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Baidu Hits the Turbo Button to Get Back Into AI Race
Thomas Randall, Director of AI Market Research, provides a measured perspective on Baidu's latest AI model upgrades, acknowledging the company's strategic significance within China's AI sector. He notes that while Baidu's advancements in both hardware and software are noteworthy, the company face...
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Us Wants to Nix the EU AI Act’s Code of Practice, Leaving Enterprises to Develop Their Own Risk Standards
Thomas Randall, Director of AI Market Research, discusses the implications of the U.S. government's push to eliminate the EU AI Act's code of practice. He emphasizes that, regardless of regulatory outcomes, enterprises operating in Europe must proactively establish their own AI risk management fr...
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OpenAI Says It Would Be Happy to Scoop up Google’s Chrome if Alphabet Is Forced to Sell the World’s Most Popular Web Browser
Brian Jackson, Principal Research Director, observes that OpenAI's expressed interest in acquiring Google's Chrome browser, should it be mandated for divestiture by antitrust authorities, underscores the company's strategic intent to enhance its distribution channels. Jackson notes that integrati...
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Analysts Weigh in on Enterprise Impact if Google Forced to Sell Chrome
Brian Jackson, Principal Research Director, provides insight into the potential enterprise ramifications if Google is compelled to divest Chrome, highlighting concerns over data governance and trust in a scenario where OpenAI might acquire the browser. He emphasizes that Chrome Enterprise, being ...
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Group of CISOs Calls on OECD, G7 for Stronger Alignment of Security Regs
Fritz Jean-Louis, Principal Cybersecurity Advisor, highlights the critical need for international alignment in cybersecurity regulations. Jean-Louis points out that the current fragmentation of global cybersecurity laws hampers effective defense and incident response, particularly for multinatio...
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Chipping Away at Big Tech’s Bottom Line
Advisory Fellow Scott Bickley notes that while AI chips have so far avoided widespread tariffs, this reprieve may be temporary. He points out that other components essential to building AI infrastructure, such as servers, cooling systems, and networking equipment, are likely to face tariff-relat...
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Intel Facing a ‘Monumental Uphill Battle’
Advisory Fellow Scott Bickley asserts that Intel faces a monumental uphill battle as it attempts to regain its footing in the semiconductor industry. He highlights that Intel's previous decisions to forgo advancements in mobile and AI chip design have left the company grappling with a declining x...
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Windsurf: OpenAI’s Potential $3B Bet to Drive the ‘Vibe Coding’ Movement
Brian Jackson, Principal Research Director, comments on OpenAI's potential $3 billion acquisition of Windsurf (formerly Codeium), a move that could significantly enhance OpenAI's position in the AI-assisted coding landscape. Jackson notes that this acquisition aligns with OpenAI's broader strateg...
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Google Ruled an Online Ad Monopoly, Could Be Forced to Break Up Its Advertising Products
Julie Geller, Principal Research Director, observes that the recent U.S. District Court ruling against Google for monopolizing the ad tech market could significantly impact enterprise advertising strategies. She notes that the potential breakup of Google's advertising products may lead to increa...
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