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Moderna said it is using OpenAI's ChatGPT Enterprise to scale custom models across its business.
According to Moderna, the company launched its own instance of ChatGPT called mChat built on OpenAI's API. Moderna said it had 80% internal adoption initially and then it deployed ChatGPT Enterprise with analytics, image generation and GPTs.
Insight Blog
Nvidia said it has acquired Run.ai, a startup focused on GPU workload management and orchestration.
Run.ai's platform is Kubernetes-based and will help Nvidia customers distribute workloads across cloud, edge and data center infrastructure.
Terms of the deal weren't disclosed, but CTech put the purchase at about $700 million.
Insight Blog
Snowflake launched Arctic, an open-source large language model (LLM) optimized for enterprise workloads and efficiency. The move highlights how data platforms are increasingly launching LLMs to combine with their data platforms.
For Snowflake, Arctic is also among the first launches under new CEO Sridhar Ramaswamy's tenure. Arctic will be part of a larger LLM family built by Snowflake.
Insight Blog
Microsoft and The Coca-Cola Co. announced a five-year $1.1 billion deal that includes Azure OpenAI, Microsoft 365 and apps including Power BI and Dynamics 365 as the beverage company rounds out its multi-cloud strategy.
Insight Blog
Customer success can be a valuable, meaningful and profitable endeavor for technology buyers and vendors. So why does customer success seem to miss the mark so often? Is it a misalignment of goals? Teams coming into the process too late? Perhaps a combination of a multitude of factors? When Liz Miller first wrote about customer success in a blog post, she didn't think she'd hit a nerve...but she did. So, the conversation continues!
Video
Constellation Research explores how analytical data platforms are evolving and what to expect in a modern platform.
Video
Enterprises will be able to import their own large language models (LLMs) into Amazon Bedrock and evaluate models based on use cases, said Amazon Web Services. AWS also launched two Amazon Titan models.
The ability to import custom models and evaluate them plays into the broader themes of generative AI choice and orchestration. AWS' Bedrock bet is that enterprises will use multiple models and need a neutral platform to orchestrate them.
Insight Blog
In eight years, from a few hundred attendees at a nondescript location in San Francisco to 30,000+ attendees in one of the largest convention centers in Las Vegas, with a private concert in a football stadium, Google Cloud Next conference has come a long way. And so has Google Cloud. Google Cloud grew its revenue 5x in the last five years.
Analyst Blog
SAP reported a first quarter loss due to a restructuring charge but said its cloud revenue was up 24% with cloud ERP revenue growth of 32%. SAP said its cloud backlog was €14.2 billion, up 27% from a year ago.
The company's first quarter results come amid a restructuring effort that cut 8,000 jobs. SAP is also moving customers to S4/HANA through its SAP RISE program and looking to layer in business intelligence throughout its applications via generative AI.
Insight Blog
Verizon CEO Hans Vestberg is splitting the telecom giant's AI use cases in three buckets: Optimizing processes, product experiences and revenue growth.
Vestberg's thinking on AI, including generative AI, highlights how CEOs are maturing in their generative AI approaches. First, there was a wave of demand for shiny new objects. Then there was the wave of efficiency for AI use cases. And revenue growth is percolating as a goal but is far less developed so far.
Insight Blog
Sustainable eCommerce & AI Security
DisrupTV Episode 361 — with Eric Best, Kunal Agarwal & Maisie Ganzler
In this episode, hosts R “Ray” Wang and Vala Afshar explore the intersection of e-commerce innovation, cybersecurity modernization, and authentic sustainability. Guests include:
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Informatica said its first quarter results will be at the upper end of its guidance given in February and is "not currently engaged in any discussions about being acquired."
Following its fourth quarter results, Informatica projected first quarter revenue of $375 million to $395 million with subscription annual recurring revenue of $1.135 billion to $1.155 billion. Cloud subscription ARR was projected to be between $645 million to $655 million.
Insight Blog
In honor of Earth Day, we are thrilled to unveil the Sustainability50 (S50) for 2024. These remarkable professionals lead organizations that have raised the bar on sustainability and they’re laying the groundwork for improved efficiency and further reductions in emissions, waste, and risk.
Analyst Blog
Constellation Research Awards Leading Voices for Sustainability in Celebration of Earth Day
Press Release
Generative AI use cases are proliferating in financial services to illustrate a trend that's a bit counterintuitive--heavily regulated industries appear to be better set up for artificial intelligence because they have their data and controls in order.
Insight Blog
Equifax said it is deploying Google Cloud's Vertex AI platform across its systems as it accelerates data ingestion as well as new product launches.
Speaking on Equifax's first quarter earnings call, CEO Mark Begor said driving AI innovation is key to the company's growth goals via products such as Ignite and Interconnect. Begor said:
Insight Blog
Meta launched its Llama 3 open source large language model and said it will be available on AWS, Databricks, Google Cloud, Microsoft Azure, Snowflake, IBM WatsonX, Nvidia NIM and have support from enterprise hardware platforms.
Yes, we're in the age of weekly LLMs that leapfrog each other, but Llama 3, which will initial come in 8B and 70B parameters with more versions on deck, is of interest to enterprises.
Insight Blog
Infosys CEO Salil Parekh said the services provider is landing large deals and "seeing excellent traction with our clients for generative AI work," but its fourth quarter was mixed. Infosys also said it would acquire In-tech, an engineering and R&D services provider catering to the German automotive industry.
Insight Blog
SAS said it will launch a series of AI models that are lightweight and focused on industry use cases. The company also added generative AI features to its Viya platform and unveiled "nutrition labels" for models.
The news, outlined at the company's SAS Innovate conference in Las Vegas, is part of the company's broader investment in AI.
Insight Blog
ConstellationTV episode 78 is here! Watch co-hosts Liz Miller and Holger Mueller analyze the latest #enterprise tech news (Google TPU chips, acquisitions - HubSpot rumors, Salesforce/Informatica)
Then hear from Constellation analysts live at#GoogleCloudNext and conclude with analysis from Liz on Zendesk Relate 2024. Watch until the end for bloopers!
0:00 - Introduction
1:50 - Enterprise #technology news coverage
14:30 - Google Cloud Next key takeaways
25:36 - Zendesk Relate 2024 analysis
31:25 - Bloopers!
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Seventy-seven percent of CxOs believe AI will give their companies competitive advantage, but 91% of companies will determine that they don't have enough data to achieve a level of precision needed for trust, according to a Constellation Research and Dialpad survey.
The survey is based on responses from more than 1,000 senior executives in the US, Canada, UK, Australia and New Zealand about their AI initiatives.
Key takeaways from the survey include:
Insight Blog
UnitedHealth Group has tallied up the costs from its Change Healthcare cyberattack including direct response, funding to care providers and lost revenue as the incident sucked out $3 billion of cash flow in the first quarter.
For 2024, UnitedHealth said the tab for the Change Healthcare cyberattack could be as high as $1.6 billion.
Insight Blog
Broadcom CEO Hock Tan penned another missive to VMware customers arguing that the software vendor has lowered the price of VMware Cloud Foundation, poured money into research and development, benefited partners and will complete the transition to subscriptions.
Tan also noted that Broadcom is working with extending support contracts for VMware customers struggling with the transition to subscription pricing.
Insight Blog