Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork

From Data to Transformation: AI’s Next Intelligence Frontier | DisrupTV Ep. 430 This week on DisrupTV, we explore how layered open-source business records and AI-driven analytical tradecraft are reshaping modern investigations across nat...

AI is moving beyond automation into real investigative insight. This Friday @ 11 AM PT on @DisrupTVShow: Jason Lee, Chief Intelligence Officer at Moody's, Joe Pine, author of The Transformation Economy. Watch it here: bit.ly/4sbv28s @rwang0 @ValaAfshar

AI pilots are everywhere. Scaled deployments? Not so much. At #AI Forum 2026 on March 19, @ConstellationR analysts + enterprise leaders will unpack what it takes to move from experimentation to execution. Register here: bit.ly/46okYka #AIF2026 #AILeadership

Q1 2026 Constellation ShortList™: 83 Categories Updated Across Two Weeks Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

Week 2 of the Q1 2026 @ConstellationR ShortList is live — adding 40 new & updated enterprise tech categories across Agentic AI, Decision Automation, Sovereign Cloud, Observability & more. Explore the vendors shaping what’s next: bit.ly/3MR9Plf #AI #EnterpriseTech

Business Transformation 150 - Nominate Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

🚨 BT150 Nominations are OPEN. Know a leader redefining business with bold models, emerging tech, and human-centered leadership? Nominate them for the #BT150 and put their impact on a global stage. Nominate here: bit.ly/4trGT43 @rwang0 and me,

Amazon, OpenAI forge multi-faceted partnership: Dissecting the deal Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

.@Amazon, @OpenAI forge multi-faceted partnership: Dissecting the deal bit.ly/4l0zFjs Amazon and OpenAI expanded a partnership and the initial headlines will revolve around the $110 billion raised to give the LLM giant a $730 billion valuation.

Anthropic vs. SaaS: A nuanced view Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

.@AnthropicAI vs. SaaS: A nuanced view bit.ly/4l4sO8M Anthropic has been portrayed as a SaaS assassin. Anthropic launches connectors and plugins to various enterprise apps and SaaS stocks tank.

For Middle East AI infrastructure, war is a risk factor Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

For Middle East AI infrastructure, war is a risk factor bit.ly/4r9A5W1 AI infrastructure spending in the Middle East has garnered billions in investment, but the war with Iran highlights one of the biggest risk factors in the region.

Constellation's AI Forum 2026 Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

AI pilots are everywhere. Scaled deployments? Not so much. At #AI Forum 2026 on March 19, @ConstellationR analysts + enterprise leaders will unpack what it takes to move from experimentation to execution. Register here: bit.ly/46okYka #AIF2026 #AILeadership

Salesforce's Agentic Work Unit: What you need to know bit.ly/46rCp3p Salesforce has a new metric--Agentic Work Unit (AWU). The big question is whether enterprises will adopt it. @ldignan

CoreWeave tops $5 billion in revenue for 2025, projects more hypergrowth 2026, 2027 bit.ly/46QoZhJ CoreWeave topped $5 billion in annual revenue as the company said, "demand continues to intensify." @ldignan

Dell delivers blowout Q4, outlook on AI infrastructure boom Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

.@Dell delivers blowout Q4, outlook on AI infrastructure boom bit.ly/4cRNHSr Dell Technologies delivered blowout fourth quarter results and raised its outlook on strong AI infrastructure demand. @ldignan

Zoho’s Enterprise Play, Peak Anthropic? & 2026 ShortLists Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

New @CRTV episode 🎥 @holgermu and @lizkmiller break down SaaS markets and AI frameworks, while @ldignan shares what Anthropic signals for the industry. Plus Zoho’s strategy and what the 2026 ShortLists say about where tech is heading: bit.ly/4aFXklW

.@Uber launches Uber Autonomous Solutions, makes pitch to be AV commercialization, data layer bit.ly/4rwG0Wa Uber launched Uber Autonomous Solutions and the upshot is that the company is looking to be a data and monetization layer for autonomous vehicles.

New tech, same enterprise playbook: OpenAI launches Frontier Alliances partner program | Constellation Research OpenAI announced Frontier Alliances, which is a set of system integrators and consultants aimed at deploying "AI coworkers" across enterprises. The ironic--somewhat comical--reality is that large…

New tech, same enterprise playbook: @OpenAI launches Frontier Alliances partner program bit.ly/3ZTO3jY OpenAI announced Frontier Alliances, which is a set of system integrators and consultants aimed at deploying "AI coworkers" across enterprises.

.@AnthropicAI expands Cowork plugins across enterprise functions bit.ly/4qWJoZz Anthropic added a series of connectors and plug-ins to Claude Cowork with the ability for admins to create private plugin marketplaces.

[German] Does the data center build-out create layoffs? @Holgermu of @constellationr chimes in with Daniel Schrader on @DCInsiderDe bit.ly/4l1wqII

MyPOV - Here is one of my key takeaways from @Zoho's Analyst Day last week - it is all about integration left right / top down. #Zohoday26

From Forced Upgrades to Agentic AI: Rethinking ERP, Innovation & Leadership | DisrupTV Episode 428 As AI pressure rises and ERP costs continue to climb, enterprise leaders are facing a critical decision point: keep funding vendor-driven upgrades—or rethink...

Friday @ 11 AM PT on @DisrupTVShow: Seth Ravin (@riministreet), @elizabethw723, and James Taylor unpack Agentic AI, smarter innovation bets, and why better questions may be a leader’s most valuable skill in the AI era. Watch it here: bit.ly/3OdpMCN @rwang0 @ValaAfshar

Business Transformation 150 - Nominate | Constellation Research Get updates about industry trends, events and research.

🚨 Nominations are OPEN. Know a leader redefining business with bold models, emerging tech, and human-centered leadership? Nominate them for the #BT150 and put their impact on a global stage. Nominate here: bit.ly/4trGT43 @rwang0 Thank yoU!

.@PaloAltoNtwks acquires Koi, adds AI agent endpoint security bit.ly/3Omn6Tl Palo Alto Networks said it will acquire Koi in a move that will add endpoint security to AI agents.

Anthropic launches Claude Sonnet 4.6 with computer use upgrades | Constellation Research Anthropic launched Claude Sonnet 4.6, which is an upgrade that improves coding skills, computer use, agent planning and knowledge work. In a nutshell, Anthropic said you can throw Claude Sonnet 4.6 a…

.@AnthropicAI launches Claude Sonnet 4.6 with computer use upgrades bit.ly/4qKMArc Anthropic launched Claude Sonnet 4.6, which is an upgrade that improves coding skills, computer use, agent planning and knowledge work.

Meta to double down on Nvidia's AI stack, including CPUs | Constellation Research Meta is betting heavily on Nvidia's CPU, GPU and networking portfolio for its AI infrastructure buildout. The two companies announced a multi-year partnership that spans Nvidia's portfolio.…

.@Meta to double down on @Nvidia's AI stack, including CPUs bit.ly/4rxSn4r Meta is betting heavily on Nvidia's CPU, GPU and networking portfolio for its AI infrastructure buildout.

Construction robotics startup Sitegeist raises €4M to automate arduous concrete repair jobs bit.ly/4tCnbSZ @SiliconANGLE @Mike_Wheatley “AI is the secret sauce for robots, and will allow them to perform more complex tasks than they…” #NextGenApps #Robotics

Experience on Our Minds: How Cross-Functional Partnerships Accelerated AI Success in CX at IBM | Constellation Research Discover how cross-functional partnerships between customer experience leaders and developers are turning AI promise into real-world impact. Liz Miller, VP & Principal Analyst at Constellation…

AI success in #CX takes more than tech. It takes teamwork. At @IBM TechXchange, @LizKMiller shared how CX leaders + developers are turning AI into real impact. Big themes: accuracy & data quality matter most, CX is the top AI use case, and legacy systems still slow teams down. bit.ly/3ZTBLYV

Context Graphs are trending—but insight or marketing? GenAI excels at content, but without context (the how) & intent (the why), agents can’t make the right decisions. Are we enabling automation—or productizing nuance? Read more: bit.ly/4rXsHxX #AI #AgenticAI

The AI150 nomination form is now OPEN 🚀 Know an executive driving real AI transformation—across generative AI, automation, and ML? Nominate today. Honorees announced this summer. 👉 bit.ly/4auLdH4 #AI150 #AILeadership #EnterpriseAI

How CEOs are answering the dreaded LLM disruption question bit.ly/4kwXoYi Large language models (LLMs) have taken over Wall Street and most companies have to answer questions about AI opportunities and disruptions.

How three hotel giants are playing agentic commerce, AI bit.ly/4qFBK5u Agentic commerce is in its infancy and enterprises need to think through ownership of the customer experience, architecture and playing the co-opetition game with AI giants.

Comcast, Classiq, AMD outline quantum computing network resiliency use case | Constellation Research Quantum computing software company Classiq, Comcast and AMD announced a trial that leverages quantum algorithms to improve network routing and resilience. The parties published a research paper on…

.@Comcast, @ClassiqTech, @AMD outline quantum computing network resiliency use case bit.ly/4anxvH8 Quantum computing software company Classiq, Comcast and AMD announced a trial that leverages quantum algorithms to improve network routing and resilience.

Palo Alto closes privileged access gap with $25B CyberArk acquisition Embedding CyberArk’s PAM into its core platform, Palo Alto is sharpening its Zero Trust posture and intensifying competition in the identity security market.

.@PaloAltoNtwks closes privileged access gap with $25B @CyberArk acquisition bit.ly/4aStxFx @CSOonline @nidhisingal “It should strengthen the “reduce standing privilege and blast radius” story across cloud, endpoint, and SecOps workflows, not as a…” -
Chirag Mehta Constellation Research, Inc.