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How to Prepare for an AI Bubble Burst
Brian Jackson, Principal Research Director, says an AI bubble burst wouldn’t kill the tech, but would expose weak use cases. He advises IT leaders to focus on measurable ROI, avoid hype-driven spending, and build adaptable strategies that can weather shifting investment climates.
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Palo Alto Networks, Zscaler, Cloudflare Hit by the Latest Data Breach
Technical Counselor Erik Avakian says the recent breaches at major security vendors highlight supply chain risk even among trusted providers. He advises organizations to diversify defenses, audit vendor access, and maintain layered controls to reduce breach impact.
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AI Companies Are Flocking to Buy Google Chrome. Here’s Why.
Thomas Randall, Research Director, says AI companies targeting browsers aim to redefine how users access and interact with information. He notes this shift could fragment traditional search and urges leaders to track how it impacts digital strategy and discoverability.
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OpenAI Wants Google Chrome — Here’s Why AI Companies Are Circling The Browser
Thomas Randall, Research Director, says AI firms eyeing the browser space reflects a shift toward controlling the user interface layer. He advises tech leaders to watch how browser-AI convergence may reshape data flows, app ecosystems, and user privacy expectations.
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Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country
Advisory Fellow Scott Bickley says rising export bans and China’s domestic chip gains highlight the risk of global tech decoupling. He urges IT buyers to monitor geopolitical flashpoints and assess how sourcing, pricing, and supply chain resilience may be affected.
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What Enterprises Need to Know About Silicon Valley’s Pro-AI Super PACs
Research director Thomas Randall says the rise of pro-AI Super PACs reflects the growing tech influence on policy. He advises enterprise leaders to monitor how lobbying may shape regulation and to prepare for uneven AI compliance expectations across markets.
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‘Salt Typhoon’ Chinese hacking campaign spreads to hundreds of firms around the globe
Advisory Fellow Scott Bickley says the Salt Typhoon campaign underscores the need for tighter vendor oversight. He advises IT leaders to revisit supply chain security, ensure incident response plans cover third-party breaches, and demand transparency from key partners.
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Nvidia Earnings Beat Wall Street’s Sky-High Expectations, but the Stock Fell Because ‘There Were No H20 Sales to China-Based Customers’
Advisory Fellow Scott Bickley says Nvidia’s strong earnings mask deeper signals about AI hardware saturation and export constraints. He advises tech buyers to diversify sourcing strategies and monitor how shifting geopolitics may impact availability and pricing.
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Nvidia Beats Forecasts, but Weaker Data Center Sales Drag Down Stock
Advisory Fellow Scott Bickley says Nvidia’s results show that AI demand remains strong, but supply chain shifts and customer diversification are creating volatility. He advises IT buyers to track pricing trends closely and secure contracts before market dynamics shift again.
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