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ConstellationTV episode 118 just dropped! Here's what you'll get in this episode with analyst co-hosts Liz Miller and Holger Mueller:
Video
Demand for Nvidia's GPUs shows no sign of slowing down as the company's data center unit delivered fiscal third quarter growth of 66%.
The company reported third quarter net income of $31.91 billion, or $1.30 a share, on revenue of $57 billion, up 66% from a year ago. Non-GAP earnings were $1.30 a share.
Wall Street was expecting non-GAAP earnings of $1.26 a share on revenue of $55.09 billion.
Insight Blog
Palo Alto Networks reported better-than-expected first quarter results and said the company landed total platform customers. Palo Alto Networks also said it will acquire Chronosphere, an observability platform, for $3.35 billion.
Insight Blog
Target's comeback plan revolves around improving customer experience, plowing more money into capital expenditures and technology partnerships with the likes of OpenAI.
The retailer's third quarter results were mixed as the company beat earnings estimates, missed on revenue and narrowed its outlook. Target's third quarter same store sales were down 2.7% from a year ago.
Insight Blog
Adobe said it will acquire Semrush in a deal valued at $1.9 billion as the company plans to meld search engine optimization and generative engine optimization in its marketing stack.
The deal values Semrush at $12 a share.
Adobe has been adding brand visibility tools into its marketing platform as well Adobe Experience Manager, Adobe Analytics and Adobe Brand Concierge. Enterprises are well versed in search engine optimization and need to optimized for large language models.
Insight Blog
Workday said it will acquire Pipedream, an integration platform for AI agents that features more than 3,000 pre-built connectors. The acquisition complements the purchases of Sana and Flowise as Workday builds out its AI agent infrastructure.
The purchase, outlined at Workday Rising EMEA, lands along with a set of Workday announcements. For instance, Workday launched Workday GO, which provides a HR, payroll and financials suite for midsized businesses.
Insight Blog
Intuit and OpenAI announced a multi-year $100 million contract that will integrate ChatGPT with Intuit TurboTax, Credit Karma, QuickBooks and Mailchimp. Intuit will also expand its use of OpenAI models in its genAI operating system called GenOS for use with its AI agents.
Insight Blog
Anthropic will continue to diversify its cloud infrastructure for its Claude workloads with an agreement to purchase $30 billion in Azure compute. In addition, Nvidia will invest up to $10 billion in Anthropic and Microsoft can invest up to $5 billion.
Insight Blog
Microsoft launched Agent 365, which is designed to be the control plane for native and third party AI agents, as the company aims to be a horizontal as well as vertical play. The other key theme is that Microsoft is arguing that the best way to incorporate AI agents into your business is to extend the infrastructure you already have.
Insight Blog
Google launched Gemini 3, its latest model, across its Gemini app, search services, Gemini API, AI Studio and Google Cloud's Vertex AI and Gemini Enterprise. The company also highlighted how Gemini 3 can provide answers with a generative visual user interface.
Gemini 3 has better performance and capabilities compared to Gemini 2.5 Pro. For instance, Gemini 3 scores well ahead of its predecessor on benchmarks such as humanity's last exam, visual reasoning puzzles, scientific knowledge and coding.
Insight Blog
Zoho One, a suite of 50 applications available for $37 a month, is getting a new user interface that integrates the business software buffet into one platform.
Instead of using Zoho One's applications individually--75,000 customers on average use 22 applications--Zoho is pulling them into one interface leveraging context, data and AI.
Insight Blog
TL;DR
Dashboards were built for a world where humans were the throughput constraint.
Decision loops are built for a world where machines are the throughput constraint.
Decision loops expose decision debt, eliminate inconsistency, scale judgment, and create learning systems, which is why Decision Velocity (speed × accuracy × effectiveness) is quickly becoming the new measure of AI ROI and yardstick of AI initiative success.
Analyst Blog
Dell Technologies said it adding more automation to Nvidia AI Factory deployments using blueprints that automate more than 30 manual steps and can get customers into deployment in as few as 10 clicks.
The news, announced at SC 2025, comes as Dell has landed more than 3,000 customers for its AI factories including Lowe's and Zoho, which uses Dell infrastructure to power its Zia LLMs. Sandisk was also cited as a customer.
Insight Blog
Frontline workers are having a moment as their importance in the age of AI grows across multiple sectors, including manufacturing and industrial enterprises, and organizations flatten. With all the talk of digital workers and AI agents taking jobs, frontline workers may wind up mattering more.
Insight Blog
Inside DisrupTV Episode 418: AI Startups, Biohacking Leadership & the Power of Uncompeting
In this new episode of DisrupTV, hosts Vala Afshar and R "Ray" Wang dive into the rapidly shifting worlds of AI entrepreneurship, leadership science, and the cultural shift from competition to collaboration. Joined by an exceptional lineup—Ed Addison (NC State University), Dr. Scott Hutchison (author of Biohacking Leadership), and Ruchika T.
Video
I recently spent a couple of days at Fortinet’s analyst summit in Sunnyvale. The conversations with Fortinet’s executive leadership team felt refreshingly grounded. No forced big-bang announcements. Instead, the focus was on how 25 years of engineering work shaped the company’s platform and why those choices matter more now as security shifts toward hybrid deployments and AI workloads.
Analyst Blog