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Showing posts from October, 2026

The Enterprise AI Scorecard Has Arrived

For three years, large enterprise boards have funded AI on the strength of a ROI promise. For many, it was an investment leap of faith. That grace period is ending. Gartner’s 2027 CEO Survey reports that 44 percent of CEOs struggle to demonstrate AI-driven financial returns to stakeholders. It's a polite way of saying the scorecard has arrived and the numbers are hard to defend. What makes the finding useful is what CEOs are not doing. They are not retreating, and Gartner found that 75 percent plan to increase technology investment. The question has moved from whether to spend to whether the spending can be explained and justified to investors, directors, and employees. CEOs Crave Business Growth Gartner found that 80 percent of CEOs now say technology has become a strategy, and 62 percent named revenue and business growth as a top priority. Read those two figures together. Growth is the destination, technology is the route, and the CIO’s decisions are now the CEO’s decisions in ev...

Cybersecurity Tops the Power Grid Agenda

The modern electric power grid has become a software problem with a hardware facade. Transmission operators are managing aging assets, rising electricity demand, and increasingly volatile network conditions all at once, and physical build-out cannot move fast enough to close the gap. That reality is pushing software from the back office into the center of the enterprise risk conversation. For executives who buy, build, or sell into critical power infrastructure, the budget signals behind this shift deserve a closer read than the headlines allow. Security Sets the Infrastructure Agenda ABI Research’s 2Q 2026 online survey drew 455 respondents, including 151 who work at transmission system operators across North America, Europe, and Asia-Pacific. Cybersecurity ranked as the most critical issue facing those operators today, and it is expected to remain their top concern over the next two years. When a priority holds steady across a 24-month horizon, it stops being a project and becomes a ...

How Prediction Markets Outran The Rulebook

Prediction markets have stopped behaving like a betting curiosity and started behaving like market infrastructure. Executives who still file them under gambling are working from a stale map, and so are many of the regulators trying to govern them. A new Juniper Research market study gives prediction markets substantial attention, and its core message for decision-makers is that legitimacy, not demand, is now the binding constraint. Volume Has Outrun the Rulebook Juniper Research reports that combined monthly volume across Kalshi and Polymarket stood below $5 billion in September 2025 and reached roughly $24 billion by April 2026. Around the FIFA World Cup, a single month surpassed $50 billion, roughly matching the entire regulated U.S. sports betting handle for 2025. That is close to a tenfold climb in under a year, and it happened in full public view. Institutional Capital Has Taken a Position Intercontinental Exchange, parent of the New York Stock Exchange, committed $1 billion to Po...

Connected Vehicles to Reach 1.05B by 2035

Every executive who has approved a connected product roadmap has made a quiet assumption: the network underneath it will still be there. That assumption is about to be tested at a scale the automotive industry has never faced. The global connected vehicle installed base is heading toward a billion units, and the cellular technology most of those vehicles depend on is scheduled to begin its retirement before the end of the decade. For automakers, fleet operators, insurers, and the telecom carriers that serve them, the question is whether the recurring revenue those services promise can survive a connectivity layer with a shorter life than the vehicle carrying it. How Scale Meets an Expiry Date Omdia research forecasts that the global connected vehicle installed base will surpass 1.05 billion units by 2035, up from 473.7 million in 2025. Few installed bases of any kind more than double in a decade, and this one signals that connectivity is moving from premium differentiator to baseline e...