.@Microsoft spins up @Azure HorizonDB to take on distributed Postgres rivals bit.ly/43CDWlL @TheRegister "PostgreSQL is really the hope of potential code compatibility between the different clouds... and it's the potential bet for something other than...”#MSIgnite #NextGenApps

.@Google’s Gemini 3 AI model makes its long-awaited debut, crushing rivals on top benchmarks bit.ly/3Mbfbac @SiliconANGLE @Mike_Wheatley “It’s innovating fast, and by making Gemini 3 available immediately in Search, Vertex AI and other...” #AIWars #NextGenApps

Hammerhead AI raises $10M to tackle the #AI energy crisis in data centers bit.ly/4o8uf5X @SiliconANGLE @Mike_Wheatley “Hammerhead will go up against single AI infrastructure players, and it’s task now is to prove how valuable it can be to…” - @holgermu @constellationr

Microsoft launches Agent 365, a parade of AI agents at Ignite 2025 www.constellationr.com/blog-news/in...

@Google launches Gemini 3, Google Antigravity, generative #UI features bit.ly/43AB60B >> As usual our @LDignan is first out with the news. MyPOV - Google builds out its leadership with single model multi modal #AI. Best for #NextGenApps.

🚀 Calling all AI-first consulting firms! We’re naming the Top 50 transforming clients with #Data, #Automation & #AgenticAI. Submit your nomination by Dec 1, 2025: bit.ly/43Wwn9A @rwang0 @constellationr #DigitalTransformation #Consulting #Innovation

The ‘new’ tech companies are able to operate much more efficiently than old ones, says Ray Wang bit.ly/4pcpn0E @CNBC @SquawkCNBC @JoeSquawk @rwang0 of @constellationr shares insights on the old vs new in #AI

[1Slide] My #SAPTechEd 2025 uptake: @SAPshowed solid progress on AI + data 🚀 SAP Joule (their 1st biz LLM) + partnership w/ @Snowflake highlight @SAP’s push to empower developers & customers on data choice + automation. Berlin delivered. Next stop: #S4HANA upgrades. bit.ly/47y31R9

🎙️ TODAY @ 11AM PT on @DisrupTVShow: The Hon. Sue Gordon, David Bray & Barry O’Sullivan explore leadership in the age of AI — from value-driven relationships to AI myths and the future of trust & culture. Don’t miss it! 💡 w/ @rwang0 & @ValaAfshar bit.ly/4oroBg9 #DisrupTV

.@Qualcomm and @Arm beat expectations, but investors’ reactions are mixed bit.ly/47uItZZ @SiliconANGLE @Mike_Wheatley “Its new inference accelerators have potential with great performance and energy savings, but the challenge…” #Earnings

Fresh from #SAPTechEd Berlin! ☕️ @CyclingFisch and me on @SAP Coffee Corner Radio about the latest announcements, AI buzz, and takeaways from the event. 🎧 Listen now: bit.ly/3LtnKNt

🎙️ TODAY @ 11AM PT on @DisrupTVShow: The Hon. Sue Gordon, David Bray & Barry O’Sullivan explore leadership in the age of AI — from value-driven relationships to AI myths and the future of trust & culture. Don’t miss it! 💡 w/ @rwang0 & @ValaAfshar bit.ly/4oroBg9 #DisrupTV

🎙️ This Friday @ 11AM PT on @DisrupTVShow: The Hon. Sue Gordon, David Bray & Barry O’Sullivan explore leadership in the age of AI — from value-driven relationships to AI myths and the future of trust & culture. Don’t miss it! 💡 w/ @rwang0 & @ValaAfshar bit.ly/4ochiJb #DisrupTV

.@Clorox ERP implementation hangover dings fiscal Q1 bit.ly/4hGCiFB Clorox still has an ERP implementation hangover as the company reported a 19% decline in sales "primarily driven by lower shipments related to the ERP transition."

.@Snowflake takes Snowflake Intelligence GA, launches developer tools, integrates with SAP BDC bit.ly/439lSiX Snowflake launched Snowflake Intelligence to general availability, outlined a set of new developer tools and forged a pact with @SAP so Snowflake AI Data Cloud and…

.@Celonis feeds #AI agents with process intelligence #data to enhance their operational context bit.ly/3LJmntW @SiliconANGLE @Mike_Wheatley “Celonis provides a promising solution to this by carefully analyzing each organization’s business...” #Earnings

.@Amazon’s stock jumps as @AWScloud #cloud growth accelerates bit.ly/43aCJ4U @SiliconANGLE @Mike_Wheatley “It’s a sign that Amazon’s internal AI offerings are maturing, because Jassy would not shift the hand-to-machine ratio if...” #Earnings

.@Apple’s iPhone #revenue misses expectations, but CEO Tim Cook promises an immediate turnaround bit.ly/4oRoqdZ @SiliconANGLE @Mike_Wheatley “And with iPhone sales growing, it’s no surprise that services-based revenue also increased, leading to...” #Earnings

.@Google Public Sector Summit 2025: Takeaways on data, AI, ROI from 7 technology leaders bit.ly/4papABB The takeaways ranged from focusing on your data foundation, use cases for AI agents and the importance of training and human-in-the-loop processes.

.@MongoDB names CJ Desai CEO bit.ly/4qDNM0n MongoDB said it has appointed CJ Desai, an alum of Cloudflare and ServiceNow, as CEO effective Nov. 10.

On Friday @ 11 AM PT @DisrupTVShow interviews Scott Anthony, author of Epic Disruptions and @MurielMWilkins, author of Leadership Unblocked w/ @rwang0 & @ValaAfshar bit.ly/3L4U6hh #DisrupTV

Startup xMEMS gets $21M to bring advanced thermal management to AI-powered gadgets bit.ly/4hU7Ish @SiliconANGLE @Mike_Wheatley “The company’s piezoMEMS technology is promising for next-generation processor…” - #nextgenapps

Rampant cloud growth propels Alphabet to $100B quarterly revenue milestone bit.ly/47yoCHU @SiliconANGLE @Mike_Wheatley “Sundar Pichai said Google is now processing 7 billion tokens a minute, and this could likely trigger a new KPI...” #Earnings

.@Microsoft’s stock falls on #AI spending concerns and lack of clarity about OpenAI bit.ly/4ntpC5W @SiliconANGLE @Mike_Wheatley “It’s good to see Microsoft reversing course on its capex spending plans and promising to invest more again, but…” #Earnings

On Friday @ 11 AM PT @DisrupTVShow interviews @MurielMWilkins, author of Leadership Unblocked for a discussion on the key insights in her new book w/ @rwang0 & @ValaAfshar bit.ly/3L4U6hh #DisrupTV

🚨 Don’t miss your chance! #AX100 nominations close on Nov 7. Know a trailblazer transforming #CX or #EX? Nominate them today and help shape the 2025 list of top leaders bit.ly/3JrtuGi @lizkmiller @CR_MSchneider @holgermu #AXLeaders

The #CCE2025 AI review - how do we account for the gap between vendors and customers on agentic AI? bit.ly/43BUUR2 @diginomica @jonerp @constellationr >> This was fun and super easy panel to moderate!

.@Meta lays off 600 AI workers to streamline its Superintelligence Labs unit bit.ly/4qo7FIK @SiliconANGLE @Mike_Wheatley “Don’t be surprised if the salary savings are invested elsewhere, and quickly. Fortunately for the impacted people, they have... #AIWars

The #CCE2025 AI review - how do we account for the gap between vendors and customers on agentic AI? diginomica.com/cce-2025-ai-... >> A great summary and always insight by @Diginomica's @jonerp. The change in hand vs machine ratio is the key transformational challenge. #FutureofWork

My latest - 🚀 New CR Pulse: @Infor Evolves Its EAP for the AI Era. Enterprise Application Platforms (EAPs) have gone from strategic to indispensable — now powering integration, extension, and AI-driven automation across the stack. Read the full analysis bit.ly/42DRywy

.@Intel delivers first profit in six quarters as turnaround gains momentum bit.ly/4ovRCH3 @SiliconANGLE @Mike_Wheatley “The data center group and the foundry business both went backwards in the quarter, and Intel also slashed... #Earnings

Day 1 of #CCE2025 cut through the AI + SaaS hype: platform fatigue is real, “build vs buy” is now “build and buy,” AI agents are already talking, everyone’s still learning, and your strategy is only as good as your data. bit.ly/3Jk9ZzN @lizkmiller @holgermu @ldignan @MikeNi @CR_MSchneider

Constellation Research’s sneak peak at 2026 bit.ly/48YJ2MP @ConstellationR analysts were split on whether we're in an AI bubble or not, recapped 2025 in AI agents, and gave a hint of what's to come in 2026 around decisions, automation, and exponential efficiency. #CCE2025

.@SAP Q3 mixed, outlook for 2025 at low end bit.ly/3LqknXm SAP delivered third quarter revenue growth of 7% with cloud sales up 22%. The company said its 2025 cloud revenue will be at the lower end of its range of €21.6 billion to €21.9 billion.

Constellation Research’s sneak peak at 2026 bit.ly/48YJ2MP @ConstellationR analysts were split on whether we're in an AI bubble or not, recapped 2025 in AI agents, and gave a hint of what's to come in 2026 around decisions, automation, and exponential efficiency. #CCE2025

.@Google claims quantum advantage with Willow breakthrough bit.ly/3Jhjika Google said its Willow quantum computing chip has achieved quantum advantage. Google's breakthrough hit pure play quantum computing companies. >> Conrrats - quantum computing benefits are getting tangile.

Business AI cloud operator Uniphore gets $260M from @Nvidia, @Snowflake, @Databricks, @AMD and others bit.ly/4oC0jQu @SiliconANGLE @Mike_Wheatley “But Uniphore is now in a good place, with prominent backers from the chip ranks and the biggest…” #ChipWars

2025 is the year of quantum computing bit.ly/47iUOPw Here's a look at the #quantumcomputing developments so far in 2025.

.@Oracle’s application strategy: Industries, AI, automation, integrated stack bit.ly/42NuI5N Oracle's Fusion apps business can't compete in buzz or growth rates compared to Oracle Cloud Infrastructure (OCI), but you'd be wise to pay attention to the software plan.

My latest research report: 🚀 New CR Pulse: @Infor Evolves Its EAP for the AI Era. Enterprise Application Platforms (EAPs) have gone from strategic to indispensable — now powering integration, extension, and AI-driven automation across the stack. Read the full analysis" bit.ly/42DRywy

.@Oracle CTO Larry Ellison on AI use cases for healthcare, agriculture, climate change bit.ly/4olOgX7 In his annual keynote at Oracle's #AIWorld conference (previously Cloud World), Ellison held court for nearly two hours and riffed on a bevy of big AI ideas.

AI startup @Viven_twins raises $35M to create digital twins that fill in for absent team members bit.ly/42JGGxn @SiliconANGLE @Mike_Wheatley “This is what Viven is essentially doing, and it opens a lot of questions and risks, and there could be...” - @holgermu @constellationr

Agentic orchestration takes center stage as Salesforce evolves beyond CRM bit.ly/4qe4LpV @SiliconANGLE “Pretty much all the vendors are acting like it’s all about AI and we don’t have to upgrade the background business processes … that was a…” -

.@GoldmanSachs eyes next AI transformation from position of strength bit.ly/47dVXb5 CEO @DavidSolomon said the company has launched an initiative dubbed One Goldman Sachs 3.0, which will leverage AI to create a centralized operating model that's more efficient and drive growth.

.@Salesforce CEO @Benioff: Context is king bit.ly/3Jan8eG In a Dreamforce keynote, Benioff repeatedly came back to context and context engineering, a term that's just gaining some momentum from companies like @Elastic and @Workday. #DF25

.@Citigroup AI agent pilot underway for 5,000 workers bit.ly/4qcJoFq Citigroup CEO Jane Frasier said the bank has launched a pilot of AI agents for 5,000 employees. The agentic AI pilot is designed to complete multi-step tasks with a single prompt.

.@IBM acquires @SAP S/4 HANA services firm Cognitus bit.ly/4h9DLDT IBM said it will acquire SAP S/4 HANA services specialist Cognitus in a deal that will expand its SAP AI-driven industry services.

Startup Woz raises $6M to build an ‘AI app factory’ that combines agentic and human expertise bit.ly/3LcYs5S @SiliconANGLE @Mike_Wheatley “Woz looks to have created a very useful tool for doing that, but it’s not yet clear how much the business…” - #FundingNews

.@Intel takes another crack at the AI chip market with its new Crescent Island GPUs bit.ly/48vWY0v @SiliconANGLE @Mike_Wheatley “It’s never too late to make your mark on the AI world, and Intel will look to show that’s true when it launches Crescent...” -#ChipWars

.@DexoryHQ secures $165M to transform warehouse intelligence with its towering AI robots bit.ly/3IJPn40 @SiliconANGLE @Mike_Wheatley “Dexory is trying to change that with its innovative approach, using robots to automate warehouse…” #NextGenApps