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Cyber Strategy Meets Generous Leadership
DisrupTV Episode 364 — with Caroline Wong & Joe Davis
In Episode 364 of DisrupTV, hosts R “Ray” Wang and Vala Afshar welcome two thought leaders:
Video
CoreWeave, a hyperscale cloud provider focused on AI workloads, raised $7.5 billion in debt financing to build out data centers primarily with Nvidia GPUs to go with $1.1 billion in equity funding earlier this month.
In the last 12 months, CoreWeave has raised more than $12 billion in equity and debt financing. CoreWeave's funding highlights how the generative AI boom has fueled a new category of specialized cloud vendors.
Insight Blog
CxOs aren't thrilled with their enterprise technology vendors, becoming frustrated with copilots that don't play well together, and spending a good amount of time on procurement and consolidation.
Insight Blog
Palo Alto Networks will acquire IBM's QRadar Software assets in a broad partnership that gives the security vendor IBM Consulting as a channel.
As security vendors race to consolidate platforms and customer wallet share, IBM and Palo Alto Networks moved to forge an alliance that on paper looks like a win-win.
Insight Blog
Cisco's third quarter was better-than-expected and the company outlined its next steps in the Splunk integration. The acquisition of Splunk means Cisco's subscription revenue is 54% of the total.
The company reported third quarter revenue of $12.7 billion, down 13% from a year ago. Splunk's revenue contribution in a partial quarter was $413 million. Earnings for the third quarter were 46 cents a share (88 cents on a non-GAAP basis).
Insight Blog
We've made it to ConstellationTV episode 80! 🎉 Watch co-hosts Liz Miller and Holger Mueller analyze the latest h#enterprise tech news (#Data accelerating ServiceNow, enterprise #tech companies to watch)
Then hear Liz's "live from the road" takeaways of Smartsheet ENGAGE and Avaya ENGAGE, and round out the episode with Holger's view that Oracle Cloud Infrastructure is on a roll!
Video
Meta is shuttering its Workplace enterprise platform with a June 1, 2026, sunset and the move could be a boon for Zoom's Workvivo, which was acquired a little more than a year ago.
Workvivo is the sole migration partner for Meta Workplace, which had as many as 7 million subscribers in 2021. Workplace emerged as an employee engagement suite during the COVID-19 pandemic and was an avenue to connect frontline workers. Connecting frontline workers is still a big priority for enterprises.
Insight Blog
Google I/O 2024 featured a bevy of generative AI advances that will be layered throughout Google's product portfolio--photos, music, Workspace, search, video and other areas--but the real takeaway was that the company laid out its vision for agents, models training models, and creating systems that work for you.
Insight Blog
Matt Garman will become the new CEO of Amazon Web Services as Adam Selipsky is stepping down. Garman takes over June 3.
The Verge first published the memo from Jassy to AWS. Sources confirmed the report is accurate with more to come from the company shortly.
Amazon published the memos from Jassy, Selipsky and Garman.
Insight Blog
Alibaba's Cloud Intelligence group posted revenue growth of 3% for the quarter ending March 31, well below global cloud providers.
Insight Blog
OpenAI's launch of GPT-4o appears to have upped the large language model (LLM) ante with a real-time conversational chat interface that recognizes audio and video and detect emotions. Here's a look at the implications to the enterprise, the short-term impact and the long run.
Insight Blog
Rocket Companies, a fintech company with mortgage, real estate, and personal finance businesses, is starting to see the payoff from its generative AI efforts as well as a bet on AWS’s Amazon Bedrock.
Insight Blog
Technologies for the enterprise have often been seen as enablers for disruption and change. Over the past five decades as one technology or vendor would come to prominence and dominate a market, challengers would apply new technologies or business models to topple the legacy market and create new markets. Silicon Valley built its credibility on these disruptive market entrants. This cycle would continue to repeat itself until the next challenger became the market leader and struggle to hold on to its lead while meeting the demands of investors and the market.
Analyst Blog
How Generative AI Will Reshape the Future of Work
DisrupTV Episode 363 — with James Whitemore, Joe Boggio, Peter Leyden & Jeff Willinger
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar bring together influential leaders to discuss how generative AI is transforming the nature of work, retail dynamics, and leadership itself.
Video
Open Research
Rocket Companies, a fintech company with mortgage, real estate, and personal finance businesses, is starting to see the payoff from its generative AI efforts as well as a bet on AWS’s Amazon Bedrock.
Missy Stults, Sustainability and Innovations Director for Ann Arbor, MI, has seen sustainability grow up in her community and become more mature in measuring the impact on the climate. Stults noted that data is critical to sustainability, but storytelling is just as important.
Stults, one of Constellation Research's Sustainability 50 members for 2024, caught up with me to talk sustainability and rallying a community. Here's a look at some of the takeaways:
Insight Blog
Constellation Insights Editor-in-Chief Larry Dignan interviews Sandeep Chandna, a 2024 Sustainability 50 winner and Chief Sustainability Officer of Tech Mahindra about how he's using #ai #technology to transform sustainability initiatives.
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Dion Hinchcliffe, VP and Principal Analyst at Constellation Research, explains how digital experience benefits from a systemic approach.
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Constellation Research explains the components and trends in Integration Platform as a Service and what to expect in a next-generation iPaaS offering.
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Boomi said it has enhanced Boomi for SAP to ease the migration of business data into SAP Datasphere.
Insight Blog
Arm Holdings' chip designs may take over the data center over time as GPUs, cloud custom processors and Nvidia's march to AI factories gains momentum. But the road to licensing and royalty nirvana is going to be lumpy.
Insight Blog
Boomi outlined a vision that puts integration platform as a service (iPaaS) at the heart of connecting AI agents as well as APIs and announced the acquisitions of APIIDA's federated API management business and API management assets from Cloud Software Group.
Speaking at Boomi World, CEO Steve Lucas said the company is looking to end "operational overhead and API sprawl" with its platform and enable scale for AI use cases.
Insight Blog
IBM and SAP said they will collaborate on generative AI models aimed at industries.
The "Value Generation" partnership will focus on generative AI and industry cloud applications. SAP is trying to migrate its customer base to the cloud and S4/HANA via its RISE with SAP program. IBM's approach to generative AI includes an open ecosystem and models that are focused on industries and specific use cases.
Insight Blog
ServiceNow and Microsoft are integrating their respective generative AI bots, ServiceNow Now Assist and Microsoft Copilot, respectively.
The news, delivered in ServiceNow's Knowledge 2024, is part of ServiceNow's effort to partner with a wide range of enterprise software players including Microsoft and SAP. ServiceNow and Microsoft said their updated strategic alliance will bring the companies' generative AI assistants into one experience.
According to ServiceNow and Microsoft, the generative AI integration will be available in the Fall.
Insight Blog