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.
AI-Native Security Needs Enterprise Context
Walk through the expo floor at Black Hat this year, and every security vendor will present an AI story. Some vendors are positioning agentic AI as a new SOC operating layer that can investigate alerts, hunt threats, prioritize risk, and execute response across the security stack. Others are emphasizing autonomous defense, controlled autonomy, natural-language security […]
AI-Native Software Development Is Creating a New Software Supply Chain Security Challenge
Why AI-generated code is reshaping software supply chain security and driving the need for AI-native security practices.
Why Cybersecurity’s Tool Problem Is Really an Operating Model Problem
Most security teams are running twenty, forty, sometimes eighty different tools, and that didn’t happen by accident. Every purchase solved a legitimate problem. New attack surfaces required new visibility. Cloud computing required different controls than the data center. Compliance added reporting requirements. Detection and response became specialized. Over time, security architectures evolved into a collection […]
319 | Breaking Analysis | Alex Karp, Frontier Models and the Real Fight for Enterprise AI
Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central enterprise AI debate. Karp’s argument is that frontier model vendors (he didn’t mention Anthropic and OpenAI by name) intend to suck the knowledge out of enterprises and destroy the “alpha” companies enjoy through their proprietary data, processes and underlying business advantage. In our last Breaking Analysis we called this approach “Data Communism,” where every firm gains access to the same intelligence.