
Latest News
Results
April 30 2025 01:04 PM
Meta ups its 2025 spending on AI, data centers
Meta raised its 2025 capital expenditure outlook to $64 billion to $72 billion to support its AI buildout and quot;expected cost of infrastructure hardware.quot;
...
April 30 2025 01:04 PM
Microsoft Azure Q3 revenue growth checks in at 33%, investment in data center continues
Microsoft handily topped third quarter targets and said Azure delivered revenue growth of 33%.
...
April 30 2025 10:04 AM
A nuanced view of AI data center buildout concerns
Whether you're freaked out about hyperscalers pulling back on AI data center buildouts boils down to time frame. Are you planning for 5 months or five years?
...
April 30 2025 09:04 AM
PayPal eyes agentic commerce platform, but first has to retire tech debt
PayPal has big plans for transform from a payments company to a commerce platform that can carry out buying decisions. But first, the company is going to have to retire tech debt f...
Insights News
September 30, 2026
Caterpillar's AI autonomy efforts accelerate, but domain knowledge drives returns
Caterpillar said its autonomous equipment efforts are accelerating, but the company is focused on using its domain knowledge as the differentiation as it trains models.
Larry Dignan
Insights News
October 5, 2026
CarMax aims to advance AI and bridge digital and store experiences
CarMax is leveraging Auros, which can now add human intelligence to AI and digital experiences.
Larry Dignan
Insights News
September 30, 2026
How Capital One evaluates, governs its AI agents
Capital One walked through how it is evaluating and governing AI agents in production at scale. The company built its own system architecture to wrangle its agents.
Larry Dignan
Insights News
October 2, 2026
McDonald’s strategy bets on AI, digital capabilities
McDonald's laid out its three year roadmap with a plan called McDonald's Next that includes a heavy dose of AI, an $8.5 billion investment in improvements and 250 basis points of restaurant efficiencies.
Larry Dignan
Insights News
July 26, 2026
How UnitedHealth Group sets its AI stack, targets 1,000 use cases
UnitedHealth Group has more than 1,000 AI use cases in play, key technology partnerships and a solid governance framework. The bet: AI returns on individual use cases can add up to millions of dollars and ultimately billions of dollars that UnitedHealth's scale.
Larry Dignan
Interested in partnering with Insights?
Constellation Insights is the news and insights arm of Constellation Research — delivering timely, expert-led analysis on the future of technology, business transformation, AI, digital innovation, CX, and more.
Thought Leadership
Editor in Chief Larry Dignan doesn't just report on trends; he defines them. From the future of Agentic AI to the ROI of humanoid robots, get the perspective others miss.
Blueprint of Success
Our Customer Stories as a Service (CSaaS) provides a human lens on digital transformation. Discover how global leaders are solving complex problems, so you can apply those lessons to your own roadmap.
Front-Row Access
Experience world-class event coverage from important enterprise technology events, as well as Constellation's own Connected Enterprise. We bring the innovation of the showroom floor directly to your screen.
Recent Insight News
Results
Results
Newsletters
Stay Informed of Industry Trends
Subscribe to any of our three newsletters to receive the latest research insights, industry events, and event invitations.