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Research

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Customer Story
October 9, 2026

Caterpillar’s AI Autonomy Efforts Accelerate, But Domain Knowledge Drives Returns

Innovation & Product-led Growth
Caterpillar says its autonomous equipment efforts are accelerating, but the company is focused on using its domain knowledge as the differentiation as it trains its world models. Speaking at CoreWeave’s Fully Connected 2026 conference in San Francisco, Brandon Hootman, vice president of physical AI platforms and…
Larry Dignan
Customer Story
October 9, 2026

How Capital One Evaluates and Governs Its AI Agents

Digital Safety, Privacy & Cybersecurity
Capital One recently outlined how it evaluates and governs AI agents in production at scale. Speaking at CoreWeave Fully Connected 2026, Maulin Patel, managing vice president of product, AI, and ML platforms at Capital One, described the company’s agent evaluation processes for AI agents and large language models …
Larry Dignan
Customer Story
October 9, 2026

Eli Lilly: Lessons From Running an AI Factory

Data to Decisions
Eli Lilly’s AI factory is seeing strong usage as it runs experiments at scale, and the company has saved on token expenditures by maintaining control over its models and data.
Larry Dignan
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Analyst Blog
October 8, 2026

Microsoft Brings More Agentic Intelligence into the Flow of Work for CRM Users

Instead of forcing professionals to log into a separate platform to do business, Microsoft is embedding CRM directly into everyday work tools, turning AI assistance into autonomous execution, modularizing domain knowledge into reusable skills, and opening up clear migration pathways to an agentic future....
Martin Schneider
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Constellation Research Insights
Explore our latest publications, videos and analysis to stay ahead of technology trends with your editor Larry Dignan
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Nvidia makes case AI factories, its stack are enduring capital assets
Data to Decisions
October 9, 2026

Nvidia makes case AI factories, its stack are enduring capital assets

Nvidia is making the case that its AI factories are productive, durable and fungible to position them as an asset class that will drive returns for investors. What remains to be seen is whether Wall Street will buy the argument completely....
Levi's loose jean pivot helped by real-time data
Data to Decisions
October 8, 2026

Levi's loose jean pivot helped by real-time data

Levi Strauss Co. guessed wrong on the popularity of loose fit jeans in the US and saw sales drop off in its direct-to-consumer business. In addition, Levi's marketing and back-to-school campaign failed to drive traffic. ...
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