• Technology Awareness Deep Dive
    June 29, 2026

    This report examines the evolution of data center cooling as it becomes a foundational enabler of AI-scale infrastructure by supporting the rapid growth of graphics processing unit-intensive workloads, High-performance Computing (HPC) workloads, and machine learning workloads. The…
  • June 26, 2026

    For decades, the enterprise technology industry operated on a simple principle: software companies built products, and services firms helped enterprises implement, customize, and operate them. The relationship was highly complementary, but the businesses themselves remained largely…
  • Blog
    June 22, 2026

    Artificial intelligence is creating a subtle but important shift in enterprise technology and services markets. Across both software providers and technology services firms, I am seeing a growing willingness among enterprises to replace incumbent partners. While…
  • Blog
    June 16, 2026

    For decades, the technology industry has operated with a clear division of labor. Software companies built products. Consulting firms, systems integrators, and outsourcing providers helped enterprises implement, manage, and optimize those products. That separation has been…
  • Blog
    May 07, 2026

    The rise of generative AI and agentic AI is rapidly changing how enterprises think about software pricing, value, and long-term technology investments. While market sentiment has recently pressured valuations across software and tech services firms, I…
  • Blog
    May 01, 2026

    Forward deployed engineers (FDEs) have become one of the most debated topics in enterprise technology, driven in large part by the visibility of Palantir’s model. As generative AI and agentic AI reshape enterprise architectures, many CIOs…
  • April 17, 2026

    Generative AI, enterprise AI transformation, and operating model changes are dominating boardroom conversations, yet the real adoption remains uneven. From my vantage point, the most important takeaway is this: AI will reshape nearly every business function, but progress will…
  • Blog
    April 15, 2026

    As generative AI reshapes enterprise technology, one reality is becoming increasingly clear: the Software Development Life Cycle (SDLC) is emerging as the epicenter of both value creation and disruption in the tech services industry. This is…
  • Blog
    April 02, 2026

    Artificial intelligence, generative AI, and agentic systems are rapidly reshaping enterprise technology, and nowhere is this more evident than in the software development lifecycle (SDLC). While much of the conversation around AI disruption has focused on…
  • March 23, 2026

    Generative AI, intelligent agents, and frontier models are giving rise to a new category of software that I believe will redefine how work gets done. For decades, we have built systems of record and systems of…
  • Blog
    March 12, 2026

    Generative AI, intelligent agents, and frontier models are giving rise to a new category of software that I believe will redefine how work gets done. For decades, we have built systems of record and systems of…
  • Discovery
    March 02, 2026

    Discoveries focus on specific science and technology innovations that address today’s critical business issues and challenges. These brief yet detailed profiles highlight innovations across the world's leading companies, start-ups, universities, institutes, and the entire R&D ecosystem…
  • Discovery
    Feb. 27, 2026

    Discoveries focus on specific science and technology innovations that address today’s critical business issues and challenges. These brief yet detailed profiles highlight innovations across the world's leading companies, start-ups, universities, institutes, and the entire R&D ecosystem…
  • Blog
    Feb. 25, 2026

    For decades, software companies and services firms have made poor partners. There are very few examples of software businesses that have thrived long term inside services firms or vice versa. The oft-cited exception is Trizetto within…
  • Blog
    Feb. 19, 2026

    As we move deeper into AI transformation, there is a growing tendency to focus on the obvious productivity gains. Generative and agentic AI are clearly changing how work gets done. However, I believe the more consequential…
  • Blog
    Feb. 12, 2026

    Generative AI has delivered real value inside enterprises, but largely of the incremental kind. It helps individuals work faster, supports existing processes, and improves productivity at the margins. What it has not yet done, at least…
  • Blog
    Jan. 29, 2026

    The conversation around generative AI continues to be dominated by confidence and promise. Senior executives speak openly about the potential for better customer experience, better products, and fundamentally new business models enabled by AI. I share…
  • Discovery
    Jan. 27, 2026

    Discoveries focus on specific science and technology innovations that address today’s critical business issues and challenges. These brief yet detailed profiles highlight innovations across the world's leading companies, start-ups, universities, institutes, and the entire R&D ecosystem…
  • Blog
    Jan. 16, 2026

    A dichotomy is forming between the personal and the professional when it comes to AI adoption. While generative AI and LLM-based technology options are being increasingly adopted by individuals for personal use, the same cannot be…
  • Large enterprises are racing to understand how artificial intelligence will reshape their operations, and the tech services industry sits directly in the path of this transition. Early AI workloads, especially co-generation models such as today’s generative…

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