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SPECIAL BREAKING ANALYSIS

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 Corp. 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 ...
SPECIAL REPORT

What is sovereign AI — and why it will decide the winners and losers of the AI race

On the four dimensions of real sovereignty, the fifth dimension every chief financial officer is learning about the hard way, and why open source isn’t a preference — it’s the architecture. About this series: This is the first piece in a new SiliconANGLE editorial series on sovereign artificial intelligence — covering the definition, the geopolitical stakes, ...
GUEST COLUMN

Pulling out the AI stops at RAISE Summit Paris

Everyone who’s anyone in the crazy artificial intelligence world attended the RAISE Summit in Paris this week. Bigger, noisier and more crowded than last year’s installment, this year’s summit featured a level of buzz I haven’t seen since the dot-com days. And that buzz? It’s all about the money. What I found at RAISE was ...
GUEST COLUMN

When the sovereign AI diagnosis goes prime time

Palantir Technologies Inc. Chief Executive Alex Karp went on CNBC this week and delivered what one outlet generously called a “televised nervous breakdown.” He called the artificial intelligence industry “effing insane.” Karp (pictured) also accused OpenAI Group PBC and Anthropic PBC of running a “wealth tax on American business.” When host Becky Quick noted he ...
GUEST COLUMN

Don’t surrender data control in pursuit of intelligence

With organizations reorganizing themselves to put artificial intelligence at the center, we’ve seen a shift from information being valuable to being a means of achieving intelligence, which is far more important. But what happens to organizations’ data when they adopt AI? Do they keep it or turn it over to AI and cloud vendors? Do ...
GUEST COLUMN

Geopolitical tension highlights the need for risk intelligence

Within hours of the first U.S.-Israel strikes against Iran in February 2026, hacktivists went to work launching massive distributed denial-of-service attacks. Both pro- and anti-Iranian groups targeted oil and gas providers, telecommunications companies, military and government agencies, supervisory control and data acquisition systems, and news organizations in the Middle East. International developments like these are ...
BREAKING ANALYSIS

Forget AGI. The real prize is enterprise AGI

We believe much of the artificial intelligence industry is chasing the wrong prize. Frontier model vendors, such as Anthropic and OpenAI Group, may have shifted their commercial focus toward enterprise customers, but they’ve not changed their fundamental architecture. Specifically, they’re still trying to concentrate ever more intelligence inside a generalized model. We agree with Databricks ...
GUEST COLUMN

Challenges to AI innovation in telecom: Insights from TM Forum DTW Ignite

At this week’s TM Forum DTW Ignite conference in Copenhagen, industry leaders gathered to evaluate how agentic AI — the autonomous artificial intelligence systems capable of executing complex workflows within environments such as telecommunications — are transforming network operations and customer experiences. Understanding the pace of this adoption is critical for telecommunications operators seeking to maintain ...
GUEST COLUMN

AI, user data and the asymmetry of understanding

Every time users belatedly discover that an artificial intelligence feature has been drawing on their data in ways they did not fully grasp, the reaction is often an instinctive sense of violation – of trust, consent and privacy. Accusations and outrage have always followed potentially invasive AI integrations, with examples ranging from email content used ...
GUEST COLUMN

Agentic AI’s challenge is getting agents to act like a team, not a crowd

Adding more artificial intelligence agents to the workflow doesn’t make an enterprise smarter. In fact, it can make operations harder to manage. The problem is not the capabilities of individual agents but how well they work together. Many enterprises are moving from experimenting with single AI agents to a multi-level approach that spans functions such ...