AI Power Promises, Budget Overruns and GSI Accountability | Techstrong Gang
Techstrong Gang
•
46m
Alan Shimel joins Kate Scarcella, Sid Nag and David Nicholson for Techstrong Gang’s September 15, 2026 roundtable on enterprise AI, infrastructure and IT services.
Three stories frame the discussion:
• Silicon to the AI Rescue: Intel CEO Lip-Bu Tan outlines a vision for more efficient AI computing and silicon-level security. These are forward-looking claims, rather than a demonstrated product benchmark.
• AI Funding Shortage: Futurum research finds that nearly half of surveyed enterprise technology decision-makers report their organizations are over budget on AI. The findings raise questions about funding, priorities and expected returns.
• Trouble with GSIs: A BigPanda-sponsored survey of 112 U.S. IT leaders reports dissatisfaction with outsourced IT operations, including service-level problems and unexpected costs.
Source articles:
https://techstrongsemi.com/article/intel-ceo-ai-power-and-safety-concerns-can-be-resolved-at-silicon-level
https://techstrong.ai/articles/survey-half-of-cios-struggle-to-fund-over-budget-ai-initiatives/
https://techstrong.it/features/survey-surfaces-dissatisfaction-with-it-services-provided-by-gsis/
Watch Techstrong Gang weekdays at noon Eastern on Techstrong TV.
https://techstrong.tv/techstronggang
Up Next in Techstrong Gang
-
AI Safety, VMware Licensing and Micro...
Calls to pace frontier AI development frame a discussion about independent oversight and practical controls. (techstrong.ai — https://techstrong.ai/agentic-ai/silicon-valleys-top-ai-rivals-unite-in-unprecedented-call-to-pump-brakes-on-frontier-model-development/) EU questions about VMware licensi...
-
Anthropic’s Extinction Warning, AI in...
A top Anthropic engineer resigns as researchers warn of AI extinction risk, Microsoft and a major teachers union agree on AI safety rules for U.S. classrooms, and Apple unveils its first foldable iPhone under new CEO John Ternus.
Hosted by Mike Vizard, with guests Jon Swartz, Jack Gold and Jaime...
-
Meta’s Muse Agent, Qualcomm’s $60B AI...
Meta launches Muse, an autonomous AI agent built to handle real-world tasks — a major signal of where agentic AI is headed next. Qualcomm locks in an AI chip supply deal with Amazon worth up to $60 billion, while Oracle faces a tough stretch: enterprise spending cuts turn up in the latest ETR sur...