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SAP Introduces Joule for Developers
Scott Bickley, Advisory Practice Lead, comments on SAP's introduction of Joule for Developers, an AI coding assistant integrated into SAP Build. He notes that Joule is designed to assist developers in tasks such as code generation, optimization, and process automation, thereby enhancing develope...
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Nvidia, xAI and Two Energy Giants Join GenAI Infrastructure Initiative
Advisory Fellow Scott Bickley comments on the AI Infrastructure Partnership's (AIP) recent inclusion of xAI, Nvidia, GE Vernova, and NextEra Energy. He emphasizes that the involvement of financially robust entities like BlackRock, which reported assets worth $11.6 trillion in January, signifies t...
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Most Consumers Wouldn’t Let AI Make Purchases on Their Behalf, Study Finds
Terra Higginson, Principal Research Director, discusses consumer skepticism towards AI-driven shopping experiences. She notes that past data collection practices have led to feelings of manipulation and mistrust among consumers. Higginson emphasizes the importance of companies being transparent a...
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Baidu’s ERNIE Launches ‘Signal a Global AI Race’
Thomas Randall, Director of AI Market Research, comments on Baidu's recent launch of two AI models: the multimodal foundation model ERNIE 4.5 and the reasoning model ERNIE X1. He notes that these developments could lower AI adoption barriers, intensify competition, and reshape pricing strategies...
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Microsoft is Set to Hike its Power BI Prices — Will Buyers Jump Ship or Just Take the Hit?
Advisory Fellow Scott Bickley shares insights on Microsoft's decision to increase Power BI pricing, marking the first such adjustment since its 2015 launch. He notes that while the price hike reflects the platform's significant enhancements over the years, organizations must assess the impact on...
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Meta’s In-House Chips May Conserve Power and Cash
Technical Counselor Justin St-Maurice comments on Meta's development of in-house AI training chips. He notes that this move allows Meta to evaluate AI hardware from a "value per watt perspective," addressing the high-energy consumption associated with traditional GPUs. St-Maurice suggests that t...
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ServiceNow’s Yokohama Platform Release Focuses on Agentic AI
Advisory Fellow Scott Bickley comments on ServiceNow's Yokohama platform release, emphasizing its focus on agentic AI. He notes that this development represents a significant advancement in intelligent automation, enabling systems to operate with greater autonomy and efficiency. Bickley highligh...
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Google Reportedly Looking at Smart Glasses — Again
Julie Geller, Principal Research Director, comments on Google's renewed interest in smart glasses, noting that the company's previous attempts, such as Google Glass and Project Iris, faced challenges leading to their discontinuation. She observes that Google's current collaboration with Samsung ...
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How Tariffs Could Hurt Your IT Budget
Manish Jain, Principal Research Director, discusses the impact of recent U.S. tariffs on IT budgets. He notes that the 25% levies on goods from Canada and Mexico, along with additional 10% duties on China, could significantly affect U.S. enterprise IT firms by increasing hardware and software co...
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