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Take four rather opinionated people about AI--and damn near everything else--toss in geopolitics and you get an AI debate that mimicked gorillas pounding their chests.
Welcome to a US vs. China AI debate at Constellation Research's AI Forum in Silicon Valley. Here's a recap.
Insight Blog
Agentic AI is developing at a rapid clip with cloud giants, software companies and enterprises racing to create autonomous agents. The catch is that there little integration across platforms, standard are lacking and orchestration and context is missing.
That's the gist AI agent state of union via Ed Macosky, Chief Product & Technology Officer at Boomi. Boomi plans on launching an AI agent control tower March 10 and aims to address some of the looming issues for enterprises.
Insight Blog
When your company is responsible for delivering licensed and unlicensed medicines across five continents it's critical to have resilient infrastructure.
FarmaMondo is a Swiss pharmaceutical group that provides patients access to both licensed and unlicensed medicines across five continents via 14 subsidiaries. The company's extended supply chain is designed to "fulfill patients’ unmet medical needs globally."
Insight Blog
MongoDB reported better-than-expected fourth quarter results, but its outlook for the first quarter and fiscal 2026 was light.
It was hard to gripe about MongoDB's fourth quarter as the company easily topped revenue estimates and nearly doubled the 67 cents a share analysts expected for non-GAAP earnings.
Insight Blog
Zscaler delivered better-than-expected second quarter results as the company platform is gaining due to its zero trust architecture and the need to secure AI applications.
The cybersecurity vendor reported a second quarter net loss of $7.7 million, or 5 cents a share, on revenue of $647.9 million, up 23% from a year ago. Non-GAAP earnings were 78 cents a share in the second quarter.
Insight Blog
Big Idea
AI Will Dominate the Boardroom Agenda, Yet Only a Privileged Few Can Pay for It
Will Box become the content and context enabler of the agentic AI food chain? Box CEO Aaron Levie is betting on it.
With an investor day on tap, Levie laid out Box's AI and genAI master plan, which has been advancing over the last 18 months or so. With the rise of agentic AI, Box's vision is playing out.
Insight Blog
Microsoft has been building out its generative and agentic AI tools for some time now, building upon its mega-billion investment in OpenAI. The evolution of Microsoft’s copilot concept is of course built on agentic AI, and multi-agent flows. Today, the company announced a new packaging concept, the “AI Accelerator for Sales” which combines Microsoft’s existing AI capabilities and a few new wrinkles just announced.
The program includes the following resources for sales organizations looking to transform their operations with AI tools and agents:
Analyst Blog
Salesforce launched a developer edition of Agentforce and a marketplace for pre-built partner agents and actions.
The launch comes as Salesforce follows up with its next phases of its Agentforce rollout. The focus on developers, announced at Salesforce's TDX conference, is designed to build an ecosystem around Agentforce.
Insight Blog
Microsoft launched a series of AI agents and an AI accelerator program for sales as it outlined a bevy of customer references implementing the software giant's copilots and agents.
The company's AI agent tools are being rolled out in Dynamics 365 and are natively integrated across Microsoft 365 productivity apps. The AI agents will connect to an enterprise's data platform (Azure and third parties) and use Microsoft's horizontal data across productivity apps and LinkedIn to include context.
Here's what's rolling out:
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Case Study
Customer Story Spotlight
When your company is responsible for delivering licensed and unlicensed medicines across five continents, it’s critical to have resilient infrastructure.
CrowdStrike reported better-than-expected fourth quarter results as the company was seeing strong enterprise demand for its AI driven security platform
Insight Blog
Constellation analyst Andy ThurAI recently attended the Dynatrace Perform 2025 in Las Vegas and shares five main takeaways about the future of #observability and AI governance...
Video
Veteran product and GTM leader to help enterprises scale SaaS & AI solutions, driving growth through market insight, and automating AI decision-making
Press Release
Google Cloud and Microsoft are launching generative AI tools aimed at healthcare by streamlining documentation and searching unstructured data to optimize workflows. Vendors keep rolling out healthcare focused AI and automation, but the industry still struggles with transformation as well as data interoperability.
Insight Blog
Actian with its Winter 2025 Data Intelligence Platform release added self-serve data access requests, data products with a marketplace and user experiences for data consumers and producers.
Insight Blog
Deadline for Submissions June 13, 2025
We are excited to announce the launch of our fifteenth annual SuperNova Awards. This prestigious program recognizes early adopters who demonstrate true leadership in digital business and shines a light on those teams who have overcome the odds to successfully apply emerging and disruptive technologies.
Analyst Blog
Qualcomm fleshed out its Dragonwing platform as it launched a series of fixed wireless access building blocks designed to enable AI inference use cases as well as industrial applications.
At Mobile World Congress, Qualcomm aimed to stretch beyond its 5G modems, smartphones and PCs to enterprise use cases. Qualcomm launched its Dragonwing branding designed to target enterprises and industrial IoT use cases as well as a partnership with IBM.
Insight Blog
Although AI--generative, agentic and everything in between--is viewed as a tool that can improve customer experience there is the risk that enterprises may rely too much on the technologies.
At Constellation Research's Ambient Experience Summit 2025, we held a workshop on ways to think different about experiences and address one key challenge. Over-reliance on AI was a big theme as was disjointed customer journeys.
Insight Blog
Dell Technologies delivered better-than-expected fourth quarter earnings as it continues to see strong demand for AI servers. Shipments for AI servers will hit $15 billion in fiscal 2026, according to the company.
The company reported fourth quarter earnings of $2.15 a share on revenue of $23.9 billion, up 7% from a year ago. Non-GAAP earnings were $2.68 a share.
Wall Street was looking for earnings of $2.53 a share on revenue of $24.57 billion.
Insight Blog
OpenAI launched a research preview for GPT 4.5 and perhaps the biggest takeaway is that it can fake emotional intelligence pretty well--potentially better than a few humans we know.
The company outlined GPT-4.5 and noted that early testing shows that interactions with humans are more natural. OpenAI noted:
Insight Blog