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March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

New Chips, New Business Models Ahead In Accelerated Computing

Nvidia stock is up 267% YoY.  With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose.  The key things to look for in the keynote:

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February 29, 2024

News Analysis: Finance In The Age Of AI - Microsoft Copilot for Finance

The Leap Year Brings A New Copilot -  Finance

Microsoft announced the public preview of Copilot for Finance.  With tools such as Copilot, the user experience begins and ends with generative AI.  In conversations with Vice President of Business Applications Engineering - Charles Lamanna, Corporate Vice President of Business Applications Marketing - Emily He, Vice President of AI-led ERP Engineering - Georg Glantshnig, users can now apply geneative AI across departments such as sales, service, finance, and IT with Copilot for M365, Copilot for Sales, Copilot for Service, Copilot for Finance, and Copilot Studio.

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January 13, 2024

Event Report: Rebuilding Trust - The 2024 Davos Agenda

The World Economic Forum's Four Themes Seek To Rebuild Trust

The 54th annual convening at Davos brings 2700 delegates from over 130 countries to officially attend the World Economic Forum’s event.  Meanwhile, an additional 5000 individuals join events around Davos in a series of programing known as UnDavos.  This year’s official Davos proceedings center on four main themes:

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December 27, 2023

Trends: Tech IPOs Will Come Back In 2024

Two Year IPO Drought Coming To An End

In 2023, only 148 companies completed an initial public offering (IPO). This was the worst year on record and followed a 15% decline from the number of IPO's in 2022, another disappointing year.  In 2023, ARM was the sole blockbuster tech IPO. 

After a brutal two years with a paucity of tech IPOs, the market is poised for a resurgence in 2024. 

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October 3, 2023

Research Summary: The Urgent Case For A Chief AI Officer (CAIO)

\With artificial intelligence (AI) projects all the rage, organizations must make a strategic determination to create a new CxO role at least at a functional level if not at a title level.. This decision should not be made lightly, however. Although the chief AI officer (CAIO) role is critical to an organization’s success, the level of collaboration across business, IT, finance and operations, HR, and legal risk and compliance requires an unprecedented level of cooperation and orchestration.  Boards will also want to consider AI at the same level as CyberSecurity.

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August 13, 2023

Monday's Musings: Time To Focus On Revenue Platforms, Not Piecemeal "RevOps"

Every Enterprise and Brand Is Focused On Revenue Growth While Trying To Achieve Operational Efficiency

There has never been a greater focus on revenue, however, Chief Revenue Officers (CROs) face a dual mandate.  On one hand, they must continue to find growth and revenue, on the other hand, leaders must balance operational efficiency and reduced budgets.  Constellation's recent CXO Business Confidence Survey highlights how all CXO's face this dual mandate over the next 18 to 24 months.

 

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June 13, 2023

Event Report: Hexagon Live 2023 Demonstrates Prowess In Digital Reality Solutions

The €5.2 Billion Tech Company Most CXO's Have Never Heard Of

On June 12th to 15th, Hexagon, AB held their user conference at the Caesar's Forum in Las Vegas Nevada.  The event showcased how Hexagon has built a foundation for bringing the real world to the digital world using reality capture, positioning, autonomous technologies,design and simulation, and location intelligence.