AI in DevOps Shifts From Faster Delivery to Smarter Decisions
How AI is reshaping DevOps from faster delivery to smarter decisions, improving flow, trust, and technical debt management.
303 | Breaking Analysis | Enterprise Technology Predictions 2026
At the beginning of each year, as is our tradition, we team up with ETR to dig through the latest data and craft ten predictions for the coming year. This year’s prognostication follows the publication where we grade our 2025 predictions. In this Breaking Analysis, we tap some of the most telling nuggets from ETR’s rich data set and put forth our top ten predictions for enterprise tech in 2025.
Twilio and AEG Signal the Platformization of Fan Engagement
Twilio and AEG show how real-time data, communications, and AI are turning fan engagement into a core application platform.
302 | Breaking Analysis | 2026 Data Predictions: Scaling Agents via Contextual Intelligence
More than eight years into the modern era of AI, the industry has moved past the awe of GenAI 1.0. The novelty is gone and in its place is scrutiny. Enterprises are less impressed by demos and more impatient about outcomes. Market watchers are increasingly skeptical about vague narratives; and the commentary has shifted from “look what AI can do” to “show me the money, give me visibility and control.”
This dynamic is backstopped by our central premise that the linchpin of AI is data; and specifically data in context. The modern data stack of the 2010s – i.e. cloud-centric, separation of compute and storage, pipelines, dashboards, etc.- now feels trivial. The target has moved to enabling agentic systems that can act, coordinate, and learn across enterprises with a mess of structured and unstructured data, complex workflows, conflicting policies, multiple identities, and the nuanced semantics that live inside business processes.
The industry remains excited and at the same time conflicted. To tap an oft-cited baseball analogy – the first inning was academic discovery in and around 2017 – papers explaining transformers and diffusion models. But most people weren’t paying attention. The second inning was the ChatGPT moment and the AI heard ‘round the world, which has brought excitement and plenty of hype.
Will 2026 Be The Year AI Decision Intelligence Goes Mainstream?
In this episode of Next Frontiers of AI, Scott Hebner and Joel Sherlock, CEO of Causify, argue that 2026 will be the year AI Decision Intelligence goes mainstream. Following GenAI and the rise of AI agents and agentic workflows, enterprises are facing a reality check, as a recent Carnegie Mellon study found — AI agents can act, but they often cannot justify, explain, or audit the decisions that matter most. Scott and Joel unpack why causal AI and knowledge graphs are emerging as the enabling layer for decision-grade AI.
Closing the Enterprise AI Value Gap
Why only 5% of enterprises realize AI value—and what it takes to move from experimentation to scalable, revenue-driving AI.
My Predictions: Why 2026 Will Be the Year AI Has to Prove Its ROI
2026 will be the year enterprise AI must prove its ROI. After massive spending on GPUs, data platforms, and agentic AI, cost optimization is now the top priority.
From Digital to Physical: How End-User-Centered AI Is Transforming Industrial Work
At CES 2026, Oshkosh revealed how physical AI is moving artificial intelligence out of the cloud and into the real world, powering refuse trucks, airport security robots, and job-site systems that directly support frontline workers. By combining edge AI, robotics, and human-in-the-loop autonomy, Oshkosh is showing how end-user-centered AI can deliver safer, more productive, and more trusted operations across fleets, airports, and industrial environments.
301 | Breaking Analysis | Nvidia Resets the Economics of AI Factories, Again
At CES 2026, Jensen Huang once again reset the economics of AI factories. In particular, despite recent industry narratives that Nvidia’s moat is eroding, our assessment is the company has further solidified its position as the hardware and software standard for the next generation of computing. In the same way Intel and Microsoft dominated the Moore’s Law era, we believe Nvidia will be the mainspring of tech innovation for the foreseeable future. Importantly, the previous era saw a doubling of performance every two years. Today Nvidia is driving annual performance improvements of 5X, throughput of 10X and driving token demand of 15X via Jevons Paradox.
The bottom line is that ecosystem players and customers must align with this new paradigm or risk a fate similar to that of Sisyphus, the beleaguered figure who perpetually pushed a rock up the mountain.