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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
ShortList
This Constellation ShortList™ presents Cross-Platform Agentic AI offerings relevant to early adopters pursuing digital transformation. Offerings included in this document meet the threshold criteria for this category as determined by Constellation Research.
Lloyds Banking Group is building its next-generation machine learning 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, said the company's previous machine learning and data science platform was on-premise and pushing a decade of use. "We realized we needed to modernize and wanted to move to the public cloud and Vertex AI," said Boteju. Lloyds completed the migration a year ago.
Insight Blog
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 Omnichannel and Ecommerce Technology at Lowe's, will be a speaker at Google Cloud Next 2025. Sharma said tools like Google Cloud Agentspace can be the next evolution of customer experience.
Insight Blog
AI agents are likely to be adopted in healthcare as a way to provide patient guidance in any modality and carry out tasks like transportation, appointment scheduling and follow-ups.
Those were a few takeaways from two healthcare leaders during an industry panel at Google Cloud Next. Richard Clarke, Chief Data and Analytics Officer at Highmark Health, and Sameer Sethi, Chief AI Officer at Hackensack Meridian Health, outlined what their organizations have done so far with generative AI and the groundwork in place for agentic AI.
Insight Blog
Google Cloud announced a bevy of capabilities and services designed to enable multi-agent systems for its customer base, which is increasingly integrating the company’s models, data platform and agent development tools into their stacks.
Google Cloud Next has kicked off with more than 32,000 attendees and more than 500 customer stories. With that backdrop here's a look at the key themes from Google Cloud Next in Las Vegas.
Insight Blog
United Wholesale Mortgage (UWM) said it will use Google Cloud for AI and analytics in an effort to automate more of the mortgage process.
Insight Blog
IBM launched its IBM z17 mainframe that includes AI tools to process inference workloads, its Telum II processor and Spyre Accelerator as well as AI agents from its watsonx platform.
While many folks think of mainframes as creaky old systems designed to process transactions without downtime, the z systems are big business for IBM and a strong upgrade cycle. In addition, IBM has reinvented the mainframe a few times for cloud workloads and now AI.
Insight Blog
Vint Cerf said the introduction of AI is about much more than technology so much so that it may make sense to have a few sociologists, psychologists and anthropologists to help with policy.
Insight Blog
UNDERSTAND THE METHOD TO THE MADNESS
The shock and awe from tariffs represent just one part of the Great Reset that’s being led by a President that has a once in a lifetime opportunity to transform America's standing and shape the POTUS legacy. Hampered by a failing WTO and short-term thinking that plagues the Western world, tariffs provide the biggest leverage point to both political and economic bilateral negotiations for access to the US $29 trillion economy.
Analyst Blog
IBM said it has acquired data and AI consultant Hakkoda in a deal that will give it data migration platform services. Hakkoda is a big partner for Snowflake.
The purchase gives IBM Consulting more heft in data migrations and transformation. IBM Consulting acknowledges that services to modernize data estates are critical to any future enterprise AI efforts.
Terms of the deal weren't disclosed. IBM has been rounding out its offerings with a series of acquisitions.
Insight Blog
Meta launched Llama 4 family with open weights with two models available on AWS, Microsoft Azure and Google Cloud.
With the large language models (LLMs) wars well underway, Meta announced Llama 4 on a Saturday so it can have the spotlight for a bit. With LLMs developing at a rapid clip, one advance can be overshadowed by another in just hours.
Insight Blog
In enterprise technology you don't always have the answers, but that should never stop you from knowing the right questions. With that in mind, let's ponder a few questions now that the first quarter is closed and the second quarter is just ramping up. These themes are likely to reappear in our news and analysis in the months ahead.
Here’s a look at the big questions for the second quarter.
Insight Blog
Microsoft added a bevy of new features for Copilot to enhance memory, ability to take action and conduct research and also updated its Azure AI Foundry with tools to build AI agent systems.
Insight Blog
From the Age of the Internet to the Age of AI: Insights from DisrupTV Episode 394
In a recent episode of DisrupTV (Episode 394), hosted by R "Ray" Wang and Elle Froze, three distinguished guests—Vint Cerf, Dr. David Bray, and Irene Yam—shared their perspectives on the evolution from the Internet Age to the Age of AI. This discussion highlighted the transformative impact of artificial intelligence on society, technology, and business.
Video
The enterprise data center was supposed to be dead by now, but the reality is on-premises workloads are getting new life courtesy of AI workloads.
Insight Blog
Once thought of as a “seller’s tool”, Configure, Price, Quote (CPQ) solutions have shifted in recent years to be a far more robust, interactive and dynamic experiential platform. Once the domain of high-touch consumer commerce motions, and thanks to mainstay players heavily investing in the value of customer experience and sleek interfaces, CPQ has elevated the configuration experience to everything from software to services, without sacrificing the pinpoint accuracy of pricing, discounting and quoting that sellers depend on.
Analyst Blog
ServiceNow said it will acquire Logik.ai, which specializes in AI-driven configure, price and quote (CPQ) software.
Terms of the deal weren't disclosed. ServiceNow said that the purchase of Logik.ai will expand its reach into CRM. ServiceNow said Logik.ai will also accelerate its efforts in sales and order management processes.
Insight Blog
A Rapidly Evolving Landscape; OpenAI's Disappearing Moat
We've been watching the generative AI landscape transform at breathtaking speed, and what concerns us most is how quickly the narrative around OpenAI has shifted from "unassailable market leader" to "company facing existential challenges." As leaders who have spent our careers at the intersection of technology, policy, and enterprise strategy, we believe that organizations making multi-million dollar AI investments need to understand the broader context beyond the marketing hype.
Analyst Blog