Michael Ni 倪孟堅

Bridging the gap from Data to Decisions | Serial CPO/CMO | VP & Principal Analyst @ Constellation Research

[Michael Ni 倪孟堅 @mikeni]

.@Constellationr's @rwang0 on SpaceX IPO: I'd wait for the first dip and then come in https://t.co/vZRSewLxFb R Ray Wang joins 'Squawk Box' to discuss the latest market trends, state of the tech sector, upcoming tech #IPOs, and more. @CNBC

[Michael Ni 倪孟堅 @mikeni]

.@Anthropic calls for global pause in #AI development before humans lose control https://t.co/9W1dOPXYDJ “A freeze would certainly help Anthropic to maintain its leading position in B2B AI systems and perhaps even expand its market share.” @holgermu @SiliconANGLE

[Michael Ni 倪孟堅 @mikeni]

.@SpaceX's IPO: are space data centers, xAI's potential? https://t.co/Wi7tSGeQ3q SpaceX's financial results are driven by SpaceX and Starlink with the AI unit, including X and xAI being a drag. Nevertheless, SpaceX is pricing for $135 a share for to $2T market debut

[Michael Ni 倪孟堅 @mikeni]

BT150 zeitgeist: In search of AI agent ROI https://t.co/0QI4SwyfoJ Executives in Constellation Research's BT150 agree that AI has reached an inflection point in operations, but still are looking for returns and productivity gains.

[Michael Ni 倪孟堅 @mikeni]

At DevCon, @Workday joins data + AI + app platforms courting developers with optionality https://t.co/QioHQCzXHv Workday at its DevCon conference this week had a simple message: There are multiple options to build AI agents on Workday's platform.

[Michael Ni 倪孟堅 @mikeni]

Boomi just invited itself to the headless party. The iPaaS pioneer is evolving into a full data-to-agent platform with agentic workflow orchestration, AI governance, and local agent support. @ldignan reports more in his latest customer story: https://t.co/ecl2iuScFB

[Michael Ni 倪孟堅 @mikeni]

.@Broadcom revenue miss stuns Wall Street, and its stock sinks after-hours https://t.co/9YkWFRsAlj @SiliconANGLE @Mike_Wheatley “First it bought Computer Associates, and then more recently it acquired VMware specifically to do this, but …” - @holgermu @constellationr #earnings

[Michael Ni 倪孟堅 @mikeni]

.@SpaceX hopes to raise $75B when world’s biggest-ever #IPO lifts off next week https://t.co/2tTHMguzSE @SiliconANGLE @Mike_Wheatley “Investors will need to ask themselves if these companies are more valuable as a unit, or as standalone entities …” - @holgermu @constellationr

[Michael Ni 倪孟堅 @mikeni]

How to avoid vendor lock-in in the AI age https://t.co/z9XiBbTIQU Technology vendors are barraging enterprise buyers with platform pitches that'll enable their agentic AI dreams and automate enterprises via private previews of products that'll be available at some point later

[Michael Ni 倪孟堅 @mikeni]

Why @Microsoft AI's approach is right time, right place https://t.co/I7Ujw4L1x5 Microsoft AI launched seven in-house foundation models at Microsoft Build 2026, but comparing benchmarks and the freedom the company has now that it's out of its OpenAI contract is the easy storyline

[Michael Ni 倪孟堅 @mikeni]

.@C3_ai's Siebel plots turnaround: Can the company execute? https://t.co/F7XXo33787 https://t.co/fPCvXuXy0E's fiscal 2026 revenue has fallen to 2022 levels, but the company is plotting a comeback. It remains to be seen whether it can deliver.

[Michael Ni 倪孟堅 @mikeni]

.@Anthropic's Claude Mythos isn't just another security tool — it's a signal that #AI is moving beyond scanning into the harder work: validating exploitability, chaining vulnerabilities, and closing the loop from finding to fix. from @Chirag_Mehta: https://t.co/kz9cWtHlmk

[Michael Ni 倪孟堅 @mikeni]

On Friday @ 11 AM PT @DisrupTVShow interviews @brucevc, Author of Market Engineering, and @EricRies, Author of Incorruptible. Watch it live here: https://t.co/PrnGdXQYXN @ValaAfshar @rwang0 #DisrupTV

[Michael Ni 倪孟堅 @mikeni]

.@Alphabet unveils plan to sell $80B in shares to fund ongoing #AI infrastructure buildout https://t.co/D7MA2ESbhd @SiliconANGLE @Mike_Wheatley “Alphabet’s AI buildout has already made a substantial dent in its cash flow, and it has dipped...” - @holgermu @constellationr #AIWars

[Michael Ni 倪孟堅 @mikeni]

.@HPE posts huge #earnings beat thanks to AI servers, sending its stock skyward https://t.co/dlwEGGZ8QO @SiliconANGLE @Mike_Wheatley “It was driven by the AI boom of course, and related to that, its networking division is doing very well ...” - @holgermu @constellationr

[Michael Ni 倪孟堅 @mikeni]

.@Nvidia's Vera CPU, DGX Station, Windows PCs all go to the same place: AI agents running locally https://t.co/tI6zZLeMki Nvidia CEO Jensen Huang's keynote at Computex featured Nvidia RTX Spark, DGX Station for Windows, a parade of PCs, the debut of the Vera CPU, a processor

[Michael Ni 倪孟堅 @mikeni]

Physical AI is reshaping the real world, but bridging digital + physical comes with real challenges: unstructured environments, Sim2Real gaps & data scarcity. Cloud providers building purpose-built infrastructure to accelerate the full robot lifecycle: https://t.co/yh9zI09h6M

[Michael Ni 倪孟堅 @mikeni]

.@Snowflake barrage adds more AI development, analysis tools https://t.co/TZ45MyUjx0 @TechTarget @EricAvidon “There are plenty of new features, but the real significance lies in Snowflake's … bigger strategic ambition as it shifts from being the...” - @MikeNi @constellationr

[Michael Ni 倪孟堅 @mikeni]

@Snowflake MyPOV:
The most important @Snowflake announcements were the investments in context, governance, semantics, and security underneath to support owning trusted, governed AI as the #AIControlPlane

Needed as AI moves from copilots to autonomous systems.
#SnowflakeSummit

[Michael Ni 倪孟堅 @mikeni]

Getting ready for day 2 keynotes #SnowflakeSummit 26. Expect to hear the product innovations driving the 33%+ revenue growth (beyond the $6BLN AWS deal) as see real AI adoption accelerated through Cortex Code (CoCo) and Snowflake Intelligence (CoWork).

#AIControlPlane

[Michael Ni 倪孟堅 @mikeni]

@Snowflake Announced Natoma acquisition (100+ connectors to business systems) plugs a critical gap for governed
Agents reading & acting on other systems.

MyPOV: gives @Snowflake gateway like central control plane for data + actions across SaaS #AIControlPlane