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When a technology is evolving as fast as artificial intelligence, CFOs and the finance department struggle to crowbar AI infrastructure investments into traditional depreciation models.
Insight Blog
Agentic AI is likely to have an unwelcome side effect: Data wars and lawsuits between platforms.
Process mining company Celonis filed a US antitrust complaint against SAP in the US District Court of California, San Francisco Division. The complaint alleges that SAP is restricting Celonis' access to data on its ERP platform in favor of SAP-owned rival Signavio.
Insight Blog
Navigating IT Spending Amid Rising Tariffs: Insights from DisrupTV Episode 392
In DisrupTV Episode 392, Constellation Research's R "Ray" Wang and Vala Afshar engaged in a compelling discussion with Crawford Del Prete, President of IDC, and Gurvinder Sahni, Chief Marketing Officer at Persistent Systems, to explore the multifaceted impact of tariffs on IT spending in 2025.
Video
Heather Wilson, Senior Vice President and Chief Communications and Marketing Officer at AccentCare, sits at the intersection of customer experience, employee experience, marketing and talent recruitment.
Insight Blog
💡 Adobe's #AI-powered capabilities are transforming digital asset management (DAM) from a simple repository to a strategic tool for driving content operational efficiencies.
Constellation analyst Liz Miller sat down with product marketing expert Marc Angelinovich at #AdobeSummit to discuss the future of DAM. Here are a few ways Adobe's technology changes the game...
Video
Accenture said it may start seeing the effects of a US government funding pause and enterprises growing cautious amid geopolitical and economic volatility.
Speaking on Accenture's second quarter earnings conference call, CEO Julie Sweet laid out the current conditions for the consulting giant. Accenture Federal Services accounted for 8% of the company's global revenue and 16% of Americas revenue in fiscal 2024.
Insight Blog
Oracle launched Oracle AI Agent Studio for Fusion Applications in a move designed to enable enterprises to customize AI agents across its platform.
The move, announced at Oracle Cloudworld in London, is the latest in a series of vendor announcements aimed at creating, deploying and orchestrating AI agents.
Insight Blog
Softbank said it will acquire chipmaker Ampere Computing in a $6.5 billion all-cash deal. Oracle and Carlyle, Ampere's primary investors, have agreed to sell their stakes.
Carlyle owned 59.65% of Ampere, Oracle owned 32.27% and Arm owned 8.08%. Arm is a subsidiary of Softbank Group and Ampere is a licensee of Arm.
Insight Blog
Nvidia's GTC conference kicked off with a long keynote from CEO Jensen Huang, a roadmap extending in 2028 and an integrated AI stack that's hard for rivals to match.
Here's a look at the questions that are lingering after GTC kicked off.
Can Nvidia's cadence keep demand going?
Nvidia's ability to cannibalize itself with an annual cadence and dangle enough value and performance to convince customers to upgrade has been impressive.
Insight Blog
Oracle and Nvidia expanded their partnership in a move that will bring Nvidia AI Enterprise, Nvidia Blackwell GB200 NVL72 and agentic AI blueprints to Oracle Cloud Infrastructure.
Constellation Research analyst Holger Mueller said the expanded partnership between the two companies makes sense.
Insight Blog
Nvidia launched DGX Spark, formerly Project Digits, and DGX Stations as it aims to bring AI supercomputers to students, developers, researchers and data scientists.
Project Digits made a splash at CES 2025 and now Nvidia is making good on its expansion plans. Nvidia is hoping to enable users to develop and run models locally before uploading them to the cloud for production.
Insight Blog
Nvidia launched a family of open reasoning AI models designed for agentic AI as well as new world foundation models.
The company launched the Nvidia Llama Nemotron reasoning models that are designed for on-demand AI reasoning. Nvidia took the Llama models and enhanced them during post training to improve multistep math, coding, reasoning and complex decision-making.
Insight Blog
Nvidia launched Blackwell Ultra, which aims to boost training and test time inference, as the GPU giant makes the case that more efficient models such as DeepSeek still require its integrated AI factory stack of hardware and software.
The company also launched Dynamo, an open-source framework that disaggregates the AI reasoning process to optimize compute. For good measure, Nvidia laid out its plans for the next two years.
Insight Blog
Adobe laid out its customer experience vision that includes multiple purpose-built AI agents, automated experiences that can adapt on the fly and scaling personalization.
That vision, unveiled at Adobe Summit, is aimed at creating a stack that includes agentic AI, automation and a platform that addresses creative marketing, the content supply chain and a unified customer experience.
Insight Blog
Google has acquired Wiz for $32 billion in an all-cash deal that will add to Google Cloud's revenue growth going forward.
The two companies were reportedly in talks about a deal valued at $23 billion a year ago. With the move, Google Cloud is leaning into cybersecurity since it already owns Mandiant.
According to Google, the Wiz purchase will give Google Cloud the ability to combine AI and cloud security across multiple clouds.
Insight Blog
Zoom Communications is adding a set of agentic AI capabilities to Zoom AI Companion so it can take actions across its platform for collaboration and customer experience.
With the move, Zoom becomes the latest vendor to put its spin on AI agents. Zoom AI Companion will get the ability to take action and orchestrate and enterprises can create custom agents.
Insight Blog
Kore.ai launched a platform to develop, deploy and manage agentic AI applications as a bevy of players race to become the orchestration layer for AI agents.
The Kore.ai Agent Platform aims to enable enterprises to create AI agents with various ranges of autonomy and connect them to applications via more than 100 prebuilt connectors for structured and unstructured data.
Insight Blog
With AI agents getting all of the attention, it's worth noting that there are multiple companies leveraging generative AI and off-the-shelf models powered by first party data.
Constellation Research CEO Ray Wang has noted that we're entering an age of data scarcity. All of the data has been used up to train foundational models, and now enterprises will begin to realize they don't have enough data to make AI work for them.
Insight Blog
In a recent interview with Constellation Editor in Chief Larry Dignan, Hotwire's Chief Growth Officer, Laura MacDonald shares how her team uses #AI to enhance their marketing and research efforts.
Rather than focusing solely on AI-generated content, Hotwire has built an AI-powered search and discovery tool to analyze data from various sources quickly. This allows them to uncover key trends, topics, and pain points most important to their target personas, like CTOs.
Video
How to Be an Effective Leader: Insights from DisrupTV Episode 391
In DisrupTV Episode 391, hosted by R "Ray" Wang and Vala Afshar, a panel of distinguished leaders shared their perspectives on effective leadership in the modern era. The discussion highlighted the importance of adaptability, empathy, and continuous learning in leadership roles.
Video
Cyber resilience is a simple concept: You're going to be hit by a data breach. What matters is how quickly you recover.
Rubrik's fourth quarter results, which were better than expected, hammered home how enterprises are focusing more on cyber resilience. During Rubrik's conference call, cyber resilience was mentioned 30 times.
CEO Bipul Sinha said:
Insight Blog
Technology vendors are likely to start trimming their outlooks or say they are back-half loaded as macroeconomic concerns and an inability to plan due to tariffs take a toll.
Not all vendors will take the hit, but those with sizeable federal government businesses are saying March has indicated businesses may slow.
Insight Blog
Laura MacDonald, Chief Growth Officer of Hotwire, said AI's role in marketing and communications has only grown, but practitioners need to ensure quality data is training models and humans are adding the creativity.
Insight Blog