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Quantinuum launched its new Helios quantum computer, a high-performance general purpose commercial system with 98 fully connected qubits and fidelity north of 99.9%.
The launch is aimed squarely at enterprises looking to deploy quantum computing for certain use cases. Indeed, Amgen, BlueQubit, BMW Group, JPMorgan Chase and SoftBank are initial customers pursuing biologics, fuel cell catalysts, financial analytics and organic materials.
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📢 ConstellationTV Episode 117 just dropped! This week dives into the hottest topics in enterprise technology...
🔹 [00:18] Hear the latest in AI agents infrastructure. From the great GPU "land grab" to groundbreaking deals by AWS, Microsoft, and OpenAI, CR analysts unpack how #tech giants and disruptors are reshaping the market.
🔹 [11:16] Martin Schneider shares findings on SAP’s next-gen salesforce automation—unveiling advances in loyalty management, customer engagement, and AI-powered revenue intelligence.
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Google said its Gemini 2.5 Pro and Gemini 2.5 Flash now run natively in Databricks and can be run using SQL, Python and Databricks tools.
According to Google, Gemini models will run natively via an integration between the Databricks Intelligence Platform and Google Cloud's Vertex AI. The general idea is to run Gemini models where data resides. The companies announced a partnership in June.
Key points:
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AMD reported better-than-expected third quarter results as its data center unit delivered revenue growth of 22% and its PC sales grew 46% from a year ago.
The chipmaker reported third quarter earnings of $1.24 billion, or 75 cents a share, on revenue of $9.246 billion, up 36% from a year ago. Non-GAAP earnings in the quarter were $1.20 a share.
Wall Street was expecting AMD to report non-GAAP earnings of $1.17 a share on revenue of $8.75 billion.
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LIVE from Amazon Web Services (AWS) Startup Partner Summit: R "Ray" Wang & Bob O'Donnell interviewed Ruba Borno, VP, AWS Global Specialists and Partners, on the future of #cloud innovation.
Ruba shared how AWS empowers startups worldwide—giving them access to new tools like Bedrock and Agent Core, and expanding their reach through the AWS Marketplace. She emphasizes AWS's commitment to helping startups scale, innovate, and reach new markets, with global programs and actionable pathways for growth.
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Perplexity said it "received an aggressive legal threat from Amazon" demanding it prohibits its Comet browser users from using AI assistants on Amazon. Get used to similar kerfuffle.
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SAP advanced its plans for developer tools, SAP Build, the Joule roadmap and connecting to a broader ecosystem including a partnership with Snowflake.
At SAP TechEd 2025 in Berlin, the company outlined a series of AI-driven tools in SAP Build as well as a set of Joule Agents designed to enable developers to move faster.
Muhammad Alam, a member of the Executive Board at SP, said the innovations at SAP TechEd create a "unique flywheel of applications, data and AI put developers in the driver’s seat."
Specifically, SAP outlined the following:
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Snowflake launched Snowflake Intelligence to general availability, outlined a set of new developer tools and forged a pact with SAP so Snowflake AI Data Cloud and SAP Business Data Cloud are interoperable.
The company said Snowflake Intelligence, outlined at Snowflake Summit earlier this year, is now generally available. Snowflake said that Snowflake Horizon Catalog and Snowflake Openflow, also announced at Snowflake Summit, are also generally available.
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Snowflake is looking to give your AI agents a GPA. While the company is grading the accuracy of AI agents, it's really evaluating goals, plans and actions (GPA) in an open source framework that reaches near human levels of error detection rates and localization accuracy.
The framework, called Agent GPA, was outlined at its Build conference. For enterprises deploying agentic AI, Snowflake's efforts are worth a look.
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Celonis is looking to embed its process intelligence platform into agentic AI workloads and make it clear that AI agents sans process knowhow won't deliver enterprise value.
At Celosphere 2025 in Munich, Celonis outlined the following:
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Clorox still has an ERP implementation hangover as the company reported a 19% decline in sales "primarily driven by lower shipments related to the ERP transition."
The company reported fiscal first quarter earnings of 65 cents a share on revenue of $1.43 billion. Adjusted earnings were 85 cents a share, down by 54% from a year ago.
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Palantir continued to land commercial accounts as its third quarter results handily topped expectations. The company’s US commercial revenue was up 121% from a year ago.
The company reported third quarter earnings of $476 million, or 18 cents a share. Non-GAAP earnings were 21 cents a share on revenue of $1.18 billion, up 63% from a year ago.
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"All business is personal" — Jay Laabs, CEO & Founder of Spaulding Ridge, shares how deep client relationships, trust, and strategic upskilling are driving AI-powered transformation in consulting. From boardroom pressures to leadership imperatives like ‘freedom within a framework,’ discover how AI is changing not just business models, but company culture itself. This is for anyone navigating the evolving landscape of AI, data, and innovation. Watch this live interview with Liz Miller during Dreamforce 2025!
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MongoDB said it has appointed CJ Desai, an alum of Cloudflare and ServiceNow, as CEO effective Nov. 10.
In a statement, the company said current CEO Dev Ittycheria will retire from a full-time role but will stay on MongoDB's board.
It was evident that Desai was going to land a CEO gig when Cloudflare reported its earnings. Cloudflare said Desai was resigning as president of product and engineering to take a CEO role at a visible publicly traded company.
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OpenAI said it has signed a $38 billion agreement to use AWS and its Amazon EC2 UltraServers immediately. Under the deal, OpenAI will access hundreds of thousands of NVIDIA GPUs and likely CPUs for AI agents.
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TD SYNNEX CIO Kristie Grinnell outlined the tech distributor’s AI plans and how change management is key to driving revenue growth and productivity.
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