Info-Tech in the News

thumbnail for Can Intel Cut Its Way to Profit with Factory Layoffs?
Jun 17, 2025

Can Intel Cut Its Way to Profit with Factory Layoffs?

Advisory Fellow Scott Bickley explains that Intel’s strategy of building AI data center capacity only after securing customer contracts demonstrates financial prudence, but has resulted in capacity constraints and delays. He recommends that enterprises relying on Intel for AI workloads reassess p...

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thumbnail for Struggling to Navigate Thorny AI Contracts? Question Everything
Jun 16, 2025

Struggling to Navigate Thorny AI Contracts? Question Everything

Phil Bode, Principal Advisory Director, emphasizes the importance of scrutinizing AI contracts by asking fundamental questions about usage, data handling, and definitions. He advises organizations to continuously reassess vendor relationships, clarifying terms on inputs, outputs, training data, a...

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thumbnail for Beyond the Technology-First Hype: The Real Path to IT Transformation
Jun 14, 2025

Beyond the Technology-First Hype: The Real Path to IT Transformation

Advisory Fellow Valence Howden challenges the “technology-first” rhetoric by stressing that successful IT transformation requires deep organizational alignment and risk-aware, data-driven frameworks. He cautions that without fundamental operational excellence, even in basics like service desks, a...

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thumbnail for Oracle’s Struggle With Capacity Meant They Made the Difficult but Responsible Decisions
Jun 12, 2025

Oracle’s Struggle With Capacity Meant They Made the Difficult but Responsible Decisions

Advisory Fellow Scott Bickley says Oracle’s cautious “build-as-you-go” strategy for AI data centers, waiting for signed contracts before scaling, demonstrates fiscal discipline but has led to capacity shortages and deployment delays. He advises enterprises depending on Oracle for AI workloads to ...

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thumbnail for Does Agentic AI Have Staying Power?
Jun 12, 2025

Does Agentic AI Have Staying Power?

Brian Jackson, Valence Howden, and Thomas Randall weigh in on the rise of agentic AI, describing it as a major shift toward autonomous systems capable of handling complex knowledge work. While Jackson sees it as a transformative super-trend, Howden and Randall caution that increased autonomy brin...

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thumbnail for The AI Security Arms Race: Why Bad Actors Are Winning and How Organizations Can Fight Back
Jun 12, 2025

The AI Security Arms Race: Why Bad Actors Are Winning and How Organizations Can Fight Back

Technical Counselor Erik Avakian outlines how the AI-driven cybersecurity threat landscape is shifting in favor of attackers. Drawing on analogies to an "arms race," he explains that bad actors are increasingly using AI to automate and scale their attacks faster than defenders can adapt. Avakian ...

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thumbnail for Is Attacker Laziness Enabled by GenAI Shortcuts Making Them Easier to Catch?
Jun 10, 2025

Is Attacker Laziness Enabled by GenAI Shortcuts Making Them Easier to Catch?

Jeremy Roberts, Senior Workshop of Research & Content, highlights a key shift in cybersecurity defense: GenAI’s increased risk visibility. Referencing an OpenAI report, he points out that attackers’ reliance on ChatGPT to craft scripts and social‑media deception actually makes their tactics more ...

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thumbnail for Qualcomm’s $2.4b Alphawave Deal Signals Bold Data Center Ambitions
Jun 09, 2025

Qualcomm’s $2.4b Alphawave Deal Signals Bold Data Center Ambitions

Advisory Fellow Scott Bickley interprets Qualcomm’s $2.4 billion acquisition of Alphawave Semi as a clear signal of its commitment to the AI-focused data center market. He highlights that Alphawave’s high-speed connectivity IP, such as SerDes and chiplet technologies, complements Qualcomm’s custo...

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thumbnail for LinkedIn CEO to Now Also Oversee Microsoft Office and M365 Copilot
Jun 04, 2025

LinkedIn CEO to Now Also Oversee Microsoft Office and M365 Copilot

Jeremy Roberts, Senior Director of Research & Content, interprets Microsoft's decision to appoint LinkedIn CEO Ryan Roslansky as the head of Microsoft Office and M365 Copilot as a strategic move to unify leadership across its productivity and AI initiatives. He notes that Roslansky's experience i...

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