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Enterprise AI is shifting from insight to execution, and integration is becoming mission-critical.
Constellation analyst Mike Ni and IBM's Scott Brokaw discuss why yesterday’s human-centric, storage-first data architectures are failing AI agents and how unifying structured and unstructured data with strong governance, lineage, and access control unlocks real business impact.
Video
Is the Humanoid Robot Trend a Total Bubble?
Constellation analysts Larry Dignan and Esteban Kolsky examine the "parade of robots" at CES 2026 to separate genuine innovation from marketing hype. While Jensen Huang and others may be walking out with dozens of humanoids, Esteban argues that the focus on the human form is a "horrible idea" driven more by Hollywood lore and investor optics than by actual utility.
In this interview, they discuss:
Video
Today, AWS announced the general availability of a new, independent cloud for Europe. This new service is based entirely within the EU and operates independently from other AWS locations. Join Constellation Research analyst Holger Mueller in a conversation with Mustafa Isik, Chief Technologist for Sovereign Cloud at AWS, live from AWS re:Invent. They dive deep into the AWS European Sovereign Cloud, why it’s needed, and what it means for data residency, security, and AI in Europe.
Discover:
Video
Quantinuum will file for an initial public offering.
The quantum computing company will confidentially file its S-1 with the Securities and Exchange Commission to offer shares. Honeywell, majority owner of Quantinuum, announced the IPO in a statement.
Details about the offering are sparse. The number of shares, price range and financial disclosures will come at a later date.
Insight Blog
Walmart's head of AI acceleration, product and design riffed on OpenAI ChatGPT and Google Gemini for agentic commerce, transformation, the retailer's role in the AI economy and the future of customer experience and why shoppers will "be doing a lot less scrolling."
Insight Blog
Microsoft is getting ahead of the thing that's most likely to derail AI infrastructure--NIMBY, or not in my back yard.
The company outlined a plan called Community-First AI Infrastructure, which boils down to being a good neighbor and taking steps so AI data centers don't raise electricity prices and deplete resources for locals.
Insight Blog
Have you ever attended an event and just had something stick in your head…for days or even weeks? Months? Since attending Smartsheet ENGAGE in early November 2025, a thought has been rattling around: what matters for work?
Analyst Blog
While global leaders gather in Davos to discuss "Cooperation in a Contested World," corporate Boards face a starker reality: your fiduciary duty now extends into the gray zone. This is not the world of traditional risk management. It is a domain where Advanced Persistent Threats (APTs) exploit hardware-level vulnerabilities to exfiltrate IP, where fragmented AI policies across 50 U.S.
Analyst Blog
Welcome to a new edition of The Board: Distillation Aftershots (*).
Analyst Blog
Apple Intelligence as well as a new Siri will be based on Google's Gemini models.
The news, initially reported in August by Bloomberg, is a big win for Google. Apple has a partnership with OpenAI and has embedded ChatGPT into Apple devices.
Here's the joint statement:
Insight Blog
Google is making its play to lead agentic AI commerce across its units as it combines AI Mode commerce features and agents with a new end-to-end commerce protocol and Google Cloud's Gemini Enterprise for Customer Experience.
Insight Blog
Nvidia, which is quickly becoming the champion of AI open-source models in the US, argues that open AI models are roughly six months behind more expensive proprietary frontier models. If that's the case, CxOs should base nearly all of their AI plans around open-source models.
In Nvidia CEO Jensen Huang's CES 2026 keynote, there were a lot of talk about agentic AI systems, physical AI and robotics, but his open-source comments stuck with me. He said the following (emphasis added):
Insight Blog
Leadership in the Age of AI-Driven Cyber Threats
What Boards, CEOs, and General Counsel Must Do Now
Video
Retailers are busy trying to figure out agentic AI driven commerce and keep frontline workers engaged so they can drive customer experience.
Those are the key themes from the National Retail Federation Big Show in New York City. Like previous years, the show features a parade of tech vendors pitching retailers on how to leverage the latest innovation. In 2026, that innovation is all about shopping agents, AI and employee experience.
Insight Blog
OpenAI is planning on being a healthcare industry AI player with the launch of OpenAI for Healthcare, a HIPAA-compliant version of ChatGPT for clinicians, just days after debuting ChatGPT Health for consumers.
Insight Blog