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Microsoft and its merry band of PC makers launched AI PCs at scale. The launch of Copilot+ PCs, ahead of Microsoft Build 2024, was notable for a host of reasons once you get past how executives were a bit obsessed with outperforming Apple's MacBook.
Consider:
Insight Blog
Four and a half years after Arvind Krishna was elected as IBM's Chief Executive Officer, today's IBM is a much different organization. A tight focus on data and cloud has helped IBM think through what clients need to not only be AI ready, but also AI first. With over 30,000 attendees at the Boston Convention and Exhibition Center gathered at IBM's biggest event, the mood was energetic and excited about the possibilities for the Age of AI.
Analyst Blog
#QuantumComputing holds significant potential for transforming industries but requires robust and user-friendly #development tools. That's why IBM designed Qiskit 1.0, a comprehensive, open-source #software stack to streamline the journey into #quantum computing.
At IBM #Think2024, Constellation analyst Holger Mueller talks with Blake Johnson, Quantum Engine Lead at IBM Quantum about Qiskit 1.0's key advantages for quantum computing:
Video
With all the hype around #AI advancements, it's easy to overlook the opportunity in #quantum computing. But quantum #technology addresses complex computational problems far beyond the reach of classic computing, and its use potential is only beginning to be realized.
At IBM #Think2024, Constellation analyst Holger Mueller talks with Heather Higgins, Partner of Industry and Technical Services at IBM Quantum about...
💡 Why quantum is important for the #enterprise
💡 Relevant #customer use cases
💡 How #quantumcomputing can fit into existing enterprise systems
Video
Intuit CEO Sasan Goodarzi said generative AI is increasing the company's total addressable market as TurboTax users flocked to its data, AI and virtual expert platform. Now the company has learned from its genAI efforts, Intuit will double down on what's working.
Insight Blog
Workday reported a strong first quarter as the company leveraged AI within its platform and continued to become more efficient.
The company reported first quarter net income of 40 cents a share, non-GAAP earnings of $1.74 a share and revenue of $1.99 billion, up 18.1% from a year ago. Wall Street was expecting Workday to report earnings of $1.58 a share on revenue of $1.97 billion.
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Constellation Research R "Ray" Wang sits down with Arturo Buzzalino, VP of Products and Innovation at Epicor, to talk through AI announcements from Epicor Insights 2024 and their new product Epicor Prism.
Video
With Generative AI being used to imitate celebrities and authors, the question arises, is your likeness a form of intellectual property (IP)? Can you copyright your face or your voice?
These questions are on the bleeding edge of IP law and may take years to resolve. But there may be a simpler way to legally protect appearances. On my reading of technology-neutral data protection law — widespread internationally and now rolling out across the USA — generating likenesses of people without their permission could be a privacy breach.
Analyst Blog
Nvidia reported first quarter sales growth of 262% from a year ago, reported record quarterly data center revenue and split its stock 10-for-1 effective June 7.
The company reported first quarter earnings of $5.98 a share on revenue of $26 billion. Non-GAAP earnings were $6.12 a share. Wall Street was expecting Nvidia to report first quarter earnings of $5.54 a share on revenue of $24.6 billion.
Insight Blog
Snowflake reported a mixed first quarter and said it will acquire technology assets and employees from TruEra, an AI observability platform that can manage evaluate large language models (LLMs).
The company reported a net loss of $317 million, or 95 cents a share, on revenue of $828.7 billion. Non-GAAP earnings for the first quarter were 14 cents a share.
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Cognizant CEO Ravi Kumar said the technology services firm's customers are preparing for generative AI, but need to do work in quantifying productivity gains to justify costs. Nevertheless, Kumar said generative AI will usher in a hyperproductivity phase that will affect every worker, every process and every enterprise.
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AMD CFO Jean Hu said cloud providers and enterprises are starting to look toward total cost of ownership when it comes to inference and training workloads for artificial intelligence workloads.
Speaking at J.P. Morgan’s annual technology conference, Hu said data center demand for the company’s GPUs, accelerators and server processors was strong. She added that in the second half demand will be stronger than in the first. One big reason for that surge may be the news coming out of Microsoft Build 2024.
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Tech Mahindra Chief Sustainability Officer Sandeep Chandna said sustainability has become a CFO issue as the returns on investment are obvious. "Today profitability is linked to the ESG strategy and that's been a shift over the last three to four years," said Chandna.
Chandna is a member of the 2024 class of Constellation Research's Sustainability 50. Here are some takeaways from my conversation with Chandna.
Insight Blog
Of course, Nutanix didn't mention VMware directly, but there are a few veiled references to its rival indicating that it smells opportunity. The Nutanix news lands a day after Rimini Street said it would offer third party support to VMware customers as they plan next steps.
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Microsoft announced a bevy of additions to Azure including AMD Instinct MI300X instances, Cobalt 100 instances in preview and the latest OpenAI model, GPT-4o, in Azure OpenAI Service.
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Microsoft Fabric is getting tools and workloads to analyze real-time streaming data as well as integration with Snowflake and Databricks platforms.
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IBM has open sourced its portfolio of Granite large language models under Apache 2.0 licenses on Hugging Face and GitHub, outlined a bevy of AI ecosystem partnerships and launched a series of assistants and watsonx powered tools. The upshot is that IBM is looking to do for foundational models what open source did for software development.
Insight Blog
Zoom said its Zoom AI Companion is gaining traction and the company is betting that Zoom Workplace can drive demand for its portfolio.
Zoom reported first quarter earnings of $216.3 million, or 69 cents a share, on revenue of $1.14 billion, up 3.2% from a year ago. Non-GAAP earnings in the quarter were $1.35 a share. Wall Street was expecting Zoom to report first quarter non-GAAP earnings of $1.19 a share on revenue of $1.13 billion.
Insight Blog
Palo Alto Networks reported better-than-expected third quarter results as the company said customers had an "enthusiastic response to platformization."
The cybersecurity company reported third quarter earnings of $278.8 million, or 79 cents a share, on revenue of $2 billion, up 155 from a year ago. Non-GAAP earnings were $1.32 a share.
Analysts expected Palo Alto Networks to report fiscal third quarter earnings of $1.25 a share on revenue of $1.97 billion.
Insight Blog
Rimini Street said it will offer support services for VMware products so customers can continue to run their perpetually licensed software.
The move comes as VMware customers are pondering next moves following the company's acquisition by Broadcom. Broadcom has retooled VMware's business model in a pivot to subscriptions and altered customer bundles. The VMware timeline since Broadcom closed the purchase has been eventful to say the least.
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Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts.
Insight Blog
Copilot and generative AI assistant implementations are getting so complicated that the consultants are marching in.
As tech vendors roll out various copilots and assistants across applications sprawl is going to become a real issue in a hurry. Enterprise software vendors all have AI helpers across their suites and platforms often with an per user surcharge.
Implementing these layers of copilots is going to require consultants as enterprises inevitably customize.
It all sounds a bit ERP to me.
Consider:
Insight Blog