A likely US administration ban on Chinese optical transceivers for AI data centers may have an unintended consequence: IT will rush to buy as many of the components as possible before restrictions kick in. Reuters on Tuesday reported that the US Federal Communications Commission (FCC) “is working on the measure to bar imports of new…
AI agents are performing roughly 1 in 3 actions in enterprise IT workflows (but that share is rising quickly), while human analysts are rejecting about one-quarter of AI-proposed actions (but that rate is falling), according to a new study of tens of thousands of human-AI interactions. Operational data, rather than underlying AI infrastructures, is often…
In “Micro and macro agents: The emerging architecture of the agentic enterprise,” I proposed a three-layer architecture for enterprise AI. Micro agents execute specialized tasks. Macro agents orchestrate end-to-end business processes. Meta agents provide governance through monitoring, compliance, security, and human oversight. As enterprises begin deploying thousands — and eventually tens of thousands — of…
In January of this year, few enterprise tech leaders would have bet on Anthropic over OpenAI. Today, Claude reigns supreme (inspiring a notable 180 by Elon Musk), with Gemini threatening to take market share and introduce pricing models that could flip the leaderboard on its head again. That’s exactly why betting on a single model…
The next AI infrastructure crisis may come from unmanaged inference capacity. For the past several years, the AI infrastructure conversation centered on one question: how do we get more compute? That made sense. Enterprises needed GPUs, cloud capacity, foundation models and room to experiment. Compute became shorthand for AI readiness. Production AI changes the operating…
The scenario isn’t hypothetical: Some of the companies that went furthest in replacing people with AI have had to backtrack. For example, in 2024 Klarna became a European benchmark for what AI could do for a company. Its AI assistant handled two-thirds of customer service chats in its first month, performing the equivalent of 700 full-time agents. As…
Enterprises have spent decades learning how to audit people and software. Agentic AI creates a third category: systems that interpret instructions, call tools and act across workflows without a mature assurance model built around them. In my work as a leader and investor across technology-enabled businesses, I have spent years around automation, cybersecurity, compliance, workflow…