AI Success Depends on Governing Data Before Governing Models
Why enterprise AI success depends on data governance, semantic context, and trusted data before model governance.
AI Is Transforming Network Operations: Why Self-Driving Networks Are Becoming a Business Imperative
Artificial intelligence is changing enterprise networking in two fundamental ways. While much of the industry’s attention remains focused on building networks capable of supporting AI workloads, an equally significant transformation is occurring in how networks themselves are designed, managed, and operated. At HPE Discover 2026, HPE expanded its vision for self-driving networks by extending AI-powered […]
AI Productivity Requires a New Software Development Model
Why AI productivity gains depend on redesigning software delivery around agents, context, trust, and specifications.
321 | Breaking Analysis | AMD calls its shot, but the real race is engineering velocity
At AMD’s Advancing AI event, Lisa Su called her shot – just like Babe Ruth. The question now is whether AMD has built the engineering machine to hit it. Last week, we argued that AMD’s next reinvention did not require it to beat Nvidia. Rather, we said, the company needed to become the indispensable second platform in a rapidly expanding AI infrastructure market. That thesis was well received. But at Advancing AI, Lisa Su raised the stakes considerably.
Certinia Veda: From Agentic Orchestration to AI-native Services Delivery
Certinia’s acquisition of Moonnox strengthens Veda’s evolution from agentic orchestration into an AI-native services delivery platform. By combining continuous project context, institutional knowledge, human-guided judgment, and governed action, Certinia is positioning Veda to improve how professional services firms coordinate work, manage risk, and deliver trusted outcomes.
Beyond Faster Wi-Fi: Multi-Beam Wireless for Large Venues
For years, the conversation around enterprise wireless has centered on faster standards. Each new generation of Wi-Fi has promised higher throughput, lower latency, and support for more connected devices. Those advancements have undoubtedly improved the user experience, but they have also created an assumption that the next wireless challenge can always be solved by deploying […]
AI Agents Cannot Scale Without Shared Memory and Knowledge Infrastructure
Why shared memory and knowledge infrastructure are becoming essential for scalable, governable enterprise AI agents.
Identity Is Becoming the New Security Perimeter for AI Agents
Why Zero Trust must evolve to continuously govern AI agents, non-human identities, and machine-speed access.
320 | Breaking Analysis | AMD’s Next Reinvention: A New Playbook for the AI Era
AMD’s first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine the company. AMD’s resurgence over the past decade came from doing what many thought was improbable – i.e., rebuilding its CPU franchise, taking meaningful share from Intel, and restoring credibility through disciplined execution. In our view, AMD’s next chapter […]