Large language models (LLMs) have taken over Wall Street and most companies have to answer questions about AI opportunities and disruptions. Here's a look at some of the answers....
Anthropic said its annual revenue run rate is $14 billion as Claude Code hit an inflection point. The company raised $30 billion in funding at a valuation of $380 billion. ...
Cisco AI Summit 2026 communicated a clear message through its powerhouse lineup of speakers: AI is real, it’s here, and the gap will widen quickly between those who experiment bold...
Teradata showed continued progress with its better-than-expected fourth quarter earnings report, but the biggest takeaway may be how the company is navigating on-premise AI and the...
In ConstellationTV episode 123, the Constellation analyst team tackles a question many enterprise technology leaders are quietly asking: Is SaaS over in an AI-first world, or are t...
Healthcare is investing heavily in AI and beginning to shift into agentic AI with the aim of breaking down data silos and becoming more efficient, according to a Deloitte survey. T...
Observability companies, initially thrown out with the SaaS bath water, still matter given strong earnings results from Datadog and Dynatrace. The upshot: AI workloads are only bec...
Databricks said its annual revenue run rate is $5.4 billion, up 65% from a year ago, and it has raised another $7 billion to invest in its Lakebase and Genie efforts. ...
Software as a service companies are being repriced, re-evaluated and rethought as analysts, investors and customers wonder how AI agents will affect the category. CxOs need to go t...
OpenAI launched OpenAI Frontier, a platform to enable enterprises to build, deploy and manage AI agents, and cited flagship customers including HP, Intuit, Oracle, Uber and State F...
Cognizant CEO Ravi Kumar said the company's strategy in 2026 revolves around solving the AI velocity gap between AI infrastructure spending and business value. ...
Google Cloud's fourth quarter revenue was $17.7 billion, up 48% from a year ago, as the company saw its Gemini usage spike. Alphabet, parent company of Google, Google Cloud and You...
The storyline that software is dead due to AI is illogical, says Nvidia CEO Jensen Huang. Anthropic plug-ins for Claude Cowork wiped out SaaS stocks, but this fallout has been buil...
OpenAI CEO Sam Altman said there will be fully AI companies that will emerge where software can interact with the rest of the world and create services. ...
Snowflake said that Cortex Code and Semantic View Autopilot are generally available. The company also rolled out enhancements to Snowflake Postgres....
PayPal names Enrique Lores CEO amid rocky Q4PayPal said HP veteran Enrique Lores will become President and CEO March 1 to replace Alex Chriss, who was CEO for more than two years. ...
CxOs in Constellation Research's BT150 had a spirited debate about the merits of agentic AI, its ability to scale today and where it can deliver returns. ...
Enterprise software vendors and AI players are talking up forward deployed engineers as a turbo charger that gets companies to value faster in agentic AI deployments. ...
Boards that simply approve partnership agreements and wait for quarterly reports are governing for compliance, not resilience, and this distinction will determine which companies s...
Moonshot AI released Kimi K2.5 in a move that delivers visual coding abilities and introduces K2.5 Agent Swarm, a beta that can direct an AI agent swarm of up to 100 sub-agents to ...
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...
