R “Ray” Wang

R “Ray” Wang

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Founder & Principal Analyst, Constellation Research; enterprise software/AI

Rental Giants Merge to Harness Data‑Driven AI Flywheel
SocialMay 26, 2026

Rental Giants Merge to Harness Data‑Driven AI Flywheel

MyPOV: Two apartment rental giants merge, aim to leverage data, AI flywheel https://t.co/car9KCgKmO The $52 billion merger of two apartment rental companies is also a bet that the combined company can leverage a data flywheel and an AI joint venture. @AvalonBay...

By R “Ray” Wang
Backlog Concerns at Google, Anthropic Not Worrying
SocialMay 11, 2026

Backlog Concerns at Google, Anthropic Not Worrying

MyPOV: Insights on the @google @Anthropic backlog concerns: 'I'm not worried about this all' says @rwang0 @constellationr @foxbusiness @davidasmanfox @varneyco https://t.co/xMOtRJ7vWf

By R “Ray” Wang
Enjoying Backstreet Boys Live at Vegas' Sphere
SocialMay 8, 2026

Enjoying Backstreet Boys Live at Vegas' Sphere

MyPOV: time for some fun in @SphereVegas. it's concert time with the @backstreetboys live @servicenow #know26 https://t.co/hEO6V6grOf

By R “Ray” Wang
Anthropic Rents 300MW of SpaceX’s Colossus 1 Compute
SocialMay 7, 2026

Anthropic Rents 300MW of SpaceX’s Colossus 1 Compute

MyPOV: @AnthropicAI buys all of @SpaceX's Colossus 1 data center capacity https://t.co/lqOJ6BKFBc  Anthropic needed compute and SpaceX was happy to rent more than 300 megawatts of capacity to the LLM company. @ldignan @constellationr

By R “Ray” Wang
ServiceNow and AWS Unite AI Governance with Bedrock
SocialMay 7, 2026

ServiceNow and AWS Unite AI Governance with Bedrock

MyPOV: @ServiceNow, @AWScloud integrate AI Control Tower, @Amazon Bedrock AgentCore https://t.co/yjqhlU6UWD  ServiceNow and Amazon Web Services expanded a partnership that will couple governance on ServiceNow AI Control Tower and Amazon Bedrock AgentCore, new AI…

By R “Ray” Wang
Stripe Preps for Autonomous AI Agent Commerce
SocialMay 7, 2026

Stripe Preps for Autonomous AI Agent Commerce

MyPOV: How @Stripe sees agentic commerce developing https://t.co/34FonQslNH  Stripe is designing its agentic AI commerce flows to be ready for when AI agents are going to transact without humans in the loop and become significant economic players. @ldignan @constellationr

By R “Ray” Wang
MongoDB Launches Automated Voyage Embeddings for Cheaper, More Accurate Search
SocialMay 7, 2026

MongoDB Launches Automated Voyage Embeddings for Cheaper, More Accurate Search

MyPOV: @MongoDB adds automated Voyage embeddings in Atlas Vector Search https://t.co/YtLAj47j6J  MongoDB announced automated Voyage embeddings in Atlas Vector Search to improve retrieval accuracy and lower production costs and said MongoDB 8.3 is generally available. @ldignan @constellationr

By R “Ray” Wang
Arm Predicts $2B AGI‑CPU Demand, Fueling AI‑driven CPU Renaissance
SocialMay 7, 2026

Arm Predicts $2B AGI‑CPU Demand, Fueling AI‑driven CPU Renaissance

MyPOV: @Arm and the CPU renaissance https://t.co/Xwzt9rwrq3 Arm said the company sees $2 billion in customer demand for its AGI-CPU through 2027, double what it saw just a few weeks ago. Arm is becoming one of the headliners for what's...

By R “Ray” Wang
Tableau Shifts From Leader to AI‑driven Re‑assertion
SocialMay 7, 2026

Tableau Shifts From Leader to AI‑driven Re‑assertion

MyPOV: @Tableau in transition as AI forces BI vendors to evolve https://t.co/PkVJNbyrqG @TechTarget @EricAvidon "Tableau hasn't lost relevance, but it has shifted from setting the pace to trying to reassert its role in a market that's moved from being defined...

By R “Ray” Wang
Arm Shares Fall Despite Strong AI CPU Demand
SocialMay 7, 2026

Arm Shares Fall Despite Strong AI CPU Demand

MyPOV: @Arm’s stock sinks even as it reveals strong interest in its CPUs for #AI servers https://t.co/UPSBFc3WSA @SiliconANGLE @Mike_Wheatley “More than four out of five of Arm’s employees are engineers, and so investors may rightly have questions about...” - @holgermu @constellationr #AIWars

By R “Ray” Wang
AI Competition Just Entered Its Third Inning
SocialMay 7, 2026

AI Competition Just Entered Its Third Inning

MyPOV: @SquawkBoxCNBC @CNBC: We're in the third inning of a nine-inning race in AI, says @constellationr Ray Wang with @andrewrsorkin https://t.co/ZPnNl0U0Kw

By R “Ray” Wang
Delta's Operations Chaos Causes Repeated Unforced Delays
SocialMay 6, 2026

Delta's Operations Chaos Causes Repeated Unforced Delays

MyPOV: @Delta flight ops is just awful. 3/3 flights all unforced error delays. The latest is trying to fuel the plane is now a delay. Yesterday was a pilot who didn’t like his planes safety record. It’s a shit show....

By R “Ray” Wang
Peter Russo Explains Source‑to‑Pay Workflows on ServiceNow
SocialMay 5, 2026

Peter Russo Explains Source‑to‑Pay Workflows on ServiceNow

MyPOV: here with Peter Russo talking workflows in source to pay of course. @ServiceNow #Know26 https://t.co/EdRDIqQyfd

By R “Ray” Wang
Top Vietnamese Sandwich Spot in Silicon Valley
SocialMay 3, 2026

Top Vietnamese Sandwich Spot in Silicon Valley

MyPoV: one of the best Vietnamese Sandwich places in the Silicon Valley. Duc Huong #SVLife. https://t.co/PdiyLVacDS

By R “Ray” Wang