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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
Google launched the Agent Payments Protocol (AP2) in a move that will flesh out how AI agents will handle commerce and transactions. AP2 is an extension of Google's Agent2Agent (A2A) protocol.
While the grand vision of agentic AI is that various agents will carry out tasks for you, commerce was a big sticking point. Anthropic's Model Context Protocol (MCP) and A2A have developed quickly so AI agents can communicate and trade information, but anything revolving money was an issue.
Insight Blog
Let’s skip the TED Talk energy and get real. You’re an executive. You don’t need another podcast telling you to “lean in” or “find your why.” You need clarity, traction, and results. Here’s the short list:
1. Move.
Not “plan.” Not “circle back.” Move. Pick something and act. Momentum beats perfection every time. You already know this—now apply it to the thing you’ve been avoiding.
Analyst Blog
Workday has acquired Sana, an AI agent startup that surfaces knowledge in enterprise systems, for $1.1 billion in a bet that the HCM and finance software provider can become "the front door to work."
The news, announced at Workday Rising 2025, touches on a few themes worth noting.
Insight Blog
Workday launched Workday Data Cloud, Workday Build as well as a set of Illuminate AI agents as it aims to build a larger ecosystem around its platform.
At Workday Rising, the company rolled out Workday Data Cloud, which puts the human capital management and financial software company in the center of data flows. Workday Data Cloud has zero-copy access to data lakes, data warehouses, applications and business intelligence tools.
Insight Blog
MongoDB launched MongoDB AMP (Application Modernization Platform) as the vendor becomes the latest to take on enterprise code transformation needed to migrate workloads.
Shilpa Kolhar, SVP of Application Modernization, said MongoDB AMP includes tools and techniques that can move workloads to its Atlas platform. Kolhar argued that MongoDB AMP moves beyond enterprise code transformation. MongoDB announced the news ahead of its MongoDB.local NYC conference.
Insight Blog
SAP is making progress with its cloud and AI strategy with customers as enterprises are allocating more budget to S/4HANA Cloud.
That's the high-level takeaway from the latest investment survey from the German-speaking SAP User Group (DSAG). The survey incorporates responses from DSAG members as well as large enterprises that aren't part of the group.
The results were released at the DSAG Annual Congress.
Insight Blog
Enterprise software vendors appear to be coalescing around the idea that process mining is an enabler for agentic AI and should be built into platforms.
In recent days, process mining, task mining and process automation have all received some play. ServiceNow, which has been acquiring process mining and task mining capabilities as well as partnering with Celonis, has built in more process knowhow into its platform.
Insight Blog
News Analysis
Executive Summary
Chip-Level Security: How Hackers, AI Risks & Space Cybersecurity Threaten Enterprises | DisrupTV Ep. 410
In this episode of DisrupTV (Episode 410), host R “Ray” Wang engages with cybersecurity experts to explore the multifaceted threats facing modern enterprises. The discussion centers on three critical areas: chip-level security vulnerabilities, the dual-edged nature of AI in cybersecurity, and the overlooked risks associated with space technologies.
Video
OpenAI and Microsoft put out a joint statement that they've reached a detente and may have raised more questions than they answered. Simply put, the OpenAI and Microsoft relationship is a little more clear but not by much. I'm sure it'll all work out great.
In a joint statement, the companies said:
Insight Blog
Adobe reported better-than-expected third quarter earnings and raised its outlook for the rest of the fiscal year.
The company reported third quarter net income of $1.77 billion, or $4.18 a share, on revenue of $5.99 billion, up 11% from a year ago. Non-GAAP earnings were $5.31 a share.
Wall Street was expecting third quarter non-GAAP earnings of $5.18 a share on revenue of $5.91 billion.
Insight Blog
Box rolled out new tools to extract data from unstructured content, automate workflows and orchestrate work and layered more AI features in Box Apps.
At the company's BoxWorks conference, CEO Aaron Levie outlined Box Extract, Box Automate and new Box Apps features to address the day that AI agents outnumber people. Levie said:
Insight Blog