268 | Breaking Analysis | Broadcom Momentum Brings Renewed Investor Enthusiasm
Since the Gen AI awakening, we’ve said consistently that NVIDIA and Broadcom are the #1 and #2 AI plays in tech. Since peaking in mid-December of last year, Broadcom shares have been under pressure, off on sympathy with other semiconductor stocks and the general confusion about the economy, tariffs, inflation, jobs, geopolitics, debt, etc. Broadcom’s Q1 results were impressive and assuaged some of these fears. At one point last night after hours the stock was up 15% from its previous close and midday Friday was up around 6-7% despite continued pressure on tech shares. Market transitions such as the one we’re in now often bring confusion and market volatility as the new high growth sectors are not large enough to offset the slowdown in the larger declining markets. NVIDIA doesn’t have this problem because it is at the mainspring of the new wave. Broadcom is facing a similar but different dynamic in that its traditional businesses are ones that are extremely durable. Moreover, we see two relatively new dynamics coming into play for Broadcom: 1) Hyperscalers are coming to Broadcom to enable their custom AI accelerators; and 2) Broadcom’s VMware strategy is working, lifting the company to new software heights.
267 | 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’s Satya Nadella and Salesforce’s Marc Benioff—against each other in a war of words that highlights the broader transformation unfolding in enterprise applications. Nadella predicts the demise of traditional SaaS applications, arguing that AI-powered agents will take over, fundamentally redefining enterprise software. Benioff, on the other hand, argues that AI will serve as an augmentation layer and rely on his existing platform to supply the digital workforce of the future.
AI That Knows Why
In this episode of the Next Frontiers of AI Podcast, I am joined by Stuart Frost, the CEO and founder of Geminos. We discuss the future of AI-powered business decision-making, which understands why outcomes occur. You’ll learn how this industry pioneer has delivered next-generation AI platforms that incorporate new innovations in Causal Knowledge Graphs. By integrating causal relationships, Causal Knowledge Graphs transform knowledge graphs from passive repositories into dynamic, self-reinforcing systems that provide a foundation for more intelligent decision-making AI agents.
Cisco Live 2025 Highlights the AI Era with Scalable, Secure, and Sustainable Innovation
Cisco Live 2025 showcased AI-driven networking, security, and IT infrastructure innovations. Learn how Cisco is leading the AI era with scalable, secure, and sustainable solutions.
The Future of AppDev and DevSecOps
Explore how AI, DevOps consolidation, and security integration are shaping the future of AppDev and DevSecOps. Learn about key trends in automation, governance, and developer productivity.
Next-Generation AI in Financial Services
n this episode of the Next Frontiers of AI Podcast, I am joined by Jayeeta Putatunda, the director of the AI Center of Excellence at the Fitch Ratings, to discuss the unique needs of financial services organizations and how institutions are addressing the limitations of today’s AI. You’ll learn about the power of advanced RAG frameworks, agent-based architectures, and knowledge graphs and how Causal AI combined with RAG represents the next frontier for actionable, interpretable, and reliable AI decision-making.
IBM Granite 3.2 Ups the Ante on Open, Efficient, and Trusted Enterprise AI
On February 26th, IBM announced Granite 3.2, the latest iteration of its Granite 3.0 family of models. This release underscores IBM’s continued focus on smaller, more efficient large language models without sacrificing enterprise-grade performance. In our view, the key enhancements center on three pillars: reasoning (with a new toggle parameter), vision capabilities (for advanced document understanding), and updates to Guardian safety models—IBM’s companion system designed to help detect harm and inaccuracy.
We believe IBM’s decision to build these models in-house is a strategic move designed to give enterprises deeper trust and control over generative AI workloads. By owning the entire process—from data curation to model architecture—IBM aims to address compliance, data provenance, and scaling challenges more effectively than if it relied solely on third-party offerings. In our research, this approach stands out for prioritizing transparency, efficiency, and governance, ensuring that businesses can deploy AI solutions with confidence and manage operational risk more effectively.
Making AI Decisions Explainable
In this episode of the Next Frontiers of AI Podcast, I am joined by Marc Le Maitre, the CTO of Scanbuy, to discuss how his organization achieved a 10x ROI in digital advertising campaigns by creating fully explainable and transparent AI models through the emerging innovation of causal AI. Listen in and discover why Scanbuy is “flying their flag on Causal AI” to transform the world of programmatic advertising. You’ll also learn why causal AI will become a critical component in future Agentic AI systems and is rapidly being democratized for the masses to achieve similar business outcomes.
266 | Breaking Analysis | Why Intel Must Stay Independent, Spin Out Foundry, and Rebuild Its Iconic Brand
Few brands in technology carry the storied pedigree of Intel. 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 TSMC, which dominates advanced process nodes. Meanwhile, Intel’s core CPU design business—a substantial, if bruised, revenue engine—remains overshadowed by the mounting losses and capital burn in its foundry operations. Rumors swirl that Broadcom might step in and scoop up Intel’s design arm. But for those who believe in competition, national security, and the long-term integrity of an American technology brand, that outcome would be deeply misguided.