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Generative AI appears to be scaling lookalikes at a rapid clip and the big unknown is how long originality will last.
Insight Blog
This week on ConstellationTV episode 83, hear co-hosts Doug Henschen and Larry Dignan analyze the latest enterprise #technology news and events (practical GenerativeAI, Snowbricks conferences).
Then hear Constellation Research analysts discuss the latest announcements, trends, and technology from the Zoholics conference and watch an interview with CR analyst Chirag Mehta on emerging trends CSOs need to know about.
Video
Persistent Systems said it will acquire Starfish Associates that expands its reach into the contact center and unified communications market.
Terms of the deal weren't disclosed.
Insight Blog
We are excited and honored to announce the nominees for the inaugural 2024-2025 Artificial Intelligence 150 (AI150). The executives named on this year’s AI150 embody the characteristics and knowledge needed to challenge the status quo and push the envelope when it comes to disruptive forces and AI transformation.
Analyst Blog
Digital Transformation Executives Recognized for Leadership in Driving an AI Powered Future CUPERTINO, Calif – July 2, 2024 – Today, Constellation Research announced its inaugural Artificial Intelligence 150 (AI150), an influential list of executives who are paving the way for transformation in the world of AI.
Press Release
Tableau President and CEO Ryan Aytay said the company's future as part of the Salesforce product portfolio is to leverage generative AI in the future to offer "precision decisions" and a semantic layer that can democratize analytics and enable data sharing.
Insight Blog
Advising on the impact of AI in growth operations, CRM, sales force automation, and customer success technologies
Press Release
The education technology market has been rattled by generative AI, cautious enterprise and institutional spending and a set of overlapping companies with similar annual revenue profiles.
What's next? A merger and acquisition wave that's just getting started. The jockeying for position is already underway, but private equity will roll these companies together or they’ll merge on their own.
Insight Blog
Cognizant has announced its acquisition of Belcan, a leader in Engineering, Research, and Development (ER&D) services. This $1.29 billion deal, involving both cash and stock, is expected to close in the third quarter of 2024. The acquisition will significantly bolster Cognizant’s ER&D capabilities and diversify its client base into high-growth A&D markets.
How This Acquisition Benefits Cognizant
The acquisition presents several advantages for Cognizant:
Analyst Blog
Enterprise Software & AI Adoption
DisrupTV Episode 368 — Ryan Aytay, John Mullins & Leslie Zane
In DisrupTV Episode 368, hosts R “Ray” Wang and Vala Afshar engage with Ryan Aytay, CEO of Tableau; John Mullins, Associate Professor at London Business School and author of Break the Rules!
Video
Case Study
Customer Story Spotlight
Data centers in space are economically feasible and could reduce carbon emissions as workloads for generative AI surge, according to Thales Alenia Space, the coordinator of a European Commission study.
Insight Blog
For Ian Cole, chief innovation officer of Give Kids The World Village (GKWV), returns on technology investments are measured in smiles.
GKWV is an 89-acre nonprofit “storybook†resort in Kissimmee, Florida, that gives children with critical illnesses and their families from around the world week-long cost-free vacations.
Insight Blog
Google Cloud updated Vertex AI with new models, context caching, provision throughput and a bevy of grounding updates with Google Search, third party data and an experimental "grounding with high-fidelity mode."
Insight Blog
Progress Software CEO Yogesh Gupta realizes that generative AI is going to change the way software is priced and his company is experimenting accordingly. One thing is clear: GenAI is going to upend current software pricing models especially those based on seats.
Insight Blog
VMware added a bevy of features to its VMware Cloud Foundation (VCF) platform including import tools that make the migration from vSphere and vSAN to VCF easier.
The updates come as VMware is under fire from customers. When Broadcom completed the VMware acquisition it shifted to subscription-based pricing in a move that raised costs for enterprises.
Insight Blog
Enterprise customers are miffed about software-as-a-service vendors trying to double and sometimes triple prices, layering AI-services that may not deliver returns and prioritizing revenue quotas over value.
That's one of the big takeaways from our June BT150 meetup with CxOs.
A few nuggets:
Insight Blog
Anthropic's secret sauce could be collaboration instead of churning out the latest greatest large language model (LLM).
The Anthropic vision that's developing is interesting because LLMs are going to need something more than chat, content generation and personality to drive revenue growth and profits.
Insight Blog
More than 15,000 car dealerships across North America are facing frustrated customers and lost sales as a major software provider, CDK Global, is grappling with a cyberattack that has crippled their systems for days. Dealerships have resorted to using pen and paper to create sales contracts, and are unable to register vehicles with government agencies like the DMV. This has led to frustrated customers and a backlog at government offices. The breach has also resulted in lost sales for dealerships, with vehicles sitting idle on lots.
Analyst Blog
Oracle said a TikTok ban could hurt its cloud revenue should the social network be banned in the US. The company revealed the risk factor in its annual report filed with the SEC.
In April, President Biden signed a law that would make it illegal to provide cloud services to TikTok unless its parent ByteDance could separate its operations from the Chinese government. The bill demands that ByteDance sell TikTok in nine months, or one year if extension approved.
Insight Blog
R "Ray" Wang, Constellation Research founder, chairman, and principal analyst, joins 'Squawk Box' to discuss Nvidia's stock performance, why he has a $200 price target on the stock, and more.
Video
Shopify outlined a partnership with Target that could scale distribution for its premier merchants as well as AI-enhanced features across its unified commerce platform.
The partnership with Target highlights how Shopify is increasingly becoming an enterprise commerce platform. In recent quarters, the company has noted that it is increasingly moving upstream.
Insight Blog
AI Begins And Ends With Nvidia
Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry. In fact, only a few vendors have shown significant profits in AI:
Analyst Blog
Take A Measured Approach To AI Adoption
The rush to AI projects often comes as an all or nothing approach. However, lessons learned from Constellation's Executive Network (CEN) members show a gradual and measured approach. Constellation sees five phases to adoption from both a business and cultural point of view:
Analyst Blog