Featuring:

Nikhil Lai, Principal Analyst
Jessie Johnson, Principal Analyst
Alvin Nguyen, Senior Analyst

Show Notes:

In this episode, we look at a major legal ruling that could shake up the adtech market, some new capabilities to make AI agents even smarter, and a tech industry deal that could breathe new life into a struggling giant.

Here’s a closer look:

  • A federal judge ruled that Google holds a monopoly on the publisher ad exchange and ad server markets. Principal Analyst Nikhil Lai thinks this could eventually force Google to divest its ad exchange and ad server businesses, which could benefit the independent players in the space.
  • Microsoft has unveiled new computer use capabilities to its Copilot Studio that could make its AI agents significantly more useful. Principal Analyst Jessie Johnson explains how these smarter AI agents could benefit B2B buyers and sellers.
  • Intel is selling its stake in Altera to the tune of $4.46 billion. Senior Analyst Alvin Nguyen explains what this could mean for Intel’s efforts to gain back share in the chip market.
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