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IBM's $40B stock wipeout is built on a misconception: Translating COBOL isn't the same as modernizing it
On Tuesday, Anthropic published tools that let Claude read, analyze and translate legacy COBOL into modern languages like Java and Python. By the end of the trading day, investors had wiped roughly $4 [...]
From Silicon Valley to Nairobi: What the Global South’s AI leapfrogging teaches tech leaders
When I write about the cognitive migration now underway, brought about by the rapid advance of gen AI, I do so from the perspective of someone who has spent four decades in the technology industry. My [...]
Salesforce Research: Across the C-suite, trust is the key to scaling agentic AI
Presented by SalesforceIn 2025, Salesforce conducted a series of C-suite research studies to capture if and how top decision-makers are building an agentic AI strategy. While the research shows positi [...]
IBM cuts full-year sales outlook after mainframe demand drops 42 percent in Q2
IBM cut its full-year sales outlook on Wednesday after reporting a sharp drop in demand for its mainframe business, lowering its revenue growth target to four to five percent from a prior forecast of [...]
The agent evaluation gap: Enterprise AI organizations have a reality-alignment problem, not a coverage problem — and most are shipping to production anyway
Across 157 enterprises, organizations are granting AI agents more autonomy while trusting the evaluations meant to gate that autonomy less. Half have already shipped an agent that passed their interna [...]
AI agents are running hospital records and factory inspections. Enterprise IAM was never built for them.
A doctor in a hospital exam room watches as a medical transcription agent updates electronic health records, prompts prescription options, and surfaces patient history in real time. A computer vision [...]
AI agent credentials live in the same box as untrusted code. Two new architectures show where the blast radius actually stops.
Four separate RSAC 2026 keynotes arrived at the same conclusion without coordinating. Microsoft's Vasu Jakkal told attendees that zero trust must extend to AI. Cisco's Jeetu Patel called for [...]