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Dell Awaits PC Refresh Cycle, Leans on Server Segment to Buoy Revenues
Scott Bickley, research practice lead, discusses Dell's strategy to refresh its AI-focused PC lineup while navigating layoffs and supply chain challenges. Bickley emphasizes that despite economic hurdles, Dell's continued investment in AI infrastructure reflects the growing demand for AI capabili...
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Forget AI: Core Digital Skills Still Rule Hiring Priorities
Isabelle Hertanto, IT Workforce Development Research Practice Lead, weighs in on the evolving hiring landscape, highlighting the growing importance of AI-driven skills as core competencies for businesses seeking to build resilient teams. She emphasizes that AI literacy and adaptability are critic...
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Oracle NetSuite Weaves New AI Capabilities Across Its Product Line
Scott Bickley, research practice lead, discusses Oracle NetSuite's new AI capabilities woven across its product line. He notes how these advancements will enable businesses to automate financial processes, enhance supply chain management, and improve decision-making efficiency. Bickley emphasizes...
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CX Vendors Say Contact Centers Are Getting a Return on AI Chatbot Investments
Thomas Randall, director of AI market research, discusses Verint and Sprinklr's efforts to help businesses realize the return on investment (ROI) in AI chatbots and contact center technologies. He highlights how AI-powered solutions are streamlining customer service operations and enhancing custo...
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VMware Raises Broadcom’s Software Profile, but Chips Remain Core Business
Scott Bickley, advisory practice lead, comments on Broadcom's strategy for VMware, noting the company's focus on hardware and cloud integration in virtualization software. As Broadcom pushes further into the cloud space, Bickley emphasizes the importance of addressing potential challenges associa...
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Anthropic Makes Play for Business Customers
Bill Wong, AI research fellow, discusses Anthropic's strategic pivot toward targeting business customers for its AI offerings. This move positions Anthropic as a competitor in the enterprise AI space, which is becoming increasingly crowded with other major players like OpenAI and Google. Wong emp...
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Here’s Why Nvidia’s Aggressive Sales Tactics Are in the DOJ’s Crosshairs
Scott Bickley, principal research director, discusses Nvidia's aggressive sales tactics and the Department of Justice's investigation into the company. Bickley highlights concerns about Nvidia's dominance in the AI hardware market and its potentially anti-competitive practices, which have prompte...
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Ilya Sutskever’s Safe Superintelligence Inc. Lands $1B Investment
Research Director Andrew Sharp discusses Ilya Sutskever’s new venture, Safe Superintelligence Inc., which recently secured a $1 billion investment. The company is focused on developing advanced AI systems with a strong emphasis on safety and governance. This significant funding round highlights t...
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Tech Firms Inch Closer to Users with AI Wearables
Thomas Randall, director of AI market research, discusses how tech firms are moving closer to integrating AI wearables into everyday life, focusing on the innovative applications these devices could bring. AI wearables are poised to revolutionize how users interact with technology, with advanceme...
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