Special Breaking Analysis | IBM Quantum and the race to make scientific advantage useful to industry
QDC26 shows progress in the hardware, software and tooling around quantum computing as customers look for evidence of better outcomes
IBM’s Quantum Developer Conference (QDC26) in Chicago marked a change in emphasis. IBM claims that researchers have demonstrated quantum advantage in 2026 by working with the classical computing community. Its public presentations showed progress in processors, error correction, scientific software and the integration of quantum with conventional computing. The company’s quantum leader, Jay Gambetta, also set a new target. The next big milestone comes by demonstrating industry impact by 2028, conditional on collaboration across enterprise application researchers and the classical and quantum communities.
VMware’s Partner Collapse Is Forcing Enterprises Into Infrastructure Decisions They Were Never Ready to Make
Broadcom’s VMware partner changes are forcing enterprises to rethink infrastructure, migration costs, application dependencies, VCF 9, and AI readiness.
333 | Breaking Analysis | AI cyber resilience and the trust gap
Backup and recovery has evolved into data protection, security and cyber recovery. Today, the focus is on business resilience. The scope continues to expand, with growing attention to how attackers use AI and how defenders can use it to better protect their assets. In new field research with our partner Qualitate, we explored these issues, […]
Storage Has Become the Hidden Ceiling on Enterprise AI Performance
Discover why storage is becoming the hidden bottleneck in enterprise AI and how optimizing data delivery, checkpoint management, and storage architecture can improve GPU utilization and AI performance.
Four Brands Anchor ChatGPT’s View of the AI Governance Market
New AEO Advantage Index research reveals how ChatGPT understands the enterprise AI governance platform market, identifying Credo AI, IBM, Holistic AI, and ModelOp as four Anchor brands within an observed 22-vendor competitive landscape. Discover what this means for AI Market Authority, competitive visibility, and enterprise technology buying in the era of AI-mediated discovery.
332 | Breaking Analysis | Can enterprise AI pay for the boom?
The AI buildout is making an enormous bet on what businesses will eventually be willing to pay for intelligence. In our research this summer on forecasting the AI bubble, we argued that a key indicator to watch is productive utilization by enterprise customers. Specifically, we said at the time, if infrastructure supply catches up before productive monetization materializes, the risk of a bubble popping increases to what we felt were dangerous levels. And we forecast that the supply constraints and healthy capital funding appetites at that time could provide conditions for a soft landing. And we pegged 2029 as the highest-risk year.
Mathematical Optimization Is the Missing Layer in Enterprise AI Decision-Making
Enterprise AI adoption is accelerating faster than the organizational structures designed to govern it. Generative AI tools have moved from experiment to embedded workflow in a matter of months, and the pressure to extract business value from AI investments is intensifying across every sector. But a meaningful gap is opening between what generative AI does […]
331 | Breaking Analysis | Micron’s memory boom – Is the cyclicality really ending?
In Breaking Analysis 322, we shared with you that our forecast of a $1T silicon business arrived 2 years earlier than we had forecast. The reason for our twenty-four month miss was the bottleneck had moved from GPUs to memory. Micron gave us a remarkable datapoint in its FY Q3: DRAM prices rose by more than sixty percent sequentially in the quarter, while the number of bits shipped barely grew. Today we address what that means. The key questions are: Is this temporary scarcity or a structural change in the economics of memory? We believe both forces are at work. This week we participated in a Webcast with Micron President and Chief Technology and Products Officer, Scott DeBoer. The roadmap he showed us underscores the importance of memory with respect to AI performance. New customer take or pay agreements change how risk is shared. At the same time, customers are being forced to adapt to higher costs. Qualitate’s proprietary research gives us a window into those decisions. Our question is whether these changes can make memory less cyclical, and what evidence would tell us that the familiar cycle is returning.
AI Code Generation Is Outpacing the Systems Built to Verify It
Qodo CEO Itamar Friedman explains why AI code verification, continuous governance, and automated testing are critical to shipping AI-generated code safely at scale.