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We’re thrilled to unveil the 2025–2026 Artificial Intelligence 150 (AI150), a distinguished group of executive leaders who are setting the pace for enterprise AI transformation.
Analyst Blog
IBM updated its quantum computing roadmap heading into IBM Quantum Starling, a large-scale fault-tolerant quantum system in 2029.
Big Blue said IBM Quantum Starling will be delivered by 2029 and installed at the IBM Quantum Data Center in Poughkeepsie, New York. That system is expected to perform 20,000 times ore operations than today's quantum computers.
Insight Blog
Executives Leading the Charge Toward an AI-Powered World Celebrated for Innovation and Impact CUPERTINO, Calif – June 10, 2025 – Constellation Research proudly unveils the second annual Artificial Intelligence 150 (AI150), spotlighting the trailblazing executives redefining the future of AI.
Press Release
IonQ said it will acquire UK's Oxford Ionics in a deal valued at $1.075 billion in mostly stock and $10 million in cash. The deal is designed to accelerate IonQ's quantum computing roadmap and establish a global hub for research and development.
Insight Blog
Apple executives acknowledged at the company's Worldwide Developer Conference (WWDC) that Apple needs more time to make Apple Intelligence work well. In the meantime, Apple executives outlined Liquid Glass, a redesign that'll flow through Apple devices.
The company also announced new naming conventions for iOS, watchOS, tvOS, macOS, visionOS and iPadOS.
Insight Blog
Last year, Snowflake made a bold pitch for an "AI Data Cloud." This year, they got down to business.
"We want to empower every enterprise on the planet to achieve its full potential through data and AI. And AI, and we think this moment makes it possible more than any such moment we have seen in a decade or even two decades." - Sridhar Ramaswamy, Summit 2025
Analyst Blog
Qualcomm said it will acquire Alphawave IP Group, a UK company, for $2.4 billion in a move that will give it assets to speed up its data center expansion.
Insight Blog
A contact center at a crossroads is nothing new. It seems that every time there is a technological evolution, the contact center faces disruption. That is especially true in this age of artificial intelligence that is transforming experiences for customers and employees alike. AI has redefined efficiency, encouraging a streamlining of technology estates, data stores and forever shifting where and the how engagement, work and collaboration happens.
Analyst Blog
Robotics process automation (RPA) isn't dead and arguably should get more attention in your enterprise automation portfolio. Simply put, RPA still has a role in an overarching AI strategy and in many cases can be good enough. Keep that in mind for old school AI, machine learning, process automation and even hybrid cloud.
We’ll stick to RPA for now, but the general theme remains: Automation and returns are what matters. And you don’t have to rely solely on heavy compute, reasoning large language models to get there.
Insight Blog
SAP has agreed to not interfere with Celonis' data extractor for customer data until the litigation between the two companies has been resolved. In turn, Celonis has withdrawn its motion for a preliminary injunction.
As previously reported, the Celonis lawsuit against SAP is worth watching given agentic AI largely depends on enterprise technology vendors providing data access to other applications--and AI agents.
Insight Blog
Experts in the Hot Seat
Karen Silverman – CEO & Founder of The Cantellus Group
Denise Holt – CEO of AIX Global Media
Dr. David Bray – Distinguished Chair of the Accelerator at Stimson Center & CEO of LDA Ventures Inc.
Lori Rosenkopf – Author of Unstoppable Entrepreneurs: 7 Paths for Unleashing Successful Startups and Creating Value through Innovation
1. Practical AI Governance: Theory vs. Reality
Karen Silverman emphasized the urgent need for actionable AI governance strategies.
Video
Procter & Gamble's two-year restructuring includes a heavy dose of digital transformation, artificial intelligence and supply chain automation and optimization.
The headlines from Procter & Gamble's appearance at the Deutsche Bank Global Consumer Conference revolved around the company's move to cut 7,000 jobs. However, P&G Chief Financial Officer Andre Schulten and Chief Operating Officer Shailesh Jejurikar outlined the bigger picture.
Insight Blog
Broadcom reported strong second quarter results amid "robust demand for AI networking."
The company, which is thriving as hyperscale cloud providers buy processors for AI workloads, delivered second quarter earnings of $4.96 billion, or $1.03 a share, on revenue of $15 billion, up 20% from a year ago. Non-GAAP earnings were $1.58 a share, two cents ahead of Wall Street estimates.
Insight Blog
Open Research
During a recent panel discussion on artificial intelligence (AI) and the law, the issues of trust and responsibility were considered. One of the questions from the audience asked what three laws of AI might be, a la Isaac Asimov’s The Three Laws of Robotics within his Robot series (and, eventually, the Foundation series) of science fiction books.
Want to see how #AI is making complex #data management look easy?💡
At IBM Think 2025, Constellation analyst Holger Mueller interviews IBM's Miran Badzak and Edward Calvesbert about how companies can transform their data into a strategic asset.
Watch the full interview to understand:
✅ How to unlock 90% of your unused data
✅ AI tools that simplify database management
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Video
Zscaler has its own plans to consolidate your cybersecurity budget as it branches out from network security to securing data and agentic AI operations.
The company, which is known for its Zero Trust architecture, has been on a tear financially as it fleshes out its vision makes acquisitions to extend its platform.
Insight Blog
MongoDB reported strong first quarter results powered by revenue growth of 22% from a year ago.
The company reported a first quarter net loss of $37.6 million, or 46 cents a share, on revenue of $549 million, up 22% from a year ago. Non-GAAP earnings in the quarter were $1 a share.
Wall Street was expecting MongoDB to report first quarter non-GAAP earnings of 67 cents a share on revenue of $528 million.
Insight Blog
ConstellationTV Ep. 106 is live! This week, co-hosts Larry Dignan and Martin Schneider break down key shifts in #enterprise tech...
Video
Amazon is throwing its AI foundation model weight behind its supply chain as it optimizes routes with SCOT (Supply Chain Optimization Technology). With the move, Amazon is using its generative AI tools to highlight the returns that'll show up in its earnings results.
The company also highlighted its robotics, agentic AI and physical AI efforts.
Insight Blog
OpenAI CEO Sam Altman said the company's enterprise unit is doing well as businesses continue to invest in large language models and increasingly AI agents.
Speaking at Snowflake Summit 2025, Altman said the enterprises that have learned to iterate quickly are doing best. The challenge for enterprises is that AI is changing so quickly and that usually favors the agile, said Altman, who appeared on stage with Snowflake CEO Sridhar Ramaswamy.
Insight Blog
Nvidia said its GB200 NVL72 rack scale systems outperformed Hopper by a wide margin based on MLPerf Training submissions across categories.
The company outlined the benchmark as its Blackwell instances--GB200 NVL72--are now generally available from Microsoft Azure, CoreWeave and Google Cloud with more providers on deck.
Insight Blog
Hewlett Packard Enterprise delivered better-than-expected second quarter earnings as it saw strong demand for its AI servers and hybrid cloud.
The company reported a second quarter net loss of 82 cents a share due to a goodwill write down. HPE reported second quarter non-GAAP earnings of 38 cents a share on revenue of $7.6 billion, up 6% from a year ago.
Insight Blog
CrowdStrike delivered mixed first quarter results and second quarter outlook.
The company reported a first quarter net loss of $110.2 million, or 44 cents a share, on revenue of $1.1 billion, up 20% from a year ago. Non-GAAP earnings were 73 cents a share.
Wall Street was expecting CrowdStrike to report non-GAAP earnings of 66 cents a share on revenue of $1.11 billion.
Insight Blog