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Next '26 - when you don't have enterprise legacy, you build it. Google Cloud's playbook for winning agentic AI trust.

Google Cloud doesn't have thirty years of enterprise relationships to draw on. Its answer is to remain open, co-invest, embed engineers, and walk into customer environments to prove the art of the possible. Whether that playbook scales is the question the next few years will answer.

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ServiceNow beats Q1 2026 guidance as AI deals accelerate (and outcome-based pricing? Zavery isn't buying it)

ServiceNow’s latest earnings beat expectations and the vendor has raised its guidance. We speak with Amit Zavery, President, Chief Product Officer and Chief Operating Officer, to understand the meaning behind the headline figures - and to dive deeper into pricing.

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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

Executive Intelligence podcast - Celonis President Carsten Thoma on why enterprise AI needs operational truth before it can deliver

Celonis President Carsten Thoma joins the podcast to discuss why operational context is the missing ingredient for enterprise AI, why vendor lock-in undermines agentic returns, and why the real impact of AI may require a renegotiation of the social contract.

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Beyond Strait of Hormuz and Red Sea disruptions - ensuring supply chain resilience with process intelligence This article is sponsored by: Celonis logo © Celonis

Celonis' Christoph Schettler declares that the era of reactive supply chains is over. As geopolitical disruptions in critical maritime corridors destabilize global trade, business leaders must move from model-driven planning to real-time execution by closing the gap between their plans and operational reality.

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