
Michael Ni 倪孟堅
@mikeni
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Industry Analyst | AI-driven decision automation, data integration, and analytics | Advisor to CIOs, CDOs & CPOs | VP @ Constellation Research
iPhone: 37.784412,-122.404076
Joined June 2008
.@CoreWeave’s stock crumbles on wider-than-expected loss @SiliconANGLE @Mike_Wheatley “What’s needed is for CoreWeave’s management to balance revenue growth better with capital expenditure and cash flow. We must. ” - @holgermu @constellationr.
siliconangle.com
CoreWeave's stock crumbles on wider-than-expected loss - SiliconANGLE
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Catch up on your enterprise SW news: .@CRTV_Show! @Lizkmiller & @Holgermu cover SAP’s SmartRecruiters acquisition, Five9’s C-suite shakeup, & SFDC/SNow’s $1.5B investment,, #AI security challenges with @Chirag_Mehta, & FICO’s impact on open banking:
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TOMORROW @ 11 M PT on @DisrupTVShow: @ThiagoDaCosta_ (Datagrid CEO), Dr. Ja-Naé Duane & Steve Fisher (SuperShifts co-authors) join @rwang0 & @valaafshar for bold takes on tech, AI & the future of work. Tune in → #DisrupTV.
constellationr.com
DisrupTV is a weekly podcast with hosts R "Ray" Wang and Vala Afshar. The show airs live at 11:00 a.m. PT/ 2:00 p.m. ET every Friday. The audience can expect A-list guests, the latest enterprise
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I love when the builder community comes together! The best in business transformation will be in one room at #CCE2025 on October 20 -23. Connect with the #BT150 and other digital leaders redefining enterprise innovation. Don’t miss it: #Leadership #CX #AI.
constellationr.com
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Nominations are OPEN for the #AX100! Celebrate the leaders shaping the future of customer & employee experience. Submit your pick today and help spotlight game-changing #CX & #EX talent. Nominate here: @lizkmiller @CR_MSchneider @holgermu #AXLeaders.
constellationr.com
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This Friday on @DisrupTVShow: @ThiagoDaCosta_, CEO of Datagrid, Dr. Ja-Naé Duane & Steve Fisher, co-authors of SuperShifts. Join @rwang0 & @valaafshar for bold insights on tech, AI, & the future of work. #DisrupTV.
constellationr.com
DisrupTV is a weekly podcast with hosts R "Ray" Wang and Vala Afshar. The show airs live at 11:00 a.m. PT/ 2:00 p.m. ET every Friday. The audience can expect A-list guests, the latest enterprise
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.@Mondaydotcom plots product, enterprise expansion for 2025 Monday reported strong second quarter results, progress in enterprise accounts and AI products that are resonating. But a conservative outlook and other moving parts put the kibosh on the results.
constellationr.com
Monday reported strong second quarter results, progress in landing enterprise accounts and AI products that are resonating. But a conservative outlook and other moving parts put the kibosh on the
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AI is evolving. Fast. Get ahead at the AI Forum 2025 on 9/30. 🚀 No hype. No fluff. Just bold insights, sharp conversations with peers & thought leaders, and battle-tested strategies. Register: #GenAI #AIF2025 #ArtificialIntelligence @rwang0 @MMinevich.
constellationr.com
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“BIZARRE” CHIP DEAL: US government takes revenue cut from @NVIDIA, @AMD @FoxBusiness @VarneyCo @rwang0 of @constellationr breaks down the U.S. government’s deal with NVIDIA and AMD, raising constitutional concerns.
foxbusiness.com
Constellation Research founder R 'Ray' Wang breaks down the U.S. government’s deal with NVIDIA and AMD, raising constitutional concerns — as Elon Musk clashes with Apple and markets respond to...
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.@C3_AI cuts Q1 revenue outlook, revamps sales org amid search for new CEO C3 AI said its fiscal Q1 sales to be well below expectations and that it has reorganized its sales operations. CEO @TomSiebel said his stepping back from the sales process due to….
constellationr.com
C3 AI said its fiscal first quarter sales will be well below expectations and that it has reorganized its sales operations. The news, announced at 7:30 PT EST on a Friday, lands a few days after C3
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The road to being AI Exponential will be bumpy Companies that are AI native are likely to deliver better returns, run autonomously and thread the needle between human and digital labor. The catch? Getting to that AI native status isn't going to be easy.
constellationr.com
Companies that are AI native are likely to deliver better returns, run autonomously and thread the needle between human and digital labor. The catch? Getting to that AI native status isn't going to
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Global Competency Centers (GCCs) evolving from back-office cost centers to focus areas like data management, DataOps, and AI intelligence hubs. Read how leaders are building the future: @Chirag_Mehta . 📊 #CDAO #GCC #AIops #DecisionIntelligence.
constellationr.com
Executive Summary Global capability centers (GCCs) are evolving rapidly from offshore delivery hubs into strategic engines of innovation. They are becoming a core part of how enterprises build
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The Clari + Salesloft merger isn’t just GTM consolidation, but a signal that revenue intelligence and context engineering is becoming a core enterprise layer. Read more from @CR_MSchneider. . #RevOps #AI #RevenueIntelligence #Clari #Salesloft #GTM.
constellationr.com
This week Clari and Salesloft announced they would merge, forming a combined entity that will bring more robust revenue intelligence and agentic AI tools to revenue teams. The transaction is not
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Voice isn't dead—it’s just unused. The contact center is becoming the enterprise’s richest, real-time decision engine. Join @ConstellationR analyst @lizkmiller on 8/26 at 9 AM MT with @3CLogic CEO Denis Seynhaeve as they rethink the future of CX. Register
3clogic.zoom.us
The next evolution of the contact center will start with tearing down the preconceived notions of operations, rethinking customer engagements around a modern, data-rich, voice-first interactive...
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Ray Wang: Having @Nvidia and @AMD pay 15% of China chip sales revenues to U.S. govt. is 'bizarre' @cnbc @SquawkCNBC @rwang0 @constellationr.
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One app that has me hooked . Language learning app @Duolingo’s stock jumps on #revenue & user growth @SiliconANGLE @Mike_Wheatley “Duolingo has successfully leveraged AI to get people to invest their free time in learning. ” - @holgermu @constellationr.
siliconangle.com
Language learning app Duolingo's stock jumps on rampant revenue and user growth - SiliconANGLE
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🚀 New Research: From Cost Center to Catalyst — The New GCC Playbook. Global Capability Centers are no longer just offshore hubs. They’re strategic engines driving AI, analytics & innovation. Read how leaders are building the future: @Chirag_Mehta.
constellationr.com
Executive Summary Global capability centers (GCCs) are evolving rapidly from offshore delivery hubs into strategic engines of innovation. They are becoming a core part of how enterprises build
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🚨 Meet the Finalists for the 15th Annual #SuperNova2025 Awards! These bold innovators are transforming industries and communities worldwide. 🗳️ Public voting ends on 8/29! Get your votes in today! #CCE2025 #Innovation #DigitalTransformation.
constellationr.com
We’re excited to unveil the finalists for the 15th annual SuperNova Awards! This year’s nominees represent an inspiring lineup of individuals and teams who are driving bold, disruptive innovation
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Not just another AI conference. #AIF2025 brings top execs + top minds together for real conversations on GenAI, ethics, automation, and what's next. Reserve your seat: #ArtificialIntelligence #AI #FutureOfWork @rwang0 @MMinevich.
constellationr.com
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🚀 New Research: From Cost Center to Catalyst — The New GCC Playbook. Global Capability Centers are no longer just offshore hubs. They’re strategic engines driving AI, analytics & innovation. Read how leaders are building the future: @Chirag_Mehta.
constellationr.com
Executive Summary Global capability centers (GCCs) are evolving rapidly from offshore delivery hubs into strategic engines of innovation. They are becoming a core part of how enterprises build
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