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SAP Sapphire 2026: SAP makes its case that it should your autonomous enterprise platform
SAP at Sapphire 2026 is making the case that it should be the platform enterprises use to become autonomous as companies overhaul workflows and processes for agentic AI. The linchpins of this autonomous enterprise vision are SAP Business AI Platform, which unifies SAP Business Technology Platform, SAP Business Data Cloud and SAP Business AI, and the SAP Autonomous Suite, which enables SAP applications to execute processes themselves and includes more than 50 domain-specific Joule agents.
May 12, 2026
Insight Blog
Meet the 2026-2027 BT150: Top Digital Transformation Leaders Driving Disruption and Innovation
We are proud to unveil the 2026-2027 Business Transformation 150 (BT150) — an esteemed list recognizing the world’s top digital transformation executives who are redefining the enterprise with disruptive technologies and visionary leadership.
May 12, 2026
Analyst Blog
Constellation Research Unveils 2026-2027 BT150: The Executives Redefining Digital Leadership
Honoring leaders driving transformation, resilience, and growth in an increasingly complex business landscape
May 12, 2026
Press Release
Celonis acquires Ikigai Labs, launches Context Model, eyes simulation-based AI models
Celonis said it has acquired Ikigai Labs and launched the Celonis Context Model (CCM) in a move that aims to meld process intelligence, decision intelligence and foundational models designed for operations. Ikigai Labs has a patented Large Graphical Model (LGM) that powers its decision intelligence platform that is focused on enterprise tabular and time-series data including spreadsheets, databases and cloud data stores. Terms of the deal weren’t disclosed, but Ikigai Labs gives Celonis a proprietary model and more of an AI narrative.
May 12, 2026
Insight Blog
The Big Picture Behind Ask Macy’s, a Google Cloud–Powered AI Agent
Blog Post
May 11, 2026
Macy’s has rolled out a Google Cloud–powered AI agent called Ask Macy’s, a concierge that leverages multimodal capabilities to move sales along and sort through the retailer’s 2.5 million stock-keeping units (SKUs). The Ask Macy’s concierge is powered by Google Gemini Enterprise for Customer Experience and is one of a bevy of customer references highlighted by Google Cloud.
When Your Supply Chain Becomes a Geopolitical Pinball Machine: Board Governance in the Age of the Strait Shuffle
The Strait of Hormuz has devolved into the world's most expensive game of "Red Light, Green Light," where 20% of global petroleum transits a chokepoint that has disrupted the equivalent of Italy's GDP. From spoofed GPS signals to autonomous drone harassment testing maritime insurance algorithms, this isn't traditional warfare: it's "attrition by algorithm" that your cybersecurity framework wasn't designed to handle. Stop planning for "the most likely scenario" and start building scenario elasticity, because the next shuffle is coming and your supply chain is already in play.
May 11, 2026
Analyst Blog
OpenAI launches OpenAI Deployment Company, acquires Tomoro
OpenAI said it has launched the OpenAI Deployment Company and acquired Tomoro, an AI consulting and engineering firm, to get the company rolling. The launch of the OpenAI Deployment Company, which kicked off with a $4 billion investment, and acquisition of Tomoro will give the company a base of 150 forward deployed engineers.
May 11, 2026
Insight Blog
Joule Studio Enables Enterprise Acceleration
Best Practices
May 11, 2026
Enterprises run enterprise applications to manage and automate their innate value-creation process. ERP systems are the most prominent, but there are also CRM, human capital management (HCM), supply chain management (SCM), and supplier relationship management (SRM) systems. All of these enterprise applications share three challenges that CxOs face:
Time To Get Loud With Voice-Driven Experience
Quarks
May 11, 2026
Talking beats typing. At least that’s what today’s digital behavior patterns reveal. People prefer talking to using devices, from their phone to their refrigerator, no matter how easy applications make typing out thoughts. Contributing to this behavior is an understanding of how the human brain works when ingesting, analyzing, and synthesizing thought. Study after study shows that humans think faster while talking than they can think while typing.
Time To Get Loud With Voice-Driven Experience: How Leaders and Innovators Are Advancing Voice With Amazon Nova 2 Sonic
Let’s Talk: Responding to the Steady Call for Conversation
May 11, 2026
Analyst Blog
Quantinuum’s IPO: What you need to know
Quantinuum filed for an initial public offering in what could be the lead public market debut in quantum computing. The prospectus from Quantinuum reads like most IPO filings where a private company steps up to the confessional with financial results, risk factors and corporate machinations. Here's a look at what you need to know.
May 11, 2026
Insight Blog
Distinguishing AI from Magic
Welcome to a new edition of The Board: Distillation Aftershots (*).
May 10, 2026
Analyst Blog
How Prudential CTO Liz Brand is approaching agentic AI, transformation
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.
May 10, 2026
Insight Blog
What Do You Really Stand For in the Age of AI? | DisrupTV Ep. 438
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:
May 08, 2026
Video
How much oxygen will SAP's new API suck up at Sapphire?
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.
May 08, 2026
Insight Blog
The private preview plague
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.
May 08, 2026
Insight Blog
AWS launches Amazon Bedrock AgentCore payments
Amazon Web Services launched payments in Amazon Bedrock AgentCore to enable AI agents to make payments and transact autonomously.
May 07, 2026
Insight Blog
Arm and the CPU renaissance
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.
May 07, 2026
Insight Blog
MongoDB adds automated Voyage embeddings in Atlas Vector Search
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.
May 07, 2026
Insight Blog
Constellation's AI Forum September 2026
May 06, 2026
Event Parent
IBM THINK 2026: Laser Focus on AI, Hybrid Cloud & Quantum
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.
May 06, 2026
Video
Anthropic buys all of SpaceX's Colossus 1 data center capacity
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."
May 06, 2026
Insight Blog
ServiceNow, AWS integrate AI Control Tower, Amazon Bedrock AgentCore
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.
May 06, 2026
Insight Blog
Is the Worst Over for Saas? & Top 5 Technology Stories | CRTV Episode 129
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).
May 06, 2026
Video

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