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BREAKING ANALYSIS

Inside Intel’s bid to rewire its destiny

Intel Corp.’s new chief executive has promised to clean up the balance sheet, slim down the company, return to a culture of engineering, sharpen its customer focus, shore up its products, become a world-class independent foundry and lead Intel for as long as it takes to achieve success – however that is defined. As our ...

Qunnect gets $10M to help build the quantum internet

Cisco Systems Inc. is backing a startup that has successfully deployed a next-generation network that makes use of quantum entanglement, paving the way for the creation of a “quantum internet.” The startup in question is Qunnect Inc., which has just raised $10 million. The round was announced today, led by Airbus Ventures with participation from ...

Agentic AI is the disruption du jour at this year’s TM Forum DTW Ignite conference

When I covered the Telemanagement Forum’s DTW24-Ignite conference last year, the story was about digital disruption. Such disruption was still an important theme at this week’s TM Forum DTW Ignite conference in Copenhagen – but the epicenter of the disruption buzz this year was agentic artificial intelligence. Because of its leadership with open application programming interface ...
BREAKING ANALYSIS

Ali Ghodsi’s data intelligence playbook: Turning data into agentic advantage

Integrating Systems of Intelligence, Engagement & Agency Premise Both Snowflake and Databricks want to be the “goto” platform for building AI-driven applications. Each firm however is taking a different route to get there in our view. In our model of the new AI software stack, we see three requirements for any company to achieve the ...
GUEST COLUMN

Where AI and blockchain converge, intelligence will permeate business transactions

We’ve had smart contracts for a long time. Ethereum, the OG smart contract blockchain, is more than a decade old, but the intelligence in smart contracts has always been rather rudimentary. If this, then that. It works and, when carefully deployed, has created a lot of value. But what has long passed for “smart” in ...
BREAKING ANALYSIS

Beyond walled gardens: How Snowflake navigates new competitive dynamics

Our research indicates that data platform wars have entered an entirely new phase, one where open data is no longer a marketing slogan and governance catalogs are now the new control point. We see this as the first of several structural changes to the software industry. The next price of entry we think will be ...
BREAKING ANALYSIS

Snowflake and Databricks cross the Rubicon into a new competitive domain

The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic AI and Why Jamie Dimon is Sam Altman’s Biggest Competitor all the way to the Faceoff between Benioff and Nadella. Those analyses have chronicled the steady convergence of analytic data ...
GUEST COLUMN

Ready for a post-quantum world? The time to start is now

Quantum computing has been in the works for several years now, with one generation of quantum computer after another surpassing its predecessors. Such technology promises to enable people to solve previously intractable problems and perhaps to implement AI technologies well beyond today’s state of the art. That promise, however, has a dark side. We’ve known ...
GUEST COLUMN

How software engineering leaders can build and deliver software to drive business results

Software engineering leaders face the challenge of efficiently designing, building and delivering high-value software that customers value. Achieving these goals requires a deep understanding of both business and customer objectives, as well as robust processes for designing, building and supporting digital products. This is all the more challenging considering how quickly the software engineering landscape ...
BREAKING ANALYSIS

AI budgets are hot, IT budgets are not

Thirty months into the generative artificial intelligence awakening, the jury is still out on how much enterprises are benefiting from investments in AI. Though the vast majority of customers continue to spend on AI, reported returns are no greater than, and frankly lag those, typically associated with historical information technology initiatives such as enterprise resource ...