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 […]
Inside the AI Factory: Why Networking Has Become the AI Platform
As AI Moves into Production, Infrastructure Success Depends on More Than GPUs Artificial intelligence is entering a new phase. Across nearly every industry, organizations are moving beyond experimentation and pilot projects toward production deployments that embed AI directly into business operations. Large language models are increasingly powering intelligent assistants, while agentic AI promises to automate […]
Special Breaking Analysis: NVIDIA’s AI networking moat is real – But the lock-in debate continues
In a special editorial discussion hosted by Dave Vellante and Bob Laliberte, NVIDIA networking chief Gilad Shainer explains why agentic inference turns the network into part of the computer. We believe NVIDIA is materially ahead of the field, but in this special Breaking Analysis we evaluate Nvidia’s claims of openness, which must be analyzed at the system level – not merely at the Ethernet protocol layer.
Agentic Commerce Is Moving Beyond Recommendations to Reasoning
Discover how reasoning AI, knowledge graphs, and clinical validation are reshaping enterprise commerce and customer trust.