Mike, Alan, Jon, Alastair Cooke and Gina Rosenthal dive into reports that suggest Amazon is about to make a major investment in OpenAI before trying to make sense of Microsoft's latest plans for applying artificial intelligence (AI) to application development. Then the gang delves into a report that suggests the quality of the code being generated by AI coding tools has a lot more defects than most organizations fully appreciate.

Alan, Mike, Mitch, Jon, Teri Robinson and Futurum Group analyst David Nicholson debate the merits of a reported proposed Intel acquisition of SambaNova to gain access to artificial intelligence (AI) accelerator processors, before diving into the degree to which AI agents are actually being adopted in enterprise IT environments. Then the gang turns its attention to a cybersecurity advisory from OpenAI warning that the next generation of its AI models will likely be used by cybercriminals for nefarious purposes.

Alan, Mike, Tom Hollingsworth, Chris Blask, Jennifer Leggio and Dan O'Brien, president of the Futurum Group, dive into the debate over the affordability of artificial intelligence (AI) agents. Then the gang takes a look at the reasons ServiceNow is reportedly looking to acquire Armis before discussing why NVIDIA is acquiring SchedMD to gain control of an open source Slurm scheduler.