Filter Results
Results
Taiwan Semiconductor reported strong first quarter results, but most of the questions on the earnings recall revolved around tariffs, global expansion and AI infrastructure demand.
The quarter was carried by high-performance computing. TSMC reported first quarter earnings of $2.12 per ADR on revenue of $25.53 billion, up 35.3% from a year ago, but down 5.1% from the fourth quarter.
Insight Blog
Customer Story
Lowe's is betting that AI agents powered by Google Cloud can become do-it-yourself home improvement companions and offer personalized customer experiences.Neelima Sharma, SVP of omnichannel and ecommerce technology at Lowe's, was a speaker at Google Cloud Next 2025. Sharma said tools like Google Cloud Agentspace can be the next evolution of customer experience.
OpenAI released its o3 and o4-mini models that can reason and use ChatGPT's multimodal tools. The release of its latest models are designed to tackle multi-faceted questions more effectively, a step toward a more agentic ChatGPT."
Ultimately, OpenAI is planning to roll up its models to enable ChatGPT to complete tasks for you. OpenAI is billing its latest models as "the smartest models we've released to date."
Insight Blog
Docusign launched AI contract agents, which will analyze agreements, highlight risks and surface issues that usually require human intervention.
The AI contract agents will be part of Docusign's Intelligent Agreement Management (IAM) platform. Docusign's AI contract agents highlight how the early versions of agentic AI are aimed a processes that are a real headache for enterprises. Contract management, procurement and customer support are all focus areas for AI agents.
Insight Blog
Nvidia illustrates the difficulty operating as US government rules, tariffs and other policies change almost daily.
In an SEC filing, Nvidia said it will take a first quarter charge of $5.5 billion due to new export rules on its H20 chips to China. Nvidia sold its H20 chips into China because its more powerful GPUs and accelerators were banned.
Insight Blog
Customer Story
Lloyds Banking Group is building its next-generation machine learning (ML) platform on Google Cloud's Vertex AI in a move that will replace legacy systems.Ranil Boteju, chief data and analytics officer at Lloyds Banking Group, says the company's previous ML and data science platform was on-premises and had been in use for a decade. We realized we needed to modernize and wanted to move to the public cloud and Vertex AI. Lloyds completed the migration a year ago.
Anthropic said its Claude large language model (LLM) will integrate with Google Workspace to add enterprise documents for its Research feature for Max, Team and Enterprise customers.
The company's Claude model has had an enterprise spin and vision that revolves around making its LLM a work partner. With its Google Workspace integration, Claude will be able to add internal documents such as email, calendar and docs.
Insight Blog
Cohere launched Embed 4, a multimodal embedding model that beefs up enterprise search and retrieval for AI apps.
According to Cohere, Embed 4 can quickly search unstructured data including PDF reports, presentation slide and other documents with text, images, tables and diagrams.
The launch is a fast follow-up to Command A, a model designed to minimize compute resources while delivering strong performance.
Insight Blog
Bank of America is infusing AI throughout its primary units--consumer banking, global wealth and investment management and global banking and markets--and plans to spend $4 billion on new projects as its digital engagement gained throughout 2024.
The company outlined how its AI and machine learning tools, which are headlined by its Erica virtual assistant that launched in 2018, are gaining traction for multiple use cases.
Insight Blog
Corporations and consumers are trying to navigate economic uncertainty and many are hitting the brakes amid tariffs, declining sentiment and volatility that's curbing long-term bets.
Insight Blog
Walmart's move to common platforms that work across various functions, divisions and stores is enabling a data and AI flywheel that is paying off nicely in an uncertain economy.
Insight Blog
When it comes to AI strategies and projects we've seen the hope, the fear and the reality all within a few days.
Google Cloud Next 2025 provided an interesting backdrop to the state of agentic AI, enterprise use cases and how AI is altering corporate strategies. Here's a quick tour.
Insight Blog
Leading with Trust, Not Fear: Insights from DisruptTV Episode 395
In DisrupTV Episode 395, leaders Chris Deaver, Ian Clawson, Esteban Kolsky, and Richie Etwaru joined hosts R "Ray" Wang and Vala Afshar to explore a transformative approach to leadership in today's rapidly evolving business landscape. The central theme: shifting from fear-based management to trust-based leadership.
Video
CX strategy expert to advise boards on better decision-making with the implementation of a data-to-insights frameworkCUPERTINO, Calif. – April 11, 2025 – Constellation Research today announced the appointment of Esteban Kolsky as chief distiller and board advisor. Kolsky will advise board member clientele and distill research into customized and consumable information for strategic direction, boardroom oversight and long-term goal setting.
Press Release
There was no shortage of customers at Google Cloud Next 2025 as the company is hitting its enterprise stride with a focus on industries, use cases and integrating AI agents.
Here’s a look at customers at Google Cloud Next their takeaways and best practices picked up along the way.
Google Cloud Next coverage:
Insight Blog
What if you could manufacture opportunity?
This is not to ask what if you could manufacture campaigns. Instead, this is to ask if we could think about manufacturing opportunity the same way we might think about manufacturing a jar of pickles? Simply: Yes. If the ask is to manufacture opportunity for the purpose of profitable growth, a supply chain dedicated to the creation and optimization of content that acts as the fuel for engagement can and should be established.
Analyst Blog
Canva launched its Visual Suite 2.0 in what it calls the biggest product launch since it was founded in 2012. Canva aims to make spreadsheets visual with Canva Sheets and create interactive designs with simple prompts with Canva Code.
The company announced Visual Suite 2.0 at its Canva Create event in Los Angeles. Canva's Visual Suite overhaul is designed to build on its 230 million monthly active users, cater to designers as well as attract new users.
Insight Blog
There's a seismic shift happening in how we develop and secure #software. 🔠Developers are no longer just writing code - they're navigating a complex ecosystem of #AI-generated #applications.
Modern apps are interconnected with multiple systems and rely on numerous open-source packages. In these dynamic, unpredictable environments, attackers hunt for interaction vulnerabilities - a single weak link that can compromise an entire system. 🔎
Video
Google Cloud CEO Thomas Kurian said AI agent interoperability is critical to link process and workflows, outlined the sovereign AI strategy and said the company is building an agentic AI ecosystem.
Speaking at an ask me anything session with analysts, Kurian said the following at the end of day 1 at Google Cloud Next.
Insight Blog
Walmart reaffirmed its first quarter sales growth outlook; said its e-commerce business is on track to be profitable and highlighted technology initiatives that have made the company more resilient in a volatile economy.
Insight Blog
The new tariff regime instituted by the United States over the past couple of weeks is creating uncertainty in the executive world. Questions on how it affects an industry abound and answers are not plentiful.
Analyst Blog
Offering Overview
Executive Summary
ConstellationTV Episode 102 just dropped! 📺 Co-hosts Larry Dignan and Martin Schneider kick off with #tech news, including the AI race � between Salesforce and ServiceNow and economic uncertainty around #tech spending.
Next, Martin intros his latest #research on AI and composability in #CRMs, covering the benefits of composable apps and how they enable businesses to make cost-effective decisions and reduce overall costs. 📈
Video
Google Cloud CTO Will Grannis said multimodal models including ones learning how to smell, AI agents at scale that will break down enterprise silos and continually optimized compute will usher in new experiences.
Grannis, speaking at an analyst summit at Google Cloud Next, said the company is pacing disruption and transformation based on a confluence of technologies cloud, generative and agentic AI, and multimodal model advances with reasoning
Insight Blog