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Kai-Fu Lee's brutal assessment: America is already losing the AI hardware war to China
China is on track to dominate consumer artificial intelligence applications and robotics manufacturing within years, but the United States will maintain its substantial lead in enterprise AI adoption [...]
Agentic security: Enterprises enforce agent permissions two-thirds of the time — and isolate high-risk agents less than one in five
Across 116 enterprises, agents are in production and so are the incidents: A majority have already had a confirmed agent security event or a near-miss. Two-thirds of enterprises enforce scoped permiss [...]
Agent context layers: Enterprises governing their AI data are catching twice as many bad answers as the ones who aren't
Across 101 enterprises, the context feeding AI agents is failing often and repeatedly. Sixty-eight percent have traced a confident but wrong agent answer to missing or inconsistent business context in [...]
Agentic orchestration: Enterprise AI organizations know how to govern agents but still can't meter what they cost
Across 107 enterprises, agentic orchestration is not a choice of a single platform.The typical enterprise runs three orchestration platforms at once, and selects them for flexibility across models rat [...]
Agentic orchestration: Enterprise AI organizations have a deployment problem, not a platform problem — and most are calling chatbots agents
Across 101 enterprises, agent orchestration is consolidating onto model-provider platforms — Anthropic’s Claude leads by a wide margin — chosen for the gravity of the underlying model and judged [...]
Infrastructure and compute: Enterprises are buying AI compute for speed while flying blind on what it costs
Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for what that [...]
Four of five enterprises that secured AI agent identities still can't contain one that goes rogue
Visa's president of technology, Rajat Taneja, walked the VB Transform 2026 audience through aiming Anthropic's Mythos at Visa's own payment network. The model stitched minor weaknesses [...]
The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs
Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]