Larry Dignan

New York, United Kingdom

Editor-in-Chief, Constellation Insights at Constellation Research

Editor In Chief, Constellation Insights, part of @constellationr

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Articles

Cisco delivers strong Q3 amid AI infrastructure, security traction

1 day ago | constellationr.com | Larry Dignan

Cisco reported better-than-expected third quarter earnings as the company saw a surge in AI infrastructure demand and strong results from Splunk. The company reported third quarter earnings of 62 cents a share on revenue of $14.1 billion, up 11% from a year ago. Non-GAAP earnings were 96 cents a share. Wall Street was looking for fiscal third quarter non-GAAP earnings of 92 cents a share on revenue of $14.06 billion. Cisco said product orders were up 20% from a year ago and 9% excluding Splunk.
Agentic AI protocols: MCP and A2A today, many more tomorrow

1 day ago | constellationr.com | Larry Dignan

Agentic AI protocols have coalesced around Anthropic's Model Context Protocol (MCP) and Google Cloud's Agent2Agent, but Boomi experts expect protocols to emerge to create a crowded field. Boomi Innovation's Michael Bachman said: "Now we're somewhere between seven to nine different agent to agent protocols. It seems like we're probably going to have a battle of who's going to win.
Boomi acquires Thru, makes case for AI orchestration, automation platform

1 day ago | constellationr.com | Larry Dignan

Boomi said it has acquired Thru in a move that will give it the ability to extend its platform into unstructured data. Boomi laid out the case that it should be a platform for AI-driven automation. Speaking at Boomi World 2025, Boomi CEO Steve Lucas announced the deal. "We've entered into an agreement to acquire a Managed File Transfer platform called Thru," said Lucas.
Boomi World 2025: Agentstudio, AWS pact, 33,000 AI agents deployed

1 day ago | constellationr.com | Larry Dignan

Boomi said that it has more than 33,000 Boomi AI Agents deployed across enterprises as it rolled out new agents for Boomi Enterprise and Boomi Agentstudio went generally available. Separately, Boomi and Amazon Web Services announced a strategic partnership that revolves around SAP implementations. The news, announced at Boomi World in Dallas, comes as the race to become the control tower for enterprise agentic AI heats up.
Databricks acquires Neon, sees Postgres scaling key to agentic AI

1 day ago | constellationr.com | Larry Dignan

Databricks said it will acquire Neon, which offers serverless Postgres database services. Databricks' move into the database market is part of its plan to enable agentic AI workloads. Terms of the deal weren't disclosed, but various reports put the purchase price at about $1 billion. According to Databricks, more than 80% of databases provisioned on Neon were created by AI agents rather than humans. Databricks is betting that the database market is going to need more scale for AI agents.
Stargate Project sites under due diligence, says SoftBank

2 days ago | constellationr.com | Larry Dignan

The Stargate Project is currently eyeing as many as three sites for AI data centers and Softbank executives said due diligence is currently underway on multiple proposals. Speaking on Softbank Group Corp.'s fourth quarter earnings call, a trio of CFOs talked investments in Project Stargate and a portfolio that includes OpenAI, Ampere and Arm. Project Stargate launched in January with plans to allocate $100 billion to build an AI data center in Texas.
Classiq raises $110 million, plans to build out quantum computing software reach

3 days ago | constellationr.com | Larry Dignan

Classiq, a quantum computing software company, said it raised $110 million in Series C funding. The company is looking to build the software stack for quantum computing. The funding, led by Entrée Capital and a bevy of other investors, will be used to build Classiq's go-to-market, customer success and R&D teams globally. Classiq's software has been used for multiple projects and has the promise of being the software layer across the various types of quantum computing systems.
Every vendor wants to be your AI agent orchestrator: Here's how you pick

4 days ago | constellationr.com | Larry Dignan

The race is on to parent your soon-to-be sprawling set of AI agents with orchestration layers, AI studios and a bevy of tools to build, deploy, manage and optimize this digital workforce. Being in the pole position as an agentic AI platform is going to be lucrative for a few enterprise vendors, but choose wisely. A set of announcements in recent days featured how the race to be the platform of AI agents is ramping.
Shopify focuses on AI, data, agility in uncertain economy

1 week ago | constellationr.com | Larry Dignan

Can data, AI and agility enable merchants to navigate economic volatility and scattershot tariff policies? Shopify is betting on it. Speaking on Shopify's first quarter earnings call, President Harley Finkelstein outlined a bevy of data and AI tools to help merchants--including a bevy of small businesses--to navigate tariffs. For Finkelstein, economic uncertainty only highlights Shopify's data platform and AI-driven agility.
IBM sees quantum advantage 2026, fault tolerant quantum in 2029

1 week ago | constellationr.com | Larry Dignan

IBM said quantum computing will hit quantum advantage in 2026 starting with chemistry use cases followed by optimization and mathematical computation. Speaking at an IBM Think keynote, Jay Gambetta, IBM Fellow and Vice President of IBM Quantum, said the industry has moved to solving problems in a hybrid way with quantum systems and classical supercomputers. The next step would be leveraging quantum computing to solve problems classical computing can't.