Amalgam Insights

Based on a CIO Online article by Jihyun Lee, SAP CEO Christian Klein predicts manual data entry will disappear from SAP by 2027 as SAP continues its focus on trying to look easier and simpler to use. Both Hyoun Park and Charles Araujo have their separate concerns with this messaging as Charles wonders how practical it is and Hyoun wonders if it fits into SAP customer desires. https://lnkd.in/guK9_-WZ

NVIDIA launches silicon photonics networking switches as part of the NVIDIA Spectrum-X Photonics Ethernet and NVIDIA Quantum-X Photonics InfiniBand platforms. If you had told us a few years ago, that Nvidia would bring out the fastest networking equipment for the enterprise, we would have wondered what you were smoking. Charles Araujo explains the business logic while Hyoun Park wonders how long networking providers will continue to be asleep at the wheel. https://lnkd.in/gKxscBk4

NVIDIA launched the Llama Nemotron models to support agentic AI. Some of the biggest names in tech like Microsoft, SAP, ServiceNow, Accenture, and Deloitte have already committed to using models either to support or augment their current AI efforts. We wonder if every tech vendor will end up with their own tweaked versions of Llama that end up fragmenting the market 100 different ways? https://lnkd.in/gdWaJaQ2

We think Adobe has been a vanguard of AI adoption and innovation, but the tech market at large doesn’t appreciate this role. At Adobe Summit, the tech behemoth made its case for Adobe Experience Platform to be the foundation of a new wave of AI agents for marketers and creatives. Charles Araujo and Hyoun Park debate what else Adobe needs to do to make a case for increased Adobe adoption. https://lnkd.in/gEwKqcc8

In this podcast episode of This Week in Enterprise Technology, Hyoun Park and Charles Araujo critically assess the biggest tech news for the CIO office: 1. NVIDIA Strikes an Agentic Pose with Llama Nemotron 2. NVIDIA Launches a Laser Show with Photonics Switches 3. NVIDIA, Google, Disney Take on Reality with Physical AI 4. NVIDIA Open Sourcing cuOPT 5. Adobe Summit (How Adobe Can Regain its AI Mojo) 6. Stop It; Operational Efficiency Is Not Innovation 7. Research Says Teamwork and AI Make the Dream Work Even Better 8. We Needed an Executive Order on IT Procurement? 9. SAP Predicts Data Entry Will Disappear By 2027 https://lnkd.in/gVAcw4pq?

Listen to analysis of the key tech issues affecting the CIO office each week at This Week in Enterprise Tech from two techies who have both been in the IT trenches and in the rare air of industry analysts. Over the past 54 episodes, we have covered over 300 of the most important announcements that affect AI deployments, FinOps, digital transformation, process automation, and management strategy. Take a listen! https://lnkd.in/ezFmurG5

IBM, Intel, Cisco Team Up for New Data Governance Standards This effort on data provenance by both the Data and Trust Alliance and OASIS Open is led by a Who’s Who of large enterprise tech: Cisco, IBM, Intel, Microsoft. But it’s also interesting that SAP, Oracle, and Google are nowhere to be found here. Charles Araujo and Hyoun Park debate whether this is enough to set a real standard. https://lnkd.in/gn7tzSdp

Cisco stays busy with an open framework initiative, AGNTCY, for AI agents coming from Cisco LangChain and Galileo?? This standard builds on Outshift by Cisco’s work in discussing an Internet of Agents. This effort seeks to enhance interoperability among AI agents, allowing them to work together more effectively. Hyoun Park and Charles Araujo discuss the value of this framework at a time when agentic silos are rapidly popping up. https://lnkd.in/gXCPaZ97

There is no bigger proof that hybrid data infrastructure is cool than when a shark comes into the tank: Robert Herjavec leans into his enterprise IT roots in joining Zetaris & speaking with The Wall Street Journal’s Isabelle Bousquette. Charles Araujo & Hyoun Park are both interested in seeing Herjavec go back to his IT roots, but also reconsidering what hybrid data management truly means in 2025. https://lnkd.in/gVXQZcpv

At Zoho Day, Amalgam Insights had the opportunity to grab three minutes from Zoho’s AI Head Ramprakash Ramamoorthy about AI offerings across hardware, software, assistants, data science, and even foundation models. Our quick analysis is that the breath of AI offerings that Zoho both currently has and is working on makes it a leader for Indian AI and provides some foundational capabilities to fundamentally disrupt and democratize a variety of AI markets.