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Leaders Think They’re Doing a Good Job on CX. Customers Don’t Agree.
Thomas Randall, Advisory Director, notes that while most business leaders believe their customer experience efforts are meeting expectations, only a quarter of customers share the same sentiment. He stresses the importance of linking CX metrics like NPS, CSAT, and CES to real outcomes, such as re...
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How Trump’s One Big Beautiful Bill Could Be Fresh Fuel for the Stock Market’s Favorite AI Names
Scott Bickley, Advisory Fellow, notes that the recent “One Big Beautiful Bill” includes a new 35% tax credit for domestic chip manufacturing, up from 25%, which could significantly benefit semiconductor giants like Intel, NVIDIA, and Micron. He emphasizes that IT leaders and semiconductor vendors...
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New Nvidia Technology Provides Instant Answers to Encyclopedic-Length Questions
Technical Counselor Justin St-Maurice highlights Nvidia’s new Helix Parallelism technology as a breakthrough in enabling large language models to process encyclopedic-length contexts in real time. He notes it reshapes LLM design by expanding “onboard memory,” allowing AI agents to maintain richer...
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GSA, Oracle Sign Major Deal Offering 75% Discount on Licenses
Scott Bickley, Advisory Fellow, comments on Oracle’s recent OneGov agreement through the U.S. General Services Administration, which offers the federal government a 75% discount on Oracle licenses and substantial savings on cloud services. He describes this as a long‑overdue strategic move that r...
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Controversial US Budget Bill Is Now Law; Here’s What It Means for Tech
Advisory Fellow Scott Bickley says the passage of the “One Big Beautiful Bill” marks a pivotal moment for U.S. enterprise strategy. He highlights that although the final law excludes a 10-year ban on state-level AI regulation, it still contains several provisions that could fundamentally alter th...
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Microsoft’s Exchange Server Subscription Edition Now GA to Replace Standalone Exchange 2016 and 2019
John Annand, Digital Infrastructure Practice Lead, discusses Microsoft's launch of Exchange Server Subscription Edition as the successor to on-premises Exchange 2016 and 2019. He highlights that while the move offers continuous evergreen support and opportunities for modernization under Microsoft...
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US Judge Issues Split Decision in Antitrust Case Against SAP
Advisory Fellow Scott Bickley observes that the recent US judge’s split decision in the SAP vs Celonis antitrust case reflects both progress and limitations for the plaintiff. He notes that while the court allowed some claims, such as data access restrictions and product tying, to proceed to tria...
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Oracle Inks $30 Billion Cloud Deal, Continuing Its Strong Push into AI Infrastructure
Advisory Fellow Scott Bickley notes that Oracle’s newly disclosed cloud-services agreement, expected to add over $30 billion in yearly revenue by fiscal 2028, is a milestone in its AI infrastructure push. He says Oracle’s fiscal discipline in building capacity only after signing contracts sets it...
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Are Software Professionals Truly an Endangered Species? It’s Complicated
Brittany Lutes, Research Director, comments on the shifting IT job market and how perceptions around software degrees are evolving. Citing data from Info-Tech’s research, she explains that during the recent tech boom, many companies prioritized practical skills over traditional degrees, leading t...
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