Larry Dignan

1 day ago | constellationr.com | Larry Dignan

Nvidia said its NeMo Microservices are generally available as it aims to enable developers to leverage a "data flywheel" that enables enterprises to scale AI agents. The general availability of Nvidia NeMo Microservices is a follow-up to GTC 2025 announcements. The idea of the NeMo Microservices portfolio is to automate and scale what Nvidia refers to as AI teammates. GTC 2025: Nvidia GTC 2025: Six lingering questions | Nvidia launches Blackwell Ultra, Dynamo.

2 days ago | constellationr.com | Larry Dignan

SAP in the first quarter delivered cloud revenue growth of 27% from a year ago with total revenue growth of 12%. The company reported first quarter earnings of €1.796 billion, or €1.52 a share, on revenue of €9.01 billion. Cloud revenue was €4.99 billion, up 27% from a year ago. Cloud ERP revenue was €4.25 billion, up 34% from a year ago. CEO Christian Klein said the first quarter results show that its "success formula is working." Current cloud backlog was up 29% at constant currencies.

3 days ago | constellationr.com | Larry Dignan

CxOs in the BT150 are starting to push back on agentic AI washing from enterprise vendors. Our April BT150 meetup touched on multiple topics including tariff volatility on projects and costs (everyone flying blind) and ascending cloud vendors (Google Cloud and Oracle Cloud Infrastructure have momentum), but agentic AI again was the big theme.

4 days ago | constellationr.com | Larry Dignan

Financial services firms are navigating a volatile economic picture, but have no plans to scrimp on their transformation and AI efforts. Big banks are among the more experienced enterprises working with AI and many of them are in the second or third phases of transformation projects. Quarter-by-quarter these financial services giants are laying out the blueprint for other companies to follow even as the economic picture looks dicey at best.

1 week ago | constellationr.com | Larry Dignan

Infosys and Wipro say that enterprises are pulling back on large projects amid an uncertain economy and tariffs, but are still looking to artificial intelligence to cut costs and automate operations. The results from the two Indian outsourcing giants aren't surprising given Accenture also cited uncertainty even those its quarter results were fine. Accenture has a large US government business.