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Enterprise hits and misses - CIOs reckon with AI use cases, and bring on the agentic substrate debate

This week - CIOs know that AI adoption isn't optional, but how should they play it out? Salesforce makes headless noise at TDX - but the headless stakes have changed. Agentic substrate is a brutal catchphrase, but the stakes are high there too; I'll explain why. Your whiffs are, well, doozies.

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Can AI infrastructure costs be a value driver? Hot topics and customer views from Oracle AI World 2026

Oracle recently launched 22 agentic apps. Meanwhile, the markets do their pinball thing, and software stocks rise (a bit) amidst the noise. But what does this mean for customers? At Oracle AI World New York City, I dug in. What follows is a best-of from those talks, along with my hot takes.

Oracle's Chris Leone speaks at Oracle AI World NYC

Why is enterprise AI stuck? OpenSearchCon Europe 2026 says the bottleneck has moved from the model to the data

Three keynote speakers, one consistent argument. The hard part of enterprise AI in 2026 is not the model – it is getting the right data, with the right context, into the right place at the right time. OpenSearch thinks it has an answer.

Bianca Lewis at OpenSearchCon Europe
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