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Microsoft's stake in OpenAI has a number: $135 billion, or roughly 27% of the AI company.
The disclosure was made as part of OpenAI's recapitalization that solidifies its structure as a public benefit corporation (PBC).
Insight Blog
Adobe expanded GenStudio with new AI tools and integrations, outlined custom Firefly tools so customers can add brand knowledge, and added Creative Cloud and Experience Cloud enhancements with the aim of solving the AI last mile issue for enterprises.
When it comes to marketing, content production and brand experiences, Adobe is looking to address how it's easier to create and come up with ideas, but struggle to scale quality and be brand safe.
Insight Blog
Amazon said it will cut 14,000 corporate jobs as it restructures and looks to leverage AI to boost efficiency.
The move isn't surprising given many enterprises have said they aren't hiring and looking to AI to automate more jobs and processes.
Insight Blog
Kristie Grinnell, SVP & CIO of TD Synnex, shares with Constellation Editor in Chief Larry Dignan how TD SYNNEX is building an “AI-fluent” organization, leveraging #AIagents to drive both revenue growth and productivity, and pioneering an “AI factory” to manage tech debt and boost agility across its global supply chain.
Learn about their data strategy, value-driven approach to use cases, and how change management and employee empowerment are at the heart of their #AI journey.
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Check out this Dreamforce interview with Siemens' Kurt Kuelz and Constellation Research’s R "Ray" Wang. Kuelz shares how Siemens is transforming global workforce management by leveraging AI-powered solutions from Certinia—driving strategic staffing, improving employee satisfaction, and moving toward true digital transformation.
Key takeaways:
✅ Automated staffing for the right resource at the right time
✅ Skills matching using advanced competency models
✅ Early warning and optimization with predictive analytics
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🎉 Celebrating 15 Years of Constellation Connected Enterprise (CCE) 💫
What an incredible journey our founder & CEO, R "Ray" Wang, began 15 years ago with CCE! To celebrate, we brought together voices from across the Constellation community—clients, partners, friends, and alumni—to share their appreciation for over a decade of innovation, insight, and connection that culminates every year in Half Moon Bay.
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Qualcomm is entering the AI accelerator market with a focus on inferencing in a move that will give enterprises more options beyond Nvidia, AMD and custom hyperscale cloud processors.
The company, which has been eyeing data center workloads, launched the Qualcomm AI200 and AI250 AI accelerators with what it calls "industry-leading total cost of ownership (TCO)."
Insight Blog
OpenAI and Anthropic have historically been mentioned together. After all, OpenAI's ChatGPT and Anthropic's Claude are among the most popular large language models (LLMs).
In recent weeks, the companies have diverged on multiple fronts. Simply put, OpenAI is a mostly consumer play with a case of Google and Apple envy. Anthropic is enterprise and Claude is an engine for work.
OpenAI is betting big on building its infrastructure and will use hyperscalers to add capacity. Anthropic leverages AWS and Google Cloud.
Insight Blog
Enterprises chasing agentic AI are likely to run into a reality check, but there's considerable upside ahead if they can navigate the moving parts.
At Constellation Research's Connected Enterprise 2025, CxOs discussed the current state of play for AI agents, the reality and what's ahead.
The week in CCE 2025:
Insight Blog
Amazon Web Services delivered a detailed post mortem on its widespread outage this week and perhaps the biggest takeaway is that automation can go wrong.
On Monday, many websites and apps were down or severely hampered over a DynamoDB bug that resulted in multiple connection failures across AWS. Simply put, automation caused the outage and made it harder to recover. Typically, automation is what keeps AWS' complex system running.
Insight Blog
Agentic AI will alter processes, customer experience flows and enterprise structures.
Those are some of the conclusions from the buy side. Here are some of the takeaways from CxOs speaking at Constellation Research's Connected Enterprise 2025.
More from CCE 2025:
Insight Blog
Anthropic said it will expand its use of Google Cloud's TPU chips t train its Claude models and meet demand for its services.
The expansion of the deal highlights how Anthropic is diversifying its infrastructure usage from Amazon Web Services. Anthropic and Google Cloud have been partners since 2023. That initial Google Cloud partnership gave Anthropic distribution through Vertex AI and Google Cloud Marketplace. Both AWS and Google are investors in Anthropic.
Insight Blog
AI is fundamentally changing executive recruiting, what boards of directors look for and creating a boom market for PhDs.
Here's a look at a few job market vignettes across two panels at Constellation Research's Connected Enterprise 2025.
"What are you doing in AI?"
Kathryn Ullrich, Managing Partner - Technology, Private Equity and Diversity at DHR Global, has an executive recruiting firm that's been a bit busy due to AI and CIO job searches.
Ullrich said there are definitely good and bad answers when it comes to AI.
Insight Blog
Last night, at the 15th annual SuperNova Awards Gala at CCE, we celebrated the organizations and leaders driving the most transformative business initiatives of 2025. This year’s 2025 SuperNova Awards winners stood out not only for their measurable business impact but also for their creativity, strategic foresight, and ability to sustain innovation in an era defined by generative AI, machine learning, LLMs, and a rapidly evolving global economy.
Analyst Blog
SAP delivered third quarter revenue growth of 7% with cloud sales up 22%. The company said its 2025 cloud revenue will be at the lower end of its range of €21.6 billion to €21.9 billion.
The enterprise software giant reported third quarter net income of €2.05 billion, or €1.72 a share, on revenue of €9.08 billion. Adjusted earnings in the third quarter were €1.59 a share.
SAP CEO Christian Klein said:
Insight Blog
IBM reported better-than-expected third quarter results and said its AI book of business now tops $9.5 billion.
The company reported third quarter earnings of $1.7 billion, or $1.84 a share, on revenue $16.3 billion, up 9% from a year ago. Non-GAAP earnings were $2.65 a share.
Wall Street was expecting IBM to report third quarter non-GAAP earnings of $2.45 a share on revenue of $16.09 billion.
Insight Blog
🎥 ConstellationTV episode 116 is LIVE from Half Moon Bay, recapping themes from Day 1 at Constellation Connected Enterprise. Here's a few things that stood out, according to Constellation analysts:
- SaaS skepticism: IT buyers are growing wary of platforms and pricing models—many are asking, “What’s next?”
- AI’s exponential rise: We’re witnessing a paradigm shift as AI agents and orchestrators become central, but the challenge is deciding your approach—build, buy, or both?
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Google said its Willow quantum computing chip has achieved quantum advantage. Google's breakthrough hit pure play quantum computing companies.
In a post on X, Google CEO Sundar Pichai said Willow ran an algorithm called Quantum Echoes 13,000x faster than the world's faster supercomputer. The Quantum Echoes algorithm explained interactions between atoms in a molecule using nuclear magnetic resonance.
Insight Blog
The technology budget process is well underway at most enterprises and the time frames are getting shorter. Here's a few mileposts to consider as 2026 technology budgets are being sketched.
The discussion at Constellation Research Connected Enterprise 2025 was under Chatham house rules so we're not calling out enterprises, but they represent household names.
Insight Blog
General Motors will integrate Google Gemini into its vehicles, introduce eyes off, hands off autonomous driving systems in the 2028 Cadillac Escalade IQ and move to a unified software defined vehicle architecture.
The announcements, made at GM Forward in New York, highlights how large language models will be entering the vehicle cockpit. GM added that it will introduce a software defined vehicle unified architecture for both its electric and internal combustion vehicles.
Insight Blog
Every enterprise software vendor likes to talk about its platform as a way to enable AI transformation, automation and AI agents. But there are signs that platform fatigue is setting in among buyers.
These technology buyers are continuously hearing platform pitches from software as a service vendors in multiple categories. At Constellation Research's Connected Enterprise, platform fatigue was a clear topic. One audience member even said that the word "platform" should be eradicated from software lingo.
More from Connected Enterprise:
Insight Blog
Join us live from Dreamforce as CR analyst Martin Schneider interviews Simon Creasey from HPE and Jocelyn Zanasi from Salesforce about integrating professional services and Customer Success teams for holistic customer lifetime value, leveraging Certinia CS Cloud and Agentic AI. Unlocking customer lifetime value starts with proper alignment between professional services and Customer Success. Integrating your data and workflows—not just your tech—builds transparency, trust, and efficiency. With AI-driven platforms, you can scale personalized experiences for every customer.
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