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The Board
The December 2025 edition of Constellation's Enterprise Technology Intelligence Book breaks down how economic uncertainty, AI model strategy, and long-term infrastructure planning are shaping 2026 roadmaps. CIOs are reassessing data center investments, boards are shifting conversations toward resilient hybrid architectures, and early AI adopters are surfacing the first KPI-driven proof points of value. The briefing also examines Google's emerging position in the AI race and why enterprises must design private, modular platforms to support the next decade of compute demand.
AI is like a pebble (or boulder) dropped into a calm glassy pool we call experience. Once it hits the surface, AI creates ripples that can shift and change that still calm in weird and wonderful ways. Arguably, the first ripple was AI’s capacity to amplify intelligence and change where and how we could turn conversations-into-data, data-into-intelligence and intelligence-into-decisions. The second ripple was generative AI’s capacity to ingest and generate content from text prompts, delivering everything from bold new images to stunningly accurate summaries.
Analyst Blog
Larry Dignan sat down with this year's AWS Partner Award winners, each offering a unique perspective on how AWS partnerships are transforming cloud and AI, and driving customer outcomes on a global scale.
Here’s what our guests had to say:
Video
Adobe reported better-than-expected fourth quarter results as the company saw strong adoption of its AI-driven products.
The company reported fourth quarter earnings of $1.86 billion, or $4.45 a share, on revenue of $6.19 billion, up 10% from a year ago. Non-GAAP fourth quarter earnings were $5.50 a share.
Wall Street was looking for Adobe to report non-GAAP earnings of $5.40 a share on revenue of $6.11 billion.
Insight Blog
Oracle reported a mixed second quarter and said it has sold its Ampere unit because it's not strategic to design and manufacture its own chips. Oracle CTO Larry Ellison said, "we are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers."
Insight Blog