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Insight News
May 08, 2026

The private preview plague

Innovation & Product-led Growth
Technology vendors are wooing the customers and outlining their agentic AI roadmaps and product direction at annual conferences. But two words should give you pause: Private previe...
Larry Dignan
Insight News
May 07, 2026

Arm and the CPU renaissance

Tech Optimization
Arm said the company sees $2 billion in customer demand for its AGI-CPU through 2027, double what it saw just a few weeks ago. Arm is becoming one of the headliners for what's a fu...
Larry Dignan
Insight News
May 05, 2026

Freshworks starts landing bigger deals in Q1

Data to Decisions
Freshworks reported strong first quarter results and said it landed the two largest deals in its history due to competitor displacements. Freshworks also raised its outlook for the...
Larry Dignan
Insight News
April 29, 2026

AWS growth accelerates to 28% in Q1

Data to Decisions
AWS drove profitability for what was a better-than-expected quarter from Amazon. AWS revenue rate is now north of $150 billion. ...
Larry Dignan
Analyst Blog
April 27, 2026

AI Skills, Part 1: Experience over Expertise

Board Strategy
The market still talks about AI talent as if it were a shopping list of talent that we are seeking. Alas, enterprises should not be looking for a clean inventory of discrete AI ski...
Esteban Kolsky
Insight News
April 24, 2026

Google Cloud Next 2026: A look at the big themes

Data to Decisions
Agentic AI is shifting from experimental to production in enterprises and Google Cloud is touting its integrated AI stack including next-gen TPUs, data platform and agent layer. To...
Larry Dignan