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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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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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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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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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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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Experts Share: How Is AI Influencing Advertising?
Shashi Bellamkonda, Principal Research Director, highlights the transformative impact of AI on advertising, emphasizing its role in accelerating creative production, enhancing audience targeting, and improving overall campaign performance. He notes that platforms like Google and Meta have integra...
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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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Upgrade or Else, SAP Warns as End of S/4HANA Compatibility Pack Licensing Nears
Advisory Fellow Scott Bickley highlights the urgency for SAP S/4HANA customers to transition away from Compatibility Packs before the December 31, 2025, deadline. He notes that while certain modules, such as Customer Service (CS), Transportation (LE-TRA), and Production Planning for Process Indus...
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AI on Verge of Eight-Hour Job Shift Without Burnout or Break. Is 24-Hour AI Workday Next?
Brian Jackson, Principal Research Director, reflects on the growing use of AI avatars by executives in corporate communications, noting that this trend reflects a broader shift toward generative AI interfaces. He observes that what began as conversational chatbots has evolved into digital doubles...
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