Info-Tech in the News

thumbnail for Tariff Uncertainty Hits US PC Shipments in Q2
Jul 10, 2025

Tariff Uncertainty Hits US PC Shipments in Q2

Advisory Fellow Scott Bickley explains that while U.S. PC shipments surged in Q2, this was driven by preemptive stockpiling ahead of fluctuating tariffs. He warns that although PCs were technically exempt in the quarter, indirect cost pressures and an uncertain tariff landscape are clouding recov...

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thumbnail for How Trump’s One Big Beautiful Bill Could Be Fresh Fuel for the Stock Market’s Favorite AI Names
Jul 09, 2025

How Trump’s One Big Beautiful Bill Could Be Fresh Fuel for the Stock Market’s Favorite AI Names

Scott Bickley, Advisory Fellow, notes that the recent “One Big Beautiful Bill” includes a new 35% tax credit for domestic chip manufacturing, up from 25%, which could significantly benefit semiconductor giants like Intel, NVIDIA, and Micron. He emphasizes that IT leaders and semiconductor vendors...

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thumbnail for Leaders Think They’re Doing a Good Job on CX. Customers Don’t Agree.
Jul 09, 2025

Leaders Think They’re Doing a Good Job on CX. Customers Don’t Agree.

Thomas Randall, Advisory Director, notes that while most business leaders believe their customer experience efforts are meeting expectations, only a quarter of customers share the same sentiment. He stresses the importance of linking CX metrics like NPS, CSAT, and CES to real outcomes, such as re...

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thumbnail for US Treasury Department Sanctions Individuals and Entities Over Illegal IT Worker Scheme
Jul 09, 2025

US Treasury Department Sanctions Individuals and Entities Over Illegal IT Worker Scheme

Fritz Jean‑Louis, Principal Cybersecurity Advisor, responds to the U.S. Treasury’s sanctions targeting individuals and entities behind a North Korean IT worker scheme. He highlights that the operation exploited stolen identities to place DPRK-linked developers in remote roles, funding weapons pro...

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thumbnail for GSA, Oracle Sign Major Deal Offering 75% Discount on Licenses
Jul 08, 2025

GSA, Oracle Sign Major Deal Offering 75% Discount on Licenses

Scott Bickley, Advisory Fellow, comments on Oracle’s recent OneGov agreement through the U.S. General Services Administration, which offers the federal government a 75% discount on Oracle licenses and substantial savings on cloud services. He describes this as a long‑overdue strategic move that r...

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thumbnail for New Nvidia Technology Provides Instant Answers to Encyclopedic-Length Questions
Jul 08, 2025

New Nvidia Technology Provides Instant Answers to Encyclopedic-Length Questions

Technical Counselor Justin St-Maurice highlights Nvidia’s new Helix Parallelism technology as a breakthrough in enabling large language models to process encyclopedic-length contexts in real time. He notes it reshapes LLM design by expanding “onboard memory,” allowing AI agents to maintain richer...

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thumbnail for Controversial US Budget Bill Is Now Law; Here’s What It Means for Tech
Jul 04, 2025

Controversial US Budget Bill Is Now Law; Here’s What It Means for Tech

Advisory Fellow Scott Bickley says the passage of the “One Big Beautiful Bill” marks a pivotal moment for U.S. enterprise strategy. He highlights that although the final law excludes a 10-year ban on state-level AI regulation, it still contains several provisions that could fundamentally alter th...

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thumbnail for US Judge Issues Split Decision in Antitrust Case Against SAP
Jul 02, 2025

US Judge Issues Split Decision in Antitrust Case Against SAP

Advisory Fellow Scott Bickley observes that the recent US judge’s split decision in the SAP vs Celonis antitrust case reflects both progress and limitations for the plaintiff. He notes that while the court allowed some claims, such as data access restrictions and product tying, to proceed to tria...

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thumbnail for Microsoft’s Exchange Server Subscription Edition Now GA to Replace Standalone Exchange 2016 and 2019
Jul 02, 2025

Microsoft’s Exchange Server Subscription Edition Now GA to Replace Standalone Exchange 2016 and 2019

John Annand, Digital Infrastructure Practice Lead, discusses Microsoft's launch of Exchange Server Subscription Edition as the successor to on-premises Exchange 2016 and 2019. He highlights that while the move offers continuous evergreen support and opportunities for modernization under Microsoft...

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