Container Security Is Moving From Detection to Attack Surface Reduction
Why container security is shifting from vulnerability detection toward attack surface reduction, memory safety, and secure architecture.
Red Hat AI and the Rise of Agentic Infrastructure: Why Now Is the Defining Moment for Enterprise AI Platforms
Enterprise AI is moving beyond experimentation toward scalable, production-ready systems. As inference, trusted data, hybrid deployment, and agent governance become critical, Red Hat is positioning its open platform as the control plane enterprises need to shift from consuming AI tokens to producing them.
Physical AI Demands a New Approach to Enterprise Wireless Networks
As AI moves beyond chatbots and into the physical world, networking becomes a mission-critical business platform. Artificial intelligence is entering a new phase. While much of the industry’s attention has focused on generative AI and conversational interfaces, the next evolution is occurring in factories, airports, warehouses, mines, and other operational environments where AI systems interact […]
The AI Bubble Won’t Burst Because AI Fails. It Will Burst If the Economics Fail.
There is an AI bubble forming. That statement usually triggers one of two reactions.
The first is that AI is obviously transformative, demand is exploding and therefore there cannot be a bubble
The second is that AI is overhyped, enterprises will eventually realize it and the entire market will collapse.
I think both arguments miss what is actually happening.
AI works. Enterprise adoption is growing. Inference demand is accelerating. AI is becoming embedded into cloud infrastructure, software development, cybersec
322 | Breaking Analysis | Forecasting the AI bubble: When scarcity turns to surplus
AI can be technologically transformative and still produce a capital bubble. Those two ideas are not in conflict.
The bubble bursting does not require AI to fail. It only requires deployable supply and capital commitments to grow faster than monetizable demand. When productive, revenue-producing AI capacity takes longer to materialize, pricing will normalize and financing will no longer bridge the gap. That’s when the capital cycle resets.
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.