Precision Data, Decision Velocity & the Humanoid Robot Hype: ConstellationTV Episode 121
ConstellationTV kicks off 2026 with Episode 121, focusing on the reality of enterprise AI, decision velocity, and the hype vs. value of humanoid robots at CES.
Five years ago, Chief Information Officers (CIOs) were on top of the world. These executives played mission-critical roles in driving multi-million dollar projects that delivered massive change. However, a global recession and the inability of CIOs to deliver on business value have tarnished their status. Today's CIOs are under pressure to deliver on requests for innovation, cost reduction, connectivity, and a growing demand for business intelligence. Just as previous technology and business shifts have changed the role of the CIO, the new, more consumer-oriented business models of the social revolution will favor a new breed of business and technology leader. These leaders will have to navigate myriad converging and disruptive technologies, align new initiatives to both business value and technology feasibility, and identify strategies to leverage existing investments to fund innovation. Constellation's research and advisory offerings arm the CIO w/ the knowledge, best practices, and strategies required to manage the four personas of the next generation CIO.
ConstellationTV kicks off 2026 with Episode 121, focusing on the reality of enterprise AI, decision velocity, and the hype vs. value of humanoid robots at CES.
This edition examines how 2025 began with hopes of returning to predictable, stable growth and is ending with deceleration to no growth ahead: a slower job market, stagnant wages, and consumer spending shifting to higher-income segments, reducing affordability for most consumers.
Mike Ni and IBM's Scott Brokaw discuss why human-centric, storage-first data architectures are failing AI agents, and how unifying data with governance, lineage, and access control unlocks real business impact.
Quantinuum will file for an initial public offering. The quantum computing company will confidentially file its S-1 with the Securities and Exchange Commission to offer shares.
Walmart's head of AI acceleration, product and design riffed on OpenAI ChatGPT and Google Gemini for agentic commerce, transformation, the retailer's role in the AI economy and the future of customer experience and why shoppers will "be doing a lot less scrolling."
Microsoft is getting ahead of the thing that's most likely to derail AI infrastructure--NIMBY, or not in my back yard.
As work shifts from collaborative to intelligent, what becomes more important: speed or velocity?
While Davos leaders debate cooperation in contested worlds, corporate Boards face an urgent reality: Advanced Persistent Threats are exploiting hardware vulnerabilities with 15-year systematic campaigns, fragmented AI policies across 50 U.S. states are creating competitive asymmetries that favor unified adversaries, and gray zone conflicts have made your company a target in ways your quarterly risk reports will never detect. For corporate Boards, fiduciary duty now extends into the gray zone, requiring shifts from reactive risk management to proactive strategic foresight that treats cybersecurity, AI governance, and geopolitical risk as inseparable dimensions of corporate strategy. The question is no longer whether your organization will be targeted, but whether your Board understands that traditional governance frameworks are insufficient when facing adaptive, intelligent adversaries in rapidly changing environments.
Apple Intelligence as well as a new Siri will be based on Google's Gemini models.
Google is making its play to lead agentic AI commerce across its units as it combines AI Mode commerce features and agents with a new end-to-end commerce protocol and Google Cloud's Gemini Enterprise for Customer Experience.
Nvidia, which is quickly becoming the champion of AI open-source models in the US, argues that open AI models are roughly six months behind more expensive proprietary frontier models. If that's the case, CxOs should base nearly all of their AI plans around open-source models.
Retailers are busy trying to figure out agentic AI driven commerce and keep frontline workers engaged so they can drive customer experience. Those are the key themes from the National Retail Federation Big Show in New York City.