Filter Results
Results
Nvidia is known for its GPUs and now CPUs and LPUs and rack systems designed to power AI agents well into the future. But it's becoming increasingly clear that Nvidia is going to become the operating system for AI workloads.
Insight Blog
Nvidia launched a Vera Rubin AI Platform that includes Vera CPUs and Rubin GPUs in an AI factory system. The upshot is that Nvidia's vision revolves around a full stack platform that incudes CPUs, GPUs and LPUs via the Groq deal.
For good measure, Nvidia rolled out the Vera Rubin DSX AI Factory reference design and the general availability of the Nvidia Omniverse DSX Blueprint. These designs help build, simulate, and operate large-scale AI infrastructure to maximize energy efficiency.
Insight Blog
The "Super Bowl" of AI Begins Today
Over 30,0000 in person attendees convened into San Jose, CA along with an estimated 300,000 online to hear Nvidia's CEO Jensen Huang share the latest in AI. Known as Nvidia GTC, the GPU Tech Conference, always brings a plethora of announcements from chips to apps, new partnerships to customer success stories.
Tops on this year's list are:
Analyst Blog
Fortinet is betting that long-term investments in its own AI data centers and silicon, being early to quantum-safe offerings and AI agents moving to the edge will drive its results in the future.
The company outlined its cybersecurity vision at its Accelerate 2026 conference and built on an industry analyst day last year. Constellation Research analyst Chirag Mehta covered Fortinet's analyst day in 2025 and noted:
Insight Blog
Instructure, the company behind the Canvas learning management system (LMS) launched the IgniteAI Agent, which orchestrates and executes workflows for educators and administrators. Instructure said that IgniteAI is built on Amazon Bedrock.
Insight Blog
Nvidia CEO Jensen Huang has a go-to riff about the company's full stack AI approach and architecture. It goes like this: Nvidia's AI stack creates tokens that turn into revenue. Therefore, you should spend more on Nvidia's continually optimized stack.
Every company will become an AI factory and grow revenue. Nvidia has reframed AI infrastructure as an industrial system that converts energy and compute into tokens, which are the fundamental units of AI output.
Insight Blog
Global Growth, Status, and AI Agents: What’s Shaping the Next Decade of Business | DisrupTV Ep. 431
In DisrupTV Episode 431, hosts R "Ray" Wang and Vala Afshar explored two forces that will shape the next decade of business: global expansion in an AI-first world and the powerful role of social status in decision-making.
Video
UiPath's process automation knowhow appears to be paying off as it aims to orchestrate AI agents and may even enable it to disrupt ERP via a partnership with Deloitte.
Insight Blog
Adobe said CEO Shantanu Narayen will step down as CEO once a successor has been named. He will remain chair of Adobe's board of directors.
"The privilege of leading this company has been the greatest honor of my career and I am committed to setting it up for its next decade of growth with the right leader and executive team in partnership with the Board while driving our FY26 strategic priorities," said Narayen.
Insight Blog
Google has closed its $32 billion purchase of Wiz, which will be part of Google Cloud's security portfolio. The plan going forward is for Google Cloud and Wiz to remain multi-cloud and multi-frontier model and differentiate with a "better together" strategy.
Speaking on an analyst call, Francis deSouza, COO and President of Security Products at Google Cloud, and Yinon Costica, Co-Founder and VP of Product at Wiz, outlined the rationale for the deal and the plan going forward. Google Cloud with Wiz plan to "reimagine security for an AI first world," said deSouza.
Insight Blog
Palantir launched its sovereign AI reference architecture that includes its software portfolio running on Nvidia GPUs, Nvidia AI Enterprise, CUDA and Nemotron models. The sovereign AI effort is designed to apply to on-premises deployments.
The effort is designed to provide a turnkey deployment for AI datacenters. The bet by Palantir and Nvidia is that enterprise AI will have a heavy dose of on-premise deployments. The Palantir AI OS Reference Architecture (AIOS-RA) includes the following.
Insight Blog
Nvidia's launch of its latest Nemotron models cements its role as the leading open-source LLM company in the US. For Nvidia, open-source models are all about playing the long game with AI systems and insulating its business.
Insight Blog
For enterprise growth organizations, the "revenue engine" often feels more like a collection of separate machines. Marketing generates leads, Sales builds quotes, Legal reviews contracts, and Finance manages renewals—all using different tools, different data, and different timelines. As Conga CEO Dave Osborne puts it: “between CRM and ERP, is seemingly endless complexity.” For Chief Revenue Officers (CROs) and growth leaders, this fragmentation is one o the largest barriers to predictable, scalable success.
Analyst Blog
Meta launched a new set of custom AI chips designed for inference, but the biggest takeaway is the company's approach.
The company unveiled the MTIA 300, 400, 450, and 500. These are the latest custom chips that started two years ago with the launch of MTIA 100 and MTIA 200. The chips have been deployed or scheduled for deployment in 2026 and 2027. The workloads cover ranking and recommendation inference and training and genAI workloads and genAI inference.
Insight Blog
Amazon Web Services is expanding Security Hub to multicloud environments in a move that highlights how hyperscalers are increasingly going beyond their platforms.
In a blog post, Gee Rittenhouse, Vice President of Security Services at AWS, outlined the next phase for Security Hub and offer security across clouds. Multicloud security along with AI will be a hot topic at the RSA Conference.
Insight Blog
ConstellationTV Episode 125 features three conversations about where enterprise AI and automation are really headed: the economics and architecture of AI at scale, the evolution of services-centric ERP, and how global systems integrators like Infosys are turning AI strategy into execution.
Below is a recap of the key themes and takeaways.
Video
Monday.com wants external AI agents to leverage its platform and even penned a missive to attract them.
The company cited an infrastructure update that enables external AI agents to onboard, organize projects, update workflows and coordinate work with other AI agents and humans. The big idea is that AI agents should be able to sign up for the Monday platform, authenticate and operate just as humans do.
Monday's AI agent signup page even includes a version for agents and humans.
Insight Blog
Zendesk said it will acquire Forethought, a company that specializes in AI agents for customer experience automation.
The move will enable Zendesk to expand its AI agent offerings within its Resolution Platform. Zendesk's bet that customer service will be largely carried out by autonomous AI agents working across multiple channels.
Insight Blog
Oracle handily topped expectations for the fiscal third quarter and said its cloud infrastructure as a service revenue was up 84% from a year ago.
The company reported third quarter earnings of $1.27 a share on revenue of $17.2 billion, up 22% from a year ago. Non-GAAP earnings for the quarter were $1.79 a share.
Wall Street was expecting Oracle to report non-GAAP earnings of $1.69 a share on revenue of $16.91 billion.
By the numbers:
Insight Blog
Ford Pro launched Ford Pro AI, an embedded AI assistant in the Ford Pro Telematics platform that monitors the health of fleets for proactive maintenance and the actions needed to keep vehicles on the road.
Insight Blog
The Board
This month’s thread: the economic and operating model shift from AI as “capability” to AI as “execution” and what that does to software spend, governance, and workforce planning.
HPE delivered a mixed first quarter, but said revenue in the second quarter will be better than expected.
The company reported first quarter earnings of 31 cents a share on revenue of $9.3 billion, up 18% from a year ago. Non-GAAP earnings in the first quarter were 65 cents a share. Wall Street was expecting HPE to report first quarter non-GAAP earnings of 59 cents a share on revenue of $9.35 billion.
Insight Blog
Boomi has expanded the Boomi Enterprise Platform with a bevy of new data activation features. The launch was part of a broader move to be positioned as "The Data Activation Company."
With the move, Boomi is focusing on the semantic and contextual layer across systems and processes in addition to integration and orchestration of AI agents and applications.
Insight Blog