Chinese AI Models Lead OpenRouter Leaderboard, Outpacing West
Chinese AI models are starting to dominate the OpenRouter LLM leaderboard. Six out of the top 10 in usage are now from Chinese labs/firms. Claude, Gemini, Grok hanging in there for Western models. Lower cost, fewer restrictions are big reasons. And increasingly, capability. https://t.co/zavuw0P1Wh
Enterprise Agentic AI Signal Gets Major Refresh
I’m in the midst of a major refresh of my Agentic AI Signal for the Enterprise🚨 New vendors arriving. Major new capabilities emerging. Entirely updated platform rankings. Still the most comprehensive assessment of enterprise agentic AI platforms + the landscape just changed.🤖 https://t.co/KBHkBfIhdu
AI Agents Scaling Rapidly, Driving Enterprise Integration
1/ 👇🧵My take: AI agents accelerating faster than expected in 2026, with the OpenClaw-style approach driving demand. Three clear patterns are emerging that are reshaping enterprise software, ops, strategy. 1. Agentic rollouts start scaling 2. Multi-agent orchestration + collaboration...
AI Becomes Strategic Driver of 2026 Enterprise Innovation
Use of AI Triples for Product and Enterprise Innovation in 2026 https://t.co/3CNiNbURdd From my latest global CIO survey. The use of AI gets far more strategic this year. https://t.co/3xIOumQeI3
Iran Conflict Could Cut AI Supplies by Double Digits
1/ Here’s my baseline assessment of what happens to critical AI components if the Iran war continues. It shows a significant double digit decline. Helium, energy, and a narrow set of fab chokepoints. If the disruption persists, the risk isn’t collapse. It’s a...
CIOs Shift to Variable AI Budgeting Amid Token Volatility
#CIOChat Q4: Endgame: If more IT workloads consume tokens, budgeting shifts from fixed to variable, a major $ issue. How are CIOs adapting financial models like FinOps for AI, chargebacks, or automated guardrails? How do you manage volatility while still enabling...
AI Token Usage Hidden; Teams Need Clear Visibility
#CIOChat Q1: AI token spend is now embedded in everyday work, such as copilots, agents, but often without clear visibility. Where is token consumption growing most in your org? How are you making it measurable/visible at team and workload levels? https://t.co/tnw9OYIb9f
High AI Spending Drives Triple-Digit Revenue Growth
AI spend is directly correlated to significant revenue growth. Perhaps the most interesting chart yet about the era of AI. Companies with little AI spend track the broader economy. Those with high AI intensity are now seeing triple digit revenue growth. Sure to spur...
ServiceNow Shifts to Agent‑driven Execution Platform
1/ ⚡️My take: The new @ServiceNow Australia release is less about features… …and more about a vital platform pivot. 🤖 This is where ITSM, SPM, and work management start to become agent-driven systems of execution, not just workflow engines.🧵👇 https://t.co/9Yvj8L84El
Boards Demand CIOs Be Board‑Ready, Evaluation Criteria Revealed
The inside track on how boards evaluate their CIOs https://t.co/8L46WRgbUF Also: The vast majority of CIOs are now expected to be board-ready.
Virtual Sandboxed Containers Become Essential for Emerging Agents
New agent primitives are sprouting up left and right. Virtual sandboxed containers for them are one of the hot new infra components…
Compute Becomes Currency, Token Routers Accept Tokens as Payment
So, it’s now pretty clear that compute itself is rapidly becoming the next currency. What’s just as interesting, as I look at some of the most innovative and useful token routers, is that they will take other tokens (stable coins, etc)...
CIOs' AI Surge Hinges on Robust Guardrails
CIOs are suddenly seeing a notable uptick in autonomous AI, spurred by the success of OpenClaw and enterprise-grade equivalents like Claude Cowork https://t.co/YD9kQe78Ve My take: It’ll all come down to how good the guardrails and oversight are.
AI‑savvy Workers Must Spend Half Salary on Tokens
The zeitgeist: The modern AI-fluent employee will need to burn the equivalent of half their annual salary in tokens per year to be considered high performing.
Accelerating Decisions: New Frameworks Replace Slow Approval Chains
#CIOChat Q3: Approval chains, committees, and consensus models are showing strain as speed/urgency increase. What new decision frameworks are you using? Examples: Delegated authority, guardrails, product ownership, or AI-assisted decisioning to keep flow without losing control. https://t.co/OtShBXTSqa
AI Speeds Delivery Cycles, yet Decisions Remain Sluggish
#CIOChat Q1: AI has tremendously compressed delivery cycles to weeks while decision cycles can still take months. Where are your biggest decision bottlenecks today: Architecture, risk, funding, uncertainty, or stakeholder alignment? What’s really slowing them down most? https://t.co/36VxyMlKVk
Databricks' Genie Code Automates Data Science and Engineering
I shared my thoughts with @Infoworld on the new Genie Code from @Databricks https://t.co/54nQ6q4vAQ The goal is to highly automate data science and engineering tasks.
Salesforce Launches AI KPI Metric: The Agentic Work Unit
1/ A fascinating advance just happened in agentic work: We finally have the beginnings of real AI KPIs. @Salesforce just introduced the “Agentic Work Unit” (AWU). My take: This is bigger than it looks at first. 🤖📊 https://t.co/GHA4pW4k77
AI Is Taking over Individual C‑suite Roles
Increasingly, specialized AI offerings are emerging to serve the role of specific C-suite execs. First it was the AI CMO. Now it is the AI COO…
Tech Firms Are Harvesting Real Work to Power AI Agents
Something very important for most people to understand is now happening inside parts of the tech industry right now. Companies aren’t just automating work. They’re systematically extracting it. Across firms like Atlassian, Amazon, and Block, a new pattern is emerging: Knowledge extraction...
Workday's Sana Transforms Apps Into AI Execution Engines
Announcing Sana to turn its enterprise apps into execution engines, @Workday gets serious about agentic AI https://t.co/t6YAeF1TGB I shared my thoughts with @CIOonline about a major new entry in vertical AI agents.
CIOs Slash IT Budgets to Fuel AI Demand
CIOs cut IT corners to manufacture budget for AI https://t.co/0Wl5G6cPHt IT leaders report “near daily” requests for potent new AI tools, far outstripping legacy procurement + adoption processes + insufficient $ to pay for them. My take: CIOs need a rethought ‘AI...
Unified Multimodal AI Brings Human‑like Reasoning Closer
More evidence that AI will become a unified model that can fully grasp multimodality within a single context. Similar to human thinking. Will unleash much more insightful inference, and help achieve superintelligence soon. Congrats to Google on this major advance.
Third‑Party Code Now Top Cloud Threat; AI Offers Remedy
Unfortunately for the vibrancy and velocity of modern developer ecosystems (something I’ve been bullish on for two decades), third-party software has now become the #1 initial access vector in cloud intrusions, jumping from under 3% to 44.5% of cases in...
Algorithmic Management Demands Fairness, Transparency, and Accountability
#CIOChat Q3: Algorithmic management raises real leadership questions: fairness, transparency, escalation paths, and accountability when the system makes a bad call. What guardrails or governance models are you putting in place so algorithms guide work without undermining trust? https://t.co/PL1IMUxQJf
Algorithmic Management Has Gone From Gig Platforms to Every Workflow
#CIOChat Q1: Algorithmic management used to mean gig platforms scheduling IT contractors. Now it’s everywhere: Collaboration tools assigning work, ticketing systems routing tasks, AI copilots triaging requests. Where are algorithms already managing work in your org today? https://t.co/Vt7ZVWHoh5
CIOs Shift AI Focus From Productivity to Innovation
1/ The biggest shift in enterprise AI strategy just showed up in our data. In my new Futurum CIO Global Decision Maker Survey, the traditional AI narrative just broke. CIO priorities are moving from productivity → innovation. The smart chatbot era of AI...
Agents Will Replace APIs, Disintermediating Non‑Adopters
Prediction: Business software firms that don’t build agents capable of doing everything their platforms do will be rapidly disintermediated by agent layers built by others. It flips the traditional advantage of APIs upside down. In other words, the agent layer is the...
AI Agents Will Outscale Humans as Top Software Users
AI agents will soon be the biggest users of software in the world. And hardware as well. Why? They scale. Humans don’t.
Okta Positions Identity as Agentic Entry Point
Q4 FY 2026 Earnings for @Okta Highlight Agentic Identity Positioning https://t.co/oqESh3att1 My take on how a top enterprise identify firm will try to flip the category into a major agentic entry point.
War Directly Hits Middle East Public Cloud Infrastructure
1/ It’s a watershed moment for enterprise IT. For the 1st time, we’re seeing major public cloud infra in the Middle East physically damaged by war, not just cyberattacks or power events. Two AWS data centers in the UAE were directly struck...
AI Shifts to Ops, Budgets Rotate, Constraints Move Beyond Tech
📊⚡️The enterprise technology agenda just shifted again in a very fast-paced market: My latest @TheFuturumGroup 1H 2026 CIO & Tech Buyers Global Enterprise Decision Maker Survey reveals a set of structural changes happening inside enterprises right now. Across three quarterly waves of...
Agentic AI Triggers 2026 CIO Platform Reset
My latest research: The Great CIO Platform Reset: Why Agentic AI Is Forcing a 2026 Reckoning | @TheFuturumGroup https://t.co/5nUzVNyJb8 https://t.co/mo0N1ROE2a
Target Allocates $2B to AI, Signaling Strategic Priority
Target fuels AI in $2B spending plan | @CIOdive https://t.co/bz9LR1PLOB More evidence that companies view AI as absolutely strategic to their future growth.
Modern CIOs Prioritize Transparency Over Control to Build Trust
#CIOChat Q4: Endgame: Modern CIOs are shifting from control to credibility: Transparency, shared roadmaps, product operating models, and visible tradeoffs. What current or new practices are working for you to build durable trust between IT and the business today? https://t.co/pO7J5Oaktf
Align Stakeholders with Governance Amid Competing Priorities
#CIOChat Q2: Realities force tradeoffs. Product teams, business units, and leadership all expect priority. What governance, transparency, or portfolio practices have helped you keep stakeholders aligned when “everything” can’t be top priority? https://t.co/4w0YiIJOHF
Trust Gaps Emerge When Stakeholders Feel Ignored
#CIOChat Q1: Trust is the invisible operating system of IT. When stakeholders feel ignored, often due to massive backlogs and the reality that not every request can match their priority, where does the trust gap typically begin in your org?...
CIOs Must Prepare for Uncertain, High‑Impact HNDL Threat
A strategic roadmap for the post-quantum CIO | @CIOonline https://t.co/UgFtyYdqYb My take: Harvest now, decode later (HNDL) is one of the hardest threats for CIOs to prepare for. Because it’s entirely unclear how big an issue really is. But probably...
AI Is Now Executing Work, Reshaping SaaS and Ops
🚨 In the last ~10 days, the AI future of work essentially arrived. We just got a new class of products: AI that directly carries out work for us, instead of just chatting. It’ll rewrite SaaS, ops, governance faster than most orgs...
CIOs Must Deliver Defensible, Audit-Ready Budget Forecasts
#CIOChat Q3: Yet CIOs still owe CFOs defensible numbers and audit-ready plans. How are you reconciling professional budget requirements with uncertainty. Are you using rolling forecasts, dynamic reserves, probabilistic models, or something else? https://t.co/OO17dBefNJ
Forecasts Shift: From Fixed Predictions to Adaptive Ranges
#CIOChat Q2: AI inference, usage-based SaaS, and consumption pricing have turned forecasts into moving targets. Are you shifting from prediction to ranges, scenarios, or adaptive guardrails, and what techniques are actually working? https://t.co/sWYQQdg3yb
IT Forecasting Fails Amid Cloud, AI, and Volatility
#CIOChat Q1: For years, IT planning assumed stable demand curves and predictable spend. Those days are over. What broke first? Cloud elasticity, AI workloads, vendor pricing, or business volatility? When did forecasting stop feeling reliable in your org? https://t.co/GNHxMBE0sO
Enterprise Tech Pivots to AI Agents, Not Features
1/ Today’s enterprise tech news wasn’t about features. It’s about a structural shift. @AnthropicAI launches enterprise agents. @Veeam introduces AI recovery. @IBM embeds agents across software. New firms building AI visibility layers. All points to a key new trend… 🧵👇 https://t.co/GvaoSt4t37
AI Becomes the Glue for Enterprise System Integration
My take: CIOs are not (yet) showing any interesting in vibe coding or spec coding their own CRM or ERP. However, there is appetite — and growing quickly — for using AI to much more seamlessly integrate other systems with core...
LLMs Driving Sharp Rise in Tech Productivity
It turns out that tech output productivity has tilted up sharply the last couple of years. It’s clear that there is now a new ghost in the machine. And it looks a whole lot like an LLM. https://t.co/L5RyHkXXgh
OpenAI Teams Up With Consulting Firms for Enterprise AI
🚨 ANALYST TAKE: OpenAI just partnered with the very management consulting firms AI is supposed to replace. Here’s why this is NOT really a contradiction. It’s actually one of the key endgames of enterprise AI. Thread 🧵👇 https://t.co/wTKfR4kW6t
AI Will Move From Tool Discovery to Pre‑authorized Governance
My take: MCP increasingly looking like a pre-agentic, pre-runtime view of how AI integrates with systems. It assumes AI needs standardized, reflective tool discovery at run time. But we now see it doesn’t. It can just read the code, schemas, and...
Open-Weight Models Will Eclipse Proprietary AI by 2027
Open-weight models are no longer chasing proprietary AI. They’re drafting behind it at full speed. The performance gap likely closes for good by 2027 as optimization + fine-tuning outpace frontier scaling. CIO warning: Don’t lock strategy to model leaders. The advantage is...
SI‑Model Alliances Bring Trusted AI to Regulated Enterprises
Big signal for enterprise AI 👇 @AnthropicAI + @Infosys are moving AI agents straight into regulated industries: Telecom, financial services, compliance-heavy environments. It’s all about making AI operational with the latest proven practices. Why this matters: Enterprise AI adoption was never blocked by model...
AI Will Render Traditional Apps Obsolete Within 18 Months
The SaaS market, the App Store, even enterprise suites, as a set of discrete “apps” that we choose from is an increasingly outdated concept. Soon, it will be a profoundly irrelevant concept. AI will relentlessly dissolve apps into capabilities. Sure, 20-30% of them...