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Observability companies, initially thrown out with the SaaS bath water, still matter given strong earnings results from Datadog and Dynatrace. The upshot: AI workloads are only becoming more complicated and that means observability matters.
In fact, executives at the publicly available observability companies are noting that the case for their platforms is stronger with AI. Nevertheless, Wall Street analysts were still asking whether enterprises are going to vibe code their way to observability suites.
Insight Blog
Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom.
The Cisco Silicon One G300 was announced at Cisco Live EMEA and headlined a bevy of product announcements. Silicon One G300 powers Cisco's new N9000 and Cisco 8000 switches and offers 102.4 Tbps switching speeds in liquid cooled systems for hyperscalers, neoclouds, sovereign clouds and enterprises.
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IBM revamped its FlashSystem storage portfolio with new systems, a 5th generation FlashCore Module, embedded AI capabilities via FlashSystem.ai and features that can detect ransomware, adapt and meet service level agreements.
Sam Werner, General Manager of IBM Storage, said IBM has been working on the portfolio updates for years and the mission was to use AI to improve productivity. Werner said that AI workloads require mission critical uptime and the speed of solid-state drives.
Insight Blog
Databricks said its annual revenue run rate is $5.4 billion, up 65% from a year ago, and it has raised another $7 billion to invest in its Lakebase and Genie efforts.
The $5.4 billion annual run rate is above the $4.8 billion annual run rate disclosed in December.
Databricks valuation remains at $134 billion. The $7 billion capital raise includes $5 billion in equity and $2 billion in debt.
Insight Blog
Workday said Co-Founder Aneel Bhusri will as CEO as Carl Eschenbach stepped down. Workday affirmed its outlook.
Eschenbach, credited with strengthening Workday's operations and financial discipline, was CEO for two years.
Insight Blog
Software as a service companies are being repriced, re-evaluated and rethought as analysts, investors and customers wonder how AI agents will affect the category. CxOs need to go through the same exercise to ensure they don't get stuck as enterprise software is disrupted.
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Beating the Odds in an AI Era: Leadership, Probability Hacking, and the Power of KindnessOn the latest episode of DisrupTV, co-hosts Vala Afshar and R "Ray" Wang welcomed two guests who approached success and leadership from very different—but deeply complementary—angles: Kyle Young, author of Success Is a
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$1 Trillion wipeout in a week
Enterprise software stocks had been drifting for months as investors quietly questioned whether the traditional SaaS model was sustainable. Then the drift turned into a snap.
It took nearly 2 years to erase $5 trillion of market value during the dot-com crash, with Nasdaq falling almost 80% from peak to trough. In early February 2026, it took roughly a week of trading to wipe out nearly $1 trillion of value from enterprise software and related stocks.
Analyst Blog
As the question goes: Are you ready for some football? That’s right…it’s Super Bowl time! This year’s championship game will be a far cry from the first Super Bowl at the Los Angeles Memorial Coliseum. When the Kansas City Chiefs faced the Green Bay Packers back in 1967 at the ‘AFL-NFL World Championship Game”, there were only 11 television cameras and 2 production trucks doing the heavy lifting to capture the broadcast. Game statistics were calculated by hand by league statisticians sitting with pencils and play sheets up in the press box.
Analyst Blog
Amazon met fourth quarter earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projection of $200 billion in 2026.
Insight Blog
Anthropic and OpenAI rolled out dueling models as both large language model providers go after a broader spectrum of professional work.
The duel between Anthropic and OpenAI lands as Wall Street increasingly questions the future of enterprise software. OpenAI already made its move to be an AI agent orchestrator with OpenAI Frontier.
Also note that Google will be updating Gemini in months ahead.
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OpenAI launched OpenAI Frontier, a platform to enable enterprises to build, deploy and manage AI agents, and cited flagship customers including HP, Intuit, Oracle, Uber and State Farm.
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Cognizant CEO Ravi Kumar said the company's strategy in 2026 revolves around solving the AI velocity gap between AI infrastructure spending and business value.
Kumar's comments on Cognizant's fourth quarter earnings call are worth noting. Indeed, the gap between actual returns on investment among enterprises and the trillions of dollars thrown at AI infrastructure is wide.
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Google Cloud's fourth quarter revenue was $17.7 billion, up 48% from a year ago, as the company saw its Gemini usage spike. Alphabet, parent company of Google, Google Cloud and YouTube, said its 2026 capital expenditures will be between $175 billion to $185 billion, up from $91 billion in 2025.
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Live from Davos 2026 at the IBM House, Constellation Research’s Ray Wang sits down with IBM’s Neil Dhar to explore how AI is moving from proof-of-concept experiments to real, measurable business transformation.
In this conversation, they discuss:
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At AWS re:invent, R "Ray" Wang talks with Caroline Roche of IBM about how IBM and AWS are partnering to help enterprises move from AI experiments to real business outcomes.
They explore:
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How do you take projects that used to take 10 months and deliver them in 8 weeks? In this AWS re:Invent conversation, IBM’s Javier Olaizola Casin explains how IBM and AWS are helping enterprises accelerate with data, AI, and hybrid cloud.
We discuss:
Video
Cloud security was never meant to be manual—but for most enterprises, it still is. In this video, we explore how IBM Consulting’s Autonomous Security for Cloud (ASC), co-developed with AWS, tackles the growing gap between fast-moving cloud environments and traditional, rule-based security operations.
Learn how ASC:
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Nvidia CEO Jensen Huang said the storyline that software is dead due to AI--generative AI, agentic AI and everything in between--is "the most illogical thing in the world, and time will prove itself." The exact timing of sorting out software winners and losers may be tricky.
Insight Blog