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Constellation Insights
November 23, 2025

The enterprise LLM questions you should be asking

Large language models are at an interesting juncture. LLM breakthroughs have slowed and there are questions about whether they will lead to artificial general intelligence. Coupled with concerns about an AI infrastructure bubble LLMs are going to be closely watched--especially since they're the key ingredient of agentic AI.

Constellation Insights
November 18, 2025

Anthropic, Microsoft Azure, Nvidia ink $30 billion compute pact

Anthropic will continue to diversify its cloud infrastructure for its Claude workloads with an agreement to purchase $30 billion in Azure compute. In addition, Nvidia will invest up to $10 billion in Anthropic and Microsoft can invest up to $5 billion. Claude will also be available on Microsoft Foundry.

Constellation Insights
November 18, 2025

Microsoft launches Agent 365, a parade of AI agents at Ignite 2025

Microsoft launched Agent 365, which is designed to be the control plane for native and third party AI agents, as the company aims to be a horizontal as well as vertical play. The other key theme is that Microsoft is arguing that the best way to incorporate AI agents into your business is to extend the infrastructure you already have.