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With the Apple Vision Pro officially available Feb. 2 much of the focus is on that apps (Netflix, YouTube, Spotify) that won't be on the $3,499 spatial computing device, but for hybrid work three key collaboration applications are worth watching.
Zoom, Microsoft Teams and Cisco Webex are likely to highlight collaboration experiments in spatial computing and potentially lay the groundwork for the future of hybrid work. Box also has created an app for Apple Vision Pro.
Insight Blog
Supermicro raised estimates for its fiscal second quarter and then handily beat estimates.
The company, which is benefiting from the generative AI workload boom, reported revenue of $3.66 billion, up from $1.8 billion a year ago. Supermicro preannounced revenue of $3.6 billion to $3.65 billion.
Insight Blog
The breakthrough success that Microsoft has had with Teams, the now-ubiquitous hub for 320 million in-office, hybrid, and remote workers, has long wrestled with the challenge of replicating the nuanced communication and connection of physical presence.
Analyst Blog
Constellation Research held a call with its Business Transformation 150 executives to talk shop, 2024 goals, generative AI and pressing issues such as Broadcom's purchase of VMware.
These gatherings, held under Chatham House rules, are a venue to share information and emerging trends. Here's a look at the topics for our January meetup.
Generative AI and challenges moving to production
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DisrupTV Episode 350: Navigating the Future of Automation and Organizational Culture
In DisrupTV Episode 350, hosts R “Ray” Wang and Vala Afshar engage with two distinguished guests who offer profound insights into the evolving landscape of leadership and organizational transformation:
Video
Kaggle is launching Kaggle Models in a move that will allow community members to publish models and share them. The effort also puts Kaggle in competition with Hugging Face to some degree.
In a post, Kaggle outlined Kaggle Models, which is designed to be an open marketplace for stress testing machine learning and generative AI use cases.
Insight Blog
Intel reported better-than-expected fourth quarter results as its PC business continues to bounce back. Intel's client computing group posted fourth quarter growth of 33% from a year ago as its data center and AI and network and edge units showed sales declines.
However, the first quarter outlook disappointed relative to expectations.
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Hugging Face will enable developers to use Google Cloud infrastructure for its services and training models.
The new partnership makes Google Cloud a strategic cloud partner and preferred destination for Hugging Face training and inference workloads. Hugging Face has been landing partnerships with the likes of Google Cloud, AWS, Dell Technologies and ServiceNow to name a few.
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Enterprise concerns about the data and privacy risks with generative AI abound as 63% of organizations are putting in controls to limit exposure to the technology, according to a Cisco study.
The study, the Cisco 2024 Data Privacy Benchmark Study, drills down on generative AI concerns. The study was based on responses from 2,600 privacy and security professionals around the world.
Insight Blog
We are excited to announce our annual Ambient Experience 100 (AX100), an elite list of global executives focused on transforming both customer and employee experiences across their markets and organizations. These leaders represent an exclusive cadre of rule breakers, peers and influencers willing to rethink possible.
They know what it takes to redefine business models, craft authentic experiences, break barriers and then some.
Analyst Blog
Constellation Research Recognizes Global Executives Championing Disruptive Digital Initiatives
Press Release
The acquisition by Box of Crooze, a no-code enterprise content management app maker, which was announced early today, marks a notable milestone in the company's trajectory as a recognized leader in both the enterprise content management (ECM) and cloud file sync spaces.
Analyst Blog
IBM reported better-than-expected fourth quarter results and CEO Arvind Krishna said, "our book of business for watsonx and generative AI roughly doubled from the third to the fourth quarter."
The company reported fourth-quarter revenue of $17.4 billion, up 4% from a year ago. IBM showed revenue growth in software, consulting, and infrastructure. Big Blue delivered fourth-quarter earnings of $3.54 a share and $3.87 a share on a non-GAAP basis.
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ServiceNow reported better-than-expected fourth quarter results, delivered revenue growth of 26% and said it landed more than 168 deals with annual contract value topping $1 million.
The company reported fourth-quarter net income of $295 million, or $1.43 a share, on revenue of $2.44 billion, up 26% from a year ago. Non-GAAP fourth quarter earnings were $3.11 a share.
Insight Blog
ConstellationTV episode 72 just dropped! 🎬 You don't want to miss this week's dynamic duo Liz Miller and Holger Mueller talking #enterprise tech news, Google's farewell to cookies & IBM's Cloud Code Engine #technology.
00:00 - Welcome from our hosts!
02:00 - #Enterprise tech news (acquisitions, TikTok #layoffs, etc.)
16:06 - CRTV perspective on Google's long farewell
23:44 - IBM Cloud Code Engine differentiators
34:07 - Bloopers! (feat. the year of Holger)
Video
SAP plans to restructure and cut 8,000 positions as it focuses on artificial intelligence and uses the technology to become more efficient. SAP said it expects to add back new roles and exit 2024 with headcount at similar levels.
The enterprise software giant ended the year with nearly 108,000 full-time employees.
Insight Blog
Verizon said large enterprises are building out private 5G networks for connectivity and edge computing use cases.
The wireless giant disclosed the 5G private network buildout on its fourth quarter earnings call.
Verizon CEO Hans Vestberg said on the company's earnings conference call:
Insight Blog
The power of Data Privacy law
Large language models (LLMs) and generative AI are developing at ever-increasing rates, alarming many commentators because it is so hard now to tell fact from fiction. Deep fakes were a central issue in the recent Hollywood writers’ strike, with many creators and actors anxious to protect their personal identities against the possibility of being replaced by synthetic likenesses.
Analyst Blog
Oracle said its generative AI managed service on Oracle Cloud Infrastructure (OCI) is generally available and the enterprise software giant said it plans to infuse it throughout its database and application offerings.
The company said its OCI Generative AI service will integrate large language models (LLMs) from Cohere and Meta Llama 2 for multiple business cases. Those two options fall short of the number of models offered by other hyperscalers, which have taken a mall approach to models, but the way Oracle is deploying the generative AI service may appeal to enterprises.
Insight Blog
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