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If 2023 was the year of generative AI pilots, 2024 will be about moving to production and 2025 will likely be warp speed. Why? The generative AI building blocks are falling into place.
In recent weeks, three mileposts have highlighted where enterprise generative AI was headed.
Insight Blog
Innovation & Co-Creation in the Future of Work
DisrupTV Episode?357 — Featuring Grant Halloran, Jeremy Utley, Kian Gohar & Chris Deaver
In this episode, hosts R “Ray” Wang and Vala Afshar engage with:
Video
Offering Overview
Executive Summary
Sixty-two percent of CFOs say their organizations are allocating less than 1% of corporate budgets to generative AI next year, according to Deloitte's CFO Signals survey for the first quarter. Another 37% of CFOs expect 1% to 10% of budgets to be allocated to generative AI.
Insight Blog
Enterprises are betting on generative AI and digital transformation at the expense of other IT projects, but scaling AI is difficult and more foundational work is needed, according to Accenture CEO Julie Sweet.
Insight Blog
iPaaS vendors are filling out their capabilities with API management, workflow automation, AI/ML, and, on the cutting edge, GenAI.
Analyst Blog
In a major advancement for developer productivity and security, GitHub has announced “code scanning autofix,” a new feature powered by GitHub Copilot and CodeQL. Starting today, it will be available in public beta for all GitHub Advanced Security customers.
Analyst Blog
Micron Technology CEO Sanjay Mehrotra said artificial intelligence workloads are boosting demand for memory chips as AI-optimized systems with GPUs and upcoming AI PCs are faring well.
In prepared remarks with Micron Technology's second quarter results, Mehrotra said AI server demand for high-bandwidth memory, data center solid-state drives and DDR5 are boosting prices. he said:
Insight Blog
🎬 ConstellationTV episode 76 just dropped! This week, hilarious analyst duo Liz Miller and Holger Mueller unpack enterprise #tech news (Oracle/Microsoft partnerships, impending layoffs and Adobe's new AI assistant).
Then Liz explains why Pantheon Platform made the 2024 #DXP ShortList and Holger hears from Rob O'Brien of ITV Studios about his experience using Zoho #technology. Watch until the end for bloopers!
Video
The best use cases are sometimes so obvious. During Nvidia GTC 2024, Cornel Amariei, CEO of .Lumen walked through a headset for the visually impaired that will scale better than a guide dog using sensors and AI technologies that are used in cars.
"We have today over 300 million people who are visually impaired, and this number is increasing greatly. But if you check what solutions are out there for them, there are only two solutions for their mobility, and they're 1,000s of years old--a guide dog and the white cane," explained Amariei.
Insight Blog
Microsoft is shoring up its consumer Copilot efforts with the addition of Mustafa Suleyman and Karén Simonyan to lead a new group called Microsoft AI. Suleyman and Simonyan were two of three co-founders of Inflection.ai.
Suleyman was also Co-founder of Google's DeepMind.
Insight Blog
In the latest March, 2024 Vision update delivered today, the team behind ServiceNow's Strategic Portfolio Management (SPM) platform provided a deep dive on the significant advancements within the product recently, which are aimed at empowering organizations to optimize their investment decision-making processes.
Analyst Blog
Nvidia's business today is all about the bigger GPUs, liquid cooled systems and hyperscale cloud providers all lining up for generative AI services powered by Blackwell. Years from now, it's just as likely we're going to see Nvidia GTC 2024 as the beginning of the GPU leader's software strategy.
Insight Blog
Dell Technologies said it will support Retrieval-Augmented Generation (RAG) with Nvidia systems as it rolled out a set of Dell PowerEdge servers with HGX H200, HGX B100, HGX B200 and GB200 SuperChip.
Insight Blog
Nvidia CEO Jensen Huang said "accelerated computing has reached the tipping point" across multiple industries as the company launched new GPUs including a new platform called Blackwell, NVLink Switch Chip, applications and a developer stack that blends virtual simulations, generative AI, robotics and multiple computing fronts.
Insight Blog
ServiceNow continues to go shopping. the company said it has acquired 4Industry, a Netherlands company and partner focused on manufacturing, and Smart Daily Management, a connected worker application from EY.
The most recent deals bolster ServiceNow's current portfolio of operational technology offerings that are focused on manufacturing, energy and transportation and logistics.
Insight Blog
Cisco closed its $28 billion purchase of Splunk and outlined what'll be a steady drumbeat of product integrations in the months ahead.
In a blog post outlining what's next for customers, Cisco CEO Chuck Robbins and Splunk Executive Vice President and General Manager Gary Steele said the unified company will be heavily focused on security and observability.
Insight Blog
New Chips, New Business Models Ahead In Accelerated Computing
Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose. The key things to look for in the keynote:
Analyst Blog
Monday's Musings: Will AI Force Centralized Scarcity Or Create Freedom With Decentralized Abundance?
Age of AI Ushers Exponential And Transformational Power In The Hands Of A Few
Society has often swung from centralization to decentralization and back in the distribution of power and rights. Living in a culture of abundance versus a culture of scarcity can alter the prioritization of decisions, the quality of interactions, and the overall optimism or pessimism of a society. AI has the power to transform societies for both good and evil.
Analyst Blog
Innovation, Decision-Making & Communication
DisrupTV Episode?356 — Featuring Clint Oram, Patrick McGinnis & Elaine Lin Hering
In this episode, hosts R “Ray” Wang and Vala Afshar engage with:
Video
New Constellation Research analyst Chirag Mehta outlined his approach to cybersecurity on DisrupTV. Chirag is the former Chief Product Officer at SaaS vendors Zipline and iCIMS and held various leadership roles at Google and SAP.
Here are a few takeaways from his DisrupTV appearance.
Insight Blog
CRTV SPECIAL EDITION: Ethical Marketing - Navigating The Dark Arts And Temptations Of Paid Marketing And Bot-Driven Metrics In an Age of AI
In this special ConstellationTV live episode, CEO and founder R "Ray" Wang moderates a live panel of industry experts for a complimentary workshop on operating with trust and integrity in today’s #marketing landscape. You won't want to miss insights from the following experts:
Video
Adobe delivered a strong first quarter, but its outlook missed expectations.
The company, which recently dropped its plans to acquire Figma, reported first quarter earnings of $1.36 a share on revenue of $5.18 billion, up 11% from a year ago. Non-GAAP earnings in the first quarter were $4.48 a share.
Wall Street was looking for first quarter non-GAAP earnings of $4.38 a share on revenue of $5.14 billion.
Insight Blog