Special Breaking Analysis | Databricks Moves Up the Enterprise Intelligence Stack
Databricks’ most important story at Data + AI Summit was not just the number of announcements. The architecture is what got most of our attention. We believe the company is trying to move from a data platform to an enterprise intelligence platform – and that distinction implies @alighodsi is going after a bigger prize. For […]
Why AI is Making Acquisitions the New Innovation Strategy
Enterprise AI is entering the era of digital labor, where AI agents evolve from simple assistants into trusted digital coworkers capable of reasoning, making decisions, and collaborating with people. Based on new primary research from 625 AI leaders, this brief examines why organizations are embracing digital labor, the barriers preventing scalable adoption, and the trust architectures required to turn AI ambition into measurable business value.
318 | Breaking Analysis | Forget AGI…The Prize is Enterprise AGI
We believe much of the AI industry is chasing the wrong prize. Frontier model vendors like Anthropic and OpenAI, they may have shifted their commercial focus toward enterprise customers, but they’ve not changed their fundamental architecture. Specifically, they’re still trying to concentrate evermore intelligence inside a generalized model. We agree with Ali Ghodsi that the practical definition of AGI has actually been achieved. Moving the goalpost to super intelligence – or what we’ve called Messiah AGI in a prior Breaking Analysis – does a little to create differentiation for enterprise customers. The real prize as we see it is what we call enterprise AGI. What do we mean by that? Specifically, we’re talking about intelligence that is unique to and owned by each enterprise.
The Corporate Graveyard of AI Invisibility
Your company may exist on the internet. But does it exist in the answer? As AI compresses markets into just a handful of recommendations, millions of businesses risk becoming part of a new Corporate Graveyard of AI Invisibility. Understanding why AI chooses some brands—and ignores others—may become one of the most important competitive advantages of the decade. This research explores how leaders can survive the Great Marketplace Compression.
Pragmatic Operations Are Replacing Kubernetes Database Dogma
Why enterprises are embracing Kubernetes databases, AI-assisted operations, and open-source flexibility.
Beyond the Fairways: The Technology Powering the U.S. Open
Behind the Scenes of One of Golf’s Most Demanding Technology Environments When fans think about the U.S. Open, they think about championship golf, iconic courses, and dramatic moments on the leaderboard. What most people never see is the sophisticated technology infrastructure operating behind the scenes to support the event. During a recent tour of the […]
HPE Discover 2026: Networking is Foundational
HPE Discover 2026 welcomed about 30,000 attendees to the Venetian Conference Center this year. This year’s event felt fundamentally different from previous years, and not just because the kickoff was not in the Sphere. There were significant announcements across AI infrastructure, networking, hybrid cloud, observability, security, storage, and operations. However, the bigger story was perhaps […]
VULTR’s Enterprise AI Ambitions Signal the Next Phase of Cloud Infrastructure
As AI Moves from Experimentation to Production, Infrastructure Requirements Are Changing One of the clearest themes emerging across the technology industry in 2026 is that artificial intelligence is no longer primarily an exercise in experimentation. Enterprises are moving beyond proofs of concept and pilot projects toward operational deployment, forcing organizations to rethink the infrastructure required […]
Context Is Becoming the Missing Layer in Enterprise AI
Better Models Alone Are Not Closing the AI Value Gap Enterprise AI investment continues to accelerate, but business outcomes are not keeping pace. Organizations have spent the past several years focusing on larger models, faster inference, and broader deployment of generative AI capabilities. Yet many enterprises continue to struggle with governance, accuracy, operational scalability, and […]