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Databricks said it raised more funding in a Series K round with a valuation topping $100 billion.
Insight Blog
Open Research
Executive Summary
Amazon Web Services’ artificial intelligence (AI) strategy lacks sizzle heading into re:Invent 2025, and that’s a good thing—at least for CxOs.
Softbank will invest $2 billion into Intel at $23 a share in a deal may be a value-oriented investment as well as a head scratcher. Perhaps the biggest question for Softbank is this: Why?
Insight Blog
Certinia, which provides management software for professional services organizations, delivered its first installment of AI agents built on Salesforce's Agentforce platform as part of its summer release.
Insight Blog
Palo Alto Networks reported better-than-expected fourth quarter earnings and projected revenue growth of about 14% for the fiscal year ahead.
The cybersecurity company reported fourth quarter earnings of $253.8 million, or 36 cents a share, on revenue of $2.5 billion, up 16% from a year ago. Non-GAAP earnings for the quarter were 95 cents a share.
Insight Blog
Oracle said it has deployed OpenAI GPT-5 across its applications and database portfolio in what amounts to more choices for Oracle customers and additional distribution for OpenAI.
The database giant said that it is using GPT-5 across its Oracle Fusion Cloud Applications, Oracle NetSuite and Oracle industry offerings such as Oracle Health. GPT-5 will also combine with Oracle Database 23ai and Oracle AI Vector.
Insight Blog
The US government is getting good at squeezing technology vendors and foundational model players OpenAI and Anthropic are raising to give away ChatGPT and Claude to the Feds for $1 a year.
It’s quite possible that the race to near-zero for LLM pricing isn’t going to stop with the General Services Administration (GSA) as scale enterprises follow suit.
Insight Blog
DisrupTV Episode 407: Future Builders—Leading Boldly in the Age of Intelligence
In this compelling DisrupTV installment, hosts R “Ray” Wang and Vala Afshar engage with three visionary leaders redefining how we live, learn, and work:
Thiago da Costa – CEO of Datagrid
Video
Every day, Constellation Research analysts are swapping takes, headlines, observations and broad themes on our internal watercooler thread. It’s part entertainment and part college class. Here’s a look at Holger Mueller and Esteban Kolsky’s recent debate on data, infrastructure and strategy.
Core Disagreement
Insight Blog
Workday said it has acquired Flowise, a platform to create AI agents and automate workflows. Terms of the deal weren't disclosed.
In a nutshell, Flowise has a low-code platform with modular building blocks ranging from workflows to autonomous agents. The Y Combinator backed company has a free tier, a starter version that runs $35 a month and a pro version for mid-sized companies for $65 a month. There's also an enterprise version.
Insight Blog
Customer Story
Dexcom, which makes glucose monitoring equipment and technology, is betting that it can dramatically expand its total addressable market for people with diabetes with a big assist from generative artificial intelligence (GenAI).
Oracle Cloud Infrastructure customers will get access to Google Cloud's Gemini models in a new partnership between the companies.
Google Cloud and Oracle said they have expanded a partnership to give customers access to the latest Gemini models, including Gemini 2.5, via the OCI Generative AI service. Oracle added that it will made a wide range of Google Cloud models available within its Fusion cloud applications.
Insight Blog
Cohere raised $500 million in venture funding for a $6.8 billion valuation and hired a CFO and Chief AI Officer.
The funding lands as Cohere North, an agentic AI platform, scales up. The funding round was led by Radical Ventures and Inovia Capital with participation from existing investors such as AMD Ventures, Nvidia, PSP Investments and Salesforce Ventures.
Cohere added that Healthcare of Ontario Pension Plan was a new investor.
Insight Blog
Five9 said it has integrated its customer experience and contact-as-a-service platform with Epic, one of the top electronic health record providers. The companies will launch Five9 Fusion for Epic in a bid to land more healthcare enterprises.
With the integration, Five9 will be included into Epic's Toolbox. The API integration between Five9 and Epic should enable agents to connect with patients on one screen. Epic has about 42% of the EHR market.
Insight Blog
Cisco said it saw strong orders for AI infrastructure as the company reported a strong fourth quarter.
The company reported fourth quarter earnings of $2.8 billion, or 71 cents a share, on revenue of $14.7 billion, up 8% from a year ago. Non-GAAP earnings in the fourth quarter were 99 cents a share.
Wall Street was looking for fourth quarter earnings of 98 cents a share on revenue of $14.62 billion.
Insight Blog
ConstellationTV episode 111 is here! 📺 This week, Liz Miller and Holger Mueller cover major #enterprise news, from SAP’s SmartRecruiters acquisition and Five9’s C-suite shakeup to Salesforce & ServiceNow’s $1.5B Genesis investment.
Next, CR analyst Chirag Mehta highlights why #security 🔒 is the top challenge in #AI adoption and explains how Microsoft is tackling data, identity, and endpoint protection for the AI era.
Video
ShortList
This Constellation ShortList™ presents Embedded Analytics offerings relevant to early adopters pursuing digital transformation. Offerings included in this document meet the threshold criteria for this category as determined by Constellation Research.