Results

Orbits Blog
February 06, 2026

News Analysis: Yes, Software is Still Eating the World

Board Strategy
Enterprise software stocks had been drifting for months as investors quietly questioned whether the traditional SaaS model was sustainable. Then the drift turned into a snap. It...
Roy Andrew Ng
February 04, 2026

How AI Will Transform Business Models, Leadership & Growth

Data to Decisions
Live from Davos 2026 at the IBM House, Constellation Research’s Ray Wang sits down with IBM’s Neil Dhar to explore how AI is moving from proof-of-concept experiments to real, measu...
R "Ray" Wang
February 04, 2026

Why Your AI Fails Without Data & Workflows Private

Data to Decisions
At AWS re:invent, R quot;Rayquot; Wang talks with Caroline Roche of IBM about how IBM and AWS are partnering to help enterprises move from AI experiments to real business outcomes....
R "Ray" Wang
Insight News
January 26, 2026

Microsoft launches Maia 200 as custom AI silicon accelerates

Data to Decisions
Microsoft launched its Maia 200 AI accelerator and said it is available in Azure. Microsoft said Maia 200 delivers 30% better performance per dollar than the latest generation of h...
Larry Dignan
Insight News
January 22, 2026

Microsoft outlines Quantum OS, Quantum Development Kit

Data to Decisions
Microsoft outlined its Quantum OS architecture and Quantum Development Kit, which will include versions for chemistry and error correction.Microsoft outlines Quantum OS, Quantum De...
Larry Dignan
Insight News
January 20, 2026

Agentic AI experiences will determine enterprise winners

Data to Decisions
Agentic AI to date has revolved around architecture, standards, use cases, process automation and productivity, but customer experiences and visions of reinventing categories are m...
Larry Dignan
Insight News
January 20, 2026

ServiceNow expands OpenAI partnership

Data to Decisions
ServiceNow said that it has expanded its multi-year partnership with OpenAI in a move that will revolve around computer-use automation, expanded AI tools and workflows using techno...
Larry Dignan
Insight News
January 20, 2026

OpenAI’s 2026 focus on practical AI points to enterprise

Data to Decisions
OpenAI has $20 billion in annual recurring revenue, but perhaps the bigger news is that the company's 2026 focus revolves around quot;practical adoptionquot; in health, science and...
Larry Dignan