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AI, Critical Thinking, and Geopolitical Risk: Inside DisrupTV’s Deep Dive on Gemini, Multimodal AI, and Global ResilienceOn the latest episode of DisrupTV, co-hosts Vala Afshar, Chief Evangelist at Salesforce, and R "Ray" Wang, CEO and Founder of Constellation Research, convened a timely conversation at the intersection of AI innovation, critical thinking, and geopolitical risk.
Video
In our latest segment on the Schwab Network, Michael Ni, Vice President and Principal Analyst at Constellation Research, breaks down the contrasting AI investment stories of two tech giants.
While both are spending heavily, the market is rewarding them very differently based on how that capital translates to the bottom line.
The Tale of Two CapEx Strategies.
According to Ni, the divergence comes down to immediate margin contribution versus long-cycle platform discipline:
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Apple's first quarter shined amid strong iPhone revenue that was well ahead of expectations. Now the company sees too-lean inventories and the company is in "supply chase mode."
"iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment," said Apple CEO Tim Cook.
Cook added that iPhone demand was "staggering" and the company's channel inventory was low after the December quarter.
Insight Blog
Meta CEO Mark Zuckerberg laid out the returns he expects to see from his spending spree on AI and superintelligence.
Zuckerberg spent much of 2025 blowing up and then rebuilding Meta's AI program. In 2026, Meta expects to see early returns as it automates much of its business and delivers new products and models.
Insight Blog
SAP current cloud backlog fell short of expectations in the fourth quarter even as results were better than expected.
The company's current backlog was up 16% in the fourth quarter and up 25% in constant currencies. SAP CEO Christian Klein said in the third quarter that cloud backlog would be up at least 25%. Klein said in the third quarter that SAP had a strong pipeline and analyst should be "a bit more optimistic than the 25%."
Insight Blog
IBM delivered fourth quarter revenue growth of 12% as it saw strength in infrastructure courtesy of mainframes and software sales. IBM said its book of business for AI is more than $12.5 billion.
The company reported fourth quarter earnings of $5.6 billion, or $5.86 a share, on revenue of $19.7 billion. Non-GAAP earnings were $4.52 a share.
Wall Street was expecting IBM to report non-GAAP fourth quarter earnings of $4.29 a share on revenue of $19.21 billion.
Insight Blog
ServiceNow reported better-than-expected fourth quarter results and expanded a partnership with Anthropic to integrate Claude models more deeply into the ServiceNow AI Platform. ServiceNow recently announced a similar expanded partnership with OpenAI.
Insight Blog
Microsoft said its second quarter cloud revenue topped $50 billion as the company handily topped expectations. Microsoft also posted a big investment gain on OpenAI.
The company, which said AI demand was strong, reported second quarter net income of $38.5 billion, or $5.16 a share, on revenue of $81.3 billion, up 17% from a year ago. Non-GAAP earnings were $4.14 a share. Microsoft noted that non-GAAP earnings exclude the impact of the company's investment in OpenAI.
Insight Blog
In this Davos interview, IBM’s Mark Hughes explains how to secure AI and use AI for cybersecurity at enterprise scale. Learn how AI agents are transforming threat detection, incident response, and identity management, and why governance and security by design are critical to safe AI adoption.
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ConstellationTV episode 122 dives deep into pressing trends in AI, quantum computing, sovereign cloud, and enterprise security. With input from Constellation analysts Holger Mueller, Liz Miller, and Chirag Mehta, alongside IBM's Mark Hughes and Constellation Research CEO R "Ray Wang", the episode unpacks the transformative technologies and challenges businesses face as we approach 2026. Here's a breakdown of the key discussions, predictions, and insights to help tech and business leaders maximize the value of this insightful episode.
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Seagate Technologies CEO William Mosley said on the company's second quarter earnings call that capacity for 2026 is already allocated and "and we expect to begin accepting orders for the first half of calendar year 2027 in the coming months." Storage demand has spiked due to AI workloads and data center buildouts.
Insight Blog
In Part 1 of this 2026 Boardroom Decision series, I highlighted why corporate Boards must expand their fiduciary duty to encompass gray zone threats, hardware-level vulnerabilities, and fragmented AI policies.
Analyst Blog
Moonshot AI released Kimi K2.5 in a move that delivers visual coding abilities and introduces K2.5 Agent Swarm, a beta that can direct an AI agent swarm of up to 100 sub-agents to complete tasks.
The Kimi K2.5 launch is a fast follow to the release of Qwen3-Max-Thinking, another open source model that performs as well as the leading large language models.
Insight Blog
Microsoft launched its Maia 200 AI accelerator and said it is available in Azure. Microsoft said Maia 200 delivers 30% better performance per dollar than the latest generation of hardware.
Insight Blog
IonQ will acquire SkyWater Technology in a deal valued at $1.8 billion, or $35 a share. The move will give it a foundry to make quantum computing chips as well as other US-based semiconductors.
Insight Blog
Caterpillar has plans for artificial intelligence (AI)–enabled features in its construction equipment; autonomy at scale and machine learning with computer vision, sensors, and edge computing; and Cat AI Assistant, which enables customers to engage with the company’s machines. The bigger story, however, may be the years of transformation, data preparation, and technology infrastructure leading up to Caterpillar’s big CES 2026 splash.
Insight Blog