Alan Shimel, Mike Vizard, Mitch Ashley, Jon Swartz, Teri Robinson and David Nicholson, analyst at the Futurum Group, discuss reports that Intel may be considering an acquisition of SambaNova to gain access to AI accelerator processors as competition intensifies in the artificial intelligence hardware market.
The gang then looks at how widely AI agents are actually being adopted in enterprise IT environments, separating real-world deployments from marketing claims. The episode concludes with a discussion of a cybersecurity advisory from OpenAI, which warns that upcoming generations of AI models are likely to be leveraged by cybercriminals, raising new concerns about misuse, governance and defensive readiness.