Results

Insight News
February 02, 2026

Storage becomes more strategic amid AI buildout

Data to Decisions
Storage vendors are beginning to lock up long-term supply deals with customers as systems become more strategic amid the AI buildout....
Larry Dignan
Analyst Blog
February 01, 2026

Is there value for AI after GenAI?

Board Strategy
What happens after GenAI. LLM and GenAI took over in 2025, even “evolving” into Agentic AI. The problem? LLM has limited abilities, like any other single-solution model, and quickl...
Esteban Kolsky
Insight News
January 28, 2026

IBM delivers strong Q4, 12% revenue growth

Data to Decisions
IBM delivered fourth quarter revenue growth of 12% as it saw strength in infrastructure courtesy of mainframes and software sales. IBM said its book of business for AI is more than...
Larry Dignan
Insight News
January 28, 2026

ServiceNow delivers strong Q4, expands Anthropic partnership

Data to Decisions
ServiceNow reported better-than-expected fourth quarter results and expanded a partnership with Anthropic to integrate Claude models more deeply into the ServiceNow AI Platform. Se...
Larry Dignan
Insight News
January 28, 2026

Seagate: Agentic AI, video to fuel storage demand spike

Data to Decisions
Seagate Technologies CEO William Mosley said on the company's second quarter earnings call that capacity for 2026 is already allocated and quot;and we expect to begin accepting ord...
Larry Dignan
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
Analyst Blog
January 21, 2026

Constellation Research's AI-First Service Firms

Future of Work
Legacy organizations caught between two S-curves must quickly decide whether to start from scratch and migrate, or to modernize their technical debt within their existing organizat...
R "Ray" Wang
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