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On ConstellationTV episode 65, co-hosts Doug Henschen and Larry Dignan give the rundown on the latest tech news trends, then CR analyst Dion Hinchcliffe fresh insights from his recent #CIO survey & Doug outlines his research on data catalogs accelerating #GenerativeAI. The episode concludes with the Constellation "dance card" of enterprise tech events our analysts will be covering.
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Adobe is raising Creative Cloud prices starting Nov. 1 and introducing a credit system for generative AI capabilities across the product suite.
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Employees are adopting generative AI tools to accomplish work tasks even though enterprises are lagging with official policies, according to a survey from The Conference Board.
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Apple's biggest innovation at its Apple Watch Series 9 and iPhone 15 event may be a double tap finger gesture for the Apple Watch that will make the Vision Pro customer experience more familiar.
The Apple event went off as expected--a series of incremental updates--with a few surprises. The biggest surprise was an Apple Watch update that has a new processor (S9) that has a neural engine that can handle Siri requests on device. For the enterprise, there wasn't much there to note.
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Salesforce launched a rebuilt Data Cloud and Einstein 1 Platform that is now native to a unified metadata framework to go along with a series of product updates designed to make generative AI easier to implement. Salesforce also introduced a series of copilots across core clouds such as sales, service and marketing.
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SAS outlined its generative AI strategy that revolves around connecting its data science and analytics platform to a choice of large language models, focusing on "last mile" delivery of AI applications and focusing on industries. SAS also expanded a partnership with Microsoft to integrate SAS' orchestration platform with Microsoft Azure OpenAI.
According to SAS, the generative AI integration with Microsoft will be available in private preview in the fourth quarter.
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Oracle reported better-than-expected first quarter results as the company's infrastructure-as-a-service business gains generative AI workloads.
The company reported first quarter earnings of $2.4 billion, or 86 cents a share, on revenue of $12.45 billion, up 9% from a year ago. Non-GAAP earnings for the first quarter were $1.19 a share.
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DisrupTV Episode 335: Empowering Families, Students, and Educators
In DisrupTV Episode 335, hosts R “Ray” Wang and Vala Afshar engage in insightful conversations with four distinguished guests:
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Work coordination platforms have been busy adding generative AI, retooling infrastructure to scale better for enterprises and growing revenue at a rapid clip.
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SAP said it will acquire LeanIX GmbH, an enterprise architecture management software company, in a move that will optimize processes connected to system migrations.
The acquisition of LeanIX will give SAP another process optimization piece to combine with SAP Signavio. In addition, LeanIX will give SAP a path to more easily migrate SAP customers to S4/HANA and cloud operations.
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UiPath reported better-than-expected second quarter results and said its automation platform is gaining momentum.
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C3 AI launched 28 new domain-specific generative AI models across its platform as it steps up its efforts for industries. The launch was part of the C3 Generative AI Suite, which was initially released in March.
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Intuit launched Intuit Assist, a generative AI assistant that will provide personalized recommendations across the company's platform, which includes TurboTax, Credit Karma, QuickBooks and Mailchimp.
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Lead times for systems for generative AI and AI workloads are lengthy to the point where infrastructure ordered today may not be installed until Spring 2024.
That's the takeaway from a bevy of earnings conference calls from infrastructure providers. Dell Technologies reported better-than-expected second quarter results and noted that its PowerEdge XE9680 GPU-enabled server is the fastest ramping product it has launched.
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Zoom Video Communications' generative AI digital assistant is now available for no additional cost to paid Zoom accounts.
The Zoom AI Companion, formerly known as Zoom IQ, will be rolled out across various services on the Zoom platform, including Meetings, Team Chat, Phone, Email and Whiteboard and be available in a side panel.
Separately, Zoom said that Zoom IQ for Sales will be renamed Zoom Revenue Accelerator.
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MongoDB raised its outlook for the third quarter after delivering strong second-quarter results. The earnings land after a bevy of MongoDB launches focused on generative AI workloads.
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Dell Technologies reported better-than-expected second quarter results and said it saw strength in AI optimized servers, storage and workstations that can run AI workloads locally.
The company reported second-quarter earnings of 63 cents a share on revenue of $22.9 billion, down 13% from a year ago, but 10% higher than the first quarter. Non-GAAP earnings for the quarter were $1.74 a share.
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Cybersecurity platforms are consolidating, and enterprise buyers are evaluating datasets, intelligence, integration and generative AI capabilities. What's unclear is the number of cybersecurity platforms that win.
The three next-gen cybersecurity platforms--Palo Alto Networks, Crowdstrike and Zscaler--all have AI capabilities, strong platforms, data signals and heady revenue growth. The elephant in the cybersecurity room is also clear: Microsoft.
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Here's all you need to know about Salesforce's strategy. On the company's second quarter earnings conference call, Data Cloud was mentioned 34 times, Dreamforce 31 times and generative AI 21 times.
Put the three together and you pretty much know what's coming at Dreamforce Sept. 12-14.
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