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Palo Alto Networks acquired Protect AI to expand its reach into securing AI and machine learning applications, launched Prisma AIRS to secure enterprise AI apps, agents and models and updated its Cortex securities operations platform.
The three-pack of announcements landed as the RSA Conference kicked off in San Francisco.
Insight Blog
In the computing world, Moore’s law stood for 50 years. In 1965, Gordon Moore, one of the co-founders of Intel observed that the number of transistors that coud be placed on a micro chip doubled every two years. This guiding principal for the semiconductor and high tech industry led to Moore's Law where compute doubles every two years.
In the Artificial Intelligence world, there's Ray's Law. AI capabilities double every 7 months. At this seven month doubling rate, in two years, this will be a 1500% increase. In six years, AI intelligence capability will be 10,0000%
Analyst Blog
Agentic AI is entering its next phase of hype as vendor conference season unfolds. Pick an enterprise vendor and you'll hear a keynote that revolves around AI agents.
It's AI agents everywhere. If we created a drinking game every time "agent" was uttered we'd be hammered. The big idea behind agentic AI will come to fruition, but there are more than a few missing elements that need to fall in place.
Here's what is missing from the agentic AI stack today.
Insight Blog
Quarks
Executive Summary
What If You Could Manufacture Opportunity?
Nextdata, a startup that raised a $12 million seed round in 2023, launched its Nextdata OS in a move that aims to take data that sits in multiple platforms and turn them into autonomous data products that can interact with AI applications, agents and models.
Insight Blog
Intel's first quarter results were better-than-expected and new CEO Lip-Bu Tan said the company will undergo a restructuring to improve "execution and operational efficiency while empowering our engineers to create great products."
The chipmaker, which has been walloped by Nvidia and AMD, said it will aim to lower operating expenses in 2026 to $16 billion from $17 billion in 2025. Operating expenses in 2025 were previously projected to be $17.5 billion. The company didn't disclose a headcount figure for layoffs.
Insight Blog
Alphabet handily topped first quarter estimates as Google's advertising business held up well and Google Cloud revenue checked in at $12.26 billion.
The company reported first quarter net income of $34.54 billion, or $2.81 a share, on revenue of $90.23 billion, up 12% from a year ago. Wall Street was looking for first quarter earnings of $2.01 a share on revenue of $89.17 billion.
Insight Blog
News Analysis
Executive Summary
Don't miss that latest CR #CX Convo between Rob Walker of Pegasystems and Constellation analyst Liz Miller about #AI reshaping enterprise strategy, operations, and customer engagement...
Here are 4️⃣ covered topics you'll want to know more about:
🔍 AI as a productivity multiplier: Intelligent assistants that double output — not just in theory, but in execution.
🎨+📊 The convergence of creative and statistical AI: #GenerativeAI is no longer just for content — it's driving #data-informed creativity across functions.
Video
ServiceNow is hellbent on being a big CRM player, relegating established giants like Salesforce to the legacy infrastructure bin and running its platform playbook repeatedly.
For those of us watching ServiceNow closely, CEO Bill McDermott's CRM play isn't that surprising. After all, ServiceNow has dabbled in CRM workflows for years, but the recent acquisitions of Moveworks and Logik.ai telegraph the move.
Insight Blog
IBM reported better-than-expected first quarter results and maintained its outlook in what CEO Arvind Krishna called a "fluid" macroeconomic environment.
Big Blue also said that its generative AI book of business is now more than $6 billion to date and up more than $1 billion in the quarter.
IBM reported first quarter earnings per share of $1.12 a share on revenue of $14.5 billion, up 1% from a year ago. Non-GAAP earnings were $1.60 a share.
Insight Blog
ServiceNow's first quarter should alleviate a bevy of emerging concerns in enterprise technology. The company landed multiple Pro Plus AI deals in the quarter and grew its US public sector business by more than 30% amid macroeconomic uncertainty.
For the first quarter, ServiceNow reported earnings of $460 million, or $2.20 a share, on revenue of $3.088 billion. Non-GAAP earnings in the first quarter were $4.04 a share.
Insight Blog
Google Cloud makes 229 announcements, but here's what matters for data-to-decision leaders.
Google dropped 229 announcements at Cloud Next 2025, from faster chips, smarter agents, and 500+ customer stories. But beneath the noise, a clear shift emerged: the dissolving of the boundaries between data, analytics, and AI.
What still breaks in the Data-to-Decision flow?
Three problems kept surfacing in exec roundtables and hallway chats:
Analyst Blog
ConstellationTV Episode 103 just dropped! 📺 Co-hosts Liz Miller and Holger Mueller kick off with #tech news, covering Google Cloud Next, #AI innovation, and industry workforce dynamics (tech layoffs, sales restructuring, etc.)
Next, Liz and Rob Walker from Pegasystems talk h#AIagents. Namely, how autonomous thinking is the new competitive advantage, becoming an AI company is no longer optional, and how agents must deliver tangible #business value.
Video
Offering Overview
Executive Summary
Nvidia said its NeMo Microservices are generally available as it aims to enable developers to leverage a "data flywheel" that enables enterprises to scale AI agents.
The general availability of Nvidia NeMo Microservices is a follow-up to GTC 2025 announcements. The idea of the NeMo Microservices portfolio is to automate and scale what Nvidia refers to as AI teammates.
Insight Blog
As enterprises adopt AI agents and digital workers, companies' success may depend on the human-agent ratio and how workflows are managed.
Microsoft released its annual Work Trend Index report, which surveyed 31,000 people across 31 countries and including LinkedIn labor and hiring trends. The report argues that Frontier Firms are emerging that are utilizing digital workers via agentic AI.
Insight Blog
Offering Overview
Executive Summary
SAP in the first quarter delivered cloud revenue growth of 27% from a year ago with total revenue growth of 12%.
The company reported first quarter earnings of €1.796 billion, or €1.52 a share, on revenue of €9.01 billion. Cloud revenue was €4.99 billion, up 27% from a year ago. Cloud ERP revenue was €4.25 billion, up 34% from a year ago.
Insight Blog
This is one of the first times I apply the distilling framework to a recommendation, please let me know in the comments what you think.
(Also, this is a summary without sources or links, nor detailed analysis... if you think that would be useful... well, let's talk. I have a service that does that... Let's leave shameless plugs behind, focus on distilling).
Analyst Blog
CxOs in the BT150 are starting to push back on agentic AI washing from enterprise vendors.
Our April BT150 meetup touched on multiple topics including tariff volatility on projects and costs (everyone flying blind) and ascending cloud vendors (Google Cloud and Oracle Cloud Infrastructure have momentum), but agentic AI again was the big theme.
Insight Blog