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What happens when enterprise AI evolves from “systems of record” to “systems of action”? #IBMPartner That’s the real story behind the IBM + Google Cloud partnership. At IBM Think, I spoke with Karan Sachdeva about: → WatsonX on Google Cloud Marketplace → OpenShift-enabled AI portability → HashiCorp-powered governance and...

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Helen Yu

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12,313 Aufrufe • vor 3 Monaten •via X (Twitter)

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the IBM earnings reinforced something I think Wall Street is still underestimating: IBM is becoming an operating system for enterprise AI. The initial earnings reaction focused on the familiar metrics—revenue growth, infrastructure, margins and quarterly expectations. But that misses the bigger transformation underway. The AI market is bifurcating. On one side are companies building frontier models. On the other are companies helping enterprises operationalize AI—integrating it with existing systems and data, governing it, securing it, and turning AI into measurable business outcomes. IBM is increasingly positioning itself for that second market. And that's important because the enterprise AI conversation is moving from models to tools, from experimentation to outcomes, and ultimately toward autonomy and agents. IBM has decades of enterprise infrastructure, software, data and consulting relationships sitting underneath that transition. The mainframe isn't necessarily legacy in this world—it can become part of the context and transaction infrastructure AI acts upon. Wall Street initially looked at the quarter. I think the more important question is what IBM is becoming. My commentary below. #IBM #AI #EnterpriseAI #AgenticAI #HybridCloud
1:31

the IBM earnings reinforced something I think Wall Street is still underestimating: IBM is becoming an operating system for enterprise AI. The initial earnings reaction focused on the familiar metrics—revenue growth, infrastructure, margins and quarterly expectations. But that misses the bigger transformation underway. The AI market is bifurcating. On one side are companies building frontier models. On the other are companies helping enterprises operationalize AI—integrating it with existing systems and data, governing it, securing it, and turning AI into measurable business outcomes. IBM is increasingly positioning itself for that second market. And that's important because the enterprise AI conversation is moving from models to tools, from experimentation to outcomes, and ultimately toward autonomy and agents. IBM has decades of enterprise infrastructure, software, data and consulting relationships sitting underneath that transition. The mainframe isn't necessarily legacy in this world—it can become part of the context and transaction infrastructure AI acts upon. Wall Street initially looked at the quarter. I think the more important question is what IBM is becoming. My commentary below. #IBM #AI #EnterpriseAI #AgenticAI #HybridCloud

John Furrier

47,663 Aufrufe • vor 1 Monat

🤝 Alphabet and NVIDIA are expanding their decade-long partnership to advance agentic AI, robotics, drug discovery, and more. This involves deep co-engineering with integrated platforms, open-source frameworks, and managed services. ✅ Google Cloud is one of the first to bring the NVIDIA Blackwell platform to the cloud. ✅ Google Distributed Cloud using NVIDIA Confidential Computing on #NVIDIABlackwell for enterprises to run Google Gemini on-premises. ✅ Integration of the NVIDIA AI platform across Vertex AI, Cluster Director and Google Kubernetes Engine. ✅ Bringing the NVIDIA Nemotron family of open models to Vertex AI Model Garden. Watch the full video to learn more ➡️
0:30

🤝 Alphabet and NVIDIA are expanding their decade-long partnership to advance agentic AI, robotics, drug discovery, and more. This involves deep co-engineering with integrated platforms, open-source frameworks, and managed services. ✅ Google Cloud is one of the first to bring the NVIDIA Blackwell platform to the cloud. ✅ Google Distributed Cloud using NVIDIA Confidential Computing on #NVIDIABlackwell for enterprises to run Google Gemini on-premises. ✅ Integration of the NVIDIA AI platform across Vertex AI, Cluster Director and Google Kubernetes Engine. ✅ Bringing the NVIDIA Nemotron family of open models to Vertex AI Model Garden. Watch the full video to learn more ➡️

NVIDIA AI Infrastructure

268,567 Aufrufe • vor 7 Monaten

Agentic AI isn’t just about capability anymore. It’s about control. Dr. Sameer Maskey breaks down one of the biggest challenges facing enterprise AI adoption: governance. As AI agents move beyond chatbots and begin accessing emails, contracts, Google Drive, DocuSign, and internal systems, the companies solving AI governance may become just as valuable as the companies building the models themselves. Gatewatch is watching fusemachines. Ticker: FUSE
2:12

Agentic AI isn’t just about capability anymore. It’s about control. Dr. Sameer Maskey breaks down one of the biggest challenges facing enterprise AI adoption: governance. As AI agents move beyond chatbots and begin accessing emails, contracts, Google Drive, DocuSign, and internal systems, the companies solving AI governance may become just as valuable as the companies building the models themselves. Gatewatch is watching fusemachines. Ticker: FUSE

GateWatch

2,268,488 Aufrufe • vor 3 Monaten

What does generative transformation look like beyond adopting AI tools? It’s not more pilots. It’s not more tools. It’s building a system that compounds value. At IBM Think, a few takeaways from my conversation with Blue Polaris: → A clear “North Star” that aligns every AI initiative → Governance and trust as prerequisites → 10x ROI means nothing if you can’t scale → A shift from one-off projects to scalable platforms And the underrated edge? Community. The IBM Partner ecosystem is accelerating learning in real time. Generative transformation is a discipline. Watch our full conversation: #IBMPartner #Think26 #IBMPartnerPlus #BluePolaris
1:26

What does generative transformation look like beyond adopting AI tools? It’s not more pilots. It’s not more tools. It’s building a system that compounds value. At IBM Think, a few takeaways from my conversation with Blue Polaris: → A clear “North Star” that aligns every AI initiative → Governance and trust as prerequisites → 10x ROI means nothing if you can’t scale → A shift from one-off projects to scalable platforms And the underrated edge? Community. The IBM Partner ecosystem is accelerating learning in real time. Generative transformation is a discipline. Watch our full conversation: #IBMPartner #Think26 #IBMPartnerPlus #BluePolaris

Helen Yu

12,482 Aufrufe • vor 4 Monaten

#IBMPartner Are you measuring AI by developer productivity or by business capacity? That's a question more CIOs and CFOs are beginning to ask. Enterprise AI creates value by modernizing legacy systems, reducing risk, preserving institutional knowledge, and expanding business capacity. My conversation with Christina Adames, AI Practice Strategy Lead at CDW Corporation, discussed how CDW Corporation and IBM are approaching enterprise AI through Bob, not simply as a coding assistant, but as a platform for software modernization. Watch the full CXO Spice conversation: Learn more about Partner Plus here: #EnterpriseAI #AITransformation #CIO #CFO
0:57

#IBMPartner Are you measuring AI by developer productivity or by business capacity? That's a question more CIOs and CFOs are beginning to ask. Enterprise AI creates value by modernizing legacy systems, reducing risk, preserving institutional knowledge, and expanding business capacity. My conversation with Christina Adames, AI Practice Strategy Lead at CDW Corporation, discussed how CDW Corporation and IBM are approaching enterprise AI through Bob, not simply as a coding assistant, but as a platform for software modernization. Watch the full CXO Spice conversation: Learn more about Partner Plus here: #EnterpriseAI #AITransformation #CIO #CFO

Helen Yu

12,579 Aufrufe • vor 1 Monat

TARS AI was on the ground at Google Cloud Summit Nord in Düsseldorf, surrounded by builders, AI engineers, and cloud leaders. From autonomous agents to GenAI infrastructure, the takeaway was clear, the market is moving from pilots to large-scale deployment. For TARS AI, it was a sharp signal, growing demand for agent-first products and clear alignment on scaling AI systems for real-world adoption. Highlights, insights, and snapshots from the Google Cloud Summit 👇
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TARS AI was on the ground at Google Cloud Summit Nord in Düsseldorf, surrounded by builders, AI engineers, and cloud leaders. From autonomous agents to GenAI infrastructure, the takeaway was clear, the market is moving from pilots to large-scale deployment. For TARS AI, it was a sharp signal, growing demand for agent-first products and clear alignment on scaling AI systems for real-world adoption. Highlights, insights, and snapshots from the Google Cloud Summit 👇

TARS AI 🤖

161,445 Aufrufe • vor 1 Jahr

One of my favorite moments at IBM Think 2026 was the Analyst AMA with Chairman & CEO Arvind Krishna; unfiltered, direct, and a conversation that cuts through the noise. Is your enterprise running AI at its core or just at its margins? Just published my #IBMThink recap. The big shift: infrastructure is now the real battleground for business value. What CIOs and tech leaders need to hear: ✅Treat AI as a connected operating model versus pilot portfolio. ✅Invest in data plumbing, governance, and cost controls before scaling agents. ✅Position quantum as a domain-specialized accelerator within hybrid pipelines. ✅Partner intentionally. Neutral orchestration beats vendor lock-in every time. Full recap → #Think2026 #IBMPartner #AI #Quantum IBMPartners #CIOs #CTOs
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One of my favorite moments at IBM Think 2026 was the Analyst AMA with Chairman & CEO Arvind Krishna; unfiltered, direct, and a conversation that cuts through the noise. Is your enterprise running AI at its core or just at its margins? Just published my #IBMThink recap. The big shift: infrastructure is now the real battleground for business value. What CIOs and tech leaders need to hear: ✅Treat AI as a connected operating model versus pilot portfolio. ✅Invest in data plumbing, governance, and cost controls before scaling agents. ✅Position quantum as a domain-specialized accelerator within hybrid pipelines. ✅Partner intentionally. Neutral orchestration beats vendor lock-in every time. Full recap → #Think2026 #IBMPartner #AI #Quantum IBMPartners #CIOs #CTOs

Helen Yu

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“Analysis is for beginners and intuition is for experts”—Dr. HUBERT DREYFUS, 1985 I met Dr. Dreyfus in 1986 when I was building expert systems in my 40Mhz IBM PC/AT and we spoke in detail about the AI world we are in today. AI must become intuitive to reach AGI, I know how.
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“Analysis is for beginners and intuition is for experts”—Dr. HUBERT DREYFUS, 1985 I met Dr. Dreyfus in 1986 when I was building expert systems in my 40Mhz IBM PC/AT and we spoke in detail about the AI world we are in today. AI must become intuitive to reach AGI, I know how.

Brian Roemmele

31,741 Aufrufe • vor 8 Monaten

The Week Ahead In Technology for April 20, 2026: I’ll be on the ground at Adobe Summit and Google Cloud Next, both in Las Vegas. Adobe is an agentic customer experience read. Google is the AI infrastructure and agent read: Gemini Enterprise, new infrastructure, the cloud backlog. Enterprise software earnings: $NOW, $IBM, $SAP. The read is whether AI agents are extensive booked revenue, not pilots. Semis: $INTC, $TXN, $LRCX. Lam is a clean WFE/HBM/advanced packaging print. Intel’s 18A under Lip-Bu Tan is the one to watch. Carry-over: Anthropic enterprise revenue ramp vs OpenAI, Section 232 phase two.
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The Week Ahead In Technology for April 20, 2026: I’ll be on the ground at Adobe Summit and Google Cloud Next, both in Las Vegas. Adobe is an agentic customer experience read. Google is the AI infrastructure and agent read: Gemini Enterprise, new infrastructure, the cloud backlog. Enterprise software earnings: $NOW, $IBM, $SAP. The read is whether AI agents are extensive booked revenue, not pilots. Semis: $INTC, $TXN, $LRCX. Lam is a clean WFE/HBM/advanced packaging print. Intel’s 18A under Lip-Bu Tan is the one to watch. Carry-over: Anthropic enterprise revenue ramp vs OpenAI, Section 232 phase two.

Patrick Moorhead

21,994 Aufrufe • vor 4 Monaten

At Google I/O, I sat down with Omar Sanseviero and 👩‍💻 Paige Bailey from Google DeepMind to talk about Gemma, open models, AI Studio, on-device AI, sovereign AI and the future of AI development. A great conversation on how building with AI is becoming more open, local and accessible.
26:51

At Google I/O, I sat down with Omar Sanseviero and 👩‍💻 Paige Bailey from Google DeepMind to talk about Gemma, open models, AI Studio, on-device AI, sovereign AI and the future of AI development. A great conversation on how building with AI is becoming more open, local and accessible.

Chubby♨️

13,741 Aufrufe • vor 3 Monaten

AI agents are evolving and becoming more proactive. From cloud-based to on-device, these systems can run continuously, handle tasks, and keep sensitive data local. New Liquid Foundation Models bring agents directly to your laptop and phone, even while you are offline. Watch the latest episode of Advanced Insights to learn more about our partnership with Liquid AI:
1:20

AI agents are evolving and becoming more proactive. From cloud-based to on-device, these systems can run continuously, handle tasks, and keep sensitive data local. New Liquid Foundation Models bring agents directly to your laptop and phone, even while you are offline. Watch the latest episode of Advanced Insights to learn more about our partnership with Liquid AI:

AMD

30,054 Aufrufe • vor 4 Monaten

We’re proud to partner with Google Cloud to help shape the future of biopharmaceutical innovation with AI-enabled enterprise transformation. This collaboration is about unlocking new value: accelerating discovery, modernizing how we work and empowering our teams to focus on the highest-impact science and solutions for patients. Learn more about the landmark partnership:
0:35

We’re proud to partner with Google Cloud to help shape the future of biopharmaceutical innovation with AI-enabled enterprise transformation. This collaboration is about unlocking new value: accelerating discovery, modernizing how we work and empowering our teams to focus on the highest-impact science and solutions for patients. Learn more about the landmark partnership:

Merck

10,157 Aufrufe • vor 4 Monaten

A strong panel at NextGen AI: Payments & Agents cohosted with Google Cloud during Binance Blockchain Week. We discuss a future where AI agents don’t just think - they transact, negotiate and settle value autonomously. Imagine millions of agents moving capital instantly across borders, without waiting for business hours, APIs, or approvals. That future needs trust, transparency, and decentralized intelligence, and that’s what OptimAI is building. Huge thanks to Google Cloud for hosting us, and to KITE AI, TradeOS, Tria for the great insights and energy. Cheers to GG (Google Grace) for connecting our speakers! OptimAI Network is here to build with the world. Let’s keep pushing the frontier.
1:09

A strong panel at NextGen AI: Payments & Agents cohosted with Google Cloud during Binance Blockchain Week. We discuss a future where AI agents don’t just think - they transact, negotiate and settle value autonomously. Imagine millions of agents moving capital instantly across borders, without waiting for business hours, APIs, or approvals. That future needs trust, transparency, and decentralized intelligence, and that’s what OptimAI is building. Huge thanks to Google Cloud for hosting us, and to KITE AI, TradeOS, Tria for the great insights and energy. Cheers to GG (Google Grace) for connecting our speakers! OptimAI Network is here to build with the world. Let’s keep pushing the frontier.

OptimAI Network

20,604 Aufrufe • vor 9 Monaten

Had a great conversation with Richard Seroter, Senior Director and Chief Evangelist at Google Cloud, during Google I/O Connect India in Bangalore today. We spoke about how he uses Gemini in his day to day work, how Google is handling the massive compute demand for AI, why defining goals matters more than writing perfect specs, and what's next for Gemini.
10:31

Had a great conversation with Richard Seroter, Senior Director and Chief Evangelist at Google Cloud, during Google I/O Connect India in Bangalore today. We spoke about how he uses Gemini in his day to day work, how Google is handling the massive compute demand for AI, why defining goals matters more than writing perfect specs, and what's next for Gemini.

AshutoshShrivastava

13,866 Aufrufe • vor 1 Monat

How do we harness AI’s power without widening the attack surface? House of ZK host Alice Liu leads YQ (Founder of AltLayer), Jon Stephens (CEO of Veridise), Leo Fan (mainnet arc) (Founder of Cysic), and Rob Viglione (Co-founder of Horizen & zk V e r i f y) through real-world guardrails: verifying models and parameters, ZK-backed proofs for training/inference, secure enclaves, 'shield' layers for LLMs, and sane data governance. Watch the full panel on AI & Security: Building Trustworthy Digital Systems - from our Verifying Intelligence event at TOKEN2049 Singapore, in partnership with Google Cloud and Boundless:
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How do we harness AI’s power without widening the attack surface? House of ZK host Alice Liu leads YQ (Founder of AltLayer), Jon Stephens (CEO of Veridise), Leo Fan (mainnet arc) (Founder of Cysic), and Rob Viglione (Co-founder of Horizen & zk V e r i f y) through real-world guardrails: verifying models and parameters, ZK-backed proofs for training/inference, secure enclaves, 'shield' layers for LLMs, and sane data governance. Watch the full panel on AI & Security: Building Trustworthy Digital Systems - from our Verifying Intelligence event at TOKEN2049 Singapore, in partnership with Google Cloud and Boundless:

House of ZK

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Is uranium the future of AI? As demand for cloud computing and AI models continues to explode, the real bottleneck is becoming power. That’s what led me to start looking at nuclear energy and uranium. Small modular reactors could become a major part of the solution, and if AI keeps demanding more electricity, the commodities that power that infrastructure could become just as important as the chips themselves.
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Is uranium the future of AI? As demand for cloud computing and AI models continues to explode, the real bottleneck is becoming power. That’s what led me to start looking at nuclear energy and uranium. Small modular reactors could become a major part of the solution, and if AI keeps demanding more electricity, the commodities that power that infrastructure could become just as important as the chips themselves.

Kevin O'Leary aka Mr. Wonderful

34,979 Aufrufe • vor 15 Tagen

WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows
2:23

WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows

Shay Boloor

399,438 Aufrufe • vor 4 Monaten