Filter Results
Results
AI cloud provider Nebius will provide GPU infrastructure capacity to Microsoft in a deal valued at $17.4 billion with an option to spend up to $19.4 billion.
The deal means that Microsoft will be among the largest customers of both Nebius and CoreWeave, two AI cloud specialists. In 2024, about two-thirds of CoreWeave's revenue came from Microsoft.
Insight Blog
Big Idea
AI Dominates the Boardroom Agenda, and Organizations Must Realign Resources To Benefit
Let’s stop pretending that hiring is just about résumés and vibes. You want someone who fits the job like a bartender fits behind the bar—naturally, effortlessly, with flair. Here’s the real hiring checklist, stripped down and brutally honest:
1. They want to do the thing.
Waitstaff want to serve. Bookkeepers want balance. Execs want to dream and scheme. If they don’t want the core action of the role, you’re already losing. No number of pep talks will fix it.
Analyst Blog
The race is on to put enterprise applications around large language models (LLMs) and the stakes couldn't be higher for the likes of OpenAI and Anthropic as well as other foundation model players.
And there's a good reason for the focus on applications to surround LLMs. Pricing for LLMs will tank and foundational models are going commodity in a hurry. Simply put, generic LLMs are good enough for multiple enterprise use cases.
Insight Blog
HubSpot is betting that a series of new services, Data Hub, new Breeze Agents, Breeze Marketplace and Studio, CPQ in Commerce Hub and Loop, a playbook for inbound marketers, as well as a hefty dose of AI and contextual data will differentiate the company.
At its Inbound 2025 conference, HubSpot outlined the following at a high level. The company rolled out more than 200 updates to its platform designed to build AI and human hybrid teams.
Here's a look.
Insight Blog
Broadcom reported better-than-expected third quarter results and cited strong demand for custom AI accelerators, networking and VMware.
The company reported third quarter earnings of $4.14 billion, or 85 cents a share, on revenue of $15.95 billion, up 22% from a year ago. Non-GAAP earnings were $1.69 a share.
Wall Street was expecting Broadcom to report non-GAAP earnings of $1.66 a share on revenue of $15.82 billion.
Insight Blog
ServiceNow will give the US government discounts as high as 70% off list prices for upgrades to its Information Technology Service Management (ITSM) Pro and ITSM Pro Plus bundle.
Insight Blog
Quantinuum raised $600 million in venture funding led by Nvidia's venture capital arm, Quanta Computer and QED for a valuation of $10 billion.
The quantum computing company said that existing shareholders JPMorganChase, Mitsui, Amgen, Cambridge Quantum Holdings, Serendipity Capital and Honeywell also invested in the latest venture round.
Insight Blog
Atlassian said it will acquire the Browser Company of New York, which is the company behind the Dia and Arc browsers, in a $610 million bet that enterprises need secure browsers designed for SaaS and AI applications.
The purchase comes as browsers are seen as critical software for everything from knowledge work to agentic AI.
Insight Blog
Salesforce is going to launch IT service management at Dreamforce 2025 as well as Agentforce 4, outline its take on the future of enterprise software and lay the groundwork to get from pilot to scale on agentic AI.
Insight Blog
Salesforce said more than 40% of Data Cloud and Agentforce bookings in the second quarter came from existing customers. The company also said it will expand into ITSM in a move to compete with ServiceNow.
Since Agentforce's launch, Salesforce has closed more than 12,500 deals and nearly half of them are paid.
Insight Blog
In its first quarter as a public company, Figma reported a second quarter profit with revenue growth of 41%.
The company, which launched its IPO priced at $33 in July, reported second quarter net income of $28.2 million on revenue of $249.6 million, up 41% from a year ago. Non-GAAP earnings in the quarter checked in at $19.8 million.
Insight Blog
HPE, reporting earnings for the first time since it closed the acquisition of Juniper Networks, delivered better-than-expected fiscal third quarter results with a fourth quarter outlook that was a bit light.
The company reported third quarter earnings of 21 cents a share on revenue of $9.1 billion, up 19% from a year ago. Non-GAAP earnings were 44 cents a share.
Insight Blog
C3 AI named Salesforce veteran Stephen Ehikian CEO as the company cut its outlook for the fiscal second quarter and pulled full year guidance.
The company warned that its first quarter results would fall short of expectations and said Thomas Siebel would step down as CEO due to health issues.
Insight Blog
A federal judge ruling in the Google antitrust trial is more damning than you'd think. Yes, Google won't have to divest Chrome or Android, but the ruling is basically a bet that generative AI is going to erode the company's search dominance.
In other words, the LLMs are coming for Google search.
The coverage of the ruling basically boils down to this:
Insight Blog
Zscaler reported better-than-expected fourth quarter results and delivered a strong outlook for the fiscal year ahead.
The security vendor reported a fourth quarter net loss of $17.6 million, or 11 cents a share, on revenue of $719.2 million, up 21% from a year ago. Non-GAAP earnings in the fourth quarter were 89 cents a share.
Insight Blog
OpenAI will acquire Statsig, a startup focused on product testing, in a deal that highlights how the company is building out applications around ChatGPT. Statsig CEO Vijave Raji will become OpenAI's CTO of applications.
Insight Blog
Join Constellation analyst Chirag Mehta as he sits down with Efim Hudis, VP of Security at Microsoft, for an in-depth conversation on the transformative impact of artificial intelligence in cybersecurity. Read the full recap below:
Video
Anthropic has raised $13 billion in Series F funding to give the company a $183 billion valuation.
The funding round for Anthropic landed days after Databricks was valued at $100 billion in its latest funding round.
In a blog post, Anthropic said the funding round was led by ICONIQ with Fidelity Management & Research Co. and Lightspeed Venture Partners.
Insight Blog
SAP said it will invest more than €20 billion Euros in sovereign cloud efforts for European customers as it rolled out a series of offerings.
Sovereign cloud infrastructure is seen as a big growth area for technology vendors as countries aim to keep data in country and build up AI infrastructure.
Insight Blog
Enterprise software will be reinvented with headless platforms, AI agents and enterprises that will aim to build their own systems. But a lot has to happen for enterprise software and SaaS incumbents to be disrupted.
The storyline that's emerging is one that revolves around enterprise software disruption due to AI agents that can traverse multiple systems and data silos. Today, enterprise software resides in buckets of acronyms--ERP, CRM, HCM--with multiple silos and data stores. AI agents threaten to break down that hierarchy.
Insight Blog
The Compass Within: Core Values, AI, and the Future of Leadership | DisrupTV Ep. 409
In DisrupTV Episode 409, hosts R “Ray” Wang and Vala Afshar explore a powerful theme: how core values—not algorithms—should guide leadership in the age of AI. Through the “Compass Within” framework, they illuminate the “Big Three” life decisions shaped by values and explore how aligning individual and organizational values can redefine leadership, culture, and the digital workplace.
Video
CxOs in the BT150 recount recovering from a ransomware attack and the ingredients for successful AI projects.
In our August BT150 meetup, CxOs in our network discussed cybersecurity and insurance as well as AI projects that actually work. The best advice was to not be blinded by LLMs. Here's a recap of our CxO call, which operates under Chatham House rules.
Insight Blog