Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research
Larry Dignan photograph

Results

Amazon announced the Amazon Leo Aviation Antenna, which aims to deliver reliable internet connectivity to airlines with up to 1 Gbps download and 400 Mbps uploads. That speed roughly equates to what a lot of folks see for their home broadband.

Amazon has said that Leo is a big push for the company as it offers broadband using low-orbit Earth satellites. The company said the antenna has no moving parts and can be installed quickly. Ongoing maintenance is expected to be minimal.

Amazon Leo Aviation Antenna


Stanford HAI released its 2026 AI Index Report and it's worth a read for a few themes:

  • The US-China model gap has closed.
  • The US hosts the most AI data centers and most of the chips are fabricated in Taiwan.
  • AI capabilities are outpacing governance and safety.
  • Productivity gains from AI mean declining entry-level employment.

I'll loop back to this one, but it's a good overview of where AI stands at the moment.

Eighty three percent of CFOs plan to increase enterprise AI spending by more than 15% over the next two years and 42% of CFOs see AI budgets growing more than 30% in that same time frame, according to Bain.

Bain surveyed more than 100 CFOs to track momentum for AI spending. CFOs are allocating the biggest share of AI budget for finance functions including financial planning, analysis and reporting.

CFO AI budgets via Bain

Celonis said its Process Intelligence platform will be available on Oracle Cloud Infrastructure (OCI).

The two companies already have integration between Celonis and Oracle Fusion Cloud apps for use cases in finance, supply chain and other functions.

Celonis said the integrations with OCI and Oracle Fusion Cloud apps can incorporate Celonis Process Intelligence into AI services running on OCI, identify automation targets, orchestrate processes across Oracle applications as well as third party and custom apps and orchestrate processes.

Oracle recently launched Fusion Agentic Applications for finance, supply chain, HR and customer experience.