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Google I/O 2024 featured a bevy of generative AI advances that will be layered throughout Google's product portfolio--photos, music, Workspace, search, video and other areas--but the real takeaway was that the company laid out its vision for agents, models training models, and creating systems that work for you.
Insight Blog
Matt Garman will become the new CEO of Amazon Web Services as Adam Selipsky is stepping down. Garman takes over June 3.
The Verge first published the memo from Jassy to AWS. Sources confirmed the report is accurate with more to come from the company shortly.
Amazon published the memos from Jassy, Selipsky and Garman.
Insight Blog
Alibaba's Cloud Intelligence group posted revenue growth of 3% for the quarter ending March 31, well below global cloud providers.
Insight Blog
OpenAI's launch of GPT-4o appears to have upped the large language model (LLM) ante with a real-time conversational chat interface that recognizes audio and video and detect emotions. Here's a look at the implications to the enterprise, the short-term impact and the long run.
Insight Blog
Rocket Companies, a fintech company with mortgage, real estate, and personal finance businesses, is starting to see the payoff from its generative AI efforts as well as a bet on AWS’s Amazon Bedrock.
Insight Blog
Technologies for the enterprise have often been seen as enablers for disruption and change. Over the past five decades as one technology or vendor would come to prominence and dominate a market, challengers would apply new technologies or business models to topple the legacy market and create new markets. Silicon Valley built its credibility on these disruptive market entrants. This cycle would continue to repeat itself until the next challenger became the market leader and struggle to hold on to its lead while meeting the demands of investors and the market.
Analyst Blog
How Generative AI Will Reshape the Future of Work
DisrupTV Episode 363 — with James Whitemore, Joe Boggio, Peter Leyden & Jeff Willinger
In this episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar bring together influential leaders to discuss how generative AI is transforming the nature of work, retail dynamics, and leadership itself.
Video
Open Research
Rocket Companies, a fintech company with mortgage, real estate, and personal finance businesses, is starting to see the payoff from its generative AI efforts as well as a bet on AWS’s Amazon Bedrock.
Missy Stults, Sustainability and Innovations Director for Ann Arbor, MI, has seen sustainability grow up in her community and become more mature in measuring the impact on the climate. Stults noted that data is critical to sustainability, but storytelling is just as important.
Stults, one of Constellation Research's Sustainability 50 members for 2024, caught up with me to talk sustainability and rallying a community. Here's a look at some of the takeaways:
Insight Blog
Constellation Insights Editor-in-Chief Larry Dignan interviews Sandeep Chandna, a 2024 Sustainability 50 winner and Chief Sustainability Officer of Tech Mahindra about how he's using #ai #technology to transform sustainability initiatives.
Video
Dion Hinchcliffe, VP and Principal Analyst at Constellation Research, explains how digital experience benefits from a systemic approach.
Video
Constellation Research explains the components and trends in Integration Platform as a Service and what to expect in a next-generation iPaaS offering.
Video
Boomi said it has enhanced Boomi for SAP to ease the migration of business data into SAP Datasphere.
Insight Blog
Arm Holdings' chip designs may take over the data center over time as GPUs, cloud custom processors and Nvidia's march to AI factories gains momentum. But the road to licensing and royalty nirvana is going to be lumpy.
Insight Blog
Boomi outlined a vision that puts integration platform as a service (iPaaS) at the heart of connecting AI agents as well as APIs and announced the acquisitions of APIIDA's federated API management business and API management assets from Cloud Software Group.
Speaking at Boomi World, CEO Steve Lucas said the company is looking to end "operational overhead and API sprawl" with its platform and enable scale for AI use cases.
Insight Blog
IBM and SAP said they will collaborate on generative AI models aimed at industries.
The "Value Generation" partnership will focus on generative AI and industry cloud applications. SAP is trying to migrate its customer base to the cloud and S4/HANA via its RISE with SAP program. IBM's approach to generative AI includes an open ecosystem and models that are focused on industries and specific use cases.
Insight Blog
ServiceNow and Microsoft are integrating their respective generative AI bots, ServiceNow Now Assist and Microsoft Copilot, respectively.
The news, delivered in ServiceNow's Knowledge 2024, is part of ServiceNow's effort to partner with a wide range of enterprise software players including Microsoft and SAP. ServiceNow and Microsoft said their updated strategic alliance will bring the companies' generative AI assistants into one experience.
According to ServiceNow and Microsoft, the generative AI integration will be available in the Fall.
Insight Blog
Twilio reported better-than-expected first quarter earnings, but its second quarter revenue outlook was light.
The company reported a first quarter net loss of $55 million, or 31 cents a share, on revenue of $1.047 billion, up 4% from a year ago. Adjusted earnings were 80 cents a share, which were 21 cents a share ahead of Wall Street estimates.
Insight Blog
Apple launched new iPads, but its latest M4 processor stole the show. The M4, and a heavy dose of AI talk, represented the latest effort by Apple to show that it won't be a generative AI laggard.
Insight Blog
ServiceNow, which launched a bevy of generative AI tools across its Now Platform, is giving customers the ability to bring their own large language models (LLMs) to use in Now Assist.
With the move, announced at Knowledge 2024, ServiceNow customers will be able to use ServiceNow LLMs, their own models or general purpose LLMs.
Insight Blog
Google Cloud launched Threat Intelligence, Cisco and Splunk outlined integrations and new security offerings, Palo Alto Networks outlined its AI and cybersecurity future and CrowdStrike, Fastly and a bevy of others had announcements. Akamai acquired Noname Security.
While Chirag Mehta is at RSA looking at trends and developments and themes for CxOs, I'll round up the news nuggets to know. Here's a look.
Insight Blog
Palantir continued to gain enterprise customers in the first quarter as it delivered first quarter earnings in line with expectations. Commercial revenue was up 40% in the US from a year ago with global government revenue up 16%.
Insight Blog
Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth
Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:
Analyst Blog
Generative AI will drive IT budgets, but the spending is likely to be spread around a bevy of business units too. The more likely outcome is that generative AI spending for projects will be spread around business units and be absorbed in the budgets that run the entire enterprise.
That's the early take from technology CEOs and it's likely on target. Generative AI use cases are often department specific and intertwined with transformation efforts and process reinvention.
Insight Blog