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Hitachi Vantara is embedding AI agents throughout its storage systems, seeing customers embrace more hybrid cloud and on-premise AI architectures and betting on AI at the edge and sovereign AI as growth markets.
Insight Blog
Think your friends think of you as a friend? Odds are, they don’t. It isn’t that they dislike you, although of course that could be the truth. More likely, they just don’t have the bandwidth to put you into their inner circle. We crave connection, but we’re tethered to tech, not each other. Is it even possible to have them simultaneously?
Tech is easy. Humans? Complicated. And for most people, the easier-traveled road is the likely one taken.
For me, the eternal researcher, it starts with questions.
Analyst Blog
SAP said it has launched its sovereign cloud offerings on AWS European Sovereign Cloud and inked a deal that brings OpenAI to Germany's public sector customers.
The partnerships revolving around sovereign cloud in Europe include multiple clouds. With AWS, SAP Sovereign Cloud apps with security and regulatory compliance will run on AWS European Sovereign Cloud, a new independent cloud. AWS has said it will invest €7.8 billion in the EU.
Insight Blog
Microsoft said it will add Anthropic's Claude Sonnet 4 and Claude Opus 4.1 to Microsoft Copilot Studio and Researcher in a move that highlights how the company is diversifying from OpenAI.
Until recently, Anthropic was more of a AWS and Google Cloud play with Microsoft serving as the venue for OpenAI models.
Insight Blog
Qualcomm laid out a vision where AI workloads are hybrid between the cloud and edge devices such as smart glasses, smartphones and wearable devices. The conduit for these AI workloads will ultimately be 6G.
At the Snapdragon Summit, Qualcomm CEO Cristiano Amon said AI will remake every device you wear, come complete with AI agents and be proactive with you in real time.
Insight Blog
OpenAI, Oracle and Softbank have announced 5 new data centers under the Stargate project good for 7 gigawatts of capacity. The data centers will be largely powered by Nvidia-based infrastructure.
Insight Blog
Enterprise software vendors' consumption-based pricing is creating uncertainty and concern among CxOs trying to get a grip on budgets.
Insight Blog
Snowflake, Salesforce, BlackRock and other enterprise vendors have launched the Open Semantic Interchange initiative, which aims to standardize data and ensure semantic metadata interoperability.
Insight Blog
Nvidia and OpenAI said they have struck a partnership where OpenAI will deploy at least 10 gigawatts of AI datacenters built on Nvidia's Vera Rubin GPUs. Nvidia will invest up to $100 billion in OpenAI as each gigawatt is deployed.
In other words, Nvidia is investing in $10 billion a gigawatt deployed. OpenAI will also be the first public reference for Nvidia's Vera Rubin platform when the first phase of the deal comes online in the second half of 2026.
Insight Blog
Thoma Bravo has acquired PROS Holdings, a pricing and revenue management software company, in a deal valued at $1.4 billion.
The deal is the third in less than a month for Thoma Bravo, which recently took Verint and Dayforce private.
Insight Blog
Oracle has named Clay Magouyrk, who led Oracle Cloud Infrastructure, and Mike Sicilia, who led Oracle Industries, co-CEOs as Safra Catz becomes Executive Vice Chair.
The company announced that changes in a statement and SEC filing.
Insight Blog
Technology conference season is about to hit overdrive. Enterprises are plotting IT budgets for the year ahead. And the fourth quarter, which is critical, is about to kick off. And the only thing that's scaling into 2026 are open questions that aren't going to be answered quickly (even if vendors tell you otherwise).
Here's a look at the themes I'm watching through the rest of the year.
Insight Blog
On May 16, 2025, U.S. District Judge Rita Lin of the Northern District of California granted preliminary certification of the case of Mobley v. Workday as a collective action. Specifically, the suit claims that Workday’s artificial intelligence (AI)-based applicant recommendation system unfairly discriminates against job seekers above the age of 40. The plaintiff claims that he was denied across multiple companies using the same system. The judge’s preliminary certification of the case as a collective action enables qualified individuals across the U.S. to opt in to the lawsuit.
Analyst Blog
POTUS Cracks Down on H-1B Abuse to Bolster Domestic Jobs
On September 19th, 2025, the President issued a proclamation restricting entry of certain non-immigrant workers. In that proclamation:
Analyst Blog
From Navy SEAL Lessons to AI-First Businesses: Redefining Success | DisrupTV Ep. 411
In Episode 411 of DisrupTV, hosts R “Ray” Wang and Vala Afshar engage with three distinguished guests:
Video
Southwest Power Pool (SPP) is building a mini AI factory with Nvidia, Hitachi Vantara and other Hitachi units to better simulate future demand on the electric grid in its region.
The first phase of the SPP effort is expected to become operational in the fourth quarter of 2025 or early 2026. Hitachi Vantara announced the partnership with SPP in June. The goal at the time was to develop industrial AI infrastructure to speed up simulations to resolve energy shortages, boost grid reliability and respond to outages.
Insight Blog
Google's move to layer Gemini and AI features in Chrome, including AI agents, will revamp the browser just as a bevy of players are looking to reinvent the primary vehicle for enterprise applications.
In a blog post, Google outlined how it was building Gemini into Chrome and will soon be available in Google Workspace with "enterprise-grade data protections and controls."
Insight Blog
Atlassian said it will acquire DX, a startup specializing in engineering intelligence, for $1 billion as it aims to help enterprises track AI investments.
DX's platform measures and benchmarks developer productivity. Atlassian said the plan is to integrate DX into its system of work portfolio that includes Rovo Dev, Jira and Bitbucket.
Insight Blog
Nvidia said it will invest $5 billion in Intel and co-develop custom data center and PC products. The move gives Intel more capital and also solidifies its relevance going forward.
Insight Blog
Zoom launched its third version of the Zoom AI Companion and layered in AI enhancements, including lifelike AI avatars, across its platform. It also outlined new capabilities for Zoom Business Services.
Announced at Zoomtopia, the company pushed further into the deployment of custom AI agents as well as managing workflows across collaboration tools. AI Companion 3.0 is part of "the journey from a communication collaboration company to become a system of action company," said Zoom CEO Eric Yuan.
Insight Blog
CrowdStrike acquired Pangea and launched Threat AI, a system of AI agents designed to take on cybersecurity and intelligence workflows.
Threat AI falls under the umbrella of CrowdStrike's Agentic Security Workforce, an effort that will inject digital labor throughout its platform. CrowdStrike announced Threat AI and its latest acquisition at its Fal.Con conference.
Insight Blog
Microsoft is building a new quantum computing center in Maryland and line up with its work with DARPA on evaluating and funding quantum systems.
In an interview, Charles Tahan, Partner, Microsoft Quantum, said the facility is a partnership with the state of Maryland, which has built a quantum computing corridor built with IonQ as an anchor tenant along with the University of Maryland.
Insight Blog
MongoDB said it will bring its search and vector search tools to MongoDB Community Edition and MongoDB Enterprise Server. The move provides enterprises full-text search and vector search features on MongoDB on-premises and self-managed deployment.
The new capabilities are in public preview for developers. MongoDB announced the news at its MongoDB.local NYC developer conference.
Insight Blog