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Microsoft Expands European Footprint Amid Global Trade Tensions
Advisory Fellow Scott Bickley comments on Microsoft's commitment to expanding its European data center capacity by 40% over the next two years, aiming to bolster its presence across 16 countries. He notes that while Microsoft's assurances to contest any potential U.S. government orders to halt c...
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Chase CISO Condemns the Security of the Industry’s SaaS Offerings
Fritz Jean-Louis, Principal Cybersecurity Advisor, critiques the Chase CISO's open letter on SaaS security, acknowledging the systemic risks posed by concentrated data access through modern SaaS models. He agrees that token-based integrations have eroded traditional security perimeters but cautio...
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Broadcom's VMware Deal Lifts AVGO Despite Complaints
Advisory Fellow Scott Bickley analyzes the challenges enterprises face in transitioning away from VMware following Broadcom's acquisition. He describes VMware's pervasive presence as creating a "super-glue-style lock-in," noting that migrating to alternative platforms would necessitate a compreh...
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Lessons for IT Leaders From Monday’s Massive European Blackout
Practice Lead John Annand emphasizes that the key lesson from the recent European blackout isn't the rare cause but the cascading effects that followed. He advises IT leaders to proactively address their own resilience gaps—such as ensuring adequate generator fuel supplies, implementing cloud fai...
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Why Some Projects Succeed, And Why Some Fail
Distinguished Analyst and Research Fellow Barry Cousins explores the critical factors that determine project success or failure, emphasizing the importance of realistic sponsorship, clear outcomes, and achievable timelines. He highlights how effective project sponsorship can prevent resource misa...
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Baidu Hits the Turbo Button to Get Back Into AI Race
Thomas Randall, Director of AI Market Research, provides a measured perspective on Baidu's latest AI model upgrades, acknowledging the company's strategic significance within China's AI sector. He notes that while Baidu's advancements in both hardware and software are noteworthy, the company face...
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Us Wants to Nix the EU AI Act’s Code of Practice, Leaving Enterprises to Develop Their Own Risk Standards
Thomas Randall, Director of AI Market Research, discusses the implications of the U.S. government's push to eliminate the EU AI Act's code of practice. He emphasizes that, regardless of regulatory outcomes, enterprises operating in Europe must proactively establish their own AI risk management fr...
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OpenAI Says It Would Be Happy to Scoop up Google’s Chrome if Alphabet Is Forced to Sell the World’s Most Popular Web Browser
Brian Jackson, Principal Research Director, observes that OpenAI's expressed interest in acquiring Google's Chrome browser, should it be mandated for divestiture by antitrust authorities, underscores the company's strategic intent to enhance its distribution channels. Jackson notes that integrati...
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Analysts Weigh in on Enterprise Impact if Google Forced to Sell Chrome
Brian Jackson, Principal Research Director, provides insight into the potential enterprise ramifications if Google is compelled to divest Chrome, highlighting concerns over data governance and trust in a scenario where OpenAI might acquire the browser. He emphasizes that Chrome Enterprise, being ...
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