Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork
@holgerbsky.bsky.social
Travelling the globe as Constellation Research Principal Analyst on Enterprise Software trends w focus on #NextGenApps and #FutureOfWork - resulting in #EnterpriseAcceleration
.@Databricks details Q4 figures, raises $7 billion to build out Lakebase, Genie bit.ly/4asDkll Databricks said its annual revenue run rate is $5.4 billion, up 65% from a year ago, and it has raised another $7 billion to invest in its Lakebase and Genie efforts.
Databricks details Q4 figures, raises $7 billion to build out Lakebase, Genie | Constellation Research
Databricks said its annual revenue run rate is $5.4 billion, up 65% from a year ago, and it has raised another $7 billion to invest in its Lakebase and Genie efforts. The $5.4 billion annual run rate…
bit.ly
February 11, 2026 at 6:03 AM
.@Databricks details Q4 figures, raises $7 billion to build out Lakebase, Genie bit.ly/4asDkll Databricks said its annual revenue run rate is $5.4 billion, up 65% from a year ago, and it has raised another $7 billion to invest in its Lakebase and Genie efforts.
.@Amazon sees $200 billion in capex ahead, AWS sales surge 24% bit.ly/4by1EV4 Amazon met Q4 earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projection of $200 billion in 2026.
Amazon sees $200 billion in capex ahead, AWS sales surge 24% | Constellation Research
Amazon met fourth quarter earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projection of $200 billion…
bit.ly
February 11, 2026 at 12:50 AM
.@Amazon sees $200 billion in capex ahead, AWS sales surge 24% bit.ly/4by1EV4 Amazon met Q4 earnings estimates, slightly topped revenue targets and saw AWS sales jump 24% from a year ago. The real whopper was Amazon's capital expenditure projection of $200 billion in 2026.
.@Anthropic launches Claude Opus 4.6, OpenAI rolls out GPT-5.3-Codex bit.ly/3NVlbFf Anthropic and OpenAI rolled out dueling models as both large language model providers go after a broader spectrum of professional work.
Anthropic launches Claude Opus 4.6, OpenAI rolls out GPT-5.3-Codex | Constellation Research
Anthropic and OpenAI rolled out dueling models as both large language model providers go after a broader spectrum of professional work. The duel between Anthropic and OpenAI lands as Wall Street…
bit.ly
February 10, 2026 at 5:32 PM
.@Anthropic launches Claude Opus 4.6, OpenAI rolls out GPT-5.3-Codex bit.ly/3NVlbFf Anthropic and OpenAI rolled out dueling models as both large language model providers go after a broader spectrum of professional work.
Economic uncertainty isn’t easing. Jobs growth is at a 10-year low, inflation persists, and consumer sentiment is slipping—yet markets surged and GDP beat expectations. A K-shaped economy is here. As AI spending slows, what does 2026 mean for enterprise tech budgets? bit.ly/4tivFyB
Enterprise Technology Intelligence Monthly Update: February 2026 | Constellation Research
As AI spending by enterprises slows due to AI optimization, how will the economy fare in 2026—and more importantly, what will it mean for enterprise technology budgets? KPMG wrote, “We enter 2026...
bit.ly
February 10, 2026 at 4:53 PM
Economic uncertainty isn’t easing. Jobs growth is at a 10-year low, inflation persists, and consumer sentiment is slipping—yet markets surged and GDP beat expectations. A K-shaped economy is here. As AI spending slows, what does 2026 mean for enterprise tech budgets? bit.ly/4tivFyB
Beating the odds in an AI era takes more than hype. On #DisrupTV, @kayoung shares how probability hacking improves your chances of success, @jonerp unpacks the paradox of AI leadership—why enterprise AI demands outcomes, literacy, & trust over flashy tools. bit.ly/4tnOsIH @rwang0 @ValaAfshar
SaaS under the microscope: How to evaluate your vendor | Constellation Research
Software as a service companies are being repriced, re-evaluated and rethought as analysts, investors and customers wonder how AI agents will affect the category. CxOs need to go through the same…
bit.ly
February 10, 2026 at 2:52 PM
Beating the odds in an AI era takes more than hype. On #DisrupTV, @kayoung shares how probability hacking improves your chances of success, @jonerp unpacks the paradox of AI leadership—why enterprise AI demands outcomes, literacy, & trust over flashy tools. bit.ly/4tnOsIH @rwang0 @ValaAfshar
Need a fast read on what’s actually happening in enterprise tech? @ldignan’s notebook page is the go-to for quick hits on layoffs, data centers, earnings signals, and the macro forces shaping enterprise decisions — updated regularly and always to the point. Bookmark it: bit.ly/3ZuG906
Insights Live | Constellation Research
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bit.ly
February 10, 2026 at 6:03 AM
Need a fast read on what’s actually happening in enterprise tech? @ldignan’s notebook page is the go-to for quick hits on layoffs, data centers, earnings signals, and the macro forces shaping enterprise decisions — updated regularly and always to the point. Bookmark it: bit.ly/3ZuG906
.@Anthropic’s hilarious Super Bowl spot skewers potential AI ads – but @OpenAI chief Sam Altman protests bit.ly/3Zlhew0 @SiliconANGLE @Mike_Wheatley “OpenAI and Anthropic are charting different paths for now, and that means consumers do...” #AIWars
Anthropic's hilarious Super Bowl spot skewers potential AI ads - but OpenAI chief Sam Altman protests - SiliconANGLE
Anthropic's hilarious Super Bowl spot skewers potential AI ads - but OpenAI chief Sam Altman protests - SiliconANGLE
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February 10, 2026 at 12:50 AM
.@Anthropic’s hilarious Super Bowl spot skewers potential AI ads – but @OpenAI chief Sam Altman protests bit.ly/3Zlhew0 @SiliconANGLE @Mike_Wheatley “OpenAI and Anthropic are charting different paths for now, and that means consumers do...” #AIWars
Join me @PeopleMatters2 TechHR Singapore on March 26th2026 3 PM as I share practical insights on how your enterprise can gain a true competitive edge in the era of AI and then attend my two-hour workshop on proven strategies to make AI work for your organization. Register here: bit.ly/49Mrzae
People Matters TechHR Singapore 2026 - HR Technology Conference and Exhibition
Join People Matters TechHR Singapore 2026, Asia’s largest HR & Work Tech conference, and lead the future of work with speed, resilience, and sustainability.
bit.ly
February 9, 2026 at 5:32 PM
Join me @PeopleMatters2 TechHR Singapore on March 26th2026 3 PM as I share practical insights on how your enterprise can gain a true competitive edge in the era of AI and then attend my two-hour workshop on proven strategies to make AI work for your organization. Register here: bit.ly/49Mrzae
PII masking a differentiator for Aerospike's NoSQL database bit.ly/45XdiFl @TechTarget @EricAvidon "It makes things easier -- in case you need to mask -- which is a clumsy and sensitive process you have to do manually otherwise," #NextGebApps
PII masking a differentiator for Aerospike's NoSQL database | TechTarget
Aerospike's launch of native Dynamic Data Masking to protect PII is a potential differentiator among NoSQL database vendors.
bit.ly
February 9, 2026 at 4:53 PM
PII masking a differentiator for Aerospike's NoSQL database bit.ly/45XdiFl @TechTarget @EricAvidon "It makes things easier -- in case you need to mask -- which is a clumsy and sensitive process you have to do manually otherwise," #NextGebApps
🚨 Nominations are OPEN. Know a leader redefining business with bold models, emerging tech, and human-centered leadership? Nominate them for the #BT150 and put their impact on a global stage. Nominate here: bit.ly/4trGT43 @rwang0
February 8, 2026 at 4:53 PM
🚨 Nominations are OPEN. Know a leader redefining business with bold models, emerging tech, and human-centered leadership? Nominate them for the #BT150 and put their impact on a global stage. Nominate here: bit.ly/4trGT43 @rwang0
.@Snowflake: Cortex Code, Semantic View Autopilot GA bit.ly/4qkGaif Snowflake said that Cortex Code and Semantic View Autopilot are generally available. The company also rolled out enhancements to Snowflake Postgres.
Snowflake: Cortex Code, Semantic View Autopilot GA | Constellation Research
Snowflake said that Cortex Code and Semantic View Autopilot are generally available. The company also rolled out enhancements to Snowflake Postgres. The news comes a day after Snowflake outlined a…
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February 8, 2026 at 2:52 PM
.@Snowflake: Cortex Code, Semantic View Autopilot GA bit.ly/4qkGaif Snowflake said that Cortex Code and Semantic View Autopilot are generally available. The company also rolled out enhancements to Snowflake Postgres.
.@PayPal names Enrique Lores CEO amid rocky Q4 bit.ly/4c8nPBn PayPal said HP veteran Enrique Lores will become President and CEO March 1 to replace Alex Chriss, who was CEO for more than two years. PayPal's board said the company needed to compete better.
February 8, 2026 at 6:03 AM
.@PayPal names Enrique Lores CEO amid rocky Q4 bit.ly/4c8nPBn PayPal said HP veteran Enrique Lores will become President and CEO March 1 to replace Alex Chriss, who was CEO for more than two years. PayPal's board said the company needed to compete better.
.@Palantir delivers strong Q4, sees 2026 US commercial revenue surge ahead bit.ly/4kn5SkQ Palantir reported better-than-expected fourth quarter results as US commercial revenue surged 137% from a year ago.
February 8, 2026 at 12:50 AM
.@Palantir delivers strong Q4, sees 2026 US commercial revenue surge ahead bit.ly/4kn5SkQ Palantir reported better-than-expected fourth quarter results as US commercial revenue surged 137% from a year ago.
#SaaS death knell storyline illogical, but margin compression is here bit.ly/3NSmKDT @Nvidia CEO Jensen Huang said the storyline that software is dead due to AI--genAI, agentic AI and everything in between--is "the most illogical thing in the world, and time will prove itself."
February 7, 2026 at 5:32 PM
#SaaS death knell storyline illogical, but margin compression is here bit.ly/3NSmKDT @Nvidia CEO Jensen Huang said the storyline that software is dead due to AI--genAI, agentic AI and everything in between--is "the most illogical thing in the world, and time will prove itself."
.@AWScloud CEO Garman said space data centers likely to take longer bit.ly/4khr1g9 AWS CEO Matt Garman said data centers in space will happen, but timelines are likely to be a lot longer than expected.
February 7, 2026 at 4:53 PM
.@AWScloud CEO Garman said space data centers likely to take longer bit.ly/4khr1g9 AWS CEO Matt Garman said data centers in space will happen, but timelines are likely to be a lot longer than expected.
.@AMD's Q4 data center, PC revenue drives results bit.ly/4qiiRW6 AMD reported strong fourth quarter #earnings that handily topped expectations as its data center revenue surged 39% from a year ago. #Earnings
February 7, 2026 at 2:52 PM
.@AMD's Q4 data center, PC revenue drives results bit.ly/4qiiRW6 AMD reported strong fourth quarter #earnings that handily topped expectations as its data center revenue surged 39% from a year ago. #Earnings
.@Intel to make GPUs; CEO Tan riffs on #AI adoption bit.ly/3NXtPmv Intel CEO Lip-Bu Tan said the chipmaker will make #GPUs as well as #CPUs and is striving to run two interdependent businesses with its foundry and product units.
February 7, 2026 at 6:03 AM
.@Intel to make GPUs; CEO Tan riffs on #AI adoption bit.ly/3NXtPmv Intel CEO Lip-Bu Tan said the chipmaker will make #GPUs as well as #CPUs and is striving to run two interdependent businesses with its foundry and product units.
.@OpenAI's Altman on fully AI companies, open source, infrastructure bit.ly/49YFFFJ OpenAI CEO Sam Altman said there will be fully #AI companies that will emerge where software can interact with the rest of the world and create services.
February 7, 2026 at 12:50 AM
.@OpenAI's Altman on fully AI companies, open source, infrastructure bit.ly/49YFFFJ OpenAI CEO Sam Altman said there will be fully #AI companies that will emerge where software can interact with the rest of the world and create services.
U.S. Stocks Fall as Tech Sells Off; Gold Gains | The Close 2/3/2026 bit.ly/3ZhsJoc @BloombergTV @rwang0 @constellationr
February 6, 2026 at 5:32 PM
U.S. Stocks Fall as Tech Sells Off; Gold Gains | The Close 2/3/2026 bit.ly/3ZhsJoc @BloombergTV @rwang0 @constellationr
How do you shrink a 10-month project into 8 weeks? At #AWSreInvent, I speak with @IBM’s Javier Olaizola Casin share how IBM + AWS are using agentic AI, data, and hybrid cloud to cut cycle times, modernize apps, and unlock step-change business impact. bit.ly/4qCFt45
IBM’s Advantage Platform: Killing Technical Debt and Scaling AI on AWS | Constellation Research
How do you take projects that used to take 10 months and deliver them in 8 weeks? In this AWS re:Invent conversation, IBM’s Javier Olaizola Casin explains how IBM and AWS are helping enterprises…
bit.ly
February 6, 2026 at 4:53 PM
How do you shrink a 10-month project into 8 weeks? At #AWSreInvent, I speak with @IBM’s Javier Olaizola Casin share how IBM + AWS are using agentic AI, data, and hybrid cloud to cut cycle times, modernize apps, and unlock step-change business impact. bit.ly/4qCFt45
Supermicro knocks it out of the park, as AI server sales drive 120% revenue increase bit.ly/4rxN8Br @SiliconANGLE @Mike_Wheatley “Price competition for AI servers is getting more fierce, and while Supermicro’s revenue was up by over...” #AIWars
February 6, 2026 at 2:52 PM
Supermicro knocks it out of the park, as AI server sales drive 120% revenue increase bit.ly/4rxN8Br @SiliconANGLE @Mike_Wheatley “Price competition for AI servers is getting more fierce, and while Supermicro’s revenue was up by over...” #AIWars
.@IBM delivers strong Q4, 12% revenue growth bit.ly/3NV3vJD IBM delivered fourth quarter revenue growth of 12% as it saw strength in infrastructure courtesy of mainframes and software sales. IBM said its book of business for AI is more than $12.5 billion.
January 30, 2026 at 6:03 AM
.@IBM delivers strong Q4, 12% revenue growth bit.ly/3NV3vJD IBM delivered fourth quarter revenue growth of 12% as it saw strength in infrastructure courtesy of mainframes and software sales. IBM said its book of business for AI is more than $12.5 billion.
Quantum, Sovereign Cloud, and the Sins of AI’s Past | In CRTV’s Ep. 122, @lizkmiller & @holgermu unpack the latest tech news shaping #AI and the #cloud landscape. Get the full scoop here: bit.ly/3Z6Fulm
January 30, 2026 at 12:50 AM
Quantum, Sovereign Cloud, and the Sins of AI’s Past | In CRTV’s Ep. 122, @lizkmiller & @holgermu unpack the latest tech news shaping #AI and the #cloud landscape. Get the full scoop here: bit.ly/3Z6Fulm
.@Seagate: Agentic AI, video to fuel storage demand spike bit.ly/4k3XYMV CEO William Mosley said on the company's Q2 earnings call that capacity for 2026 is already allocated and "and we expect to begin accepting orders for the first half of calendar year 2027 in the coming months."
Seagate: Agentic AI, video to fuel storage demand spike | Constellation Research
Seagate Technologies CEO William Mosley said on the company's second quarter earnings call that capacity for 2026 is already allocated and "and we expect to begin accepting orders for the first half…
bit.ly
January 29, 2026 at 4:53 PM
.@Seagate: Agentic AI, video to fuel storage demand spike bit.ly/4k3XYMV CEO William Mosley said on the company's Q2 earnings call that capacity for 2026 is already allocated and "and we expect to begin accepting orders for the first half of calendar year 2027 in the coming months."
Enterprise news, minus the fluff. Layoffs, data centers, chips, confidence indicators. @ldignan’s notebook delivers fast takes on what’s moving the enterprise right now. It’s worth a daily check, bookmark it here: bit.ly/4t3HDf9
January 29, 2026 at 2:52 PM
Enterprise news, minus the fluff. Layoffs, data centers, chips, confidence indicators. @ldignan’s notebook delivers fast takes on what’s moving the enterprise right now. It’s worth a daily check, bookmark it here: bit.ly/4t3HDf9