AI's boom and the questions few ask
The money being thrown around AI talent and infrastructure is staggering, but the return on investment may be sketchy for longer time frames. What happens if AI demand doesn't deliver triple-digit growth forever?
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.
The money being thrown around AI talent and infrastructure is staggering, but the return on investment may be sketchy for longer time frames. What happens if AI demand doesn't deliver triple-digit growth forever?
Grammarly built a strong business by bringing its AI writing assistant to wherever you work, but recent acquisitions of Coda and Superhuman and new capital point to much larger ambitions.
HPE's has closed the acquisition of Juniper Networks in a move that will double its networking business.
Cloudflare said it is offering a "pay per crawl" plan where web sites will automatically block AI crawlers and can charge for access. Is this the start of the data dark ages for AI?
To close the loop between insights and actions enterprises will need to double down on process intelligence and efficiency, or what Constellation Research analyst Holger Mueller calls high-fidelity (hi-fi) process management.
Just because you spend a ton of cash to create and AI super team doesn't mean it'll work. Meta makes its Meta Superintelligence Labs official.
Enterprise technology buyers are half way through 2025 and still lack the visibility to make strategic investments with longer time horizons. That said, enterprises are chasing technologies--notably artificial intelligence--to transform, become nimble and optimize so there's a cost cushion due to productivity.
Industrial AI investment is picking up for infrastructure and component vendors indicating that use cases are in the pipeline for manufacturing, automotive and other asset-heavy industries. The quarters ahead will likely see investment move up the technology stack.
FedEx CEO Rajesh Subramaniam said there's a "referendum on global supply chains every single day" amid economic and global trade uncertainty.