Blog

IBM’s AI Strategy: Play the Long Game, Not the Headlines

Steve McDowell April 26, 2026

IBM reported 6% revenue growth, expanding margins, strong free cash flow, and software acceleration in its Q1’2026 earnings.

The more consequential signals, however, came from the strategic narrative beneath those figures. IBM is not competing for the most visible positions in AI, but rather building the infrastructure layer that enterprises will ultimately depend on, regardless of their more tactical AI choices.

ServiceNow Earnings: The Real AI Story Isn’t What You Think

Steve McDowell April 26, 2026

ServiceNow delivered a strong fiscal Q1 2026, exceeding guidance across revenue, margins, and bookings. This earnings call offers a clearer view of how AI is reshaping enterprise software and of ServiceNow’s role in that shift. The implications span pricing architecture, competitive positioning, labor economics, and how enterprises actually spend.

P5G Alone Won’t Unlock Value

Michael McDowell April 26, 2026

Investing in ecosystems, and building partnerships that actually matter will define the next decade of industrial connectivity.

Google Cloud Next 2026: Enterprise AI Enters Production

Steve McDowell April 25, 2026

Google Cloud Next 2026, held last week in Las Vegas, delivered a clear, consistent message: the experimental phase of enterprise AI is over, and the

Why Nokia Is Becoming a Major Data Center “Day Zero” Vendor

Michael McDowell April 20, 2026

In a market full of incumbents modernizing legacy systems, Nokia is the rare vendor starting from zero, and that’s exactly why they’re gaining traction.

Nutanix .NEXT 2026: Beyond the Hypervisor

Steve McDowell April 14, 2026

Nutanix held its annual .NEXT user conference earlier this month in Chicago drew more than 5,000 attendees and over 100 sponsors. The event came at an inflection point for enterprise infrastructure, as the post-VMware market continues to consolidate, AI workloads move from pilot to production, and hardware supply constraints continue to complicate infrastructure planning.