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Welcome to ConstellationTV (CRTV), your go-to source for the latest disruptive trends reshaping the intersection of business and technology.
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Nvidia said its Rubin platform is in full production as it rolled out a series of hardware updates at CEO Jensen Huang's CES 2026 keynote.
Huang said the Rubin platform will offer an integrated hardware and software stack that will provide a 10x reduction in inference token costs and a 4x reduction in the number of GPUs needed to train foundational models relative to Nvidia's Blackwell platform.
Insight Blog
Nvidia released new Cosmos and GR00T open models for both learnings and reasoning and a new framework for robotic training workflow. The company also outlined a strong ecosystem for autonomous machines and the availability of the Blackwell Jetson T4000 module.
Insight Blog
Nvidia outlined its Alpamayo open AI models and datasets to bring reasoning to autonomous vehicles. At CES 2026, Nvidia CEO Jensen Huang said Mercedes Benz with Alpamayo will hit the road in the first quarter.
Huang said Alpamayo and its collaboration with Mercedes Benz is its first full-stack effort for autonomous vehicles (AVs). The approach with Alpamayo revolves around reasoning-based vision language action (VLA) models that bring human thinking to autonomous vehicle designs.
Insight Blog
Samsung and Munich Re's Hartford Steam Boiler (HSB) unit, which offers insurance for equipment breakdown, are planning to leverage IoT sensors, AI and smart appliances to spin up personalized home insurance. Welcome to the 2026 monetization of AI use cases.
Insight Blog
Enterprises will get all-you-can eat agentic AI pricing, data tools are going to be a headache, AI agents will look more like a feature than a revolution and physical AI will matter. Those are some of the trends to watch in 2026.
Here’s a look at the trends and predictions in enterprise technology for 2026 grouped by confidence levels.
Insight Blog
DeepSeek published a technical paper co-authored by co-founder Liang Wenfeng that argues for a new architecture to train foundational models.
The paper, which details Manifold-Constrained Hyper-Connections (mHC), argues that a new architecture is needed to better scale deep learning without signal divergence. Granted, the mHC paper is wonky, but the key takeaway is that you can have large-scale training that's more efficient with better quality.
Insight Blog
Meta acquired Manus in a deal that aims to give the company a rare win in artificial intelligence after a year of revamping. Manus is critical to fleshing out Meta CEO Mark Zuckerberg's dream of a universal AI assistant to get work done across its products.
Whether Meta allows Manus to run or bogs it down remains to be seen, but there are some fun facts worth noting.
Insight Blog
From AI breakthroughs to infrastructure investments, 2025 reshaped the tech landscape. CGTN's Sally Ayhan spoke to Ray Wang, Principal Analyst at Constellation Research, about the year's biggest tech milestones and what's driving competition heading into 2026.
Analyst Blog
Quantum computing hogged the headlines in 2025 and it was ok to say it was the year of quantum--or maybe qubits--after just a few months. The quantum computing developments were flying, but it's worth noting that we're years away from big commercial adoption.
Nevertheless, CxOs need to get ready. After all, the boardroom is getting tired of AI. The AI trade lost steam. Boardrooms are going to start asking about your quantum computing plans in 3, 2, 1.
Insight Blog
Groq announced it has entered a non-exclusive licensing agreement with Nvidia for Groq's inference technology. Groq CEO Jonathan Ross and team will join Nvidia, but Groq will operate independently with GroqCloud.
News of a licensing deal landed as CNBC reported that Nvidia was buying Groq.
Insight Blog
Five Market Trends for 2026 and the ServiceNow Armis Deal
Today on Fox Business Network with Ashley Webster on Varney and Co, 5 Market Trends for 2026 were shared (watch the full program here):
Analyst Blog
As CxOs zoom out on 2025, it's clear that the year was characterized by AI building blocks and the need for real returns. Agentic AI platforms aren't quite mature, but the industry standards and connections are making deployments more realistic.If you're an enterprise technology buyer the onus is on the vendors for showing value and more than proof of concepts. The game for both the buy side and the sell side revolves around use cases that show returns and can scale across the enterprise.
Insight Blog
ServiceNow acquired Armis, a cybersecurity exposure management company, for $7.75 billion in cash in a move that will triple the company's addressable market in security.
Insight Blog
HCLSoftware said it will acquire Wobby, a startup focused on providing AI agents for data platforms and combine it with its Actian unit. Separately, HCLSoftware said it's acquiring Jaspersoft from Cloud Software Group in a deal to build out Actian's agentic AI toolset.Terms of the deals weren't disclosedActian, the data and AI division of HCLSoftware, is seeing strong demand for its metadata, data catalog and governance tools. Wobby will bring an agentic AI data analyst to Actian so customers can get insights on complex datasets quickly.
Insight Blog
Alphabet said it will acquire Intersect, a startup focused on energy for data centers, for $4.75 billion and the assumption of debt. Google, a unit of Alphabet, owns a minority stake in Intersect.
Last year, Intersect announced a partnership with Google and TPG Rise Climate to scale renewable power and storage for new data centers.
As cloud providers, notably Google Cloud, AWS, Microsoft Azure and Oracle, scale data centers power becomes the largest hurdle.
Insight Blog
Paychex is betting that its proprietary data sets in human capital management and adjacent markets will make it a winner in AI via productivity and new products.
The company reported better-than-expected second quarter earnings driven by its acquisition of Paycor, announced a year ago, and AI-driven efficiencies. Paychex reported second quarter earnings of $1.10 a share on revenue of $1.56 billion, up 18% from a year ago. Non-GAAP earnings were $1.26 a share.
Insight Blog
Customer Story
Rimini Street's first act took 20 years, but the second one will move much faster as the company aims to layer agentic AI over legacy enterprise resource planning (ERP) systems. The strategy: enable enterprises to accelerate their automation and artificial intelligence (AI) plans while relegating reliable yet legacy systems to plumbing.
DisrupTV’s Top 25 Books of 2025: Leadership, AI, and the Ideas Shaping What Comes Next
The latest episode of DisrupTV marked a milestone moment with the unveiling of the Top 25 Books of 2025—a curated list spotlighting the ideas, frameworks, and leadership principles that will shape organizations, culture, and technology in 2026 and beyond.
Video
FedEx is best known as a delivery and logistics company, but with its data footprint and use of AI it’s starting to resemble a technology firm.
On FedEx's second quarter earnings call, President and CEO Rajesh Subramaniam outlined how the company's digital transformation efforts have helped the company execute better. Those technology, data and AI efforts are also likely to lead to new products.
Insight Blog
Accenture said that AI is so pervasive in enterprise transformation that it won't break out figures going forward. And although AI is everywhere, Accenture noted that half of the advanced AI projects also require a data project.
Insight Blog