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AMD is starting to land hyperscale deals for its AMD Instinct MI300X AI accelerators with ROCm open software and the wins portend more competition for Nvidia.
Insight Blog
IBM has installed its second-gen IBM Quantum Heron processors in its Poughkeepsie data center as it builds out its quantum infrastructure.
Insight Blog
Accenture CEO Julie Sweet said enterprises aren't increasing IT budgets for generative AI, but are looking to save money on technology and reallocate spending toward genAI and data projects.
Speaking on Accenture's fourth quarter earnings call, Sweet said IT budgets for 2025 are likely to be more of the same as enterprises are forming spending plans. She said:
Insight Blog
A pair of CFO surveys highlight how finance chiefs remain optimistic about the economy, but are cautious about investment plans due to uncertainty.
Duke University's Fuqua School of Business and the Federal Reserve Banks of Richmond and Atlanta released its third quarter The CFO Survey, which has 450 respondents.
Insight Blog
For Micron Technology more memory due to data center demand and AI workloads is going to mean more money.
Insight Blog
Meta has updated Meta AI with its Llama 3.2 models, launched new Ray Ban smart glasses, Meta Quest 3S and Orion, the company's first augmented reality glasses.
With the moves, announced at Meta Connect, the company is looking to meld AI, augmented reality and spatial computing. Meta also outlined Meta AI features that can be useful to businesses.
Meta said that more than 400 million people use Meta AI across its portfolio--Facebook, Messenger, Instagram and WhatsApp--on a monthly basis with 185 million using it each week. Llama 3.2 will give Meta AI multimodal features.
Insight Blog
Trends
Executive Summary
Verint said it expanded its analytics suite for contact centers as it launched a series of bots designed to automate customer experience.
At its Engage conference this week, Verint, which bills itself a CX Automation Company, launched the following:
Insight Blog
ConstellationTV episode 89 just dropped! 📺 Co-hosts Martin Schneider and Larry Dignan discuss the latest #tech news, focusing on Salesforce and its Dreamforce announcements around the integration of agentic #AI and the upgraded data #cloud supporting unstructured #data.
Then Larry interviews Constellation analyst Holger Mueller about Oracle's success with its #cloud infrastructure, #AI capabilities, and strategic partnerships, including Amazon Web Services (AWS) and Microsoft. Holger also touches on Workday's AI strategy and public cloud adoption.
Video
Google Cloud's move to file a complaint with the European Commission over Microsoft's alleged anti-competitive business practices with Azure highlights how the cloud battle is moving to courtrooms and regulators.
The big three hyperscalers--Amazon Web Services, Microsoft Azure and Google Cloud--were already ensconced in a sometimes chippy battle for market share. With its EC complaint, Google Cloud is upping the ante to include regulators.
Insight Blog
Blackstone and Vista Equity Partners are taking Smartsheet private in an all-cash deal valued at $8.4 billion, or $56.40 a share.
The price is a 41% premium to Smartsheet's 90 trading days ending July 17. In recent months, numerous reports noted that Smartsheet was in talks to go private.
Insight Blog
Google Cloud launched a series of updates including new Gemini 1.5 Flash and 1.5 Pro models with a 2 million context window, grounding with Google search, premade Gems in Gemini in Google Workspace and a series of AI agents designed for customer engagement and conversation.
Insight Blog
Do-it-yourself AI projects are alive and well as CxOs are trying multiple approaches for generative AI, getting some projects to production and looking for better returns, according to a pop-up attendee survey at Constellation Research's AI Forum.
Insight Blog
Broad Reaching Survey Shows Insight Into Both Progress and Trends In Sustainability
In the third annual “A World In Balance 2024” report by Capgemini Research Institute, 6500 consumers over the age of 18 and 2152 executives employed at 727 organizations with more than $1 billion in annual revenue were surveyed on their views, investments, and progress in sustainability. Overall findings show how organizations have prioritized investments with tangible return on investment (ROI), improved sustainable design, and doubled down on measurement. Key regulations such as the European Union’s corporate sustainability reporting directive (CSRD) will drive continued investments to address regulatory compliance.
Analyst Blog
Chris Nicholas, President and CEO Sam's Club, said artificial intelligence is enabling the company to "take 100 million tasks out of our clubs" even though it has more associates.
The game plan for Sam's Club, a unit of Walmart, is to leverage technology to enable employees to solve customer problems and drive engagement, said Nicholas, speaking at the Constellation Research AI Forum in New York.
Nicholas said:
Insight Blog
Boomi CEO Steve Lucas said that the number of AI agents will outnumber the number of people in your business in less than three years.
"The digital imperative is how do I work with agents? The number of agents will outnumber the number of humans in less than three years," said Lucas, speaking at Constellation Research's AI Forum in New York. "It will be overwhelming. It will be fast and we're not prepared."
Insight Blog
What exactly makes any data valuable?
In my previous blog, The Future of Data Protection, I started to look at what it is that makes data valuable. I think this is the best way to frame the future of data protection. In each application, we must know where the value in a piece of data lies if we are to protect it.
There are so many different things that might matter about a piece of data and thus make it valuable:
Analyst Blog
Enterprises that are leaders in artificial intelligence are evolving quickly and laying out plans for their next phases. The next phase of genAI deployments revolve around integrating AI into the business, optimizing processes, agility and scale. You should watch these companies closely for the road ahead.
Insight Blog
I recently released my latest Constellation ShortList™ for “Data Protection Infostructure” . In this blog post and the next, I drill into what these sorts of solutions are seeking to do.
Analyst Blog
Constellation Energy said that it is restarting Three Mile Island (TMI) Unit 1 and will sell about 835 megawatts of power to Microsoft for AI workloads.
Insight Blog
Iron Mountain recently announced that its InSight Digital Experience Platform (DXP) will use MongoDB Atlas and MongoDB Atlas Vector Search for document processing, workflow automation and information governance.
Insight Blog