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Trends

Nadel Phelan continuously curates insightful industry trends. To receive our monthly trend report, click here.

Artificial Intelligence •  March 2026

Agentic AI expands the attack surface; security shifts from “model safety” to “agent control”

As enterprises embed AI agents into workflows, the dominant risk moves from prompt-quality to tool access, identity/privilege abuse, and goal hijacking—i.e., an agent doing the wrong thing “legitimately” with the permissions it has. OWASP’s Agentic Applications Top 10 (2026) frames this as a distinct risk class (tool misuse, delegated identity abuse, data exfiltration via actions). The 2026 implication: treat agents like a new tier of software principals—least-privilege tool scoping, action approval gates, audit logs, and non-human identity controls become baseline requirements.

Full Story: OWASP
Artifical Intelligence •  March 2026

AI infrastructure capex accelerates; “compute + power” becomes strategic risk

AI spending is increasingly driven by infrastructure buildout rather than experiments. Recent reporting projects major hyperscalers investing on the order of $650B in AI infrastructure in 2026 (up sharply from 2025), with growing dependency on power, GPUs, and data-center supply chains. The 2026 implication: AI roadmaps will be constrained less by model ideas and more by capacity planning, cost governance, and resilience (power pricing/availability, vendor concentration, regional outages).

Full Story: Reuters
Cybersecurity •  March 2026

US Agencies Warn of Iran-Linked Cyber Threats to Critical Sectors

National security agencies previously issued joint advisories that Iran-affiliated cyber actors may target vulnerable U.S. networks and “entities of interest,” including critical infrastructure operators. Threats include password spraying, MFA manipulation, reconnaissance, and hack-and-leak operations. Continued vigilance and hardening of exposed services are recommended.

Full Story: NSA/CSS
Cybersecurity •  March 2026

Ongoing Vulnerability Advisories & Patch Priorities

Weekly threat roundups continue to list significant CVEs affecting a wide range of enterprise and open-source software — from Windows, Android, and cloud platforms to frameworks like Apache Struts and OpenVPN. Security teams should prioritize patching high-impact exposures and integrate continuous vulnerability scanning into operational risk programs.

Full Story: Hacker News
Cybersecurity •  March 2026

Cyber Domain Escalates Amid Iran–Israel–US Tensions

Following recent strikes on Iranian targets, Iranian digital infrastructure experienced widespread disruption and attacks on civilian apps and state services — indicating cyber operations coinciding with kinetic conflict. Analysts warn this marks a new escalation that could broaden into retaliatory cyber activity against U.S. & allied systems (critical infrastructure, OT networks, water/energy utilities).

Full Story: Reuters
Cybersecurity •  March 2026

AI-Driven Attacks Accelerate Across Enterprise Networks

Recent industry reporting highlights that AI-enabled attacks are no longer theoretical — they’re operational. Attackers are using generative AI and automation to conduct faster reconnaissance, credential theft, and lateral movement, with average breach breakout times dropping to ~29 min in 2025 (65 % faster than 2024). AI prompt injection and malicious AI endpoints are emerging as new attack vectors. CrowdStrike urges security teams to build rapid response and detection capabilities that match the attackers’ speed (credential theft, ransomware, fake AI servers).

Full Story: IT Pro
AI •  January 2026

AI spending tops $2T in 2026 as “embedded AI” becomes the default

Gartner forecasts total AI spending of ~$2.02T in 2026 (up from ~$1.48T in 2025), driven largely by AI being built into smartphones/PCs and by AI-optimized infrastructure. Expect 2026 budgets to tilt further toward infrastructure and “AI everywhere” productization, with less tolerance for experimental spend that cannot be operationalized.

Full Story: Gartner
Cybersecurity •  January 2026

2026: DDoS shifts from episodic threat to baseline operating condition

Cloudflare reports 8.3M DDoS attacks mitigated in Q3 2025 (+15% QoQ, +40% YoY) and 36.2M mitigated so far in 2025—already 170% of all 2024 volume. The 2026 implication is increased spend on automated, upstream mitigation (Anycast/WAF/Bot controls) and tighter resilience requirements for e-commerce and CMS endpoints where “brief but extreme” floods are now commonplace.

Full Story: The Cloudflare Blog
Cybersecurity •  January 2026

2026: identity security becomes the control plane for cyber risk

Microsoft reports 52%+ of attacks with known motivations are driven by extortion/ransomware and describes cybercrime at scale (e.g., 100T signals/day, 4.5M new malware attempts blocked, 38M identity risk detections). The 2026 prediction: accelerated adoption of phishing-resistant MFA/conditional access and identity-centric monitoring, because that is where attackers monetize access fastest.

Full Story: Microsoft Digital Defense Report 2025 Cybersecurity Trends & Threats
AI •  January 2026

2026 is the year of scaling (and proving EBIT), not just “AI activity”

McKinsey reports nearly two-thirds of organizations still haven’t scaled AI enterprise-wide; 64% say AI enables innovation, but only 39% report enterprise-level EBIT impact. The 2026 prediction is a sharper shift toward workflow redesign, governance, and measurement systems that convert use-case wins into P&L outcomes.

Full Story: McKinsey & Company
Cybersecurity •  January 2026

Ransomware remains structurally dominant (especially for SMBs)

Verizon finds ransomware present in 44% of breaches (up from 32%, a 37% increase YoY), and notes SMBs see ransomware-related breaches at 88%. With vulnerability exploitation now 20% of initial access and edge/VPN targets rising, 2026 defenses will prioritize rapid patch SLAs, hardened edge posture, and recovery readiness over incremental tooling.

Full Story: Verizon
Quantum Computing •  January 2026

Quantum becomes a market, not a lab project

IBM is explicitly targeting quantum advantage by end of 2026 and reports progress such as 24% higher accuracy with dynamic circuits and 100x+ lower cost for extracting accurate results via HPC-powered error mitigation. The practical 2026 implication: more enterprises will justify “quantum readiness” spend (talent + use-case scouting) because advantage claims will be benchmarked in public, not just announced.

Full Story: McKinsey & Company
Artificial Intelligence  •  November 2025

The state of AI in 2025: Agents, innovation, and transformation

Key findings from a recent survey show that most organizations are still in the experimentation or piloting phase:
Nearly two-thirds of respondents say their organizations have not yet begun scaling AI across the enterprise.
High curiosity in AI agents: Sixty-two percent of survey respondents say their organizations are at least experimenting with AI agents.
Positive leading indicators on impact of AI: Respondents report use-case-level cost and revenue benefits, and 64 percent say that AI is enabling their innovation. However, just 39 percent report EBIT impact at the enterprise level.

Full Story: McKinsey & Company
Artificial Intelligence  •  November 2025

How AI is reshaping buyer behavior

Sixty-three percent of CEOs are already operationalizing AI initiatives.
AI is no longer experimental. It’s strategic, and the shift is starting at the top. IDC research shows AI is accelerating from ad hoc adoption to full-scale transformation:

51% of organizations are in the opportunistic phase of AI adoption.

47% of CEOs rank AI-driven business automation as a top investment priority.

54% see AI as a lever to reinvent business models.

Full Story: IDC
Artificial Intelligence  •  November 2025

Coding AI agents are taking off

The coding AI agent & copilot space has quickly become one of the fastest-growing enterprise use cases for LLMs. Startups like Anysphere (maker of Cursor), Replit, and Lovable have all crossed $100M in ARR — a milestone reached in record time.

The market is already worth more than $2B, and appetite for these tools continues to accelerate. New players are flooding in: IDE startups are launching their own agents, 12 brand-new coding AI agent companies have been founded since 2024, and every major cloud provider and LLM developer has been rolling out offerings.

Full Story: CBInsights
Artificial Intelligence  •  November 2025

Rethinking Value in the Age of AI

The most telling shift is how organizations are reconsidering what success looks like. An overwhelming 78% of leaders now acknowledge that traditional business metrics do not capture AI’s full impact, a recognition that speaks to the technology’s transformative nature beyond simple cost savings.

This evolution in thinking comes at a critical moment. The same percentage of leaders (78%) report facing significant pressure from investors and boards to demonstrate AI value, creating a tension between the need for quick wins and the reality that AI’s benefits often transcend traditional ROI calculations. While the majority (57%) expect measurable ROI within 12 months, value from agent investment is already being delivered. Leaders are tracking improved productivity (97%), enhanced profitability (94%), and higher quality work (91%) – outputs that can be quantified within traditional ROI frameworks.

Full Story: KPMG
Artificial Intelligence  •  November 2025

86% of Corporate and Private Equity Leaders Now Use Generative AI, with Plans to Boost Spending

Investment in GenAI will increase: Among respondents, 83% have invested $1 million or more in the technology, specifically for their M&A teams (88% of private equity, 77% of corporate). And, they’re not finished: Many anticipate increasing their GenAI investments over the coming 12 months either slightly (54% of private equity, 58% of corporate), or significantly (24% of private equity, 28% of corporate).

GenAI is expected to reshape every phase of the deal cycle, but most traction is in pre-sign stages: 40% of adopters are applying it to M&A strategy and market assessment followed by target identification and screening (35%) and due diligence (35%).

Full Story: Deloitte
Quantum Computing •  November 2025

How Quantum Computing Will Upend Cybersecurity

Current cryptographic standards could soon be vulnerable to attacks from quantum computers. To protect critical systems, companies should begin the transition to post-quantum cryptography now.
Sometime around 2035 quantum computers are expected to become sufficiently powerful to compromise current widely used cryptographic standards, the foundation for online security.
Fortunately, there is a clear path for the transition to post-quantum cryptography. It’s expensive, and it will take time—but it’s not nearly as expensive as the cost of inaction.
Companies should prioritize critical applications and systems, starting as soon as possible to mitigate immediate threats and avoid escalating costs. And they should integrate crypto agility to heighten their organization’s readiness for a post-quantum security environment.

Full Story: BCG
AI and Quantum •  October 2025

Accelerating the Path to Practical Quantum Applications with AI

Quantum-AI hybrid optimization is gaining traction across logistics and energy management. Firms such as DHL and Maersk are exploring route optimization, scheduling and inventory management enhancements via QAOA-style algorithms integrated with AI forecasting systems.

Rendering of a quantum-scale data center (Source: IBM)
Electricity operators like EDF and Enel are experimenting with real-time grid balancing across distributed renewable sources — again leveraging AI forecasts with quantum-enhanced optimization layers.

Full Story: HPCwire
Artificial Intelligence •  October 2025

OpenAI releases GPT-5

New flagship model: GPT-5 is OpenAI’s most advanced system and powers ChatGPT by default; you no longer pick models—ChatGPT auto-routes between fast and deeper-reasoning modes.
Reasoning upgrade: Includes a “deeper reasoning” path (often referred to as GPT-5 Thinking) that kicks in for harder problems.
Fewer knobs, better results: A unified system with a real-time router decides when to answer quickly vs. think longer. Expect clearer, more reliable answers and stronger synthesis across files.
Better “office-work” execution: Stronger writing, analysis, and problem-solving on multi-step tasks and large document sets.
Coding boost (optional): A specialized GPT-5-Codex variant for agentic coding was released Sept 15, 2025.

Full Story: OpenAI
Quantum Computing •  October 2025

Commercial Traction

Rigetti received purchase orders for two Novera systems (part of a $5.7M deal); shares spiked, lifting D-Wave and IonQ.
D-Wave highlighted a hybrid-quantum police-fleet placement PoT outperforming classical (vendor claim).
IonQ headlines touted hitting milestones “earlier than expected,” fueling stock moves.

Full Story: Barron's
Quantum Computing •  October 2025

Harvard Physicist Develop Quantum-Bit System

Hardware endurance breakthrough: Harvard/MIT team demonstrated a 3,000-qubit neutral-atom system with continuous operation (mitigating atom loss), a step toward long-duration runs; Harvard framed it as “clearing a significant hurdle.” Expect more stable experiments and longer algorithms.
In a paper published in the journal Nature, the team demonstrated a system of more than 3,000 quantum bits (or qubits) that could run for more than two hours, surmounting a series of technical challenges and representing a significant step toward building the super computers, which could revolutionize science, medicine, finance, and other fields.

Full Story: Harvard Gazette
AI Investments •  October 2025

Ecosystem & Capital

NVIDIA ran a September investment spree (backing 20+ startups), and Japan flagged AI-robotics ambitions via a Fujitsu–NVIDIA collaboration—early signs of national AI/robotics industrial policy alignment.

September reinforced a two-track regulatory world (US easing vs. EU implementing) while vendors pushed agents deeper into productivity stacks and ramped compute commitments—implying faster release cadence and higher infra dependency through 2026.

Full Story: Global Venturing
Artificial Intelligence •  October 2025

Model & Product Updates

Anthropic added file creation/editing (spreadsheets, slides, docs, PDFs) inside Claude; Google DeepMind shipped an improved Gemini 2.5 Flash/Flash-Lite release tuned for speed/cost. Both push agents toward more “office-suite” workflows.
Anthropic will begin using non-enterprise user chats to train Claude by default (opt-out available), lengthening retention to 5 years. Expect renewed focus on data governance and vendor segmentation (consumer vs. enterprise).

Full Story: Wired
Artificial Intelligence •  September 2025

Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jump

The deal underscores the surging demand for high-performance AI compute, as companies invest heavily to bolster their AI infrastructure. Microsoft may also acquire additional services capacity under the deal, bringing the total contract value to about $19.4 billion. Nebius’ core business involves providing Nvidia (NVDA.O), opens new tab graphic processing units and AI cloud as services. Nebius offers AI developers the computing, storage, managed services and tools they need to build, tune and run their AI models, with the help of its cloud software architecture and in-house designed hardware.

Full Story: Reuters
Artificial Intelligence •  September 2025

U.S. policy: Major orgs pledge to boost K-12 AI education

U.S. policy: Major orgs pledge to boost K-12 AI education. Includes NVIDIA’s $25M commitment over five years. “As AI reshapes how people learn, work, and communicate, the Trump Administration is committed to ensuring that Americans are equipped to lead the world in harnessing this technology. Today we announce new steps in fulfilling this mission as we welcome leaders in business, non-profits, and education who are putting America’s future first and pledging to provide free AI training and resources to students, teachers, and parents across the country.” — Michael Kratsios, Director of the White House Office of Science and Technology Policy and Chair of the White House Task Force on AI Education

Full Story: The Whit
Artificial Intelligence •  September 2025

Korea aims to mass-produce humanoid robots in 2029 and self-driving cars in 2030

South Korea targets mass-production of humanoid robots by 2029. Part of a national push tying robotics and AI to manufacturing leadership. Korea will begin mass-producing humanoid robots in 2029 and autonomous vehicles powered by artificial intelligence (AI) the following year, making it a global leader in the AI transformation of manufacturing, the Ministry of Trade, Industry and Energy said Wednesday.

The plan was unveiled at the launching ceremony of the Manufacturing AX Alliance (M.AX), which will connect major companies, such as Hyundai Motor Group, LG Electronics, Samsung Electronics and Posco Group, with AI companies to help manufacturing companies apply AI to their businesses.

Full Story: Korea Joongang Daily
Artificial Intelligence •  September 2025

Disrupting AI Cybercrime

Anthropic: AI misuse trends (Aug 2025). New report flags agentic AI being weaponized and lowering barriers to sophisticated cybercrime. Our Threat Intelligence report discusses several recent examples of Claude being misused, including a large-scale extortion operation using Claude Code, a fraudulent employment scheme from North Korea, and the sale of AI-generated ransomware by a cybercriminal with only basic coding skills. We also cover the steps we’ve taken to detect and counter these abuses.

Full Story: Anthropic
Artifical Intelligence •  September 2025

EU AI Act milestone takes effect

As of Aug 2, 2025, new transparency/oversight rules for general-purpose AI modelsapply in the EU (with further deadlines in 2027). The AI Act obligations for providers of general-purpose AI (GPAI) models have entered into application across the EU.
A hand holds a glowing blue lightbulb with “AI” at its core, surrounded by digital icons representing data, security, and robotics.

This will bring more transparency, safety and accountability to AI systems on the market. These rules mean clearer information about how AI models are trained, better enforcement of copyright protections and more responsible AI development.

Full Story: Digital Strategy
Artificial Intelligence •  August 2025

Agentic AI Tools Begin Automating Software Development Workflows

From December 2024 to May 2025, corporate adoption of coding agents surged from ~50% to 82%, with tools like GitHub Copilot Reviewer, Cursor BugBot, and CodeRabbit handling code reviews and fixes. Fully autonomous code generation and submission remains early-stage (≈8% adoption), but uptake is accelerating.

Full Story: Business Insider
Artificial Intelligence  •  August 2025

Enterprise-Grade Generative AI Pivots from Chaos to Orchestration

Organizations are shifting from piecemeal experimentation to structured generative AI programs—building enterprise “digital factories” anchored by MLOps, rigorous prompt engineering, and governance-driven pipelines. The focus is now on ensuring output accuracy, consistency, and compliance over novelty alone. Early adopters report improved content reliability and brand alignment.

Full Story: Tech Radar
Artificial Intelligence  •  August 2025

Autonomous Agents Begin Shaping Digital Commerce

Autonomous AI agents—capable of completing multi-step tasks like booking travel, managing inventory, or even negotiating contracts—are entering enterprise beta programs.
A16z and tech observers estimate that by 2027, autonomous agents could manage 15–20% of digital commerce workflows, extending into logistics, healthcare, legal tech, and more.

Full Story: AI News Hub
Artificial Intelligence •  August 2025

AI Supercomputers Doubling Power and Costs Every Year

A new analysis of 500 AI supercomputers (2019–2025) reveals performance doubling every nine months—and hardware costs and power demands doubling annually. xAI’s Colossus (March 2025) alone uses 200,000 chips, costs around $7 billion, and requires 300 MW. If trends proceed, flagship systems by 2030 may cost $200 billion and consume 9GW.

Full Story: ARXIV
Artificial Intelligence  •  August 2025

AI Co‑Pilots Are Reshaping Enterprise Software

Major enterprise platforms (Microsoft, Salesforce, Oracle) are embedding AI co‑pilots into workflows—automating CRM updates, client communications, and report generation using natural‑language prompts.
IDC and industry analysts report that in 2025, adoption of such AI assistants across business functions is accelerating rapidly, with early ROI showing 25–40% reductions

Full Story: Value Innovation Labs
Artifical Intelligence •  August 2025

South Korea Launches National Humanoid Robotics Alliance

The “K‑Humanoid Alliance”—a coalition of government, academia (KAIST, SNU), and industry players (LG, Doosan Robotics, etc.)—launched in April 2025 to develop next‑gen humanoid robots. The goal: a lightweight (<60 kg), agile robot with over 50 joints and 20 kg payload capacity by 2028, powered by domestically produced AI chips and robotic AI modules.

Full Story: Tech Crunch
Artificial Intelligence •  June 2025

50 NEW Artificial Intelligence Statistics

– The global AI market is valued at approximately $391 billion.
– The AI industry is projected to increase in value by around 5x over the next 5 years.
– The AI market is expanding at a CAGR of 35.9%.
– As of 2025, as many as 97 million people will work in the AI space.
83% of companies claim that AI is a top priority in their business plans.
– Netflix makes $1 billion annually from automated personalized recommendations.
– 48% of businesses use some form of AI to utilize big data effectively.
– 38% of medical providers use computers as part of their diagnosis.

Full Story: EXPLODING TOPICS
Artificial Intelligence •  June 2025

The state of AI: How organizations are rewiring to capture value

The value of AI comes from rewiring how companies run, and the latest survey shows that, out of 25 attributes tested for organizations of all sizes, the redesign of workflows has the biggest effect on an organization’s ability to see EBIT impact from its use of gen AI. Organizations are beginning to reshape their workflows as they deploy gen AI. Twenty-one percent of respondents reporting gen AI use by their organizations say their organizations have fundamentally redesigned at least some workflows.

Full Story: McKinsey
Artificial Intelligence •  June 2025

The global AI market is expected to reach $1.81 trillion by 2030

The global AI market is expected to reach $1.81 trillion by 2030

While the current AI market is sizeable, it’s set to grow by nearly 5x over the next few years.

During this forecast period, the AI market is predicted to increase by a CAGR of 35.9%.

Full Story: GrandViewResearch
Artificial Intelligence •  June 2025

AI Index Report 2025

Business is all in on AI, fueling record investment and usage, as research continues to show strong
productivity impacts. In 2024, U.S. private AI investment grew to $109.1 billion—nearly 12 times China’s $9.3 billion and
24 times the U.K.’s $4.5 billion. Generative AI saw particularly strong momentum, attracting $33.9 billion globally in private
investment—an 18.7% increase from 2023. AI business usage is also accelerating: 78% of organizations reported using AI in
2024, up from 55% the year before. Meanwhile, a growing body of research confirms that AI boosts productivity and, in most
cases, helps narrow skill gaps across the workforce.

Full Story: Artificial Intelligence Index Report 2025
Artificial Intelligence •  June 2025

Generative AI Statistics and Trends for 2025

The Gen AI market is projected to reach $62.72 billion in 2025.
The Gen AI market is expected to show a CAGR of 41.53% (2025-2030).
According to Gartner forecast, worldwide Gen AI spending is expected to total $644 billion in 2025, an increase of 76.4% from 2024.
Gen AI attracted $33.9 billion globally in private investment in 2024, an 18.7% increase from 2023.
By 2030, companies investing in AI adoption will have a cumulative global impact of $19.9 trillion and contribute to 3.5% of the global GDP

Full Story: SEQUENCR AI
Artificial intelligence •  June 2025

The State of Generative AI Use in Canada 2025

Adoption—but mostly casual: Two‑thirds of Canadians (66%) have tried a GenAI tool, yet only about 30% use them daily or weekly for leisure, work, or study. Leisure remains the primary entry point, especially for older adults, while younger Canadians lead usage for study and work.
Knowledge & skills gap: Only 38% feel confident they can use GenAI effectively or keep up with new developments. On a seven‑item quiz, respondents averaged just 2.5 correct answers, and 51% admit they have little to no understanding of how AI companies handle their data.

Full Story: Social Media Lab
AI and Cybersecurity •  May 2025

AI and Cybersecurity: From Living Rooms to Global Networks

We are now at a turning point, reminiscent of the first wave of malware hidden in bootleg software. Back then, the danger was clunky but effective. Today, AI doesn’t arrive via floppy disk–it’s already installed in our homes, embedded in devices we use daily, and it’s opening the door to a new era of vulnerability.
Personal AI, Real-World Risk
AI is no longer confined to enterprise environments. It’s answering homework questions, helping manage grocery lists, editing photos, and finishing sentences. But these systems aren’t just helpful–they’re observant.
Unlike traditional malware, AI doesn’t need access credentials or direct commands. It learns through interaction. It picks up on tone, phrasing, daily rhythms, even emotional patterns.
For those of us in the cybersecurity space, the shift is clear: The perimeter has moved. And the new endpoint might be your kitchen speaker, your partner’s chatbot, or your teenager’s AI homework assistant.

Full Story: NPI Blog
AI and Cybersecurity •  May 2025

AI and Resilience Take the Spotlight in 2025

Cybersecurity has never stood still — but in 2025, it’s not just evolving. It’s transforming.
Cybersecurity has entered a pivotal new phase. According to Gartner®, Top Trends in Cybersecurity for 2025, “Security and risk management (SRM) leaders must enable business value and double down on embedding organizational, personal and team resilience to prove security program effectiveness in 2025.”
Security teams are moving beyond the fascination phase with GenAI. Now, it’s about real use cases with measurable benefits. Gartner states:
“SRM leaders are learning from AI transformation pilots and refining their processes based on initial success in taking a more tactical approach to AI integration.”*
Rather than chasing sweeping AI promises, forward-looking teams are prioritizing specific, achievable objectives. This approach is helping reduce risk and maintain credibility by “delivering more incremental security benefits than myopically striving for hype-driven seismic change.”*

Full Story: Rapid 7
AI and Cybersecurity •  May 2025

AI is Eroding the Foundations of Digital Identity

AI-driven advancements have significantly altered the threat landscape of social engineering—already one of the most effective techniques for breaching security perimeters. Large language models (LLMs) and generative AI enable real-time, unscripted interaction via text and audio, with rapid synthetic video capabilities advancing.

These technologies dramatically increase the scalability and plausibility of impersonation attacks. Deepfake audio and video, once resource-intensive, are becoming commoditized—reducing the barrier to entry for threat actors and enabling more targeted, personalized campaigns.

As generative media improves in fidelity and accessibility, traditional identity verification mechanisms—such as voice recognition, facial analysis, and behavioral biometrics—are increasingly unreliable. In this new paradigm, where synthetic identities can be generated on demand, digital trust frameworks are no longer reliable and must fortified to withstand AI-enabled deception.

Full Story: Checkpoint
Technology •  May 2025

Assessing the Impact of US Tariffs

The global tariff landscape is affecting consumer-facing industries and the underlying component technologies. Against the backdrop of shifting global trade dynamics, the potential impacts for consumers and businesses could be significant. Sectors impacted include:

Automotive: Automotive ecosystem and supply chains.
Consumer hardware: Exploring how global tariff uncertainty is influencing products such as TV sets, smartphones and PCs.
Display technology: With many display manufacturers based in the Asia Pacific region, how can industry players prepare for potential disruptions?
Media and entertainment: Assessing how rising component and technology costs may affect content creation, distribution and the wider industry.
Semiconductors: Given the Asia-centric nature of semiconductor manufacturing, price increases could impact multiple industries.
Telecoms: Understanding the downstream considerations for telcos in B2B strategy planning and hardware.

Full Story: OMDIA
AI •  May 2025

Trade Wars to Tech Wars: Can China’s Stimulus Offset U.S. Tariffs in ICT Markets?

The U.S.-China tech rivalry has escalated to a new level this April 2025 with U.S. tariffs becoming a targeted trade tool. The Trump administration unleashed​ waves of tariffson Chinese goods: on March 4, a 10% tariff on all imports was imposed on top of raising tariffs from 10% to 20% on many Chinese electronics, machinery and industrial components; on April 2, ending of de minimis eligibility for China and Hong Kong (from May 2) and the “reciprocal tariffs” on key critical sectors imposed an additional 34%; and on April 8, an additional 50% tariff on semiconductors, EVs, and robotics was announced.

There also continues to be tariff escalations, clarifications and exemptions like in cases where final products have more than 20% of U.S. produced components. Chinese imports can be as high as 245% on needles and syringes or as low as zero for children’s books. Imported smartphones, computers and electronics appear to be currently granted a partial tariff reprieve and may only be subject to the March tariffs of 20%.

Full Story: IDC
AI and Cybersecurity •  May 2025

Successful AI transformation through three journeys

According to Gartner®, enterprises face multiple AI risks and are most concerned with data compromise, third-party risks, and inaccurate or unwanted outputs: malicious hacks against enterprise AI are still uncommon, while incidents of unconstrained harmful chatbots are well documented and internal oversharing data compromises are prevalent.

As AI becomes increasingly integrated into business operations, the pressure is mounting to deliver meaningful outcomes while managing complexity and uncertainty. With 49% of organizations saying that demonstrating AI value is a top barrier to success, tensions are rising among many C-level executives over who has authority and who is responsible for various facets of AI transformation.

Full Story: Gartner
AI •  April 2025

AI infrastructure’s all-out spending spree

Chipmakers, cloud providers, energy producers and AI companies are all flooring the pedal on infrastructure spending to support an AI-driven world that doesn’t yet exist.

Why it matters: Investors are placing hundred-billion-dollar bets that demand for AI is about to explode, while the technology has yet to persuasively demonstrate its mass consumer appeal or its business-efficiency benefits.

These deals and announcements all follow the high-profile launch of Stargate, a partnership — including OpenAI, Oracle, SoftBank and MGX — that’s raising an initial $100 billion (toward an aspirational total of $500 billion) to build U.S. data centers for OpenAI.

Full Story: Axios
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