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OpenAI said it has launched the Stargate Project, a company that will invest $500 billion over the next four years building AI infrastructure in the US.
The company added that it is deploying $100 billion now to build an AI data center in Texas. OpenAI's investors in Stargate include SoftBank, OpenAI, Oracle, and MGX. Technology partners include Arm, Microsoft, NVIDIA, Oracle and OpenAI.
Insight Blog
Cognizant said that consumers that embrace artificial intelligence are likely to drive $4.4 trillion in AI-influenced consumer spending in the US by 2030.
In a report from Cognizant and Oxford Economics, the services firm argued that US consumers who embrace AI could drive 46% of spending by 2030. In Australia, that percentage rises to 55% over the same period followed by Germany at 46% and UK at 39%.
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Oracle made some significant announcements around its continuing generative and agentic AI strategy today at CloudWorld in Dubai. The new additions to the Oracle Fusion Cloud Sales portfolio includes new out of the box AI agents - aimed at streamlining key sales and CX processes to driver productivity and improve customer relationships.
The new AI gents include:
Analyst Blog
Delta Air Lines has migrated most of its technology infrastructure to the cloud and is starting to leverage generative AI (GenAI) for personalized pricing, digital concierge services, and optimizing the customer experience.
The 100-year-old airline recently outlined its technology investment at its Investor Day in November, then announced partnerships and various initiatives at CES 2025 and followed up with strong fourth-quarter earnings and a bright outlook.
Insight Blog
While, Trump, China, and the global economy take centerstage at this year’s World Economic Forum, AI will be the main topic du jour. Senior executives and policy wonks seek to understand how AI will transform businesses, societies, and economies. The AI Age truly is the 4th Industrial Revolution, not the other stuff that was peddled as conference fodder over the past five years in Davos
Analyst Blog
What Makes a Great Leader? Insights from DisrupTV Episode 386
In DisrupTV Episode 386, hosted by R “Ray” Wang and Vala Afshar, the discussion centered around the evolving qualities that define great leadership in today's dynamic environment. The episode featured Gerd Leonhard, a futurist and author of Technology vs. Humanity; Sandra Matz, a Columbia Business School professor and expert in psychological targeting; and Jon Reed, co-founder of Diginomica.
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What happens when the “Platform of Platforms” goes deep into conversations between agents and customers or employees? For ServiceNow the hope is to radically accelerate AI agents’ capacity to comprehend in meaningful ways and perhaps, find new ways to initiate, optimize and even correct workflows that happen as a result to knowing just a little bit more than the other guys.
Analyst Blog
ServiceNow said it will acquire Cuein, a startup that analyzes AI and human chat interactions. The company said the deal will accelerate its roadmap for ServiceNow AI Agents.
Terms of the deal weren't disclosed.
The thinking behind the acquisition is worth noting. Cuein provides a platform that understands and provides insights on customer interactions across systems.
Insight Blog
Infosys CEO Salil Parekh said his company is seeing "good traction" with enterprises moving to SAP S/4HANA as well as the use of generative AI as enterprises look for efficiencies.
The comments from Parekh landed after Infosys reported its third quarter earnings, which fell short of expectations.
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SentinelOne said its Singularity Platform and Purple AI security analyst can now ingest data from third-party security offerings including Zscaler Zero Trust Exchange platform, Palo Alto Networks Firewall, Okta, Proofpoint TAP, Fortinet FortGate, and Microsoft Office 365.
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📢 HOT OFF THE PRESS: Cisco announces AI Defense, a new product helping organizations protect their #AI investments and applications...
Hear Constellation founder R "Ray" Wang's take on why this product is important, particularly as AI becomes widely adopted and cyberattacks can happen at machine scale. Key benefits of Cisco AI Defense include:
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Customer Story Spotlight
For an industry that's allegedly 15- to 30-years from being useful there’s a lot of news being generated from quantum computing.
As previously noted, CxOs need to think through quantum computing and potential use cases even though there is a lot of noise surrounding the sector. The timeline to date goes like this:
Insight Blog
Microsoft launched Microsoft 365 Copilot Chat which brings its free chat experience for Microsoft 365 commercial customers to a broader base. The catch is that there are pay-as-you-go agent capabilities.
Insight Blog
Is this the beginning of the end of generative AI add on charges?
Google said Google Workspace will include Gemini for its business and enterprise plans and that it is dropping add-on charges for genAI functionality.
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📺 ConstellationTV episode 96 is here! Co-hosts Larry Dignan and Martin Schneider kick things off with a #technology news roundup, including Salesforce's expansion of Agent Force into the retail space and developments in the #quantum computing, including comments and reactions from NVIDIA's CEO.
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CxOs are optimistic about the economy and prospects for artificial intelligence, ready to invest and confident they can navigate emerging risks, according to a trio of surveys gauging enterprise sentiment.
Insight Blog
Microsoft launched the Quantum Ready Initiative to help businesses prepare for quantum computing as well as align it with business strategy and returns.
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Enterprise IT strategies are consolidating into one approach that can encompass artificial intelligence and next-generation applications.
That's the gist of a report from Constellation Research analyst Holger Mueller, who argued that there's going to be "a single best-practice IT strategy."
Insight Blog
Constellation #BT150 member Karen Higgins-Carter shares her expert perspective on how boards and executives should approach #AI implementation. As a former #CIO across multiple industries, Karen provides valuable guidance on:
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Artificial intelligence is a big opportunity across enterprises in multiple sectors and boards of directors need to think through practical use cases that drive returns, said Karen Higgins-Carter, a former CIO who serves on multiple boards.
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A big push to cut costs via IT spending and automation is likely to put a squeeze on enterprise vendors with some companies pondering exit ramps from current suppliers. Can you write your own ERP and CRM systems using generative AI?
Insight Blog
Physical AI and the foundational models that go with them will be a recurring theme across enterprises now that Nvidia has laid out its Cosmos world foundation models.
Insight Blog