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Executive Summary
Enterprises are beginning to leverage AI and widen their profit moats just as some companies are seeing customers wobble. The efficiency gains are beginning to highlight how digital transformation and AI strategies are becoming self-funding, keeping expenses below the rate of inflation and optimizing processes.
Not surprisingly, the companies that are using AI leverage happen to be in regulated industries and enterprises that have previously invested in data and digital transformation. Why? These companies tend to have strong data quality, governance and strategies.
Insight Blog
Global IT outages on Friday were blamed on a faulty update from CrowdStrike and the impact hit banks, airlines and a host of other companies. But the real hit--beyond CrowdStrike's stock price--was to the platformization play being pitched by cybersecurity vendors.
Insight Blog
Infosys is seeing stronger spending from financial services firms as that industry begins to spend more on scaling generative AI. That demand recovery also aligns with what financial services executives have been saying on earnings calls.
Financial services firms have been among the most aggressive with generative AI implementations because their data strategies are solid due to being regulated. Simply put, financial services firms have a lighter lift when it comes to making the jump to AI-driven projects.
Insight Blog
TSMC’s second quarter earnings were better-than-expected and the chip manufacturer is becoming a barometer for generative AI infrastructure demand. High-performance computing (HPC) is now more than half of TSMC's revenue.
Insight Blog
The large language model (LLM) industry is racing to rid themselves of glaring weaknesses that hamper broader use cases.
OpenAI released a paper designed to improve legibility and verification so humans can better evaluate them. In a nutshell, OpenAI researchers pitted models against each other via a "Prover-Verifier" game that enhanced the ability for LLMs to show their work.
Insight Blog
This week on ConstellationTV episode 84, hear co-hosts Liz Miller and Holger Mueller analyze the latest enterprise #technology news and events (Formula1 #technology, #aws Summit, Cancelled #hubspot acquisition).
Then watch an entertaining Salon 50 interview to learn more about Constellation's newest analyst, Martin Scheider and hear from Liz Miller why digital body language is important for #commerce.
Video
Constellation VP & analyst Andy Thurai gives his top 5 takeaways after recently attending Qualcomm AI Day 2024. Watch the full recap to learn more about #qualcomm #innovation.
📌 Takeaway 1 - Smaller models and more efficient architecture will rule. 📌 Takeaway 2 - Edge is faster & scalable.
📌 Takeaway 3 - On-Device is private & faster.
📌 Takeaway 4 - Qualcomm is more than chips with their #AI hub.
📌 Takeaway 5 - Qualcomm AI research
Video
My full video analysis can be seen here:
Analyst Blog
SugarCRM has announced two new generative AI features with its latest release, focused on driving user productivity and making text data generated by customer interactions more useful to sellers and customer service agents. These new Gen AI capabilities build upon existing predictive AI tools previously released.
Analyst Blog
Microsoft researchers have cooked up SpreadsheetLLM, a method that encodes and optimizes large language models (LLMs) so they can understand spreadsheets.
Now there are only a few companies that would care about this use case--Microsoft and Google--but the impact of Spreadsheet LLM could be huge. Why? Despite analysts and every enterprise software company telling you that you shouldn't run your business on a bunch of spreadsheets flung around the office, you all still do it. You know who you are.
Insight Blog
CxOs are racing to invest in generative AI but skimping on the data foundation needed to execute, according to an Ernst & Young (EY) survey.
EY's AI Pulse Survey, based on 500 US senior leader respondents, highlights the generative AI enterprise conundrum. Here's a look at some of the moving parts.
Among companies already investing in AI, the number of companies investing $10 million will roughly double from 16% to 30% in the next year.
Insight Blog
The pace of M&A seems to be increasing as we move through the summer. One area where we are seeing an interesting flurry of deals is around companies that help foster growth in one form or another. This might be around promotions optimization for B2C, or around further empowering the strategic power of RevOps teams.
Analyst Blog
Enterprise software could be disrupted as category windows become collateral damage to generative AI. The scenario: Today's go-to systems are relegated to plumbing as generative AI becomes the de facto user interface that democratizes data, insights, analytics and automation.
Today, enterprise software is dominated by category winners such as Salesforce in CRM, Workday in HR, Oracle and SAP in ERP, Microsoft in productivity and ServiceNow in workflows starting with IT service management.
Insight Blog
AI Governance & Ethical Leadership
DisrupTV Episode 369 — Dr. David Bray, Miriam Vogel & Teresa Carlson
In DisrupTV Episode 369, hosts R “Ray” Wang and Vala Afshar engage with Dr. David Bray, Distinguished Fellow at the Stimson Center and Business Executives for National Security; Miriam Vogel, President and CEO of EqualAI; and Teresa Carlson, General Catalyst Advisor and Board Member at several organizations.
Video
Amazon Web Services' Summit New York 2024 is complete and here's a look at a few takeaways and between the lines items you need to know. Overall, there's a #genAI turn to the practical as projects aim to go from pilots to production. Constellation Insights Editor-in-Chief Larry Dignan talks with Constellation VP & analyst Andy Thurai about #cloud-based genAI, industry plays and AWS' sustainability play.
Watch the full interview!
Video
Infor said it has acquired two companies to bolster its data migration and industry cloud efforts.
The company said it acquired Albanero, a data migration and management company, and Acumen, a revenue growth management and consulting firm. Infor's plan is to use Albanero and Acumen to serve up industry-specific data within ERP systems.
Insight Blog
AT&T said that customer data covering "nearly all" of its customers from May 1, 2022, to October 31, 2022, and Jan. 2, 2023 was downloaded from a third-party cloud platform.
Insight Blog
Quantum computing software provider Classiq has been busy forging partnerships with everyone from Nvidia to BMW to Citi as it aims to expand enterprise use cases with a software layer that abstracts the underlying hardware.
Insight Blog
Amazon Web Services is focused on enabling generative AI throughout its platform in a bid to move projects from pilots to production. The strategy is to meet enterprises where they are with practical features including fine-tuning of large language models (LLMs), guardrails and additons to Amazon Bedrock.
Insight Blog
AMD said it will acquire Silo AI for $665 million in cash in a deal that advances the company's efforts to broaden its generative AI ecosystem.
Silo AI, the largest private AI lab in Europe, will give AMD a team of AI scientists and engineers, tailored AI models and the ability to build out an enterprise ecosystem. While Nvidia has cashed in on generative AI due to its GPUs, the company also has developed an extensive platform and ecosystem.
Insight Blog