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OpenAI's move to raise another $40 billion at a $300 billion valuation is being funded by Softbank, which in turn is paying for its bet with a lot of leverage.
Should we be worried about the amount of debt being floated to build out AI infrastructure? Not yet. But remember that debt is swell until it isn't.
Insight Blog
Vendor Profile
Executive Summary
Offering Overview
Executive Summary
Amazon is putting its Nova family large language models (LLMs) on display for a tryout aims to spur developer interest. And if Alexa+, which is also available for early access, performs well Nova's profile will only increase.
Insight Blog
AI agents remain the hot topic among BT150 CxOs and there’s little to no doubt multi-agent systems will be useful. However, there are doubts about vendor offerings, platform lock-in, data strategy, architecture and change management.
With our monthly meeting of BT150 CxOs, multiple agentic AI takes surfaced both about the present and the future. Our CxO call, which is operated under Chatham House rules, highlighted a bevy of takeaways. Here's the breakdown:
Insight Blog
Cognizant is betting that it can embed agentic AI across enterprises, expand its total addressable market and drive what it calls "hyper-productivity" for its customers.
The strategy will be driven by the ability to design enterprise AI agents that work across systems, create industry-specific large language models and build its own platforms such as Cognizant Neuro AI, which is built on Nvidia's stack.
Insight Blog
AI models are quickly including the physical world and multiple modalities and a humanoid robot inflection point may soon follow.
That's the gist coming out of Nvidia's GTC 2025 conference and recent developments. The combination of foundational AI models that apply to robotics means enterprises need to start thinking through the key concepts. Nvidia CEO Jensen Huang told investors during GTC that "the business opportunity is well upstream of the robot."
Insight Blog
Vendor Profile
Executive Summary
The Greatest Risk of AI: Insights from DisrupTV Episode 393
In DisrupTV Episode 393, hosted by R "Ray" Wang and Vala Afshar, a panel of thought leaders discussed the most pressing risks associated with artificial intelligence. The conversation centered on the evolving role of AI in the workplace and its potential implications.
Video
Raja Renganathan. Chief Growth Officer at Randstad Digital, said enterprises have invested heavily in various platforms, but need to focus on transformation—technical and cultural—to truly break workflow silos with AI.
Insight Blog
CoreWeave filed to go public and it's unclear whether the company's debut on the stock market will be a signal of an AI infrastructure top or just a milepost on a multi-year buildout.One thing is clear: CoreWeave has crazy revenue growth, depends on two customers and is losing hefty sums.
Insight Blog
Workato launched Workato One, a platform designed for agentic AI workflows, AgentX Apps, pre-built agents that orchestrate business processes across multiple systems, and acquired DeepConverse, which specializes in automated customer support.
Insight Blog
OpenAI's support of Anthropic's Model Context Protocol (MCP) may be the start of easier interoperability among AI agents.
The large language model (LLM) giant announced its support for MCP for the OpenAI Agents Software Development Kit (SDK) with plans to enable it for the OpenAI API and ChatGPT Desktop.
Insight Blog
Databricks inked a five-year partnership with Anthropic to offer Claude models directly through the Databricks Data Intelligence Platform. Databricks also highlighted a system to enhance large language model performance without requiring label data.
Insight Blog
Quantinuum quantum computers have created true verifiable randomness in a project that could be valuable to cybersecurity.
Insight Blog
ConstellationTV Episode 101 is here! 📺 Co-hosts Liz Miller and Holger Mueller cover #enterprise news updates, including NVIDIA GTC and Adobe Summit announcements around #AI innovation and agentic solutions.
Next, catch a light-hearted Salon50 interview with Constellation's NEW analyst Michael Ni. You'll get an entertaining introduction to Mike, learn his coverage areas, and hear fun facts about everyone involved!
Video
Enterprise leaders should be forgiven for nursing a case of whiplash over the latest large language model (LLM) developments. Almost daily, there's some advance that generates headlines. Instead of chasing every little benchmark, here's a crib sheet of what we're learning from the never-ending game of LLM leapfrog.
Insight Blog
Agentic AI is dominating headlines and the enterprise technology sector, but the impact on the IT budget remains to be seen. Agentic AI is promising, but it's going to take more prototypes and proof of ROI to get the budgets rolling.
That's a takeaway from Crawford Del Prete, President of IDC, who appeared on DisrupTV. Del Prete was talking about the volatile IT budget dynamics in 2025 and said:
Insight Blog
At #SXSW, Justina Nixon-Saintil, VP & Chief Impact Officer of IBM, shared with R "Ray" Wang how IBM is using #AI to drive real community impact...
? 1.6M volunteer hours logged
? 16M people skilled (on track to 30M by 2030)
? AI-powered solutions for climate stress communities
? 30% productivity boost with AI tools like "Ask CSR"
#Technology isn't just about innovation—it's about creating meaningful change. We're proud to see companies like IBM using AI to solve global challenges. ðŸŒ
Video
The personality tests that have been a mainstay of hiring and coaching may finally be ripe for disruption. Not because they suddenly don’t work. They never have been more than 80% valid, so whether you define that as working or not, I leave up to you. Nor because they treat people like loaves of bread, slicing them into traits, which can’t reassemble themselves into the real people we are. Nor even because they are so easy to game.
Analyst Blog
Constellation founder and analyst R "Ray" Wang talks with IBM's Chief HR Officer Nickle LaMoreaux at the #SXSW IBM Sports Club about #AI agents transforming workplace experiences. Some key points include...
? Agents aren't replacing humans, they're augmenting our capabilities
? Agents offer personalized support for upskilling, career development, and routine tasks
? Agents enable more meaningful human interactions by handling administrative work
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