Strategy
116 analyses
Technology journalism is broken. Funded by the very companies it should scrutinise, it has lost the capacity to tell the important truths. The New Times is born to do things differently: independent analysis, no ads, no tracking, no conflict of interest.
OpenAI CEO Sam Altman took the stand this morning to defend himself against a lawsuit from his former co-founder Elon Musk, challenging the corporate structure of OpenAI.
Gartner predicts that 40% of enterprise applications will have integrated AI agents by the end of 2026, up from less than 5% in 2025. C-level executives have between three to six months to define their strategy or risk losing their competitive window.
On April 27, 2026, Microsoft and OpenAI announced a substantial amendment to the partnership that has shaped the AI race over the past three years. The exclusivity of Azure as OpenAI's sole cloud provider has ended. What changes, and what remains the same, has direct implications for any company making AI infrastructure decisions.
With the Microsoft-OpenAI amendment of April 2026 ending Azure’s exclusivity and the proliferation of models from different providers, AI multi-cloud has shifted from aspiration to a defensive position. Organisations that planned to rely on a single model provider now face pricing, availability, and governance risks that did not exist in 2024.
Amazon, Google, Meta, and Microsoft plan to collectively invest up to US$ 630 billion in capital expenditures in 2026, a 62% increase over the record US$ 388 billion in 2025. For technology executives, this concentration of investment reshapes suppliers, pricing, and the geopolitics of global computing.
In 2024, only 41% of executives listed AI sovereignty as a priority. By early 2026, that number surged to 93%. Gartner coined the term geolocation to describe the migration of data and applications back to local or sovereign environments. The sovereign cloud market is expected to grow from $12.8 billion in 2025 to $58 billion by 2030.
The McKinsey Quantum Technology Monitor projects that the global quantum industry surpassed $1 billion in revenue in 2025. With Google's Willow chip and IBM's Condor processor, C-level executives have between two and four years to begin strategic assessments before the competitive window closes.