Holger Müller

Holger Müller

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VP & Principal Analyst, Constellation Research; next-gen enterprise apps, HCM/ERP

Enterprises Need Trustworthy, Repeatable AI, Not Magic
SocialMay 11, 2026

Enterprises Need Trustworthy, Repeatable AI, Not Magic

AI isn’t magic. Not yet. GenAI solved access to AI through natural language, but enterprise trust still breaks because models lack intuition, produce non-deterministic outputs, and haven’t earned true autonomy. The enterprise doesn’t need “magical” AI. It needs governable, repeatable,...

By Holger Müller
Trust and Quality Beat Speed in AI Conversations
SocialMay 11, 2026

Trust and Quality Beat Speed in AI Conversations

Voice is replacing the textbox. Companies are moving beyond clunky bots toward real-time AI conversations that sound human, understand interruptions, and respond with speed + context. The takeaway from @Amazon Nova 2 Sonic: In AI, speed alone isn’t enough. Trust...

By Holger Müller
Context and Trust: AI’s Real Competitive Edge
SocialMay 11, 2026

Context and Trust: AI’s Real Competitive Edge

AI doesn’t fail because the models are weak. It fails when organizations lack trust, context, and clarity. On @DisrupTVShow, Paul Ingram and @jonerp explored why values and the “context layer” may be the real competitive advantage in the AI era....

By Holger Müller
Vint Cerf and Leaders Discuss Internet's Future
SocialMay 11, 2026

Vint Cerf and Leaders Discuss Internet's Future

On Friday @ 11 AM PT @DisrupTVShow interviews Vint Cerf, VP & Chief Internet Evangelist @Google, David Bray, Distinguished Chair of the Accelerator @StimsonCenter and Cheryl Strauss Einhorn, author of The Human Edge https://t.co/HxRk6pPPCV @ValaAfshar @rwang0 #DisrupTV

By Holger Müller
A Decade of IBM Quantum Progress, Seen Through My
SocialMay 10, 2026

A Decade of IBM Quantum Progress, Seen Through My

MyPOV - Nicely done video of 10 years of @IBM Quantum history. Grateful to have been there for 7-8 of them. https://t.co/VTcOKmYlAm

By Holger Müller
UK Quantum Startup Secures $160M Boost for Silicon Chips
SocialMay 7, 2026

UK Quantum Startup Secures $160M Boost for Silicon Chips

UK quantum outfit @Quantum_Motion run on silicon chips raises $160M https://t.co/u7pwod4ub3 >> Congratss. Good to see the investment - and more competition. Good for all. #NextGenApps #QuantumComputing https://t.co/vUuC4NlycE

By Holger Müller
Latency and Data Partition: Overdue Primary Concerns
SocialMay 7, 2026

Latency and Data Partition: Overdue Primary Concerns

MyPOV - This was kind of overdue. Latency and of course data partition are the first questions one has...

By Holger Müller
AMD Shares Surge on AI-Driven Chip Demand
SocialMay 7, 2026

AMD Shares Surge on AI-Driven Chip Demand

ICYMI - .@AMD’s stock rises on surging demand for CPUs and GPUs for #AI workloads https://t.co/eTvgEPCV58 @SiliconANGLE @Mike_Wheatley “This is proof that innovation in chip design is still the key to accelerating revenue growth, because that’s where...” #Earnings https://t.co/e62KGJzFMq

By Holger Müller
Governance, Not Models, Determines AI Success Amid Rising Risks
SocialMay 7, 2026

Governance, Not Models, Determines AI Success Amid Rising Risks

AI is scaling fast—but so are the risks. With Bob Gourley, David Bray & Andrea Bonime-Blanc, DisrupTV explores data center threats, the “messy middle” of cyber, and why governance—not models—will define AI winners. Read more here: https://t.co/Me1QDqWkJI @ValaAfshar @rwang0 #DisrupTV

By Holger Müller
From Intelligence to Action: Rethinking the Data Stack
SocialMay 7, 2026

From Intelligence to Action: Rethinking the Data Stack

.@Google’s take: the modern data stack isn’t failing—it’s misaligned. Built for humans answering questions. Agents need systems that execute decisions—continuously, autonomously, at scale. The shift: from systems of intelligence → systems of action. That’s the real bet behind Agentic Data...

By Holger Müller
Freshworks Secures Biggest Deals Yet, Displacing Competitors
SocialMay 7, 2026

Freshworks Secures Biggest Deals Yet, Displacing Competitors

.@Freshworks starts landing bigger deals in Q1 https://t.co/uQ98NuwqMg Freshworks reported strong first quarter results and said it landed the two largest deals in its history due to competitor displacements.

By Holger Müller
ServiceNow Expands AI Control Tower with Governance Tools
SocialMay 7, 2026

ServiceNow Expands AI Control Tower with Governance Tools

.@ServiceNow Knowledge 2026: AI Control Tower, Action Fabric, Autonomous Workforce and more https://t.co/Y5Tk3LEjiR ServiceNow expanded its AI Control Tower with new integrations, observability and governance tools and features to measure the value of AI agents. #Knowledge2026 https://t.co/FLvCVxEYmZ

By Holger Müller
Quantum Advantage Arrives 2024; Align AI with Quantum
SocialMay 6, 2026

Quantum Advantage Arrives 2024; Align AI with Quantum

.@IBM CEO Krishna touts quantum computing use cases, quantum-AI continuum https://t.co/FEpY7F817C IBM CEO Arvind Krishna said quantum advantage is here this year and enterprises need to align quantum computing with their AI strategies.

By Holger Müller
Arista Beats Earnings but Stock Slides as Growth Slows
SocialMay 6, 2026

Arista Beats Earnings but Stock Slides as Growth Slows

.@AristaNetworks stock declines despite another solid #earnings and revenue beat https://t.co/W1AqEaQYEE @SiliconANGLE @Mike_Wheatley “Arista did okay to beat expectations, but the days of 30%+ growth on quarter-over-quarter comparisons are gone…” #Earnngs https://t.co/JShwOq3Wod

By Holger Müller
Quantum Simulation Beats Classical by 3000× Using Q‑CTRL
SocialMay 6, 2026

Quantum Simulation Beats Classical by 3000× Using Q‑CTRL

And @MJBiercuk saves a quantum advantage example - in aaterials simulation quantum took 2 minute. Classic computing 100 hours. Of course using @qctrlHQ... #IBMThink https://t.co/aC3VMVYGE0

By Holger Müller
IBM Quantum Network Grows to 341 Diverse Members
SocialMay 6, 2026

IBM Quantum Network Grows to 341 Diverse Members

Next up - it's @JMGarcia talking about the @IBM Quantum Network. Members 341 Academic + research institutions 176 Industry clients 71 Commercial partners and startups 70 #IBMThink https://t.co/OKcmrDg62e

By Holger Müller
IBM Quantum Simulates 13,635‑Atom Protein, Hitting HPC Limits
SocialMay 6, 2026

IBM Quantum Simulates 13,635‑Atom Protein, Hitting HPC Limits

And @JMChow shares how @ClevelandClinic on an @IBM quantum system has reached the limits of HPC - 13635 atoms in a protein molecule. #IBMThink https://t.co/PdyO2n1ZIz

By Holger Müller
Exploring CPU, GPU, QPU Convergence in Next‑Gen Supercomputing
SocialMay 6, 2026

Exploring CPU, GPU, QPU Convergence in Next‑Gen Supercomputing

Next up. It's @jmchow talking about the conversion of CPUs, GPUs and QPUs..The new super computing. #IBMThink https://t.co/oXRQoukO51

By Holger Müller
Pearson Uses Teal Credentials to Automate Agent Assessment
SocialMay 6, 2026

Pearson Uses Teal Credentials to Automate Agent Assessment

Next up - @Pearson is helping to assess agents now - working beyond human learning and assessment - CTO David Treat shows how teal credentials are being used for agents. #IBMThink https://t.co/su2586sps4

By Holger Müller
IBM Outlines Four Algorithmic Pillars for Emerging AI
SocialMay 6, 2026

IBM Outlines Four Algorithmic Pillars for Emerging AI

I asked @IBM's @jaygambetta my standard question on emergong use cases... He takes an algorithm approach: I'd like to break them into four: amplifying simulation, optimization, run on machine learning, and partial differential equations. And I know they're not these...

By Holger Müller
Quantum and AI Will Co‑lead, Not Compete
SocialMay 6, 2026

Quantum and AI Will Co‑lead, Not Compete

I congratulated @jaygambetta on Quantum making it from no show to some show to 1/3 agenda point of the Think keynote - and asked when it will be #1. He answers he doesn't foresee Quantum to overtake AI. Its going...

By Holger Müller
Quantum Mapping Surpasses Tensor Models in Capacity
SocialMay 6, 2026

Quantum Mapping Surpasses Tensor Models in Capacity

And it's the Quantum AMA with @jaygambetta and @jmchow getting ready. Gambetta - we have now less tensor model capacity than do the quantum mapping. It's easier for them to use quantum than using tensor methods. #IBMThink https://t.co/H1kDxy9IzN

By Holger Müller
Disney Partners IBM to Drive Transformative Digital Growth
SocialMay 6, 2026

Disney Partners IBM to Drive Transformative Digital Growth

Next up - how @Disney is working with @IBM - a conversation between @JoanneWright16 and Susan Doniz - peppered with Disney media analogies and showing great transformation returns. #IBMThink https://t.co/1Gsludi6Ki

By Holger Müller
AI Operating Model Takes Center Stage at IBM Think
SocialMay 5, 2026

AI Operating Model Takes Center Stage at IBM Think

MyPOV - Full house at the afternoon keynote at #IBMThink, Dinesh Nirmal is talking about the need of an AI operating model. #IBMThink https://t.co/CTw49PHs6I

By Holger Müller
IBM Unveils Integrated AI Operating Model for Enterprises
SocialMay 5, 2026

IBM Unveils Integrated AI Operating Model for Enterprises

"🔵 IBM Think 2026 sees @RobDThomas unveil the @IBM marketecture for the new AI Operating Model — Intelligence, Action, Trust, and Operations working together as one. Enterprises aren't just deploying more AI models... they're redesigning how their entire business runs....

By Holger Müller
Analyst Year Highlight: Unscripted, Honest AMA with Arvind
SocialMay 5, 2026

Analyst Year Highlight: Unscripted, Honest AMA with Arvind

MyPOV - One of the treats / highlights of the analyst year - AMA with @ArvindKrishna ... Always non scripted. Honest. Matter of fact with a dose of good humor. #IBMThink https://t.co/u2YtboO8qK

By Holger Müller
IBM Targets Day 0 Customer Engagement Across AI, Cloud, Quantum
SocialMay 5, 2026

IBM Targets Day 0 Customer Engagement Across AI, Cloud, Quantum

Meet the customers where the are om Day 0 is the goal of @IBM says @ArvindKrishna - on the three innovation vectors - AI. Hybrid Cloud and Quantum. #IBMThink https://t.co/MpxGStKX9H

By Holger Müller
Quantum Breakthrough: 10-Year Partnership Yields Discovery Accelerator
SocialMay 5, 2026

Quantum Breakthrough: 10-Year Partnership Yields Discovery Accelerator

Next up - Quantum with @ClevelandClinic's Serpil Erzurum - talking about the discovery accelerator - result of a 10 year partnership. #IBMThink https://t.co/LwGwuFTvgf

By Holger Müller
Quantum and AI Complement Each Other, IBM Expands Cloud Access
SocialMay 5, 2026

Quantum and AI Complement Each Other, IBM Expands Cloud Access

Quantum and AI do not compete - but complement each other says @ArvindKrishna - @IBM has now deployed 80+ cloud accessible quantum machine with 300+ partners. #IBMThink https://t.co/wxXszY6kHI

By Holger Müller
Quantum Advantage Arrives in 2026, Ushering New Computing Era
SocialMay 5, 2026

Quantum Advantage Arrives in 2026, Ushering New Computing Era

And @ArvindKrishna is at .. quantum. The first paradigm in computing in 80 years. Quantum advantage is here in 2026. #IBMThink https://t.co/30Fr0BZtWx

By Holger Müller
AI Powers Around-the-Clock Healthcare Member Services
SocialMay 5, 2026

AI Powers Around-the-Clock Healthcare Member Services

Next up - what AI can do in Healthcare - Ratnakar Lavu of @ElevanceHealth in a conversation with @IBM' @ArcindKrishna - Benefits, Member Services 24x7. #IBMThink https://t.co/yv4a1KSyio

By Holger Müller
Hybrid Cloud Demo Showcases AI, Sovereign Core Integration
SocialMay 5, 2026

Hybrid Cloud Demo Showcases AI, Sovereign Core Integration

And we are at the @RedHat part of @ArvindKrishna's demo - hybrid Cloud. For AI and for Sovereign Cloud (with SovereignCore). And @HashiCorp ... And now @confluentinc With @IBMwatsonx Data... #IBMThink https://t.co/icdWDpw5D4

By Holger Müller
Decades‑Long IBM‑Aramco Partnership Evolves with AI
SocialMay 5, 2026

Decades‑Long IBM‑Aramco Partnership Evolves with AI

Next up - a convo between @IBM's @ArvindKrishna with @Aramco's Sami All-Ajmi, an IBM customer since the punch card era. #IBMThink https://t.co/YWtJAeY82h

By Holger Müller
AI Boosts Productivity, Cuts Costs, Saves IBM $4B
SocialMay 5, 2026

AI Boosts Productivity, Cuts Costs, Saves IBM $4B

It's all about the return of AI says @ArvindKrishna 70% great productivity 74% faster cycle times 67% faster project delivery ... And @IBM saved 4B+ from the use of AI. #IBMThink https://t.co/9tz52tzrma

By Holger Müller
IBM CEO Says Tech Stack Must Evolve for AI
SocialMay 5, 2026

IBM CEO Says Tech Stack Must Evolve for AI

And we are off with @IBM CEO @ArvindKrishna - it's about more than AI. The stack needs to change. There are winners and those who are not quite ready to embrace AI. #IBMThink https://t.co/K3QZCAZFp4

By Holger Müller
Jay W. Highlights Key Moment at WDay Summit
SocialMay 5, 2026

Jay W. Highlights Key Moment at WDay Summit

And one of the highlights of every - #WDaySummit - platform. Of course with Jay W... https://t.co/Cvmw0PpbhY

By Holger Müller
DisruptTV Interviews Diginomica Co‑Founder and Business Ethics Author
SocialMay 5, 2026

DisruptTV Interviews Diginomica Co‑Founder and Business Ethics Author

On Friday @ 11 AM PT @DisrupTVShow interviews @jonerp, Co-founder @diginomica and Paul Ingram, Kravis Professor of Business at the Columbia Business School, and Author of What Do You Really Stand For https://t.co/Ee6pxM7CGr @ValaAfshar @rwang0 #DisrupTV https://t.co/K3jieVFQTv

By Holger Müller
Cloud Giants Accelerate AI Vertical Integration Race
SocialMay 4, 2026

Cloud Giants Accelerate AI Vertical Integration Race

.@GoogleCloud, @AWSCloud, @Microsoft Azure: The AI vertical integration race https://t.co/SbeE6aB6gp Amazon Web Services’ launch of the Connect family of business applications and Amazon Quick, Google Cloud Next 2026 announcements and hyperscale cloud first quarter…

By Holger Müller
AI Consulting Shifts From Advice to Transform & Operate
SocialMay 4, 2026

AI Consulting Shifts From Advice to Transform & Operate

Closing the @IBMConsultkng event with our final Executive Q&A session: Mohamad Ali, @AndyBaldwin_ and @neilkdhar discussing AI, consulting, and business transformation. I asked for the biggest transformation ahead - got a vaguish answer by Andy that it will be more...

By Holger Müller
SAP Expands Data Platform with Dremio, Prior Labs Acquisitions
SocialMay 4, 2026

SAP Expands Data Platform with Dremio, Prior Labs Acquisitions

.@SAP acquires @Dremio, @PriorLabs as it builds out its data platform plan https://t.co/78ISBnRjAP SAP said it will acquire Dremio, an open data lakehouse player, in a move that aims to use SAP Business Data Cloud combine SAP data with non-SAP...

By Holger Müller
Andy Baldwin Outlines IBM Consulting’s Growth Drivers
SocialMay 4, 2026

Andy Baldwin Outlines IBM Consulting’s Growth Drivers

Next up it's @IBM @AndyBaldwin_ talking about where the growth for @ibmconsulting will come from #IBMThink https://t.co/VkWzOyCJWE

By Holger Müller
SAP Bolsters AI Data Layer with Dremio, Prior Labs
SocialMay 4, 2026

SAP Bolsters AI Data Layer with Dremio, Prior Labs

@SAP to acquire @dremio and @prior_labs ... the data landscape for SAP AI is quickly evolving. My Take: 3 Positives + Good to see SAP working on the data foundation that powers Agentic AI. + Tabular data is essential for enterprise...

By Holger Müller
Microsoft Beats Expectations
SocialMay 1, 2026

Microsoft Beats Expectations

ICYMI - .@Microsoft beats expectations, but its guidance comes up light, disappointing investors https://t.co/IGFe4hYg5s. “Its cash flow remains positive despite the substantial spending on AI infrastructure, but investors will want to see this balance maintained in the coming quarters.” #Earnings

By Holger Müller
Brands Must Own AI Answers: AEO & GEO Essential
SocialMay 1, 2026

Brands Must Own AI Answers: AEO & GEO Essential

Is your brand showing up when AI answers your customers' questions? https://t.co/Ayo4Ffm1Wz Don’t miss @LIZkMILLER on why AEO and GEO aren't optional anymore, and the platforms leading the charge.

By Holger Müller
Certinia Unveils Veda AI Suite for Autonomous Operations
SocialMay 1, 2026

Certinia Unveils Veda AI Suite for Autonomous Operations

.@Certinia launches Veda AI Agent Suite, moving from workflow automation to true autonomy. https://t.co/oSgiFvTWzV Built on @Salesforce, Veda delivers governed, outcome-driven results across services, CS & finance. AI-first, outcome-based, and built for speed. @ldignan

By Holger Müller
Turning Data Chaos Into Business‑Driving AI on Google Cloud
SocialMay 1, 2026

Turning Data Chaos Into Business‑Driving AI on Google Cloud

From Data Chaos to Confident AI: How Overdose Built a Semantic Foundation on Google Cloud https://t.co/MEyCiKRO4Q Overdose CEO Paul Pritchard unpacked exactly what it takes to get from scattered #data sources to #AI that actually moves the business forward.

By Holger Müller
Enterprise AI Demands Real Experience, Not Just Expertise
SocialApr 30, 2026

Enterprise AI Demands Real Experience, Not Just Expertise

AI Skills, Part 1: Experience over Expertise https://t.co/a8ijFtAbjq Learn what the people enterprises will actually need when AI becomes part of the operating model, rather than an overlap on top of it. @EKolsky https://t.co/ZGQWtJftkO

By Holger Müller
Boomi Earns Analyst Accolades in AI and Integration
SocialApr 30, 2026

Boomi Earns Analyst Accolades in AI and Integration

.@Boomi gains analyst praise across integration & AI https://t.co/MLfoTpQdmv "@Constellationr included it on shortlists for Cross-Platform Agentic AI, Integration Platform as a Service, and Data Integration and Transformation for Cloud-Based Analytical Data Platforms.”

By Holger Müller
Amazon Beats Earnings, Hits Record CapEx, Margin Rebounds
SocialApr 30, 2026

Amazon Beats Earnings, Hits Record CapEx, Margin Rebounds

.@Amazon cruises to another solid earnings and revenue beat https://t.co/WhVpBH2Bjj "Purchases of property and equipment reached an all-time high at $147B, but operating margin has recovered to 37+%, which is a good sign to sustain spending, ... #Earnings

By Holger Müller