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Salesforce Bets on AI Workforce; Alibaba Wants More Engineers
Advisory Fellow Scott Bickley comments on the evolving strategies in AI development. He notes that organizations face a pivotal decision: either invest in hiring skilled AI engineers or leverage AI tools to automate development processes. Bickley emphasizes that this choice significantly impacts...
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What Will it Take to Shake Nvidia’s Dominance?
Brian Jackson, Principal Research Director, discusses Nvidia's resilience in maintaining its market dominance. He notes that even when competitors like DeepSeek enter the market and cause temporary dips in Nvidia's share price, the company quickly recovers its value, often reaching new all-time h...
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Signal Will Exit Sweden Rather Than Dilute Message Security
Fred Chagnon, Principal Research Director, comments on Signal's decision to exit Sweden rather than compromise its message security. He argues that while regulatory efforts to mandate encryption backdoors are well-intended, they are ultimately doomed to fail, as they undermine the fundamental pri...
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What It Takes to Become Cloud-First
Jeremy Roberts, Senior Director of Research, emphasizes that adopting a cloud-first strategy requires deliberate planning and cultural change within business units. He advises that organizations should not expect operations to remain the same post-migration, as the cloud introduces new dynamics. ...
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How IT Leaders Can Help With Emergency Communications
Barry Cousins, Distinguished Analyst and Research Fellow, discusses the role of IT leaders in enhancing emergency communications. He emphasizes the importance of integrating traditional technologies, such as ham radio, into modern communication strategies to ensure resilience during crises. Cousi...
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Microsoft Cancels Data Center Lease Plans, Raising Questions
John Annand, Infrastructure & Operations Research Practice Lead, comments on Microsoft's recent decision to cancel several data center leases. He suggests that this move may indicate a strategic shift in Microsoft's infrastructure planning, possibly due to an oversupply of data center capacity or...
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Amazon Concedes That Chime SDK Makes Far More Sense Than the Chime Application Itself
Jeremy Roberts, Senior Director of Research, comments on Amazon's decision to discontinue its Chime application while enhancing the Chime SDK. He agrees with the move, noting that focusing on the SDK allows Amazon to provide developers with the tools to integrate communication features into their...
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SEC, DOJ Investigate CrowdStrike Deal With Reseller Carahsoft
Scott Bickley, Advisory Fellow, comments on the pressures faced by enterprise IT buyers and sellers to finalize deals before the end of fiscal quarters. He notes that buyers have been conditioned by vendors, especially those that are publicly traded, to strategically position deals at the end of ...
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How To Ensure Everyone Benefits From Company Data Insights
Barry Cousins, Distinguished Analyst and Research Fellow, discusses strategies to ensure that all employees benefit from company data insights. He emphasizes the importance of democratizing data access across the organization, enabling employees at all levels to make informed decisions. Cousins a...
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