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History’s Guide To The Future Of AI

“In episode #8 of the Next Frontiers of AI Podcast, I’m joined by Irving Wladawsky-Berger—MIT research affiliate, legendary IBM executive, and influential technology innovator. We explore how 50 years of transformative tech provides valuable insights for AI’s future. Drawing from Irving’s experiences shaping mainframes, PCs, client-server systems, e-business, cloud, IoT, and AI, we ask: are we watching the same movie again with new characters? Tune in!”

The Anatomy of a Decision-Making Agent

In this episode of the Next Frontiers of AI Podcast, I go solo to address an array of questions I have received about how to build decision intelligence capabilities in AI Agents and agentic systems.  As the market quickly realizes, generative AI and LLMs are insufficient to fuel these AI Agents, and businesses must build an extended ecosystem of specialized AI models. You’ll learn my point-of-view, which has been informed by dozens of AI experts and pioneering companies. I am eager to hear your views!

269 | Breaking Analysis | The New Age of Analyst Relations in Tech

The analyst relations (AR) function is undergoing a fundamental transformation. Once dominated by a handful of large research houses, such as Gartner, IDC and Forrester, the market now features a spectrum of independent analysts and influencers. The fast-paced nature of the tech industry, its speed of change, the relentless competition and ubiquity of technology, make […]

Create Resilient Supply Chains with Causal AI

In the latest episode of the Next Frontiers of AI Podcast, hear from Ishansh Gupta, the lead data scientist for quality management at BMW Group. We discuss how advancements in AI are being used to create more resilient and trustworthy supply chains and manufacturing processes.

You’ll also learn more about the power of Causal AI, why Ishansh became an early Ph.D. in the rapidly expanding field, how he earned his management’s trust, and how he is now nurturing the next generation of AI and data science talent. 
 

268 | Breaking Analysis | Broadcom Momentum Brings Renewed Investor Enthusiasm

Since the Gen AI awakening, we’ve said consistently that NVIDIA and Broadcom are the #1 and #2 AI plays in tech. Since peaking in mid-December of last year, Broadcom shares have been under pressure, off on sympathy with other semiconductor stocks and the general confusion about the economy, tariffs, inflation, jobs, geopolitics, debt, etc. Broadcom’s Q1 results were impressive and assuaged some of these fears. At one point last night after hours the stock was up 15% from its previous close and midday Friday was up around 6-7% despite continued pressure on tech shares. Market transitions such as the one we’re in now often bring confusion and market volatility as the new high growth sectors are not large enough to offset the slowdown in the larger declining markets. NVIDIA doesn’t have this problem because it is at the mainspring of the new wave. Broadcom is facing a similar but different dynamic in that its traditional businesses are ones that are extremely durable. Moreover, we see two relatively new dynamics coming into play for Broadcom: 1) Hyperscalers are coming to Broadcom to enable their custom AI accelerators; and 2) Broadcom’s VMware strategy is working, lifting the company to new software heights. 

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