#MyPOV
MyPOV: Live on @varneyco with @DavidAsmanfox @SimonettiLauren for the 10:00 hour!

See you!
December 9, 2025 at 3:15 PM
MyPOV: AWS Steps up Its AI Game at Re:Invent 2025 @ssutner @ajao4esthe

aibusiness.com/generative-a...

#AWSreInvent
AWS Steps up Its AI Game at Re:Invent 2025
The tech giant released a slew of AI agents, models, services and chips at its AWS re:Invent 2025 conference this week.
aibusiness.com
December 3, 2025 at 7:08 PM
MyPOV: @awscloud , @googlecloud engineer interconnect between their clouds via @ConstellationR @ldignan www.constellationr.com/blog-news/in... #AWSReInvent
AWS, Google Cloud engineer interconnect between their clouds
Amazon Web Services and Google Cloud are making their clouds interoperable in a move that will be welcomed by multicloud enterprises. In a blog post, the two cloud giants said they are simplifying how...
www.constellationr.com
December 1, 2025 at 7:16 PM
MyPOV: catch it all live with Stuart Varney on @Varneyco @FoxBusiness 10:00 am ET Monday
December 1, 2025 at 2:52 AM
MyPOV: Good news. Check out How CxOs are thinking about IT budgets, AI in 2026 via @ConstellationR @ldignan www.constellationr.com/blog-news/in... @rwang0 @HannahHock4
How CxOs are thinking about IT budgets, AI in 2026
CxOs are cautiously optimistic about their AI and automation efforts, but do need to move beyond proofs of concepts into production. That's the backdrop to Constellation Research's 2025 CxO Confidence...
www.constellationr.com
November 26, 2025 at 10:34 PM
MyPOV: What's up with @google vs @nvidia on TPUs vs GPU's. Is this a zero sum game in AI Chips?

Short answer, No. Find out more in the interview with @YvonneManTV @business @bloomberg @Meta

www.bloomberg.com/news/videos/...
Constellation's Wang on Google-Nvidia Chips Rivalry
Constellation Research Founder Ray Wang discusses how Google’s specialized AI chips are challenging Nvidia’s dominant technology. He spoke with Yvonne Man on Bloomberg’s Insight with Haslinda Amin. (S...
www.bloomberg.com
November 26, 2025 at 8:21 AM
MyPOV: see you at the opening bell ~9:25 am ET on @varneyco @foxbusiness
November 25, 2025 at 9:42 AM
MyPOV: catch you 10:30 am SGT on @BBCWorld @BBCNewsAsia Talking about the tech rebound today. Catch it live (9:30 pm ET/ 6:30 pm PT)
November 25, 2025 at 2:26 AM
MyPOV: Quantum Physics to the rescue!!

In the Ukraine war, Russia is jamming and spoofing—blocking and faking signals—so frequently that satellite navigation isn’t dependable. For the U.S. and its allies, finding new ways to navigate is crucial. www.wsj.com/tech/the-pen... via @WSJ
The Pentagon Can’t Trust GPS Anymore. Is Quantum Physics the Answer?
New devices navigate without the help of satellites or the risk of enemies jamming signals.
www.wsj.com
November 20, 2025 at 9:54 PM
MyPOV: it's @nvidia day. Talking to Stuart Varney at the top of the hour @Varneyco @FoxBusiness
November 19, 2025 at 2:53 PM
@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.
Google launches Gemini 3, Google Antigravity, generative UI features
Google launched Gemini 3, its latest model, across its Gemini app, search services, Gemini API, AI Studio and Google Cloud's Vertex AI and Gemini Enterprise. The company also highlighted how Gemini 3…
www.constellationr.com
November 18, 2025 at 4:10 PM
MyPOV: 🚀 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
Here Come the AI Exponentials
Your response would be greatly appreciated.
bit.ly
November 13, 2025 at 3:58 PM
MyPOV: 🚀 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
Here Come the AI Exponentials
Your response would be greatly appreciated.
bit.ly
November 13, 2025 at 3:57 PM
MyPOV: @QAD_Community | Redzone aims to fuse AI, process intelligence to reinvent manufacturing bit.ly/443SHhB @QAD_Community is looking to infuse #AI, process intelligence and frontline worker empowerment as it looks be the #ERP provider of choice for mid-market manufacturing companies.
QAD | Redzone aims to fuse AI, process intelligence to reinvent manufacturing
QAD | Redzone is looking to infuse AI, process intelligence and frontline worker empowerment as it looks be the ERP provider of choice for mid-market manufacturing companies. The goal: Provide the sys...
bit.ly
November 13, 2025 at 3:57 PM
MyPOV: @IFS teams up with @AnthropicAI, @Siemens, @BostonDynamics, @1X_tech, showcases industrial AI use cases bit.ly/483bwmu CEO @MarkWMoffat said industries need to embed #AI into physical operations in manufacturing, utilities, defense systems and supply chains to…
IFS teams up with Anthropic, Siemens, Boston Dynamics, 1X, showcases industrial AI use cases
IFS CEO Mark Moffat said industries need to embed AI into physical operations in manufacturing, utilities, defense systems and supply chains to better compete globally and become autonomous. IFS launc...
bit.ly
November 13, 2025 at 3:55 PM
MyPOV: @Cisco delivers strong Q1, starts to capture #AI infrastructure spend bit.ly/3LDJFBF Cisco reported better-than-expected first quarter results, raised its outlook and said it landed more AI infrastructure orders from hyperscalers and posted strong networking growth.
Cisco delivers strong Q1, starts to capture AI infrastructure spend
Cisco reported better-than-expected first quarter results, raised its outlook and said it landed more AI infrastructure orders from hyperscalers and posted strong networking growth. The company report...
bit.ly
November 13, 2025 at 3:53 PM
MyPOV: Sharing insights on the OLD vs New in #AI with @JoeSquawk
on @CNBC
@SquawkCNBC

@OpenAI
@perplexity_ai
@AnthropicAI
@Cohere_Labs
@Replit
@cursor_ai
@Lovable

The ‘new’ tech companies are able to operate much more efficiently than old ones, says Ray Wang @rwang0
The 'new' tech companies are able to operate much more efficiently than old ones, says Ray Wang
Ray Wang, Constellation Research chairman and AI Forum co-founder, joins 'Squawk Box' to discuss the state of the tech sector, old tech vs. new tech, AI sector growth outlook, and more.
www.cnbc.com
November 13, 2025 at 12:54 PM
MYPOV: Event update w/ @holgermu! #SAPTechEd 2025 showed 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
Event Report - SAP TechEd 2025 - Good progress on AI + Data & good news for developers
SAP held its yearly developer conference - SAP TechEd - in Berlin - finally back in person since too many years. With over 2500 attendees it was well intended - with a larger audience lurking online. The industry and SAP as well are in the middle to upgrade their AI tooling and SAP did well with innovation both on the data side (with SAP BDC) and AI (with SAP Joule). What stood out on the AI innovation side is the creation of SAP's first LLM - a business focused LLM that understands the fundamental business dynamics and mechanics - while understanding where it is stored - in tabular data. On the data side the partnership with "arch analytic enemy" Snowflake shows that that battle for data supremacy is in full swing: The good news is - the customers can decide where they want the data supremacy / gravity to be. Kudos to SAP to put TechEd in the 'lion's den' with Berlin - as the vendor's business problem is to convince its install base to upgrade to S/4HANA and generate cloud revenue. After all is analyzed and revied, at the heart of the problem is an automation challenge - and the original automation is written in ABAP and runs enterprises today. SAP needs to address the ABAP automation challenge for its customers an did some key steps here - with ABAP being part of Microsoft Visual Studio and integration to 3rd party LLM models and platforms (Claude Code, Windsurf, Cursor etc.). to increase developer velocity. That is (very) good news on the tooling side, but more important is the LLM powered transformation of current ECC code into to be (clean core) S/4 code. This was unfortunately a little bit to quiet in keynotes, sessions and briefings. But to go to the experiences and critical install base is an important move: SAP will only be able to upgrade in Europe via Germany and the road to that goes through ABAP automation that is maintained and coded by ABAP developers. Therefore, SAP gets applause for repeating TechEd in 2026 in Berlin. What is your take on the SAP progress on the developer and platform side? What did I miss? What do you see differently? Let me know. - View online for free
bit.ly
November 10, 2025 at 4:07 PM
MyPOV: Must Read! 🚀 The next edge isn’t bigger AI models — it’s faster, smarter decisions. Discover how decision velocity defines winners in the agentic era. Read the latest from @MikeNi: bit.ly/484TSzH #AI #DecisionAutomation
Decision Velocity in the Agentic Era: Architecting for Decision Automation
Executive Summary Enterprises have spent billions on data, analytics, and artificial intelligence (AI). The bottleneck and industry focus are no longer technology but decision-making. Decision velocit...
bit.ly
November 10, 2025 at 4:06 PM
MyPOV: Leadership in the #AI era = trust + adaptability + vision. @ValaAfshar & @rwang0 unpack it all with David Bray, Sue Gordon & Barry O’Sullivan on #DisrupTV Ep. 417 🎙️Watch: bit.ly/43ihZID #AI #Leadership #Innovation
Can We Still Trust What’s Real? Leadership in the AI Age | DisrupTV Ep. 417
Can We Still Trust What’s Real? Leadership in the AI Age | DisrupTV Ep. 417 In this week’s episode of DisrupTV, hosts Vala Afshar and R “Ray” Wang sit down with global leaders David Bray, Sue Gordon, ...
bit.ly
November 10, 2025 at 4:04 PM
MyPOV: A look at the intersection of AI and customer experience bit.ly/47SVAmx AI and CX are a common intersection on #earnings conference calls as enterprises. Companies are looking to connect the dots between lifetime value of a customer, driving revenue and…
A look at the intersection of AI and customer experience
Artificial intelligence and customer experience are a common intersection on earnings conference calls as enterprises. Companies are looking to connect the dots between lifetime value of a customer, d...
bit.ly
November 10, 2025 at 4:02 PM
MyPOV: On Friday @ 11AM PT on @DisrupTVShow: @EdAddison, @DocHutcheson, and Thinkers50 Ruchika T. Malhotra discuss how AI is the new steam engine, the biology behind great leadership, and why it’s time to uncompete. Don’t miss it! 💡 w/ @rwang0 & @ValaAfshar bit.ly/4oB7715 #DisrupTV
DisrupTV Episode 418 | Ed Addison, Dr. Scott Hutcheson, Ruchika T. Malhotra
DisrupTV is a weekly podcast with hosts R "Ray" Wang and Vala Afshar. The show airs live at 11:00 a.m. PT/ 2:00 p.m. ET every Friday. The audience can expect A-list guests, the latest enterprise news,...
bit.ly
November 10, 2025 at 4:02 PM
MyPOV: This week, the @ConstellationR team is everywhere 🚀 Covering @IBM’s QDC, @Unit4Global’s Analyst Summit, @Amazon’s Unboxed & @FreshworksInc’s Refresh — watch for live insights and key takeaways! bit.ly/46LJyuc #TechEvents #EnterpriseTech
List / X
List / X
bit.ly
November 10, 2025 at 4:02 PM
MyPOV: Agentic AI, Robotics, Leadership, Privacy and more part of the conversation at Constellation Connected Enterprise 2025 bit.ly/4nDf5Fv @destinationCRM @BrentLeary @constellationr @rwang0 #CCE2025
Agentic AI, Robotics, Leadership, Privacy Discussed at Constellation Connected Enterprise 2025
Vendor executives, along with industry thought leaders and analysts, came together at Constellation Research's CCE event to tackle important issues as we move further into the Agentic Era.
bit.ly
November 10, 2025 at 4:01 PM