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Meta launched its Llama 3 open source large language model and said it will be available on AWS, Databricks, Google Cloud, Microsoft Azure, Snowflake, IBM WatsonX, Nvidia NIM and have support from enterprise hardware platforms.
Yes, we're in the age of weekly LLMs that leapfrog each other, but Llama 3, which will initial come in 8B and 70B parameters with more versions on deck, is of interest to enterprises.
Insight Blog
Infosys CEO Salil Parekh said the services provider is landing large deals and "seeing excellent traction with our clients for generative AI work," but its fourth quarter was mixed. Infosys also said it would acquire In-tech, an engineering and R&D services provider catering to the German automotive industry.
Insight Blog
SAS said it will launch a series of AI models that are lightweight and focused on industry use cases. The company also added generative AI features to its Viya platform and unveiled "nutrition labels" for models.
The news, outlined at the company's SAS Innovate conference in Las Vegas, is part of the company's broader investment in AI.
Insight Blog
ConstellationTV episode 78 is here! Watch co-hosts Liz Miller and Holger Mueller analyze the latest #enterprise tech news (Google TPU chips, acquisitions - HubSpot rumors, Salesforce/Informatica)
Then hear from Constellation analysts live at#GoogleCloudNext and conclude with analysis from Liz on Zendesk Relate 2024. Watch until the end for bloopers!
0:00 - Introduction
1:50 - Enterprise #technology news coverage
14:30 - Google Cloud Next key takeaways
25:36 - Zendesk Relate 2024 analysis
31:25 - Bloopers!
Video
Seventy-seven percent of CxOs believe AI will give their companies competitive advantage, but 91% of companies will determine that they don't have enough data to achieve a level of precision needed for trust, according to a Constellation Research and Dialpad survey.
The survey is based on responses from more than 1,000 senior executives in the US, Canada, UK, Australia and New Zealand about their AI initiatives.
Key takeaways from the survey include:
Insight Blog
UnitedHealth Group has tallied up the costs from its Change Healthcare cyberattack including direct response, funding to care providers and lost revenue as the incident sucked out $3 billion of cash flow in the first quarter.
For 2024, UnitedHealth said the tab for the Change Healthcare cyberattack could be as high as $1.6 billion.
Insight Blog
Broadcom CEO Hock Tan penned another missive to VMware customers arguing that the software vendor has lowered the price of VMware Cloud Foundation, poured money into research and development, benefited partners and will complete the transition to subscriptions.
Tan also noted that Broadcom is working with extending support contracts for VMware customers struggling with the transition to subscription pricing.
Insight Blog
Akamai has added Nvidia GPUs to its distributed cloud network adding a service optimized for processing video content at the edge.
The cloud service, announced at the National Association of Broadcasters' (NAB) conference, is powered by Nvidia RTX 4000 Ada Generation GPUs.
Akamai has been steadily building out its distributed cloud infrastructure for multiple use cases including AI and machine learning workloads that require low latency near data.
Insight Blog
Foundational model debates--large language models, small language models, orchestration, enterprise data and choices--are surfacing in ongoing enterprise buyer discussions. The challenge: You may need a crystal ball and architecture savvy to avoid previous mistakes such as lock-in.
In recent days, we have seen the following:
Insight Blog
Storytelling Meets Data Strategy
DisrupTV Episode 360 — Featuring Guy Kawasaki & Michael Southworth
In this standout episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar welcome two influential voices shaping technology and leadership:
Video
Anthropic CEO Dario Amodei said large language model personality is starting to matter, argued costs to train models will come down and agents that act autonomously will need more scale and reliability.
Those were some of the takeaways from Amodei, who spoke at Google Cloud Next.
Insight Blog
Microsoft said it is raising the prices for its Dynamics 365 enterprise resource planning and customer relationship management applications.
The company said that Dynamics 365 hasn't seen a price increase in more than 5 years. The price changes go into effect Oct. 1 and range from an additional $10 to $15 more a month per user for most apps, but $30 more for a select apps.
Insight Blog
Last week, executives from Cisco and Splunk, including Liz Centoni, Jeetu Patel, and Tom Casey, held a 45-minute round table where the combined entity outlined their plans for Cisco’s observability future. General opportunities and high-level customer observability pain points were communicated in that discussion. Yet, customers still seek high-level action plans and specific execution details from the merger.
Analyst Blog
When Adobe acquired Frame.io, it was chalked up as just another Creative Cloud solution that was so niche and specialized only people with expensive cameras and the agencies that hire them would reap the rewards. But in the wake of the announcement in 2021, I blogged a hot take:
Analyst Blog
"You can't go one minute without hearing about hashtag#AI."
We got the Constellation crew together to hear overarching themes of hashtag#GoogleCloudNext across every coverage area: hashtag#cybersecurity, hashtag#cloud applications, hashtag#data to decisions, hashtag#observability, and hashtag#generativeAI.
Here are a few observations from Google's announcements and hashtag#market positioning:
☁ Google's AI hashtag#technology is making cybersecurity more accessible (i.e. copilots, agents, etc.)
Video
Amazon CEO Andy Jassy said AWS is underway building "primitive services," or discrete building blocks, for generative AI and that approach will ensure customers bring more workloads to the cloud service.
Jassy’s shareholder letter landed as Amazon appointed Andrew Ng to its board of directors. Ng is managing general partner of AI Fund. He was also the founder of DeepLearning.AI, co-founder of Coursera and an adjunct professor at Stanford. Ng also has worked with Baidu and Google Brain.
Insight Blog
Meta launched its next-generation training and inferencing processor as it optimizes models for its recommendation and ranking workloads.
The second version of the Meta Training and Inference Accelerator (MTIA) highlights how cloud hyperscale players are creating their own processors for large language model (LLM) training and inferencing.
Insight Blog
The following eight interviews are between Constellation Research founder and analyst R "Ray" Wang and customers attending the 2024 #GoogleCloudNext conference in Las Vegas, Nevada. They discuss the Google keynotes, main takeaways, future business implications, and more.
The interviewees include:
Video
Google Cloud pitched an agent-oriented vision for generative AI at Google Cloud Next and highlighted a bevy of emerging use cases going from pilot to production.
"We are now building generative AI agents," said Google Cloud CEO Thomas Kurian. "Agents are intelligent entities that take action to help you achieve specific goals."
Insight Blog
Intel said its Gaudi 3 AI accelerator will be available in the second quarter with systems from Dell Technologies, HPE, Lenovo and Supermicro on tap. Intel, along with AMD, is hoping to give Nvidia some competition.
The chipmaker's Gaudi 3 launch, announced at the Intel Vision conference, is the linchpin of Intel's plans to garner AI training and inference workloads and take share from Nvidia.
Insight Blog
Paging all CXOs 📣 If you use the Constellation ShortList portfolio to narrow your search for leading enterprise technologies, don't miss this interview!👇
In 2024, we selected Hewlett Packard Enterprise Greenlake as one of the leading hashtag#transformation target platforms. R "Ray" Wang sits down with Fidelma Russo, CTO of HPE, to talk through why CXOs should strongly consider using HPE Greenlake to reach their digital transformation goals.
Video
MongoDB expanded integrations with Google Cloud's Vertex AI, BigQuery, Google Distributed Cloud and Google Cloud Manufacturing Data Engine.
The expanded collaboration between MongoDB and Google Cloud boils down to a common theme: Enterprises need more seamless ways to build generative AI applications with their proprietary data.
Insight Blog
Google Cloud outlined a series of services and enhancements across its platform in a bid to make it easier for enterprises to bring their data to generative AI models, build applications and deploy them at scale. Google Cloud's data analytics services will unify under the BigQuery umbrella and Vertex AI becomes the venue to tune, orchestrate and deploy models.
Insight Blog