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Intel Facing a ‘Monumental Uphill Battle’
Advisory Fellow Scott Bickley asserts that Intel faces a monumental uphill battle as it attempts to regain its footing in the semiconductor industry. He highlights that Intel's previous decisions to forgo advancements in mobile and AI chip design have left the company grappling with a declining x...
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Chipping Away at Big Tech’s Bottom Line
Advisory Fellow Scott Bickley notes that while AI chips have so far avoided widespread tariffs, this reprieve may be temporary. He points out that other components essential to building AI infrastructure, such as servers, cooling systems, and networking equipment, are likely to face tariff-relat...
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Onehouse Opens up the Lakehouse with Open Engines
Usman Lakhani, Principal Advisory Director at Info-Tech Research Group, highlights that Onehouse's introduction of Open Engines marks a significant shift in data architecture by decoupling compute from storage. This modular approach allows organizations to select the most suitable processing engi...
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Google Ruled an Online Ad Monopoly, Could Be Forced to Break Up Its Advertising Products
Julie Geller, Principal Research Director, observes that the recent U.S. District Court ruling against Google for monopolizing the ad tech market could significantly impact enterprise advertising strategies. She notes that the potential breakup of Google's advertising products may lead to increa...
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Windsurf: OpenAI’s Potential $3B Bet to Drive the ‘Vibe Coding’ Movement
Brian Jackson, Principal Research Director, comments on OpenAI's potential $3 billion acquisition of Windsurf (formerly Codeium), a move that could significantly enhance OpenAI's position in the AI-assisted coding landscape. Jackson notes that this acquisition aligns with OpenAI's broader strateg...
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Online Shopping Brings Convenience but Lacks Joy
Julie Geller, Principal Research Director, explains that while online shopping offers convenience, it often lacks the element of joy found in in-store experiences. She advises brands to enhance e-commerce by understanding buyer intent and providing relevant content, such as planning ideas instea...
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Cohere’s Embed 4 Model Helps Enterprises Search Dynamic Documents, ‘Messy’ Data
Thomas Randall, Director of AI Market Research, highlights the capabilities of Cohere's Embed 4 model in processing complex, multimodal enterprise data. He notes that Embed 4 can handle diverse inputs, including text, images, tables, and code, without the need for extensive preprocessing, making...
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The Most Dangerous Time for Enterprise Security? One Month After an Acquisition
Fritz Jean-Louis, Principal Cybersecurity Advisor, emphasizes that the period immediately following an acquisition is particularly vulnerable to cyber threats. He advises organizations to expedite the integration process to mitigate risks associated with delayed security upgrades, potential staf...
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What Is Technical Debt? A Business Risk IT Must Manage
Andrew Sharp, Research Director at Info-Tech Research Group, emphasizes the importance of treating technical debt as a significant business risk. He advises IT leaders to systematically document their most critical technical debt, assess its impact on business operations, and establish clear proc...
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