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AMD outlined its AI GPU roadmap and moved to an annual cadence as it aims to compete with Nvidia.
A day after Nvidia outlined its GPU roadmap at Computex, AMD CEO Lisa Su outlined an annual cadence. The company also outlined new EPYC CPUs along with processors for AI PCs.
Insight Blog
The great generative AI boom for enterprise software isn't happening yet as sales cycle grow longer due to platform bets, macroeconomic conditions and cost of capital crimping budgets.
What's really happening: Enterprise technology buyers aren't buying into grand enterprise software copilots, picking sides in large language models (LLMs) and platform bets that could easily equate to technology debt if they're not careful. It's also clear that generative AI projects are stealing budget dollars from enterprise software purchases.
Insight Blog
Nvidia CEO Jensen Huang outlined the company's roadmap through 2027 including a new GPU platform called Rubin, a new CPU in Vera and networking gear. Huang added that Nvidia will follow an annual cadence.
Speaking at Computex in Taipei on Sunday, Huang said, "our company has a one-year rhythm. Our basic philosophy is very simple: build the entire data center scale, disaggregate and sell to you parts on a one-year rhythm."
Insight Blog
Sports teams have unique technology requirements, vendor relationships and the challenge of melding digital and physical experiences. In the end, running the technology infrastructure is the ultimate customer service and relationship game.
DisrupTV caught up with the CIOs from the Boston Red Sox, Bruins, Celtics and New England Patriots this week.
Insight Blog
MongoDB cut its second quarter and fiscal 2025 outlook as the company said it saw slower than expected demand for Atlas consumption and new workloads.
The company's outlook came amid a solid first quarter. The company reported a net loss of $80.6 million, or $1.10 a share, on revenue of $450.6 million, up 22% from a year ago. Non-GAAP earnings in the first quarter were 51 cents a share.
Insight Blog
Dell Technology reported better-than-expected first quarter results and said it saw strong demand across traditional and AI optimized servers.
The company reported first quarter net income of $955 million, or $1.32 a share, with revenue of $22.24 billion, up 6% from a year ago. Non-GAAP earnings in the first quarter were $1.27 a share.
Insight Blog
Nvidia filed its first quarter 10-Q and set off the customer guessing game.
Nvidia counts two types of customers. A direct customer is an original equipment manufacturer, system integrator, original device manufacturer and distributors. The other type of customer is indirect and buy through direct customers. Indirect customers are public cloud providers, consumer internet companies, enterprises, public sector and startups.
Insight Blog
Nutanix is learning that larger deals--including the wins from Broadcom's VMware--take longer to nail down and implement due to CXO approvals and Broadcom discounting when business is at stake. Nevertheless, Nutanix appears to have the tools required to win in the trenches vs. VMware.
Insight Blog
UiPath CEO Rob Enslin resigned, the robotics process automation company cut its second quarter outlook and said the company is seeing "increased deal scrutiny and lengthening sales cycles for large multi-year deals."
The company's biggest challenge will be selling its automation platform and navigating the future of robotics process automation as generative AI and large language models gain traction.
Insight Blog
Salesforce’s second quarter outlook missed expectations, but the company said it is still early innings for generative AI demand. Nevertheless, Salesforce is projecting single-digit growth for the quarter ahead.
Insight Blog
Inside Boston’s Sports Tech: AI, Security & Fan Experience
DisrupTV Special Edition — Michael Israel, Josh Carley, Brian Shield & Jay Wessland
In this electrifying DisrupTV Special Edition live from Boston, hosts R “Ray” Wang and Vala Afshar sit down with the technology leaders powering elite sports brands:
Video
Welcome to another CR CX Convo! Constellation analyst and CRTV host Liz Miller talks through AI's role in marketing strategy with special guest Tara DeZao, Product Marketing Director at Pegasystems.
In this convo, you'll learn:
Video
Arm is launching CSS (Compute Subsystem) for Client, an integrated set of technologies that aims to optimize AI workloads on edge devices.
The effort reflects how more AI workloads are going to be distributed to edge devices such as PCs and smartphones. Microsoft and its various PC partners launched a series of AI PCs and touted the ability to run models privately with no latency.
Insight Blog
Amazon Bedrock from AWS will be embedded into SAP's generative AI hub as the two companies expanded a long-running partnership. SAP will also use AWS Graviton3, Trainium and Inferentia chips for SAP HANA Cloud and SAP Business AI workloads.
Insight Blog
Box is seeing customers upgrade to its enterprise content management suite to get access to Box AI and there's a big opportunity in mining unstructured data, workflows and vertical use cases. But the payoff to Box will take time.
Insight Blog
Platformization is the buzzword du jour in cybersecurity circles. The general idea is that enterprises are consolidating vendors and will ultimately bet on one platform to solve for cybersecurity.
But we've seen this movie before. Platformization isn't exactly new. It's a strategy that has been deployed in enterprise software for decades and mainframes before that. The benefit is customers get one throat to choke. The downside is you bet on a platform and lose your negotiation leverage.
Video
Platformization is the buzzword du jour in cybersecurity circles. The general idea is that enterprises are consolidating vendors and will ultimately bet on one platform to solve for cybersecurity.
Insight Blog
Offering Overview
Executive Summary
Microsoft and its merry band of PC makers launched AI PCs at scale. The launch of Copilot+ PCs, ahead of Microsoft Build 2024, was notable for a host of reasons once you get past how executives were a bit obsessed with outperforming Apple's MacBook.
Consider:
Insight Blog
Four and a half years after Arvind Krishna was elected as IBM's Chief Executive Officer, today's IBM is a much different organization. A tight focus on data and cloud has helped IBM think through what clients need to not only be AI ready, but also AI first. With over 30,000 attendees at the Boston Convention and Exhibition Center gathered at IBM's biggest event, the mood was energetic and excited about the possibilities for the Age of AI.
Analyst Blog
#QuantumComputing holds significant potential for transforming industries but requires robust and user-friendly #development tools. That's why IBM designed Qiskit 1.0, a comprehensive, open-source #software stack to streamline the journey into #quantum computing.
At IBM #Think2024, Constellation analyst Holger Mueller talks with Blake Johnson, Quantum Engine Lead at IBM Quantum about Qiskit 1.0's key advantages for quantum computing:
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With all the hype around #AI advancements, it's easy to overlook the opportunity in #quantum computing. But quantum #technology addresses complex computational problems far beyond the reach of classic computing, and its use potential is only beginning to be realized.
At IBM #Think2024, Constellation analyst Holger Mueller talks with Heather Higgins, Partner of Industry and Technical Services at IBM Quantum about...
💡 Why quantum is important for the #enterprise
💡 Relevant #customer use cases
💡 How #quantumcomputing can fit into existing enterprise systems
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Intuit CEO Sasan Goodarzi said generative AI is increasing the company's total addressable market as TurboTax users flocked to its data, AI and virtual expert platform. Now the company has learned from its genAI efforts, Intuit will double down on what's working.
Insight Blog