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OpenAI and Anthropic have historically been mentioned together. After all, OpenAI's ChatGPT and Anthropic's Claude are among the most popular large language models (LLMs).
In recent weeks, the companies have diverged on multiple fronts. Simply put, OpenAI is a mostly consumer play with a case of Google and Apple envy. Anthropic is enterprise and Claude is an engine for work.
OpenAI is betting big on building its infrastructure and will use hyperscalers to add capacity. Anthropic leverages AWS and Google Cloud.
Insight Blog
Enterprises chasing agentic AI are likely to run into a reality check, but there's considerable upside ahead if they can navigate the moving parts.
At Constellation Research's Connected Enterprise 2025, CxOs discussed the current state of play for AI agents, the reality and what's ahead.
The week in CCE 2025:
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Amazon Web Services delivered a detailed post mortem on its widespread outage this week and perhaps the biggest takeaway is that automation can go wrong.
On Monday, many websites and apps were down or severely hampered over a DynamoDB bug that resulted in multiple connection failures across AWS. Simply put, automation caused the outage and made it harder to recover. Typically, automation is what keeps AWS' complex system running.
Insight Blog
Agentic AI will alter processes, customer experience flows and enterprise structures.
Those are some of the conclusions from the buy side. Here are some of the takeaways from CxOs speaking at Constellation Research's Connected Enterprise 2025.
More from CCE 2025:
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Anthropic said it will expand its use of Google Cloud's TPU chips t train its Claude models and meet demand for its services.
The expansion of the deal highlights how Anthropic is diversifying its infrastructure usage from Amazon Web Services. Anthropic and Google Cloud have been partners since 2023. That initial Google Cloud partnership gave Anthropic distribution through Vertex AI and Google Cloud Marketplace. Both AWS and Google are investors in Anthropic.
Insight Blog
AI is fundamentally changing executive recruiting, what boards of directors look for and creating a boom market for PhDs.
Here's a look at a few job market vignettes across two panels at Constellation Research's Connected Enterprise 2025.
"What are you doing in AI?"
Kathryn Ullrich, Managing Partner - Technology, Private Equity and Diversity at DHR Global, has an executive recruiting firm that's been a bit busy due to AI and CIO job searches.
Ullrich said there are definitely good and bad answers when it comes to AI.
Insight Blog
Last night, at the 15th annual SuperNova Awards Gala at CCE, we celebrated the organizations and leaders driving the most transformative business initiatives of 2025. This year’s 2025 SuperNova Awards winners stood out not only for their measurable business impact but also for their creativity, strategic foresight, and ability to sustain innovation in an era defined by generative AI, machine learning, LLMs, and a rapidly evolving global economy.
Analyst Blog
SAP delivered third quarter revenue growth of 7% with cloud sales up 22%. The company said its 2025 cloud revenue will be at the lower end of its range of €21.6 billion to €21.9 billion.
The enterprise software giant reported third quarter net income of €2.05 billion, or €1.72 a share, on revenue of €9.08 billion. Adjusted earnings in the third quarter were €1.59 a share.
SAP CEO Christian Klein said:
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IBM reported better-than-expected third quarter results and said its AI book of business now tops $9.5 billion.
The company reported third quarter earnings of $1.7 billion, or $1.84 a share, on revenue $16.3 billion, up 9% from a year ago. Non-GAAP earnings were $2.65 a share.
Wall Street was expecting IBM to report third quarter non-GAAP earnings of $2.45 a share on revenue of $16.09 billion.
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🎥 ConstellationTV episode 116 is LIVE from Half Moon Bay, recapping themes from Day 1 at Constellation Connected Enterprise. Here's a few things that stood out, according to Constellation analysts:
- SaaS skepticism: IT buyers are growing wary of platforms and pricing models—many are asking, “What’s next?”
- AI’s exponential rise: We’re witnessing a paradigm shift as AI agents and orchestrators become central, but the challenge is deciding your approach—build, buy, or both?
Video
Google said its Willow quantum computing chip has achieved quantum advantage. Google's breakthrough hit pure play quantum computing companies.
In a post on X, Google CEO Sundar Pichai said Willow ran an algorithm called Quantum Echoes 13,000x faster than the world's faster supercomputer. The Quantum Echoes algorithm explained interactions between atoms in a molecule using nuclear magnetic resonance.
Insight Blog
The technology budget process is well underway at most enterprises and the time frames are getting shorter. Here's a few mileposts to consider as 2026 technology budgets are being sketched.
The discussion at Constellation Research Connected Enterprise 2025 was under Chatham house rules so we're not calling out enterprises, but they represent household names.
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General Motors will integrate Google Gemini into its vehicles, introduce eyes off, hands off autonomous driving systems in the 2028 Cadillac Escalade IQ and move to a unified software defined vehicle architecture.
The announcements, made at GM Forward in New York, highlights how large language models will be entering the vehicle cockpit. GM added that it will introduce a software defined vehicle unified architecture for both its electric and internal combustion vehicles.
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Every enterprise software vendor likes to talk about its platform as a way to enable AI transformation, automation and AI agents. But there are signs that platform fatigue is setting in among buyers.
These technology buyers are continuously hearing platform pitches from software as a service vendors in multiple categories. At Constellation Research's Connected Enterprise, platform fatigue was a clear topic. One audience member even said that the word "platform" should be eradicated from software lingo.
More from Connected Enterprise:
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Join us live from Dreamforce as CR analyst Martin Schneider interviews Simon Creasey from HPE and Jocelyn Zanasi from Salesforce about integrating professional services and Customer Success teams for holistic customer lifetime value, leveraging Certinia CS Cloud and Agentic AI. Unlocking customer lifetime value starts with proper alignment between professional services and Customer Success. Integrating your data and workflows—not just your tech—builds transparency, trust, and efficiency. With AI-driven platforms, you can scale personalized experiences for every customer.
Video
It's easy to build an AI agent and even scale them. It's much harder to orchestrate them to drive returns. AI agents need a manager pronto.
Those are the takeaways from Boomi CEO Steve Lucas and IBM's Bruno Aziza, Group VP of Data, BI and AI. Aziza also is a member of IBM Ventures' investment committee.
Both tech leaders spoke at Constellation Research's Connected Enterprise conference where AI agent sprawl and orchestration was a recurring theme.
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Constellation Research analysts were split on whether we're in an AI bubble or not, recapped 2025 in AI agents and gave a hint of what's to come in 2026 around decisions, automation and exponential efficiency.
Here's a look at what Constellation Research analysts said about 2025 and 2026 at the opening panel of Connected Enterprise 2025.
Michael Ni
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Microsoft said its Dynamics 365 Sales Qualification Agent and Quality Evaluation Agent are generally available with its Sales Close Agent and Sales Research Agent in public preview.
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Constellation Analyst Liz Miller sits down with Raju Malhotra, Chief Product & Technology Officer at Certinia, during #Dreamforce 2025. Watch the full interview to discover how AI is redefining professional services, enabling hybrid human-agent collaboration, unlocking value-based pricing, and creating trillion-dollar opportunities for organizations like PwC, Siemens, and Salesforce.
Hear Raju’s vision for autonomous professional services and get strategic advice for driving growth and efficiency in an AI-powered world.
Video
Oracle's Fusion applications business can't compete in buzz or growth rates compared to Oracle Cloud Infrastructure (OCI), but you'd be wise to pay attention to the software plan. Yes Virginia, Oracle is still a software company.
Insight Blog
At Dreamforce 2025, Salesforce centered its entire narrative around a single concept: the agentic enterprise. Every announcement, demo, and customer story pointed toward a vision where AI agents drive business operations, decision-making, and collaboration. The company is aligning its products, platform, and partnerships through Agentforce 360, the core of the Salesforce 360 ecosystem that connects people, data, and systems in an intelligent, trusted framework.
Analyst Blog
Don't look now, but enterprise technology vendors have a new fascination with context engineering to give AI agents the data and insights to go from pilot to production. You can almost see "context" trending as a theme the more enterprise vendors talk.
Elastic on its investor day earlier this month talked extensively about context. Elastic has enterprise search, observability and security platforms that are leveraged to ingest data from multiple sources, process it and create AI agent experiences and workflows.
Insight Blog
The big banks and financial giants have reported earnings and across the board they were strong due to increased M&A and trading volume. That said it’s worth noting some key comments about the AI infrastructure buildout. Here’s a look at what financial sector CEOs and CFOs are saying about the AI market.
Goldman Sachs CEO David Solomon said on the company’s fiscal third quarter call:
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