Charlie Dai

VP, Principal Analyst

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Accelerating Formula 1 Innovation With AWS And AI-Native Cloud

Charlie Dai October 14, 2025
Learn how AWS’s AI-native cloud is helping Formula 1 improve both racing and fan experiences by providing real-time race analytics and supporting advanced aerodynamic simulations for car design.
Blog

Prévisions 2026 : un effet de mode devenu un vrai chantier : l’IA change de visage

Sudha Maheshwari 8 Octobre 2025
En 2026, l'IA troquera sa tiare contre un casque de chantier, les entreprises privilégiant désormais la fonctionnalité de l'IA plutôt que son côté spectaculaire. Les prévisions de cette année en matière d'IA soulignent l'importance d'investir dans des domaines tels que la formation et la gouvernance, tout en évaluant de plus près le retour sur investissement de l'IA.
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Prognosen 2026: Aus dem Hype um KI wird harte Arbeit

Sudha Maheshwari 8 Oktober 2025
Wie jede Blase wird auch der aktuelle Glanz der KI in 2026 vergehen, da Unternehmen die Funktionalität der KI gegenüber ihrem Flair priorisieren werden. Die diesjährigen KI-Prognosen betonen, wie wichtig es ist, in Bereiche wie Schulung und Governance zu investieren und gleichzeitig den ROI der KI genauer zu bewerten.
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Predictions 2026: AI Moves From Hype To Hard Hat Work

Sudha Maheshwari October 8, 2025
In 2026, AI will trade its tiara for a hard hat as enterprises prioritize AI function over flair. This year’s AI predictions emphasize the importance of investing in areas such as training and governance while evaluating the ROI of AI more closely.
Blog

What To Expect At KubeCon North America 2025

Lee Sustar October 7, 2025
Kubernetes is evolving from a cloud-native foundation to an AI-native enabler. Get a preview of what to expect at the upcoming KubeCon + CloudNativeCon North America 2025 event in Atlanta on November 10–13.
Blog

Alibaba Cloud’s Path To AI-Native

Charlie Dai September 26, 2025
At the 2025 Alibaba Cloud Apsara analyst conference in Hangzhou, China, Alibaba Cloud reinforced its position as an AI‑native cloud provider, delivering a full‑stack AI architecture and expanding its global ecosystem.
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Huawei Connect 2025: Building AI Infrastructure In A Sanctioned World

Brent Ellis September 24, 2025
Huawei Connect 2025 was more than showing off new products. This year topics such as export controls and supply chain constraints dominated the conversation. Find out more in this event review.
Blog

A Tale Of Two Engines: Meet The New Tencent

Charlie Dai September 17, 2025
At the fifth Tencent Cloud International Summit, as part of the company’s wider Global Digital Ecosystem Summit in Shenzhen, Tencent made its strategic direction clear: It is accelerating two engines to drive future growth.
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Navigating The Geopolitical Cloud: ASEAN’s Diverse Approach To Digital Sovereignty

Sam Higgins August 12, 2025
What we’re now observing in Southeast Asia is a more nuanced and strategically driven “diverse cloud” approach that directly addresses concerns around US foreign policy uncertainty and the imperative for localized data control.
Blog

Forrester’s 2025 Enterprise Architecture Awards Winner And Runners-Up For APAC

Charlie Dai August 3, 2025
Congratulations to the Hong Kong Jockey Club, this year’s winner of the Enterprise Architecture Award in APAC, and runners-up AIA Group and Nan Shan Life Insurance Company. Learn how excellent EA practices helped all three align their IT strategies with business objectives, empowering them to accelerate business innovation and stay ahead of the curve.
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The Commodity Cloud Era Is Over — The AI-Native Cloud Is Here

Lee Sustar July 30, 2025
CIOs questioning whether hyperscale cloud providers can deliver on their AI promises should follow the money. The numbers tell the story.
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What International Customers Should Know About Microsoft’s Sovereign Cloud Offerings

Dario Maisto June 30, 2025
Given the increasingly volatile geopolitical environment, Microsoft customers are requesting more details on the company’s digital sovereignty posture. Consequently, Microsoft has now updated its sovereign cloud offerings to include details for Sovereign Public Cloud, Sovereign Private Cloud, and National Partner Cloud. Find out what this means and how it may impact your strategy in this post.
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AI Race: Can Huawei Close The AI Gap?

Naveen Chhabra June 24, 2025
Huawei Just Raised The Stakes For those just tuning in, NVIDIA has been driving much of the AI infrastructure conversation. Huawei has been, not so loudly, building its own AI stack, right from the silicon to systems to AI models. CloudMatrix ups Huawei’s play in the market considerably. The CloudMatrix-Infer system is no ordinary cluster. […]
Blog

How To Get Retrieval-Augmented Generation Right

Charlie Dai June 19, 2025
As AI continues to redefine the way organizations think and work, retrieval-augmented generation is a pivotal tool for enterprise adoption of generative and agentic AI. Find out how to leverage it most effectively.
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AI Isn’t Cheap — Here’s How To Spend Smarter

Michele Goetz June 12, 2025
While enterprise AI spending remains relatively modest today, the potential for overspending is significant. Most organizations are still experimenting, with only a few production-ready use cases. But that’s about to change.
Blog

Redefining Operations With Aerial Drones

Charlie Dai May 30, 2025
As physical automation advances, aerial drones are becoming a powerful tool for overcoming operational challenges. Learn more about the benefits, use cases, and risks of aerial drones in this preview of a new report.
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Choosing The Right Public Cloud Platform In 2025: What’s At Stake?

Dario Maisto May 29, 2025
Selecting a public cloud platform is no longer just about technical fit — it’s about strategic alignment. Learn three key strategic differentiators that should guide final decisions in this preview of our new report Buyer’s Guide: Public Cloud Platforms, 2025.
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NVIDIA GTC 2025: Reasoning And Robotics Converge

Naveen Chhabra March 28, 2025
San Jose was abuzz with excitement as AI enthusiasts gathered for the 2025 NVIDIA GTC AI conference. Find out what the key announcements were and what they could mean for your technology roadmap in this review.
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The Power Of Open Source: Cloud-Native Is Transforming As AI Takes The Limelight

Charlie Dai March 13, 2025
Three years ago, Lee Sustar and I published the report, Navigate The Cloud-Native Ecosystem In 2022. In that report, we analyzed how the cloud-native ecosystem, driven by open-source software (OSS), has been powering architecture modernization across infrastructure and application development, enabling platform-driven innovation in the meantime across a spectrum of technology domains such as data […]
Blog

Microsoft Tips Its Quantum Hand With Majorana 1

Brian Hopkins February 24, 2025
Microsoft's recent announcement marks a significant step — but how much progress does it reflect?
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