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Analyst Blog
LIVE from Amazon Web Services (AWS) re:Invent, Constellation analysts give their unique POVs on the conference and report a clear shift: #AWS is moving from infrastructure to applied AI and agents...
Key takeaways from this ConstellationTV episode:
💡 AI = models + data. Nova, Nova Forge, and Nova Sonic are solid, but the real differentiator is how AWS helps customers govern and activate their first-party #data.
💡 From IaaS to “frontier #agents.” AWS is positioning itself as an “almost apps” company with frontier agents built on its own foundation models.
Video
AWS launched new Graviton5 based instances with 192 core per chip and a 5x larger cache as the company continues its custom processor cadence.
Graviton continues to power more than half of the new CPU capacity for AWS for the third year in a row. AWS said that 98% of its top 1,000 EC2 customers have used Graviton.
Although Trainium is getting most of the attention at AWS re:Invent 2025, Graviton is part of the mix as well as Inferentia. AWS cited Adobe, Pinterest, SAP, Snowflake and a bevy of others as Graviton customers.
Insight Blog
What is the Ambient Experience 100?
The Ambient Experience 100 (AX100) recognizes executives transforming both customer and employee experiences in ways that are authentic, effortless, and people-centered. Honorees go beyond technology adoption or strategy vision—they’re innovators and risk-takers who understand that customer and employee experiences are deeply interconnected.
Community Parent
What is the Artificial Intelligence 150?
The Artificial Intelligence 150 (AI150) recognizes executives leading real-world AI transformation across industries. Honorees are pioneers, practitioners, and policy shapers who apply AI to solve business challenges, reimagine operations, and set the foundation for future innovation.
Community Parent