and Founder
Hannah Mason
Hannah Mason
Marketing Director
Research
October 15, 2026

Sales Force Automation: Salesforce

Modern sales force automation (SFA) platforms are transitioning into proactive systems of intelligence, driven by the rise of “headless” architectural use cases. By decoupling the underlying data platform from a rigid, proprietary user interface, enterprises can now embed powerful SFA capabilities directly into the cus...
Martin Schneider
Martin Schneider
Vice President and Principal Analyst
Workday outlines monetization plan, sees HR as jump off point to market expansion
Data to Decisions
October 15, 2026

Workday outlines monetization plan, sees HR as jump off point to market expansion

Workday is expanding into the identity market, ITSM and planning to ride a consumption model as a big part of its monetization engine. At an investor meeting with Wall Street analysts, Workday executives walked through how AI is changing its business and expanding its total addressable market. ...
How aviation maintenance looks at AI systems
Data to Decisions
October 14, 2026

How aviation maintenance looks at AI systems

Aviation companies are looking toward AI to create the capacity needed for growth and manage through a generational change in talent and the institutional knowledge retiring. ...
Palihapitiya on AI valuations, energy, auditors
Data to Decisions
October 13, 2026

Palihapitiya on AI valuations, energy, auditors

Chamath Palihapitiya, CEO of Social Captial | 8090, said AI valuations are unsustainable, enterprises need to start talking to their auditors pronto about AI agents and every company needs to get into the energy business. ...
UKG outlines headless platform strategy
Future of Work
October 12, 2026

UKG outlines headless platform strategy

UKG said it will go headless in a move that will bring its UKG Workforce Operating Platform to AI interfaces from Anthropic, Google Gemini, OpenAI and others....
Microsoft to launch Maia 300 inference chip in 2027
Tech Optimization
October 12, 2026

Microsoft to launch Maia 300 inference chip in 2027

Microsoft said it will launch its Azure Maia 300 in 2027 in multi-gigawatt data centers. When it scales, Microsoft's Azure Maia family of chips will be the go-to inference processor for Microsoft's products. ...
Nvidia contributes rack, tray designs to OCP
Tech Optimization
October 12, 2026

Nvidia contributes rack, tray designs to OCP

Nvidia contributed architecture designs to the Open Compute Project sand announced that Meta will adopt Nvidia Spectrum-6 networking. Nvidia also announced collaborations with Google as well as Cisco. ...
Research
October 9, 2026

Caterpillar’s AI Autonomy Efforts Accelerate, But Domain Knowledge Drives Returns

Caterpillar says its autonomous equipment efforts are accelerating, but the company is focused on using its domain knowledge as the differentiation as it trains its world models. Speaking at CoreWeave’s Fully Connected 2026 conference in San Francisco, Brandon Hootman, vice president of physical AI platforms and constr...
Larry Dignan
Larry Dignan
Editor in Chief of Constellation Insights
Research
October 9, 2026

How Capital One Evaluates and Governs Its AI Agents

Capital One recently outlined how it evaluates and governs AI agents in production at scale. Speaking at CoreWeave Fully Connected 2026, Maulin Patel, managing vice president of product, AI, and ML platforms at Capital One, described the company’s agent evaluation processes in a regulated environment for AI agents and ...
Larry Dignan
Larry Dignan
Editor in Chief of Constellation Insights
Nvidia makes case AI factories, its stack are enduring capital assets
Data to Decisions
October 9, 2026

Nvidia makes case AI factories, its stack are enduring capital assets

Nvidia is making the case that its AI factories are productive, durable and fungible to position them as an asset class that will drive returns for investors. What remains to be seen is whether Wall Street will buy the argument completely....
Levi's loose jean pivot helped by real-time data
Data to Decisions
October 8, 2026

Levi's loose jean pivot helped by real-time data

Levi Strauss Co. guessed wrong on the popularity of loose fit jeans in the US and saw sales drop off in its direct-to-consumer business. In addition, Levi's marketing and back-to-school campaign failed to drive traffic. ...
SAP highlights its autonomous enterprise, Joule agent vision, acquires TechWolf
Data to Decisions
October 6, 2026

SAP highlights its autonomous enterprise, Joule agent vision, acquires TechWolf

SAP took its Joule Work and Joule Assistants for a spin as it courts enterprises to build on its autonomous enterprise vision. The catch is little is available now. Separately, SAP said it has acquired TechWolf, which provides an AI-native approach to workforce training, skills and hiring....
Research
October 5, 2026

Enterprise Technology Intelligence Book: Quarterly Review Q3 2026

What Changed This QuarterQ3 moved the enterprise technology discussion from operating AI toward managing continuous technology change. AI remained the principal catalyst, but its impact increasingly appeared through broader enterprise consequences.Business value became a conversion problem as productivity gains ou...
Esteban Kolsky
Esteban Kolsky
Chief Distiller, Board Advisor
Research
October 5, 2026

Enterprise Technology Intelligence Book: Board Executive Summary, October 2026

This Month’s Thread: September exposed a common problem across technology investment, workforce planning, architecture, enterprise intelligence, and governance: Enterprises are adopting capabilities faster than they can change the operating conditions around them. AI remains the main catalyst, but the emerging man...
Esteban Kolsky
Esteban Kolsky
Chief Distiller, Board Advisor
Research
October 5, 2026

Enterprise Technology Intelligence Monthly Update, October 2026

This month’s thread: September exposed a broader enterprise problem: Technology is becoming easier to deploy than to absorb and govern. Top concerns: Capital remains available but more conditional, work is changing faster than organizations, enterprises can increasingly construct context that did not previously exist, ...
Esteban Kolsky
Esteban Kolsky
Chief Distiller, Board Advisor
The great enterprise AI rewrite is starting
Data to Decisions
October 4, 2026

The great enterprise AI rewrite is starting

Enterprises are starting to rewrite themselves to become AI native. The efforts are just starting, but you can see the signs as a wide range of industries and companies start to rethink their technology stack as well as organization. ...