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Zoom updated its terms of service to give the platform the right to use some customer data for training its AI models. Should customers enable Zoom's generative AI features, they'll have to sign a consent form to train models with customer content.
However, Zoom said that it will not use audio, video or chat content for training models without consent.
Insight Blog
DisrupTV Episode 331: Customer-Centric Innovation, App Capital & Winning the Hiring Game
In this compelling episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar welcome three industry leaders:
Mika Yamamoto – Executive VP & Chief Customer Engagement and Marketing Officer, F5
Video
Meta recently open-sourced Llama 2 and made it free for research and commercial uses. The move quickly put Llama 2 on the open-source leaderboard for large language models (LLMs) and spurred enterprises to give it a spin.
Insight Blog
Salesforce launched Einstein Studio, which allows customers to bring their large language models (LLMs) from other services such as AWS' Amazon SageMaker, Google Cloud Vertex AI and other services via Salesforce Data Cloud.
With Einstein Studio, enterprises can bring their own LLMs to Salesforce Data Cloud without moving data. Salesforce's Einstein Studio, which is generally available, can use custom LLMs along with Einstein GPT's LLMs and remove the need for Extract Transform and Load (ETL).
Insight Blog
Amazon CEO Andy Jassy fleshed out Amazon Web Services' narrative when it comes to generative AI providing a multi-level view that also includes a good dose of its own silicon.
Insight Blog
Apple's fiscal third quarter revenue was down 1% from a year ago, iPhone and iPad sales were light relative to expectations and services revenue surged.
For the third quarter, Apple reported earnings per share of $1.26 with revenue of $81.8 billion.
Wall Street was expecting Apple to report fiscal third quarter revenue of $81.7 billion with earnings of $1.19 a share. As usual, iPhone revenue was expected to carry the quarter.
Insight Blog
Amazon Web Services sales in the second quarter were up 12% from a year ago to $22.1 billion with operating income of $5.4 billion.
Overall, Amazon reported second quarter net income of $6.7 billion, or 65 cents a share, on revenue of $134.4 billion. The earnings include a $200 million gain from the valuation of Rivian.
Insight Blog
What's happening with Meta's latest Llama 2 #LLM and its new partnership with Microsoft? What does this mean for the future of #GenerativeAI?
Constellation analyst Andy ThurAI sits down with Constellation Editor in Chief Larry Dignan to discuss trends and pitfalls of large language models, and how #enterprises will use #LLMs and #AI technology in the future...
Video
User groups are not happy about SAP's plan to only offer the latest innovations to cloud customers only.
During SAP's second quarter earnings call, SAP CEO Christian Klein said:
Insight Blog
Unity Software is best known for its game and virtual reality development platforms, but the company also has a fast-growing business focused on digital twin creation.
Insight Blog
Qualcomm said it will roll out a series of generative AI products at its Snapdragon Summit in October. The company is betting that its mobile processor units will be a must have for AI use cases on edge computing and devices.
The idea of using local compute power to run AI models has been picking up. Enterprises are pondering whether they can offload AI workloads to devices instead of running them on their dime.
Insight Blog
RingCentral is buying Hopin’s Events, an event management platform for virtual and hybrid events, and Hopin Sessions, a personalized engagement system, as the company increasingly goes toe-to-toe with Zoom Video Communications.
Insight Blog
We are excited to announce the finalists for our 13th annual SuperNova Awards! This year’s frontrunners include outstanding leaders and teams who are implementing disruptive and innovative technology initiatives within their industries and communities.
Analyst Blog
AMD CEO Lisa Su said multiple customers are at the chipmaker to power AI projects and have "initiated or expanded programs supporting future deployments of Instinct accelerators at scale."
Su made the comments as the company reported second quarter earnings. The company reported second quarter revenue of $5.36 billion, down 18% from a year ago, with net income of $27 million, or 2 cents a share. Non-GAAP earnings for the second quarter were 58 cents a share.
Insight Blog
Lee Rainie, former director of internet research at Pew Research Center, wanted to wind down his career of collecting data with capstone project. Why not predict the best and worst changes over the next decade due to artificial intelligence?
Insight Blog
New Relic is going private via a $6.5 billion acquisition by Francisco Partners and TPG in a move that aims to speed up a business model transformation and expansion plans.
Insight Blog
DisrupTV Episode 330: The Future of Work, Trust Tax & Imposter Syndrome
In this compelling episode of DisrupTV, hosts R “Ray” Wang and Vala Afshar sit down with three visionary leaders:
Yusuf Tayob – Group Chief Executive, Accenture Operations
Video
This post first appeared in the Constellation Insight newsletter, which features bespoke content weekly.
Insight Blog
Three Factors Drive Growth In MATANA Stocks
1. AI Powers Valuation Growth, But Earnings Growth Keeps Momentum Going
On October 13, 2022, the NASDAQ was trading at 10,440.64, the 52 week low. The market was still awaiting a recession and growth stocks were out of favor. The digtal giants were being rotated out for value stocks and many thought that big tech was dead. With valuations down, migrations out of Silicon Valley tech centers up, and a malaise over big tech, the future was gloomy.
Analyst Blog
Enterprise technology demand has stabilized, and vendors are expecting gradual demand improvement into the second half with pockets of generative AI-driven strength.
Financial reports from key enterprise tech vendors are confirming what a Constellation Research survey has found. CXOs are more optimistic, positioning for growth and looking toward automation and generative AI projects. In fact, there's a decent bit of IT spending optimism--or at least the theory that the worst is over.
Insight Blog
In the context of the modern IT, technology has become the bedrock for most businesses worldwide, a fundamental enabler of growth and innovation. Despite being essential, it has driven IT infrastructures to an unparalleled level of sophistication, consuming a significant portion of budgets and resources just to keep it properly coordinated and well-managed. This constant balancing act between managing existing systems and embracing new advancements is now the new norm.
Analyst Blog
Co-hosts R "Ray" Wang, founder of Constellation Research and Teresa Barreira, CMO of Publicis Sapient explore how data and #Al are powerful tools for augmenting human creativity, offering new insights, and exploring boundless possibilities. They interview the following data & AI experts:
Video
Intel's second quarter results weren't as bad as feared as the company saw an uptick in its Intel Foundry Services business and declines elsewhere.
Insight Blog