Filter
Constellation Insights
March 11, 2024

Oracle's Q3 IaaS revenue up 49%

"We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—despite the fact we are opening new and expanding existing cloud datacenters," said Oracle CEO Safra Catz.

Constellation Insights
March 8, 2024

Lessons learned from four Zoho customers

At Zoho Day 2024, Constellation Research analysts caught up with Zoho customers to talk about implementations, business challenges and future plans. Here's a look at the interviews, what we learned and how companies are thinking about leveraging artificial intelligence.

Constellation Insights
March 7, 2024

Broadcom posts solid Q1, reiterates outlook

Broadcom's first quarter results were better-than-expected as technology buyers plan to closely watch comments about retaining VMware customers. Broadcom's chip business continues to benefit from the AI buildout.

Constellation Insights
March 6, 2024

C3 AI highlights C3 AI Vision, roadmap ahead

C3 AI outlined its product roadmap for the rest of the year and C3 AI Vision, which will provide spatial representations via data points. C3 AI Vision will cover a bevy of use cases for logistics, sourcing optimization, military, law enforcement, process optimization and aircraft readiness.