Tag: agentic AI

Zoom’s most recent quarter highlights its transition to a system-of-action company

Of all the companies I track, Zoom Communications Inc. might be the most interesting, as it’s evolving in ways that run counter to its traditional peers. When speaking with industry colleagues, including investors, channel partners, customers and fellow industry analysts, Zoom is often grouped into the unified communications-as-a-service or the contact center-as-a-service bucket. Zoom was a pioneer in video meetings and has used its expertise in helping people connect to expand its portfolio in several directions.

Read More About
Zoom’s most recent quarter highlights its transition to a system-of-action company

Five takeaways from Nvidia’s earnings, and what they mean for the AI industry

Nvidia Corp.‘s latest results are remarkable even by its own high bar. Revenue set new records, driven by a 90%-plus surge in data center demand and what management described as “parabolic” demand as Blackwell systems ramp across hyperscalers, artificial intelligence clouds, auto and sovereign customers. But the more important story is how quickly the AI economy is reorganizing around what Chief Executive Jensen Huang calls “AI factories” and “agentic AI.”

Read More About
Five takeaways from Nvidia’s earnings, and what they mean for the AI industry

Zoom Perspectives: Why ‘agentic’ work is the new enterprise standard

I had been waiting for the 2026 edition of Zoom Communications Inc.‘s Perspectives, its recently held annual get-together for industry analysts, because I find Zoom to be the most interesting vendor in the communications business today. Though it has many competitors, its product roadmap has been markedly different.

Read More About
Zoom Perspectives: Why ‘agentic’ work is the new enterprise standard

The agentic workforce is here: Why Cisco just put a ‘Claw’ on AI security

The RSAC cybersecurity conference is this week and for the last two years, the conversation at the event has revolved around generative artificial intelligence — that is, models we talk to, and they talked back and act as a copilot. At RSAC 2026, there has been a definite change in topic as the world has been shifting from conversational AI to agentic AI.

Read More About
The agentic workforce is here: Why Cisco just put a ‘Claw’ on AI security

The convergence of context: Why Nvidia’s BlueField-4 STX marries the network and storage admin

For years, the “wall” between storage and networking administrators has been a fixture of the enterprise data center. I spent the early part of my career as a network engineer and the arena of storage was a bit of a black box, and for most companies, that’s still the case. This is because these networks operated differently.

Read More About
The convergence of context: Why Nvidia’s BlueField-4 STX marries the network and storage admin