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Anthropic, Trump, and Fable 5: The Dispute That Makes the Case for Frontier AI Studies
A dispute over model access: On June 12, 2026, the Commerce Department invoked federal trade regulations to bar Anthropic from distributing Fable 5 and its...
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IDC Quanta: The Next Era of Tech Intelligence
IDC Quanta is an AI platform built on IDC’s proprietary research and intelligence, giving technology and strategy leaders on-demand access to the same trusted insights...
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The $22.5 Trillion AI Opportunity
Artificial intelligence is no longer a future promise; it’s an economic force actively reshaping industries, workforces, and GDP projections around the world. While AI is...
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Why the memory market is still tight: what comes next
AI infrastructure demand is keeping memory markets tight through 2027. Understand what's driving HBM scarcity, pricing pressure, and what to plan for next.
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Indonesia PC Market Grows 9.4% in Q1 2026 Despite Component Pressures But Headwinds Are Building
IDC data: Indonesia shipped 982K PCs in Q1 2026, up 9.4% YoY. Frontloading drove growth; IDC forecasts a 22.9% full-year decline as inventory and macro...
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The Dawn of Just-in-Time Software
For decades, manufacturing was transformed by a single insight: Build only what you need, exactly when you need it. Toyota’s just-in-time model introduced the precision...
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Agent Supplier or Featureware: The Choice Every SaaS Vendor Faces Now
In two earlier posts I argued that SaaS is being disrupted rather than killed, and that the per-seat revenue model is on its way out. The dramatic...
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2030年に1兆4,000億円超へ：AIが変える国内ビジネスコンサルティング市場の成長構造
IDCの最新予測に基づき、2030年に1兆4,064億円超へ拡大する国内ビジネスコンサルティング市場の3つの構造変化と、コンサルティングファームが取るべき戦略的優先事項を解説します。
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2030年に1兆4,000億円超へ：AIが変える国内ビジネスコンサルティング市場の成長構造
これまで、国内のビジネスコンサルティング市場の成長は、個別テーマへの需要と、それを担うコンサルタントの人員拡大によって説明されてきました。「需要が増えれば人を増やし、売上が伸びる」これが長く前提とされてきた成長の方程式です。
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SpaceX, Cursor, and the Race to Build the Best Coding LLM in the World
SpaceX’s $60 billion acquisition of Cursor is the largest deal in the history of AI software and one that reshapes the competitive landscape for agentic...
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