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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork

@holgerbsky.bsky.social

318 followers 277 following 2K posts

Travelling the globe as Constellation Research Principal Analyst on Enterprise Software trends w focus on #NextGenApps and #FutureOfWork - resulting in #EnterpriseAcceleration

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

White House bars Microsoft from sponsoring green card d bit.ly/4hVuHDB “If Microsoft has failed to follow the proper procedures, that will be clarified in due course, but surely that company would have every interest in playing by the book so it can continue hiring foreign talent when needed.”

White House bars Microsoft from sponsoring green card applications as JD Vance accuses it of fraud - SiliconANGLE

White House bars Microsoft from sponsoring green card applications as JD Vance accuses it of fraud - SiliconANGLE

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

The Q3 shifts shaping 2027 are already underway. Don’t wait until next year to catch up. Join @ekolsky and @rwang0 on Oct. 15 at 9:30 AM PT for the signals leaders need to act on now, from AI and productivity to architecture and governance. Register now: buff.ly/WM3RZE4

Q3 2026: Enterprise Technology Moves Toward Adaptability

AI remained the dominant technology catalyst in Q3, but the enterprise conversation moved beyond AI itself. The quarter exposed a broader challenge: technology is becoming easier to deploy than…

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

OpenAI’s revenue figures cause turmoil on the stock market bit.ly/4yJi0TA “Investors need to take a more critical look at the financial fundamentals of the AI industry…it remains unclear how much capital AI developers will ultimately need and what valuation is justified in that context. #AIWars

OpenAI's revenue figures cause turmoil on the stock market

A discrepancy of nearly $20 billion between two sets of OpenAI revenue figures has led to sharp stock price declines among U.S. technology companies.

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

ICYMI - AI stocks crumble on report that OpenAI’s annualized revenue is much lower than believed bit.ly/3UcX5Jv “there’s no room for error in the tentative calculations of investors, and so any wobbles like revenue not being what was hoped are going to create shockwaves for the wider ecosystem.”

AI stocks crumble on report that OpenAI's annualized revenue is much lower than believed - SiliconANGLE

AI stocks crumble on report that OpenAI's annualized revenue is much lower than believed - SiliconANGLE

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

ICYMI - White House bars Microsoft from sponsoring green card applications as JD Vance accuses it of fraud bit.ly/4hVuHDB “If Microsoft has failed to follow the proper procedures, that will be clarified in due course, but surely that company would have every interest"

White House bars Microsoft from sponsoring green card applications as JD Vance accuses it of fraud - SiliconANGLE

White House bars Microsoft from sponsoring green card applications as JD Vance accuses it of fraud - SiliconANGLE

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

OpenAI’s revenue figures cause turmoil on the stock market bit.ly/4yJi0TA “Investors need to take a more critical look at the financial fundamentals of the AI industry…it remains unclear how much capital AI developers will ultimately need and what valuation is justified in that context. #AIWars

OpenAI's revenue figures cause turmoil on the stock market

A discrepancy of nearly $20 billion between two sets of OpenAI revenue figures has led to sharp stock price declines among U.S. technology companies.

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

AI stocks crumble on report that OpenAI’s annualized revenue is much lower than believed bit.ly/3UcX5Jv “there’s no room for error in the tentative calculations of investors, and so any wobbles like revenue not being what was hoped are going to create shockwaves for the wider ecosystem.” @holgermu

AI stocks crumble on report that OpenAI's annualized revenue is much lower than believed - SiliconANGLE

AI stocks crumble on report that OpenAI's annualized revenue is much lower than believed - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 09/10/2026

ICYMI - With GPT-6, ChatGPT’s responses are much more visually appealing and interactive: bit.ly/4BdW1G7 “We’ve long known that usability is one of the primary factors driving adoption of software, and the text-only interface doesn’t really help when it comes to information absorption or processing.

With GPT-6, ChatGPT's responses are much more visually appealing and interactive - SiliconANGLE

With GPT-6, ChatGPT's responses are much more visually appealing and interactive - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 09/10/2026

ICYMI - Samsung forecasts world record-breaking $80B profit bit.ly/4jcPGUD Its 9x profit growth over the last year is a remarkable achievement, and it will be very interesting to see where Samsung’s executive team decides to reinvest those profits. @holgermu @siliconANGLE #Earnings

Samsung forecasts world record-breaking $80B profit - SiliconANGLE

Samsung forecasts world record-breaking $80B profit - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 09/10/2026

ICYMI - How Joule Work and SAP Business AI Platform Are Powering the Next Generation of Business bit.ly/4hPQs7M AI Joule Studio is more than five times faster than do-it-yourself options, according to benchmarking done by Constellation Research. @SAPnews @holgermu #AIWars

How Joule Work and SAP Business AI Platform Are Powering the Next Generation of Business AI

Joule Work and the SAP Business AI Platform provide an out-of-the-box competitive advantage for the AI era.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 09/10/2026

How Joule Work and SAP Business AI Platform Are Powering the Next Generation of Business bit.ly/4hPQs7M AI Joule Studio is more than five times faster than do-it-yourself options, according to benchmarking done by Constellation Research. @SAPnews @holgermu #AIWars

How Joule Work and SAP Business AI Platform Are Powering the Next Generation of Business AI

Joule Work and the SAP Business AI Platform provide an out-of-the-box competitive advantage for the AI era.

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 09/10/2026

Samsung forecasts world record-breaking $80B profit bit.ly/4jcPGUD Its 9x profit growth over the last year is a remarkable achievement, and it will be very interesting to see where Samsung’s executive team decides to reinvest those profits. @holgermu @siliconANGLE #Earnings

Samsung forecasts world record-breaking $80B profit - SiliconANGLE

Samsung forecasts world record-breaking $80B profit - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 08/10/2026

With GPT-6, ChatGPT’s responses are much more visually appealing and interactive: bit.ly/4BdW1G7 “We’ve long known that usability is one of the primary factors driving adoption of software, and the text-only interface doesn’t really help when it comes to information absorption or processing.”

With GPT-6, ChatGPT's responses are much more visually appealing and interactive - SiliconANGLE

With GPT-6, ChatGPT's responses are much more visually appealing and interactive - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 07/10/2026

Unit4 acquires Napta to expand into resource, skills management bit.ly/4i5qDlh Unit4 will acquire Napta, a Paris-based resource management and skills intelligence platform for services firms. Napta complements Unit4's ERP, financial and human capital management applications. @ldignan

Unit4 acquires Napta to expand into resource, skills management

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 · 07/10/2026

What should boards be watching as technology accelerates? @ekolsky’s October Board Executive Summary examines the shifts in capital, work, enterprise context, architecture, and technology authority that will shape strategic decisions heading into 2027. Don’t miss it: bit.ly/3VUmEPX

Enterprise Technology Intelligence Book: Board Executive Summary, October 2026

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 · 06/10/2026

ICYMI - Micron almost quadruples its revenue thanks to AI’s insatiable demand for memory chips bit.ly/4hCx6mt “With no competition in sight and continued innovation like the new 512 gigabyte memory chip coming up, it looks like the next fiscal year can be another good one for Micron’s investors.”

Micron almost quadruples its revenue thanks to AI's insatiable demand for memory chips - SiliconANGLE

Micron almost quadruples its revenue thanks to AI's insatiable demand for memory chips - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 05/10/2026

Micron almost quadruples its revenue thanks to AI’s insatiable demand for memory chips bit.ly/4hCx6mt “With no competition in sight and continued innovation like the new 512 gigabyte memory chip coming up, it looks like the next fiscal year can be another good one for Micron’s investors.” #AIWars

Micron almost quadruples its revenue thanks to AI's insatiable demand for memory chips - SiliconANGLE

Micron almost quadruples its revenue thanks to AI's insatiable demand for memory chips - SiliconANGLE

Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 02/10/2026

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

https://bit.ly/4dgxTYYv

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 02/10/2026

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

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.

Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 02/10/2026

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

https://bit.ly/4dgxTYYv

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 02/10/2026

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

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 · 02/10/2026

.@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.”

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 · 02/10/2026

.@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

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

Fixing voice fraud and deepfakes without losing customers

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

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

.@TCS' Bajaj: Corporate structures will need to be rewritten due to AI bit.ly/4hsWjj5 AI is a management innovation as much as a technological shift and company structures will have to be rewritten. @ldignan #AIWars

TCS' Bajaj: Corporate structures will need to be rewritten due to AI

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 · 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

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.

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

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 · 22/09/2026

ICYMI - .@OpenAI unveils new framework for reporting ‘AI misalignment’ as it reveals six more worrying incidents bit.ly/4hjQ0ys @SiliconANGLE @Mike_Wheatley “Nonetheless, it is good to see more transparency and self-reporting of the challenges the AI industry…” #AIWars

OpenAI unveils new framework for reporting 'AI misalignment' as it reveals six more worrying incidents - SiliconANGLE

OpenAI unveils new framework for reporting 'AI misalignment' as it reveals six more worrying incidents - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 22/09/2026

.@OpenAI unveils new framework for reporting ‘AI misalignment’ as it reveals six more worrying incidents bit.ly/4hjQ0ys @SiliconANGLE @Mike_Wheatley “Nonetheless, it is good to see more transparency and self-reporting of the challenges the AI industry…” #AIWars

OpenAI unveils new framework for reporting 'AI misalignment' as it reveals six more worrying incidents - SiliconANGLE

OpenAI unveils new framework for reporting 'AI misalignment' as it reveals six more worrying incidents - SiliconANGLE

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Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 18/09/2026

ICYMI - .@OpenAI, @AnthropicAI and @Google secretly joined forces to collaborate on AI safety bit.ly/4rldx6D @SiliconANGLE @Mike_Wheatley “The AI frontier companies, which have raised hundreds of billions of dollars, need to grow up and start...” #AIWars

OpenAI, Anthropic and Google secretly joined forces to collaborate on AI safety - SiliconANGLE

OpenAI, Anthropic and Google secretly joined forces to collaborate on AI safety - SiliconANGLE

Holger Müller #EnterpriseAcceleration #NextGenApps #FutureofWork @holgerbsky.bsky.social · 18/09/2026

.@OpenAI, @AnthropicAI and @Google secretly joined forces to collaborate on AI safety bit.ly/4rldx6D @SiliconANGLE @Mike_Wheatley “The AI frontier companies, which have raised hundreds of billions of dollars, need to grow up and start...” #AIWars

OpenAI, Anthropic and Google secretly joined forces to collaborate on AI safety - SiliconANGLE

OpenAI, Anthropic and Google secretly joined forces to collaborate on AI safety - SiliconANGLE

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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...”

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...”

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

.@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...”

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

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

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

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

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...”

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

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

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

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

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

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.

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.

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

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

.@MongoDB delivers stellar earnings and revenue beat, but its stock tanks anyway bit.ly/3UxeRqG @SiliconANGLE @Mike_Wheatley “This reflects the growing enterprise interest in the value of AI deployment optionality. As data and AI...” - @MikeNi @constellationr #AIWars

MongoDB delivers stellar earnings and revenue beat, but its stock tanks anyway - SiliconANGLE

MongoDB delivers stellar earnings and revenue beat, but its stock tanks anyway - SiliconANGLE

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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

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

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

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 - .@MongoDB delivers stellar earnings and revenue beat, but its stock tanks anyway bit.ly/3UxeRqG @SiliconANGLE @Mike_Wheatley “This reflects the growing enterprise interest in the value of AI deployment optionality. As data and AI...” - @MikeNi @constellationr #AIWars

MongoDB delivers stellar earnings and revenue beat, but its stock tanks anyway - SiliconANGLE

MongoDB delivers stellar earnings and revenue beat, but its stock tanks anyway - SiliconANGLE

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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

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

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. .

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...”

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

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 · 02/09/2026

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...”

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

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

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

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

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

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