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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 4h

In this conversation, @holgermu sits down with @TCS leaders Shashi Bhushan and Dr. Charudatta Jadhav to explore a different approach: designing for limitations rather than designing around fixed personas. Don’t miss it: bit.ly/4dgxTYYv #AIWars

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https://bit.ly/4dgxTYYv

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 12h

ICYMI - .@OpenAI revenue run rate nears $70 billion as enterprise sales double bit.ly/46OuU6q “holgermu of @constellationr stated back then that @Anthropic’s early bet on enterprise customers was ‘a smart move because the enterprise is always the ultimate prize.’” @CPOfficialtx #AIWars

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OpenAI revenue run rate nears $70 billion as enterprise sales double - Cryptopolitan

OpenAI's annual recurring revenue is about to reach $70 billion, due to business customers signing on at roughly twice the rate they did in July.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 12h

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https://bit.ly/4dgxTYYv

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 13h

ICYMI - Fixing voice fraud and deepfakes without losing customers bit.ly/3VksutL “In the real world, it isn’t enough for AI to just be able to listen…It’s got to recognize voices and words, meaning and intent.” @holgermu @constellationr @nojitter #AIWars

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Fixing voice fraud and deepfakes without losing customers

Some security solutions are eroding the very trust and revenue they’re meant to protect

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 15h

.@Infosys plans to shift up to one-third of 320,000 employees into specialist roles, build a team of 6,000 frontier engineers as AI reshapes jobs bit.ly/3VFIDdg “Topaz Fabric had onboarded 35 clients, while 118 implementations were in progress, spanning more than 22 businesses and IT focus areas.”

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Infosys plans to shift up to one-third of 320,000 employees into specialist roles, build a team of 6,000 frontier engineers as AI reshapes IT jobs

Infosys is looking to transition anywhere between a quarter to a third of its workforce into specialist positions and also create a team of about 6,000 frontier engineers, according to people who…

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 20h

.@OpenAI revenue run rate nears $70 billion as enterprise sales double bit.ly/46OuU6q “holgermu of @constellationr stated back then that @Anthropic’s early bet on enterprise customers was ‘a smart move because the enterprise is always the ultimate prize.’” @CPOfficialtx #AIWars

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OpenAI revenue run rate nears $70 billion as enterprise sales double - Cryptopolitan

OpenAI's annual recurring revenue is about to reach $70 billion, due to business customers signing on at roughly twice the rate they did in July.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 01/10/2026

Fixing voice fraud and deepfakes without losing customers bit.ly/3VksutL “In the real world, it isn’t enough for AI to just be able to listen…It’s got to recognize voices and words, meaning and intent.” @holgermu @constellationr @nojitter #AIWars

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Fixing voice fraud and deepfakes without losing customers

Some security solutions are eroding the very trust and revenue they’re meant to protect

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 26/09/2026

ICYMI - US is head over heels for AI agents, while Europe remains dubious bit.ly/4cXTx48 @SiliconANGLE “This year, everybody’s fighting about what is the better agentic framework. Next year is going to be the big renaissance of scaling the backend systems. And this is a great...” #AIWars

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Europe's doubts may put it at risk for AI cyberattacks - SiliconANGLE

Holger Mueller of Constellation Research gives insight into Europe's views on AI agents and Oracle's AI security strategy.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 26/09/2026

US is head over heels for AI agents, while Europe remains dubious bit.ly/4cXTx48 @SiliconANGLE “This year, everybody’s fighting about what is the better agentic framework. Next year is going to be the big renaissance of scaling the backend systems. And this is a great...” #AIWars

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Europe's doubts may put it at risk for AI cyberattacks - SiliconANGLE

Holger Mueller of Constellation Research gives insight into Europe's views on AI agents and Oracle's AI security strategy.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 17/09/2026

ICYMI - Data center moratoriums are sweeping the nation—and IT pros need to be prepared bit.ly/3VxA6sI @ITBrew @MorningBrew @TriciaCrimmins “If the data centers are not going to be built in states A, B, C, they will be in states X, Y, Z. Or they might be in Canada, or they might...”

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Data center moratoriums are sweeping the nation—and IT pros need to be prepared

Though some of the bans are relatively airtight, there are ways to protect compute power.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 17/09/2026

Data center moratoriums are sweeping the nation—and IT pros need to be prepared bit.ly/3VxA6sI @ITBrew @MorningBrew @TriciaCrimmins “If the data centers are not going to be built in states A, B, C, they will be in states X, Y, Z. Or they might be in Canada, or they might...”

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Data center moratoriums are sweeping the nation—and IT pros need to be prepared

Though some of the bans are relatively airtight, there are ways to protect compute power.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 16/09/2026

@EinrideOfficial and @Lidl deploy Germany’s first driverless cab-less truck on public roads tech.eu/2026/09/15/e... >> Congrats. That's a major internal milestone and external showcase - next stop. Unloading + Shelf Racking. #NextGenApps

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 15/09/2026

ICYMI - .@OpenAI targets Wall Street bankers with a new version of ChatGPT bit.ly/4xTtinH @SiliconANGLE @Mike_Wheatley “This requires deeper and more advanced integration into APIs and also the necessary oversight and controls, such as...” #AIWars

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OpenAI targets Wall Street bankers with a new version of ChatGPT - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 15/09/2026

ICYMI - .@Oracle’s stock moves higher on surging cloud infrastructure revenue growth bit.ly/46n3ynG @SiliconANGLE @Mike_Wheatley “The amount doubled on a quarterly basis, and that’s a very strong sign that Oracle’s massive...”

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Oracle's stock moves higher on surging cloud infrastructure revenue growth - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 15/09/2026

.@OpenAI targets Wall Street bankers with a new version of ChatGPT bit.ly/4xTtinH @SiliconANGLE @Mike_Wheatley “This requires deeper and more advanced integration into APIs and also the necessary oversight and controls, such as...” #AIWars

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OpenAI targets Wall Street bankers with a new version of ChatGPT - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 15/09/2026

AI is moving beyond the hype. How can PMOs use it to reduce administrative work and focus more on strategy? Join @ConstellationR’s @holgermu and @Smartsheet expert Marvin Eberhard on Sept. 15 @ 8 AM PT for a live look at responsible AI in PPM. Register here: bit.ly/4yz2qJL

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Jenseits des KI-Hypes: Weniger Verwaltung, mehr Strategie im PPM

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 04/09/2026

.@Adobe names Chakravarthy CEO bit.ly/4qZqKC4 Adobe said Anil Chakravarthy, president of Adobe's Customer Experience Orchestration business and worldwide field operations, will become its next CEO replacing Shantanu Narayen Dec. 1.

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Adobe names Chakravarthy CEO

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 03/09/2026

Agentic AI washing is real. As vendors race for AI budgets, everything is being labeled “AI.” But Oracle stands out. @holgermu’s latest report examines @Oracle’s AI Database portfolio and finds differentiated, production-ready agentic AI capabilities—with no washing necessary. bit.ly/4cXIPKL

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Agentic AI Washing: The Oracle Data Report Card

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 03/09/2026

ICYMI - .@Dell’s AI servers sell like hotcakes again, driving a stunning #earnings beat bit.ly/4r9DnKV @SiliconANGLE @Mike_Wheatley “Is this just the effect of the entry ticket into the AI space, or just the first installment of a much more sustainable investment into AI servers?” #AIWars

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Dell's AI servers sell like hotcakes again, driving a stunning earnings beat - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 03/09/2026

ICYMI - Agentic AI washing is real. As vendors race for AI budgets, everything is being labeled “AI.” But Oracle stands out. @holgermu’s latest report examines @Oracle’s AI Database portfolio and finds differentiated, production-ready agentic AI capabilities—with no washing necessary. bit.ly/4cXIPKL

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Agentic AI Washing: The Oracle Data Report Card

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 03/09/2026

.@Dell’s AI servers sell like hotcakes again, driving a stunning #earnings beat bit.ly/4r9DnKV @SiliconANGLE @Mike_Wheatley “Is this just the effect of the entry ticket into the AI space, or just the first installment of a much more sustainable investment into AI servers?” #AIWars

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Dell's AI servers sell like hotcakes again, driving a stunning earnings beat - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 03/09/2026

If there was ever a question whether AI would help hardware vendors, Dell is proof of an astounding yes. What happened with cloud deployments a few quarters ago is now playing out at Dell customers: AI servers and infrastructure are surging, while traditional servers are also growing nicely. .

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 02/09/2026

ICYMI - After raising $10M in funding, Visko debuts Orbis, its first live model for generating long-form videos bit.ly/4qL6iVa @SiliconANGLE @Mike_Wheatley “Visko generates its world models dynamically rather than statically, so in theory they never have to stop. This is...”

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After raising $10M in funding, Visko debuts Orbis, its first live model for generating long-form videos - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 01/09/2026

ICYMI - .@Workday posts strong #earnings and revenue amid rapid uptake of its AI agents bit.ly/4zTseBU @SiliconANGLE Mike Wheatley “With more than 5,500 customers using Workday’s in-house AI agents, that suggests it has cracked the code in terms of getting...” #AIWars

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Workday posts strong earnings and revenue amid rapid uptake of its AI agents - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 01/09/2026

ICYMI - Marvell’s stock sinks despite #earnings beat and strong guidance bit.ly/4wS9ijX @SiliconANGLE @Mike_Wheatley “Marvell did a great job of controlling its cost of goods sold, enabling a $300 million revenue increase while costs only went...” #Earnings

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Marvell's stock sinks despite earnings beat and strong guidance - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 01/09/2026

.@Workday posts strong #earnings and revenue amid rapid uptake of its AI agents bit.ly/4zTseBU @SiliconANGLE @Mike_Wheatley “With more than 5,500 customers using Workday’s in-house AI agents, that suggests it has cracked the code in terms of getting...”

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Workday posts strong earnings and revenue amid rapid uptake of its AI agents - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 01/09/2026

Marvell’s stock sinks despite #earnings beat and strong guidance bit.ly/4wS9ijX @SiliconANGLE @Mike_Wheatley “Marvell did a great job of controlling its cost of goods sold, enabling a $300 million revenue increase while costs only went...” #Earnings

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Marvell's stock sinks despite earnings beat and strong guidance - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 29/08/2026

ICYMI - .@Nvidia doubles its revenue as demand for AI chips accelerate despite bubble fears bit.ly/46ucnvO @SiliconANGLE @Mike_Wheatley “It managed to more than double its sales despite already having revenue in the double-digit billions, and that is...” #Earnings #AIWars

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Nvidia doubles its revenue as demand for AI chips accelerate despite bubble fears - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 29/08/2026

ICYMI - @Oracle is rethinking the data foundation for enterprise AI. Its Autonomous #AI Lakehouse brings AI to transactional and non-transactional #data without requiring enterprises to move it, using vector technology to reduce data movement, costs, and security challenges. Holgermu: bit.ly/3SZiXHF

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Oracle Redefines the Data Foundation of the AI Era With Oracle Autonomous AI Lakehouse

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 29/08/2026

ICYMI - .@Salesforce scoffs at SaaSpocalypse fears with a crushing #earnings beat bit.ly/4xqqoXv @SiliconANGLE @Mike_Wheatley “The key metric here is Agentic Work Units, which measure how much work its agents have done for customers, and it almost...”

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Salesforce scoffs at SaaSpocalypse fears with a crushing earnings beat - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 29/08/2026

.@Nvidia doubles its revenue as demand for AI chips accelerate despite bubble fears bit.ly/46ucnvO @SiliconANGLE @Mike_Wheatley “It managed to more than double its sales despite already having revenue in the double-digit billions, and that is...” #Earnings #AIWars

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Nvidia doubles its revenue as demand for AI chips accelerate despite bubble fears - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 29/08/2026

.@Oracle is rethinking the data foundation for enterprise AI. Its Autonomous #AI Lakehouse brings AI to transactional and non-transactional #data without requiring enterprises to move it, using vector technology to reduce data movement, costs, and security challenges.@Holgermu: bit.ly/3SZiXHF

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Oracle Redefines the Data Foundation of the AI Era With Oracle Autonomous AI Lakehouse

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 22/08/2026

.@Walmart, retailers tout AI, digital transformation efforts to argue they’re more than their stores bit.ly/4cxdiPy Retailers have seen mixed second quarter results, but are convincingly making the case that AI-driven transformation makes them more than just their brick-and-mortar stores. #AIWars

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Walmart, retailers tout AI, digital transformation efforts to argue they’re more than their stores

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 21/08/2026

ICYMI - .@OpenAI falls further behind Anthropic, with disappointing revenue growth and mounting losses bit.ly/4zsnYJ1 @SiliconANGLE @Mike_Wheatley “Anthropic was chasing OpenAI to begin with, and it was way behind on the consumer side of the market, which...”

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OpenAI falls further behind Anthropic, with disappointing revenue growth and mounting losses - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 21/08/2026

ICYMI - .@Google pays $10M to get its hands on Spirit Airlines’ business data for AI training bit.ly/4ct3JBa @SiliconANGLE @Mike_Wheatley “Spirit’s data gives it a real good look at the inner workings of an airline, and this will enable it to understand the processes and...”

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Google pays $10M to get its hands on Spirit Airlines' business data for AI training - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 20/08/2026

.@Google pays $10M to get its hands on Spirit Airlines’ business data for AI training bit.ly/4ct3JBa @SiliconANGLE @Mike_Wheatley “Spirit’s data gives it a real good look at the inner workings of an airline, and this will enable it to understand the processes and...”

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Google pays $10M to get its hands on Spirit Airlines' business data for AI training - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 19/08/2026

.@PalantirTech's Q2 shines, CEO Karp says it's benefiting from LLM economics revolt bit.ly/4pVF3Hb Palantir reported strong second quarter results with revenue growth of 93%, touted strength in US commercial demand and raised its outlook.

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Palantir's Q2 shines, CEO Karp says it's benefiting from LLM economics revolt

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 19/08/2026

.@Oracle is bringing AI deeper into application development. Oracle APEX #AI Application Generator expands the capabilities of its low-code/no-code platform, helping enterprises build AI-powered applications on the Oracle AI Database. Read the latest report from @holgermu: bit.ly/4x9bLro #AppDev

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Oracle APEX AI Application Generator Powers AI AppDev

Award-winning, Silicon Valley-based research and advisory firm focused on helping early adopters harness the transformative power of exponential technology.

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