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BREAKING ANALYSIS
Mapping Jensen’s world: Forecasting AI in cloud, enterprise and robotics
We are in the midst of a fundamental transformation of computing architectures. We’re moving from a world where we create data, store it, retrieve it, harmonize it and present it, so that we can make better decisions, to a world that creates content from knowledge using tokens as a new unit of value; and increasingly ...
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KubeCon London: Europe takes the cloud-native reins
The Cloud Native Computing Foundation’s flagship KubeCon + CloudNativeCon Europe 2025 event in London was the biggest KubeCon ever, exceeding the largest U.S.-based shows for the first time. The excitement over all things cloud native in Europe, however, extended beyond the technology to the geopolitical landscape and how it’s affecting the European software industry – ...
BREAKING ANALYSIS
Security do-over: How Palo Alto Networks sees the reset
Automation generally, and artificial intelligence specifically, render today’s cybersecurity stacks ineffective. Previously, stopping 99% of attacks and leaving the 1% for armed human hunters to deal with was, if not ideal, at least feasible. With AI, that all goes away because adversaries can scale up phishing and other attacks at unprecedented rates, which overwhelms the ...
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AI’s existential risks: Separating hype from reality
In “2001: A Space Odyssey,” the HAL 9000 was built to be infallible. Instead, it became dangerously misaligned with its human operators: It prioritized its survival over the humans’ safety. Though today’s artificial intelligence systems aren’t sentient, the concerns underlying HAL’s fictional rebellion — AI misalignment, loss of control and unintended consequences — are at the ...
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Quantum networking and its implications for multicloud security
In the not-too-distant future, data won’t just be communicated in ones and zeroes, but instead, it will be transmitted via particles that can exist in multiple states at once — where the very laws of physics guard your information. This isn’t sci-fi. It’s the promise of quantum networking, and it’s on the horizon. Quantum networking ...
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Discovering disruption at the MWC25 mobile world congress
I was one of 109,000 attendees at the MWC25 mobile world congress in Barcelona this week, looking to uncover the most interesting enterprise technology vendors among the nearly 2,900 exhibitors in the massive Fira convention center. As you might expect, everybody had some kind of artificial intelligence story. But of the 32 companies I interviewed, ...
BREAKING ANALYSIS
Nadella vs. Benioff: The real story behind AI’s agentic future
A seismic shift is underway in enterprise software, one that pits two of the most influential leaders in the industry — Microsoft Corp. Chief Executive Satya Nadella and Salesforce Inc. CEO Marc Benioff — against each other in a war of words that highlights the broader transformation unfolding in enterprise applications. Nadella predicts the demise ...
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How to convey generative AI product value with outcome-based pricing and messaging
In the rapidly advancing world of technology, effectively conveying the value of generative artificial intelligence products demands a shift in traditional pricing and messaging strategies. Some background: Despite the growing trend of pricing software-as-a-service products based on capability and customer value, per-seat pricing remains dominant, and outcome-based pricing is rare. Successful marketing and selling hinge ...
BREAKING ANALYSIS
Why Intel must stay independent, spin out its foundry and rebuild its iconic brand
Few brands in technology carry the storied pedigree of Intel Corp. For decades, “Intel Inside” was synonymous with progress in computing — an American icon that repeatedly raised the bar for processor performance and innovation. Today, Intel finds itself in a precarious position. Its once-vaunted manufacturing machine has fallen behind Taiwan Semiconductor Manufacturing Corp., which ...
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Enterprise-sized implementations, bite-sized AI agents at ZohoDay25
The application platform provider Zoho Corp. highlighted its presence within larger enterprises last week at the analyst-only ZohoDay25 summit in a remote location an hour from Austin in the Texas Hill Country, announcing a novel lightweight approach to agentic AI that mirrors Zoho’s flexible organizational structure and globally distributed user base. As explained in my ...