Yves Mulkers

Yves Mulkers

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Data & analytics strategist; digital transformation and ops impact.

Cold War Law Threatens AI Vendor Contract Protections
SocialFeb 27, 2026

Cold War Law Threatens AI Vendor Contract Protections

Question for Monday's meeting: "If the government invoked a Cold War-era law to access our AI tools, would our vendor contracts protect us?" This isn't hypothetical. The Pentagon did it this week. What would your team's answer be? https://t.co/3QPuHpodWP

By Yves Mulkers
Data Skills, Not AI, Drive Future Business Success
SocialFeb 26, 2026

Data Skills, Not AI, Drive Future Business Success

73% of companies are investing more in data and analytics skills right now. Not AI skills. Data skills. Your AI returns depend entirely on your data foundation. The benchmark comparison doesn't change that.

By Yves Mulkers
Data Skills Trump AI Hype in Modern Strategies
SocialFeb 26, 2026

Data Skills Trump AI Hype in Modern Strategies

The debate: which AI model to bet on. What I'm watching instead: Informatica surging. Java everywhere. GCP back on the shortlist. 73% of companies investing more in data skills. Not AI skills. Your AI strategy is only as strong as the data layer...

By Yves Mulkers
As AI Advances, Critical Thinking Becomes the Bottleneck
SocialFeb 25, 2026

As AI Advances, Critical Thinking Becomes the Bottleneck

This week had Claude 4.6, Infosys AI agents, $110B India commitments. The concept orbiting everything? Critical thinking. The more capable the tools, the more human judgment becomes the bottleneck. No model ships with that installed. https://t.co/FRigdorIpW

By Yves Mulkers
Data Governance: The Crucial Anchor Amid Conflicting Sources
SocialFeb 25, 2026

Data Governance: The Crucial Anchor Amid Conflicting Sources

Every data conversation I tracked this week led back to the same concept. Data Governance. Not as compliance. As the center of gravity. 47 data sources. 6 different owners. 3 definitions of "customer." Your AI agent has no idea who to believe. https://t.co/ZrW6iptSqs

By Yves Mulkers
Identify Your Top Three AI Inference Priorities
SocialFeb 25, 2026

Identify Your Top Three AI Inference Priorities

Question for your next leadership meeting: “If we could only deploy AI for our three most important inference workloads, which three would they be?” What would your team say?

By Yves Mulkers
Enterprise Data Stack Becomes AI Delivery Engine
SocialFeb 25, 2026

Enterprise Data Stack Becomes AI Delivery Engine

Everyone’s watching which LLM wins benchmarks. I’m watching Informatica suddenly show up everywhere. GCP coverage up 200%. The enterprise data stack isn’t being replaced by AI. It’s becoming the delivery mechanism for AI. The boring infrastructure is now the moat. https://t.co/9dxQv330NZ

By Yves Mulkers
Data Execution Gap Persists Despite Better BI Tools
SocialFeb 25, 2026

Data Execution Gap Persists Despite Better BI Tools

70% of executives say they have difficulty acting on data. Meanwhile, Power BI just won the 2025 Gartner Magic Quadrant. Again. The tools keep getting better. The problem isn’t the tools. It never was. Source: https://t.co/KNtNLIRTOQ https://t.co/ZOAPhWZKSf

By Yves Mulkers
Apple’s Cash Return Beats Rivals’ AI Spending, Shows Strategic Restraint
SocialFeb 23, 2026

Apple’s Cash Return Beats Rivals’ AI Spending, Shows Strategic Restraint

Apple returned $106.1 billion to shareholders. While its competitors collectively committed $500 billion+ to AI infrastructure. Sometimes the most strategic AI decision is knowing when not to build. Source: https://t.co/KNtNLIRTOQ

By Yves Mulkers
Reassess AI Bottlenecks: Align Budgets with Current Constraints
SocialFeb 23, 2026

Reassess AI Bottlenecks: Align Budgets with Current Constraints

Question for your next meeting: "What's the binding constraint on our AI projects right now, and is it the same constraint we assumed six months ago? If the answer has changed and our budget allocation hasn't, we have a problem." What would your...

By Yves Mulkers
Critical Thinking Beats Prompt Engineering as 2026 Moat
SocialFeb 23, 2026

Critical Thinking Beats Prompt Engineering as 2026 Moat

Hot take: The most valuable skill in 2026 is not prompt engineering. It is critical thinking. Claude 3 Opus tops out at 70% on causal reasoning. LLM accuracy drops as data gets fresher. The humans who never outsourced their judgment? They are now...

By Yves Mulkers
Platform Wars Hinge on Owning the Stack’s Central Node
SocialFeb 22, 2026

Platform Wars Hinge on Owning the Stack’s Central Node

Salesforce is now bridging four domains at once: Salesforce Implementation (CRM) Databricks (data lake) Agentforce (AI agents) Data 360 (data platform) The platform wars are not about features. They are about who owns the most connected node in your stack.

By Yves Mulkers
Nvidia's $30B OpenAI Stake Turns Hardware Into Equity
SocialFeb 21, 2026

Nvidia's $30B OpenAI Stake Turns Hardware Into Equity

Nvidia reportedly invested $30B in OpenAI, its own major customer. The chip maker powering AI now has equity in the models running on it. When hardware becomes equity, your AI vendor list has a silent shareholder at the table. Source: https://t.co/KNtNLIRTOQ

By Yves Mulkers
Lakehouse Surge Shows Data Infrastructure Beats AI Hype
SocialFeb 21, 2026

Lakehouse Surge Shows Data Infrastructure Beats AI Hype

AGI is in the noise bucket this week. Lakehouse architecture? Up 400%. While the industry debates the AI endgame, data infrastructure quietly becomes non-negotiable. The boring skills win again.

By Yves Mulkers