Constellation Research

Constellation Research is a tech research and advisory company located in Silicon Valley. We provide expert advice to businesses looking to innovate by embracing cutting-edge technologies. Our analysts, who have hands-on experience, offer practical insights to CXOs guiding transformation in their companies. Our goal is to research emerging technologies, spot and confirm trends, and help our clients thrive in the digital marketplace. Our clients range from board members and top executives to departmental leaders and tech innovators who are willing to think differently and push boundaries.

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Nvidia NeMo Microservices generally available, aims for AI agent data flywheel

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.
SAP Q1 solid amid uncertainty

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.
BT150 zeitgeist: Agentic AI has to be more than an 'API wearing an agent t-shirt'

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.
Financial services firms: The only certainty is investing in AI transformation

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.
Infosys, Wipro say clients hitting pause on transformation projects

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.
OpenAI launches o3 reasoning model, o4-mini as it aims for 'more agentic ChatGPT'

1 week ago | constellationr.com | Larry Dignan

OpenAI released its o3 and o4-mini models that can reason and use ChatGPT's multimodal tools. The release of its latest models are designed to tackle multi-faceted questions more effectively, a step toward a more agentic ChatGPT."Ultimately, OpenAI is planning to roll up its models to enable ChatGPT to complete tasks for you.
Nvidia to eat $5.5 billion in H20 inventory over new US export rules

1 week ago | constellationr.com | Larry Dignan

Nvidia illustrates the difficulty operating as US government rules, tariffs and other policies change almost daily. In an SEC filing, Nvidia said it will take a first quarter charge of $5.5 billion due to new export rules on its H20 chips to China. Nvidia sold its H20 chips into China because its more powerful GPUs and accelerators were banned. China vs. US AI war: Fact, fiction or missing the point?
A look at Walmart’s platform approach to data, AI, optimization

1 week ago | constellationr.com | Larry Dignan

Walmart's move to common platforms that work across various functions, divisions and stores is enabling a data and AI flywheel that is paying off nicely in an uncertain economy. To Walmart CTO Suresh Kumar said these platforms enable the retail giant to leverage data for customer experience, inventory flows and automaton. At Walmart's investor meeting, the company laid out a bevy of projects that leverage generative and agentic AI. Walmart also maintained its first quarter outlook.
As tech navigates volatility, here's what the big finance CEOs say about the economy

1 week ago | constellationr.com | Larry Dignan

Corporations and consumers are trying to navigate economic uncertainty and many are hitting the brakes amid tariffs, declining sentiment and volatility that's curbing long-term bets. Those are some of the takeaways from a series of big financial earnings. These results are lead-ins to what tech giants will be talking about in the weeks ahead as they deliver first quarter results.
Content, Engagement and the Chaos In Between: A Case for Supply Chain Management as a Strategy to Manufacture Opportunity

2 weeks ago | constellationr.com | Liz Miller

What if you could manufacture opportunity? This is not to ask what if you could manufacture campaigns. Instead, this is to ask if we could think about manufacturing opportunity the same way we might think about manufacturing a jar of pickles? Simply: Yes. If the ask is to manufacture opportunity for the purpose of profitable growth, a supply chain dedicated to the creation and optimization of content that acts as the fuel for engagement can and should be established.