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.
Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for network and edge computing.
According to the companies, Oracle Database@Google Cloud will add more regions over the next 12 months.
The Department of Justice sued to block Hewlett Packard Enterprise's planned acquisition of Juniper arguing that the combination will hamper competition in the enterprise wireless networking market.
ServiceNow took the plunge as it pivots its business model to a hybrid approach with seats, subscriptions and consumption blended together. The new normal is subscription SaaS pricing with a heavy dose of AI agent consumption.
Amazon Web Services said enterprises and developers can take DeepSeek's R1 model for a spin on Amazon Bedrock via its Custom Model Import feature. IBM and Microsoft Azure made similar moves.
Meta reported strong fourth quarter results, but the earnings call was much more interesting as CEO Mark Zuckerberg and CFO Susan Li riffed on custom silicon, developing Llama 4 and why building AI infrastructure matters.
IBM delivered better-than-expected fourth quarter results and said its generative AI business including consulting and software is now a $5 billion business, up from $3 billion in the third quarter.
Microsoft reported strong second quarter results with revenue growth of 12%, Azure revenue growth of 31% and an AI business annual revenue run rate of $13 billion.
ServiceNow launched AI Agent Orchestrator, part of a set of tools designed to pit the company's Now Platform in the middle of agentic AI. The company also reported fourth quarter earnings as well as partnerships or expanded deals with Google Cloud, Oracle and Visa.
Starbucks is leaning in on process improvement for mobile orders, optimization and technology to get wait times down to 4 minutes in most of its cafes, said CEO Brian Niccol.
DeepSeek has become an overnight sensation, rattled the US AI sector and may have single-handedly focused CxOs on cost of genAI. We convened a call of Constellation Research analysts to outline the issues CxOs need to know about when it comes to DeepSeek.
SAP CEO Christian Klein said the company will significantly increase its AI investments, launch AI agent innovations Feb. 13 and give customers a three-year reprieve on migrating from on-premises ERP to the cloud.
