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Excellent segment by Crawford Del Prete explaining potential IT spend outlooks. With so many variables and uncertainties at play, many companies globally are either staying their course or pausing operations. Neither are good when the level of confidence in decision making is so low. IDC

Great post Sarbjeet Johal. I give credit to Jensen and NVIDIA for always staying true to this philosophy. Even when they were “just a graphics company” NVIDIA has always been focused on devs. This is the moat that they leverage with CUDA.

Great to connect with the ⁦MarketWatch⁩ team to discuss the ⁦⁦IDC⁩ outlook for tech. marketwatch.com/story/big-tech…

Great to hear from Arvind Krishna at IBM at #IBMthink2025. “Technology is the source of competitive advantage” agree. Think about the speed of AI development. Remember when the narrative from @MITTechReview was “IT doesn’t matter” seems pretty silly now.

100% If this were a baseball game; we just finished the national anthem.

Crawford Del Prete Depending on how you look at the game, we may still be heading into the ballpark. Some are taking batting practice. But largely the opportunities with AI are well ahead of us. #CIO #AI #Think2025

Smart move by IBM to have Lumen CEO Kate Kohnson onstage with Arvind Krishna at IBM Think! Lumen moves 65% of internet (backbone) traffic through Centurylink fiber acquisitions. The network will increasingly be a bottleneck for AI. Customers need to understand the

Great conversation with Arvind Krishna at IBM Think about services. He posited that in the future consulting companies will charge for human AND digital workers. The digital workers will bring immense scale to the consulting model. Agree.

Will this big shift to AI make companies lose their moats? This week during #IBMThink2025, I sat down with Crawford Del Prete, Crawford Del Prete, President IDC about current state of affairs in greater tech industry. We discussed changing landscape and business model wrt IBM Think

Great to catch up Sarbjeet Johal at IBM Think. Always a great discussion !

What a treat to listen to Brian Cox in Boston tonight. Made me feel better about scary black holes 🕳️.

What am I missing? Does ⁦Visa⁩ eat the cost of the car wash?🧽

Just because you can make it, doesn’t mean you should.

I’m sorry, I just don’t get the “close the window shade” while flying movement. I am not an Amazon box 📦. If this thing is going down, I want to see it.

We’re watching a major inflection point in AI infrastructure where performance alone is no longer the benchmark. ow.ly/Mgw630sMFBT

When a Company Develops an Agent: Why the Work It Does—and Who Builds It—Matters In the rush to embrace AI and automation, many companies are eager to deploy agents—software entities that can automate tasks, answer questions, or someday even make decisions. But before launching

The food choices in Austin-Bergstrom International Airport are exceptional Salt Lick BBQ, & thurmans old fashioned, FlyriteChicken. Other airports, please take note. Looking at you O'Hare Intl. Airport and Newark Liberty International Airport!

Great session from Charlie Giancarlo at Pure Storage at #pureaccelerate. AI is changing our relationship with data. It’s not just about managing your storage, it’s about managing your data. Agree - Customers must think differently about data to unlock new AI driven value.