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.
Anthropic released a threat intelligence report that introduces "vibe hacking" and a bevy of other examples where criminals weaponized agentic AI.
Box is planning to launch new workflow and no-code app tools for customers looking to automate processes around their unstructured content in the second half.
MongoDB's second quarter was well ahead of expectations and the company raised its outlook as its platform is landing more consumption due to AI applications.
A Stanford University study found that generative AI is eating entry level jobs for workers 22 to 25 year old. The paper, which is based on ADP data, found that early career workers in occupations exposed to genAI have seen a 13% relative decline in employment.
IBM and AMD plan to integrate AMD's CPUs, GPUs and FPGAs with IBM quantum computers.
Thoma Bravo will acquire Verint in a deal valued at $2 billion and combine it with Calabrio in a bet that it can automate customer experience with AI.
Palo Alto Networks CEO Nikesh Arora said agentic AI means that enterprises will need secure browsers and the company is seeing strong demand. The company's acquisition of Talon appears to be paying off.
Walmart's AI strategy is evolving as the company plans four "superagents" that will run across the retailer's operations, but one big theme is that CEO Doug McMillon expects revenue growth as well as productivity.
Potential Nine Straight Quarters Of Beat
With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue. Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise. If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY. The stock has been up almost 25% for 2025, and 1300% in the past 5 years. With over a $4.4 trillion market cap, this represents almost 7.4% of the S&P. Th
Discover how leaders can demystify AI, prepare for Bitcoin’s evolving role, and structure innovation teams to drive transformation.
When your mother starts asking about AI stocks and SPACs are relaunching perhaps you should get a bit worried about an AI bubble. Yes, I have a few gray hairs and have lived through a few bubbles—dotcom circa 2000 and real estate circa 2008—and the aftermath isn’t great.
