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Don't miss this interview with AWS superstars Julia Chen and Matt Yanchyshyn at the Amazon Web Services (AWS) Startup Partner Summit. Their insights on startup success, AI-driven growth, and AWS’s robust partner support are shaping the next wave of innovation.
💡 Key topics included product-led growth, exclusive AWS programs, and how co-selling fuels rapid scale for startups and partners. Enterprise technology leaders: Learn how partnership opportunities can help your organization lead in a rapidly evolving landscape.
Video
Amazon Web Services custom AI chip Trainium2 is fully subscribed and Trainium3 will feature about a 40% performance boost and the ability to reach more customers, said Amazon CEO Andy Jassy.
Jassy used a strong third quarter earnings report and AWS launch of Project Rainier, a cluster of up to 1 million Trainium2 processors used to train Anthropic's next Claude model, to lay out a few big themes you'll hear from AWS re:Invent 2025 in less than a month.
Insight Blog
Apple's fourth quarter results were mixed, but services revenue topped the $100 billion in annual revenue. The results were better-than-expected.
The company reported fourth quarter earnings of $1.85 a share on revenue of $102.5 billion, up 8% from a year ago.
Wall Street was expecting fourth quarter earnings of $1.77 a share on revenue of $102.25 billion.
The September quarter only includes a few days of sales of the iPhone 17 lineup.
Insight Blog
Amazon Web Services' revenue growth in the third quarter accelerated 20% as the unit delivered operating income of $11.4 billion on revenue of $33 billion.
The AWS results landed in a better-than-expected quarter for Amazon overall. Amazon reported third quarter net income of $21.1 billion, or $1.95 a share, on revenue of $180.2 billion.
Wall Street was expecting Amazon to report earnings of $1.56 a share on revenue of $177.76 billion.
Insight Blog
Wayfair plays in a rough neighborhood where it has to deal with tariffs, an anemic housing market and consumer purchasing patterns that were skewed by the Covid-19 pandemic. However, a technology replatforming during that volatility has made it more agile and able to position itself for AI.
Insight Blog
ServiceNow said its third-quarter results were better than expected, raised its outlook and said it will split its stock 5-for-1.
The company reported third quarter earnings of $502 million, or $2.40 a share, on revenue of $3.41 billion, up 22% from a year ago. Non-GAAP earnings were $4.82 a share.
Wall Street was expecting third quarter earnings of $4.27 a share on revenue of $3.35 billion.
Insight Blog
For years, smartglasses have promised a future where digital and physical worlds merge seamlessly. While the technology keeps on improving, two critical issues have held them back: on one side the hardware “look,” meaning design and social acceptability, on the other content and usability. Today, the first issue is being addressed through partnerships such as Meta and Luxottica, delivering sleeker frames that resemble everyday eyewear.
Analyst Blog
Microsoft reported better-than-expected first quarter results and delivered Azure revenue growth of 40%.
The software and cloud giant reported first quarter net income of $27.7 billion, or $3.72 a share, on revenue of $77.7 billion, up 18% from a year ago.
Insight Blog
Google Cloud revenue surged 34% in the third quarter and is hitting an annual run rate of nearly $61 billion.
In the third quarter, Google Cloud delivered revenue of $15.2 billion with operating income of $3.6 billion. Google Cloud saw strength in core AI infrastructure and generative AI products.
Insight Blog
Amazon Web Services said Project Rainier, an AI compute cluster powered by 500,000 Trainium2 chips, is now in use for Anthropic.
The AI infrastructure project is critical for AWS since it is being used by Anthropic to train its Claude models as well as other workloads. AWS said that Project Ranier will ultimately scale to 1 million Trainium2 processors.
Insight Blog
Google Public Sector CEO Karen Dahut said there's urgency in government to leverage AI, transform and do it in a national secure way. The company positioned itself as a key public sector AI infrastructure provider that can enable AI agents to carry out missions.
“We believe agencies of the future will be powered by AI and agents that are ubiquitous and multimodal. This means the public sector will become more productive and more efficient,†said Dahut.
Insight Blog
The City of Los Angeles will deploy Google Workspace with Gemini across its workforce of 27,500 employees as part of its broader digital transformation strategy.
Google Public Sector announced the deal at its Google Public Sector Summit in Washington DC. The City of Los Angeles will leverage Google's AI for communications, project planning and ultimately public services. The gains in Los Angeles come as Google Public Sector is landing other states and local governments.
Insight Blog
Google Public Sector and Old Dominion University are aiming to embed AI throughout the university including research, teaching and operations workflows via an incubator.
The incubator, called MonarchSphere, Old Dominion University (ODU) is looking to use AI to accelerate discovery, personalize learning and advance student career paths.
Google Public Sector announced the deal at its Google Public Sector Summit in Washington DC.
Insight Blog
Lockheed Martin will integrate Google Gemini models into the Lockheed Martin AI Factory in a partnership with Google Public Sector.
The partnership will bring Google's AI tools into Lockheed Martin's on-premises air-gapped infrastructure.
Google Public Sector announced the deal at its Google Public Sector Summit in Washington DC.
Insight Blog
Nvidia CEO Jensen Huang laid out a series of announcements covering an investment in Nokia to meld 6G and AI, quantum computing connectivity with GPUs and a vision to build AI infrastructure as a means for national security.
At Nvidia GTC Washington, Huang laid out a bevy of news items. Nvidia's GTC coincides with Google Cloud's Public Sector Summit in Washington DC. The backdrop of AI competition with China was also hard to avoid.
Insight Blog
We are LIVE from the Amazon Web Services (AWS) Startup Partner Summit. R "Ray" Wang and Bob O'Donnell sat down with Grant de Leeuw, CEO & co-founder of DataMasque, to discuss how high-fidelity synthetic hashtag#data is empowering regulated industries to unlock AI and ML innovation—while protecting sensitive data.
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Microsoft's stake in OpenAI has a number: $135 billion, or roughly 27% of the AI company.
The disclosure was made as part of OpenAI's recapitalization that solidifies its structure as a public benefit corporation (PBC).
Insight Blog
Adobe expanded GenStudio with new AI tools and integrations, outlined custom Firefly tools so customers can add brand knowledge, and added Creative Cloud and Experience Cloud enhancements with the aim of solving the AI last mile issue for enterprises.
When it comes to marketing, content production and brand experiences, Adobe is looking to address how it's easier to create and come up with ideas, but struggle to scale quality and be brand safe.
Insight Blog
Amazon said it will cut 14,000 corporate jobs as it restructures and looks to leverage AI to boost efficiency.
The move isn't surprising given many enterprises have said they aren't hiring and looking to AI to automate more jobs and processes.
Insight Blog
Kristie Grinnell, SVP & CIO of TD Synnex, shares with Constellation Editor in Chief Larry Dignan how TD SYNNEX is building an “AI-fluent” organization, leveraging #AIagents to drive both revenue growth and productivity, and pioneering an “AI factory” to manage tech debt and boost agility across its global supply chain.
Learn about their data strategy, value-driven approach to use cases, and how change management and employee empowerment are at the heart of their #AI journey.
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Check out this Dreamforce interview with Siemens' Kurt Kuelz and Constellation Research’s R "Ray" Wang. Kuelz shares how Siemens is transforming global workforce management by leveraging AI-powered solutions from Certinia—driving strategic staffing, improving employee satisfaction, and moving toward true digital transformation.
Key takeaways:
✅ Automated staffing for the right resource at the right time
✅ Skills matching using advanced competency models
✅ Early warning and optimization with predictive analytics
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🎉 Celebrating 15 Years of Constellation Connected Enterprise (CCE) 💫
What an incredible journey our founder & CEO, R "Ray" Wang, began 15 years ago with CCE! To celebrate, we brought together voices from across the Constellation community—clients, partners, friends, and alumni—to share their appreciation for over a decade of innovation, insight, and connection that culminates every year in Half Moon Bay.
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Qualcomm is entering the AI accelerator market with a focus on inferencing in a move that will give enterprises more options beyond Nvidia, AMD and custom hyperscale cloud processors.
The company, which has been eyeing data center workloads, launched the Qualcomm AI200 and AI250 AI accelerators with what it calls "industry-leading total cost of ownership (TCO)."
Insight Blog