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.

Alan Shimel, Kate Scarcella, and Hope Lynch discuss the challenges facing Broadcom as the company secures a $21 billion custom chip order while raising concerns about its growing reliance on Google.

The gang then looks at how environmental and local opposition is slowing AI data center projects before turning to IBM’s Project Alice, which aims to improve IT operations through a multi-agent approach, even as questions remain about its readiness for the market.

Alan, Mike, Tracy Ragan and Jack Poller dive into an artificial intelligence (AI) lawsuit brought forth against Google by Disney before discussing the merits of a wrongful death lawsuit filed against OpenAI and Microsoft. Then the gang delves into a Gartner advisory that calls for the banning of AI browsers in the enterprise.

Alan, Mike, Mitch, Jon, Fred Wilmot, Gina Rosenthal and Wickey Wang delve into the pros and potential cons of the new AI Agentic Foundation launched by The Linux Foundation before discussing the degree to which artificial intelligence (AI) agents are being adopted despite known cybersecurity issues.

Then the gang turns its attention to an open source effort led by Palantir, NVIDIA and CenterPoint Energy and to make consumption of energy in AI data centers more efficient.

Alan Shimel, Mitch Ashley, Jon Swartz, Guy Currier and Teri Robinson discuss why the IT market is on track to surpass $4 trillion as advances in artificial intelligence and telecommunications drive 14% projected growth despite economic challenges. The gang then looks at why cybersecurity remains a critical investment area as CISOs struggle to secure funding and improve communication around security risks.

Alan, Mike, Jon, Chris Blask, Robert Reeves, Kate Scarcella and Dan O'Brien, president and COO of The Futurum Group, dive into the controversy surrounding the lack of child-safety controls being applied to artificial intelligence (AI) tools, the subject of a 60 Minutes investigation. Then the gang takes a look at the pace of humanoid robotic advancements before turning to the need for AI PCs following a new report from The Futurum Group.