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Source Archive

constellationr.com

constellationr.com
671 articles
2026-03-09
Constellation Research related

Microsoft launches Copilot Cowork, integrating Anthropic's Claude Cowork tech into Microsoft 365 Copilot and using Work IQ to ground its actions in work data

AUDIENCE  —  Try Microsoft 365 Copilot  —  Available on desktop and mobile devices  —  If you have used Copilot …

Constellation Research related

Microsoft launches E7, which bundles Office tools and Copilot, for $99/user/month, a 65% jump; of its 450M+ business users in January, ~3% also paid for Copilot

Microsoft Corp. is launching a new bundle of workplace software with the aim of getting more people to use its artificial intelligence tools for the office.

2026-03-06
Constellation Research related

OpenAI launches GPT-5.4, saying it is its “most capable and efficient frontier model for professional work” and its first with native computer use capabilities

The latest model comes with native computer use capabilities, allowing it to take on jobs across your device and applications.

2026-03-05
Constellation Research related

AWS launches Amazon Connect Health, an agentic AI tool that automates clinical documentation, billing and procedure coding, and patient identity verification

Amazon.com Inc.'s cloud unit is launching AI tools for medical practices, the company's latest effort to broaden the reach …

Constellation Research related

Broadcom reports Q1 revenue up 29% YoY to $19.31B, above $19.18B est., AI revenue up 106% YoY to $8.4B, and authorizes up to $10B in share buybacks through 2026

Broadcom reported better-than-expected earnings and revenue and issued a strong forecast for the current period as the chipmaker continues to benefit from the artificial intelligence boom.

2026-03-04
Constellation Research related

Broadcom reports Q1 revenue up 29% YoY to $19.31B, vs. $19.18B est., AI revenue up 106% to $8.4B, and announces a $10B share buyback program

Constellation Research related

CrowdStrike reports Q4 revenue up 23% YoY to $1.31B, above $1.30B est., ARR up 24% YoY to $5.25B, and a $38.7M net income, up from an $86.3M net loss in Q4 2024

2026-03-03
Constellation Research related

MongoDB reports Q4 revenue up 27% YoY to $695.1M, above $670M est., net income down 2% YoY to $15.5M, and forecasts Q1 adjusted EPS below est.; MDB drops 20%+

2026-03-02
Constellation Research related

Kalshi CEO Tarek Mansour says the startup will void certain bets related to Iran's Ali Khamenei and claims it doesn't “list markets directly tied to death”

Users say rules barring ‘profiting from death’ are unclear. … In a statement on X, Kalshi CEO Tarek Mansour …

Constellation Research related

AWS says its facilities in the Middle East are facing power and connectivity issues after unidentified “objects” struck its data center in the UAE

Amazon's (AMZN.O) cloud unit, AWS, said on Sunday that power to its data center in the United Arab Emirates was shut down temporarily …

2026-03-01
Constellation Research related

Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS

eventuallyMakenzie Holland /CIO Dive:AWS gains enterprise edge with OpenAI partnershipReuters:OpenAI's $110 billion funding round draws investment from Amazon, Nvidia, SoftBankLuke James /Tom's Hardwa...

Constellation Research related

As part of the Amazon-OpenAI deal, the companies plan a “stateful runtime environment” for AWS, letting agents carry context forward to handle ongoing projects

Right now the limitation for multi-step workflows is keeping memory from step 1 to step N. If N=2, current agents handle it fine. …Forums:r/theprimeagen:i really wonder what Sama whisper to Investors ...

Constellation Research related

Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI

My word, the torrent of news keeps coming.  You have hardly had time to digest the news of the $30 billion raise by Anthropic …

2026-02-27
Constellation Research related

OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the year to 1.6M

openai.com/index/scalin... …George Pearkes /@peark.es:OpenAI round from strategic partners.  —  $110bn raised, $730bn valuation.  $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon.  —  More i...

Constellation Research related

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI has closed a $110 billion funding round, a financing that's more than double the size of its last raise a year ago, which was a record for a private tech company.

Constellation Research related

CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 19%+

CoreWeave (CRWV.O) beat Wall Street estimates for quarterly revenue on Thursday, benefiting from the artificial intelligence boom that has driven companies …

Constellation Research related

Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 20%+

Dell (DELL.N) forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its artificial intelligence-optimized servers …

2026-02-26
Constellation Research related

Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10%+ after hours

Dell (DELL.N) forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its artificial intelligence-optimized servers …

Constellation Research related

CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 5%+ after hours

CoreWeave (CRWV.O) beat Wall Street estimates for quarterly revenue on Thursday, benefiting from the artificial intelligence boom that has driven companies …

Constellation Research related

Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings

Kai Nicol-Schwarz /CNBC: