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OpenAI just made AMD a viable counterweight to Nvidia for GPUs. OpenAI said it has inked a 6 gigawatt deal with AMD to provide AMD Instinct GPUs for its AI buildout.
Insight Blog
Constellation Research’s AI Forum in Washington DC featured 19 sessions, AI thought leaders and practitioners and a community drinking from a firehose.
Here’s a look at the takeaways.
Insight Blog
Millennial Samurai, AI Futures, and Why Culture Still Wins | DisrupTV Ep. 413
This week on DisrupTV, we caught up with visionary leaders shaping the future:
Video
OpenAI is eyeing software as a service as it aims to build applications around ChatGPT and has to be a software-as-a-service disruptor to justify at least some part of its valuation. Enterprises should take note of OpenAI's potential role, but keep perspective.
Insight Blog
When Abrigo, which provides compliance, credit risk, and lending software for financial institutions, launched a series of new capabilities to its Abrigo AI suite in September this year, the effort was more than a product launch. The additions were the payoff in product velocity as a result of a broader cloud and data transformation.
Insight Blog
Snowflake launched Snowflake Cortex AI for Financial Services, a suite designed to connect AI models to financial data, apps and data via model context protocol (MCP).
The move highlights how industries are increasingly building enterprise AI plans around proprietary and industry specific data.
Snowflake said the linchpin of the financial services offering is the company's new MCP Server, which connects data from the likes of MSCI, Nasdaq, AP and eVestment with agents built on Anthropic, CrewAI, Cursor, Cognition and Windsurf.
Insight Blog
Conga said it will acquire the B2B business of PROS Holdings, which is being acquired by Thoma Bravo. Congo is also a Thoma Bravo portfolio company.
Thoma Bravo said last month it will buy PROS for $1.4 billion.
Insight Blog
UiPath expanded its UiPath Platform, which is aimed at agentic AI automation and orchestration, and lined up a bevy of partners including OpenAI, Google, Microsoft, Nvidia and Snowflake as it solidified its integration strategy.
The moves by UiPath highlight how AI agents, process automation and automation are starting to converge.
Insight Blog
Sunil Karkera, Founder Soul of the Machine, is leveraging agentic AI to outpace much larger companies. "We solve boring problems and it's exciting," said Karkera.
Soul of the Machine has migrated SAP in 90 days and implemented a voice-based LLM augmented factory and production planning system in days. Karkera's services are completely agentic based with engineers doing the work up front.
Insight Blog
Peter Danenberg is a senior software engineer at Google's DeepMind, leads rapid prototyping for Gemini and has to think through more than a few big ideas.
Speaking at Constellation Research's AI Forum, Danenberg spoke with R "Ray" Wang about emerging trends in AI and looming questions ahead. Here's a look at the high level topics in a space that evolves almost hourly.
Insight Blog
The IT department is where agentic AI goes to die--or at least never make it out of proof of concept. Agentic AI needs to be driven by outcomes, returns and benefits to the business instead of technology.
That's a big takeaway from Boomi's Chris Hallenbeck, SVP and GM of AI & Platform
Insight Blog
Customer Story
When Abrigo, which provides compliance, credit risk, and lending software for financial institutions, launched a series of new capabilities to its Abrigo AI suite in September this year, the effort was more than a product launch. The additions were the payoff in product velocity resulting from a broader cloud and data transformation.
ServiceNow launched AI Experience (AIx), a multimodal interface that will serve as a user interface for the company's platform. Enterprise users will be able to access ServiceNow apps, data and workflows with AI agents.
The company said AIx will be integrated throughout ServiceNow's platform. AIx will also be tailored to each user's permissions for employees, knowledge workers and developers.
Insight Blog
Large language model providers are rapidly building in agentic AI tools to handle tasks autonomously over time. Anthropic released Claude Sonnet 4.5, OpenAI is open sourcing Agentic Commerce Protocol to give ChatGPT a commerce boost and Microsoft sees Office as a way to vibe work.
Add it up and the message from LLM giants is clear: Here are our foundational models at your service.
Let's take some LLM and AI agent inventory.
Insight Blog
People ask me what virtues great leaders have. Like I’m hoarding secret scrolls of wisdom. Maybe it’s the AI in my life. Maybe it’s my habit of going beyond the obvious. Either way, I try not to sound snarky when I say, “All of them, of course.”
The Greeks gave us prudence, justice, fortitude, and temperance. I’m more interested in what happens when you don’t have them.
Fortitude is the starter virtue. No guts, no leadership. If you can’t take the first step, you’re not leading. You’re loitering.
Analyst Blog
Two distinct AI markets have emerged. There's the AI infrastructure, superintelligence chase and funding fest with projections that border on fictional. And then there's enterprise AI that revolves around process, automation, specific use cases and compute that’ll be spread around.
Insight Blog
AI ROI, Employee Well-Being, and What Really Drives Growth | DisrupTV Ep. 412
In DisrupTV Episode 412, hosts R “Ray” Wang and Vala Afshar are joined by three experts:
Video
Anthropic named Chris Ciauri, a Google Cloud and Salesforce alum, managing director of its international business as the company continues to scale its operations.
The news comes after Anthropic raised $13 billion in venture funding and named Paul Smith chief commercial officer. Anthropic has emerged as the enterprise LLM play and is following the vertical and use case playbook.
Insight Blog
Here's why Cognizant was named to Constellation's 2025 Digital Transformation Services (DTX) ShortList 🏅
Cognizant is driving AI-powered transformation, innovation, and thought leadership. With over 50 publications from the Cognizant AI Lab and 75+ patents, Cognizant is shaping the future of business and technology. Hear R "Ray" Wang’s perspective on Cognizant as an industry leader and explore the ShortList to see who is leading digital transformation and AI trends.
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Cisco announced prototype quantum networking software that aims to network quantum computers together more quickly.
The quantum networking software is part of Cisco's plan to create a unified quantum networking software stack. In some ways, Cisco is also validating IonQ's big push into quantum networking via a series of acquisitions.
Insight Blog
Is your organization’s legacy “plumbing” holding back innovation and growth? Constellation founder R "Ray" Wang discusses why outdated systems are no longer just an IT problem—they’re a business risk. From hard-coded pricing to fragmented spreadsheets, the pain is real across every department.
Forward-thinking CXOs lead the way by replacing legacy infrastructure with modern platforms that support agility, scalability, and business transformation. It’s time to move beyond duct-taped solutions.
Watch to learn how you can empower your teams to focus on what’s next.
Video
In ConstellationTV episode 114, co-hosts Martin Schneider and Larry Dignan break down the latest enterprise technology news -- Oracle’s new co-CEO structure, the rise of #agenticAI in #enterprise apps, and Thoma Bravo’s $1.4B acquisition of PROS.
Next, Larry sits down with Alex Franco, a Supernova Award finalist and Chief Risk & Tech Officer at Jeito, to discuss how the Brazilian #fintech is utilizing AI and alternative data to expand credit access.
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