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November 11, 2025

AMD sees big growth over next 3 to 5 years, AI boom continuing

Data to Decisions

AMD projected compound annual revenue growth rates of 35% over the next three- to five years and said demand for AI infrastructure and its chip portfolio is strong. ...

Larry Dignan

Insight News

November 06, 2025

Google Cloud's Ironwood ready for general availability

Data to Decisions

Google Cloud said its seventh generation Tensor Processing Unit (TPU), known as Ironwood, will be generally available soon as the company also outlined new Arm-based Axion instance...

Larry Dignan

Insight News

November 05, 2025

Google Cloud Gemini models go GA on Databricks

Data to Decisions

Google said its Gemini 2.5 Pro and Gemini 2.5 Flash now run natively in Databricks and can be run using SQL, Python and Databricks tools. ...

Larry Dignan

Insight News

November 04, 2025

AMD's data center, PC units shine in Q3

Data to Decisions

AMD reported better-than-expected third quarter results as its data center unit delivered revenue growth of 22% and its PC sales grew 46% from a year ago. ...

Larry Dignan

Insight News

October 31, 2025

AWS re:Invent 2025 to feature Trainium3, scaling secure AI agents

Data to Decisions

Amazon Web Services custom AI chip Trainium2 is fully subscribed and Trainium3 will feature about a 40% performance boost and the ability to reach more customers, said Amazon CEO A...

Larry Dignan

Insight News

October 30, 2025

AWS Q3 revenue growth accelerates to 20%, best growth since 2022

Data to Decisions

Amazon Web Services' revenue growth in the third quarter accelerated 20% as the unit delivered operating income of $11.4 billion on revenue of $33 billion. ...

Larry Dignan

Analyst Blog

October 22, 2025

AI, SaaS, and Data Strategies | CCE 2025 Day 1 Recap

Digital Safety, Privacy & Cybersecurity

lt;pgt;lt;span style=quot;line-height:normalquot;gt;In a live analysis after CCE day one, Constellation analysts addressed the skepticism, fatigue, and genuine uncertainty that man...

Holger Mueller

Larry Dignan

Liz Miller

Michael Ni

Martin Schneider

Insight News

October 20, 2025

Oracle’s application strategy: Industries, AI, automation, integrated stack

Data to Decisions

Oracle's Fusion applications business can't compete in buzz or growth rates compared to Oracle Cloud Infrastructure (OCI), but you'd be wise to pay attention to the software plan. ...

Larry Dignan

Insight News

October 16, 2025

HPE has big AI infrastructure plans that are 'going to take a little bit of time'

Data to Decisions

Hewlett Packard Enterprise gave an upbeat presentation on taking networking share and capitalizing on the AI infrastructure buildout, but its fiscal 2026 revenue growth forecast wa...

Larry Dignan

Insight News

October 13, 2025

OpenAI, Broadcom outline custom AI accelerator, networking deal

Data to Decisions

OpenAI will design its own AI accelerators and chips in deal with Broadcom that will start in the second half of 2026 and run through 2029. ...

Larry Dignan

Insight News

October 07, 2025

Dell Technologies ups revenue outlook due to AI infrastructure

Data to Decisions

Dell Technologies raised its annual revenue growth target to 7% to 9% as it ramps its AI infrastructure business. ...

Larry Dignan

Insight News

October 06, 2025

CoreWeave acquires Monolith, eyes industrial AI use cases

Data to Decisions

CoreWeave said it will acquire Monolith AI Limited, which specializes in AI for engineering in industrial and manufacturing companies. ...

Larry Dignan

Insight News

October 06, 2025

OpenAI, AMD ink big GPU deal: What it means for the rest of us

Data to Decisions

OpenAI just made AMD a viable counterweight to Nvidia for GPUs. OpenAI said it has inked a 6 gigawatt deal with AMD to provide AMD Instinct GPUs for its AI buildout. The enterprise...

Larry Dignan

Insight News

September 25, 2025

Databricks, OpenAI form $100 million partnership

Data to Decisions

Databricks said OpenAI's foundational models will be available in the Databricks Data Intelligence Platform and Agent Bricks natively in a partnership worth $100 million. ...

Larry Dignan

Insight News

September 25, 2025

Hitachi Vantara’s Tanase on where enterprise AI is headed

Data to Decisions

Hitachi Vantara is embedding AI agents throughout its storage systems, seeing customers embrace more hybrid cloud and on-premise AI architectures and betting on AI at the edge and ...

Larry Dignan

Insight News

September 23, 2025

Stargate ramps as OpenAI, Oracle, Softbank outline 5 new data centers

Data to Decisions

OpenAI, Oracle and Softbank have announced 5 new data centers under the Stargate project good for 7 gigawatts of capacity. The data centers will be largely powered by Nvidia-based ...

Larry Dignan

Insight News

September 23, 2025

Snowflake, Salesforce, BlackRock lead effort to standardize semantic data

Data to Decisions

Snowflake, Salesforce, BlackRock and other enterprise vendors have launched the Open Semantic Interchange initiative, which aims to standardize data and ensure semantic metadata in...

Larry Dignan

Insight News

September 22, 2025

Nvidia to invest $100 billion in OpenAI, which will deploy Nvidia next-gen AI infrastructure

Data to Decisions

Nvidia and OpenAI said they have struck a partnership where OpenAI will deploy at least 10 gigawatts of AI datacenters built on Nvidia's Vera Rubin GPUs. Nvidia will invest up to $...

Larry Dignan

Insight News

September 18, 2025

Nvidia invests $5 billion in Intel, aims to codevelop for data centers, PCs

Data to Decisions

Nvidia said it will invest $5 billion in Intel and co-develop custom data center and PC products. The move gives Intel more capital and also solidifies its relevance going forward....

Larry Dignan

Insight News

September 17, 2025

MongoDB brings full-text search, vector search to on-prem, self-managed versions

Data to Decisions

MongoDB said it will bring its search and vector search tools to MongoDB Community Edition and MongoDB Enterprise Server. The move provides enterprises full-text search and vector ...

Larry Dignan

Insight News

September 16, 2025

MongoDB launches effort to modernize legacy data, application layers

Data to Decisions

MongoDB launched MongoDB AMP (Application Modernization Platform) as the vendor becomes the latest to take on enterprise code transformation needed to migrate workloads. ...

Larry Dignan

Insight News

September 09, 2025

Arm launches Lumex, an AI platform for devices with data center implications

Data to Decisions

Arm launches Lumex, its latest platform for on-device AI and a big bet that inference will move from the cloud to the edge in hybrid deployments. ...

Larry Dignan

Insight News

September 09, 2025

Oracle Q1 misses, but sees OCI revenue surging over next 4 years

Data to Decisions

Oracle's first quarter earnings and revenue fell short of expectations, but remaining performance obligations growth of 359% overshadowed the results. Free cash flow has been negat...

Larry Dignan

Insight News

September 09, 2025

Google Cloud: $106 billion in RPO, says Kurian

Data to Decisions

Google Cloud CEO Thomas Kurian said the company had remaining performance obligations of $106 billion with half that sum converting to revenue in the next two years. If that RPO co...

Larry Dignan

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Big Data

AMD sees big growth over next 3 to 5 years, AI boom continuing

Google Cloud's Ironwood ready for general availability

Google Cloud Gemini models go GA on Databricks

AMD's data center, PC units shine in Q3

AWS re:Invent 2025 to feature Trainium3, scaling secure AI agents

AWS Q3 revenue growth accelerates to 20%, best growth since 2022

AI, SaaS, and Data Strategies | CCE 2025 Day 1 Recap

Oracle’s application strategy: Industries, AI, automation, integrated stack

HPE has big AI infrastructure plans that are 'going to take a little bit of time'

OpenAI, Broadcom outline custom AI accelerator, networking deal

Dell Technologies ups revenue outlook due to AI infrastructure

CoreWeave acquires Monolith, eyes industrial AI use cases

OpenAI, AMD ink big GPU deal: What it means for the rest of us

Databricks, OpenAI form $100 million partnership

Hitachi Vantara’s Tanase on where enterprise AI is headed

Stargate ramps as OpenAI, Oracle, Softbank outline 5 new data centers

Snowflake, Salesforce, BlackRock lead effort to standardize semantic data

Nvidia to invest $100 billion in OpenAI, which will deploy Nvidia next-gen AI infrastructure

Nvidia invests $5 billion in Intel, aims to codevelop for data centers, PCs

MongoDB brings full-text search, vector search to on-prem, self-managed versions

MongoDB launches effort to modernize legacy data, application layers

Arm launches Lumex, an AI platform for devices with data center implications

Oracle Q1 misses, but sees OCI revenue surging over next 4 years

Google Cloud: $106 billion in RPO, says Kurian

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