The Front Door Race โ€“ Oracle, OpenAI And Five Rivals, And Why The Permission Becomes The Control

Research Note In Two MinutesNote synopsis ยท AI drafted ยท Analyst reviewed Drafted by AI from the full research note and reviewed by a Greyhound Research analyst before publication. The analysis and conclusions are Greyhound Researchโ€™s own. At Oracle AI…

Oracle OCI And Multicloud โ€“ When Rivals Run Inside Oracle’s Cloud, The Contract Becomes The Control

Research Note In Two MinutesNote synopsis ยท AI drafted ยท Analyst reviewed Drafted by AI from the full research note and reviewed by a Greyhound Research analyst before publication. The analysis and conclusions are Greyhound Researchโ€™s own. At Oracle AI…

Oracle Fusion Claw By Function โ€“ When Agents Reach Every Function, Ownership Becomes The Control

Research Note In Two MinutesNote synopsis ยท AI drafted ยท Analyst reviewed Drafted by AI from the full research note and reviewed by a Greyhound Research analyst before publication. The analysis and conclusions are Greyhound Researchโ€™s own. At Oracle AI…

Oracle AI Security โ€“ When AI Finds The Flaws Faster, Fixing Becomes The Control

Research Note In Two MinutesNote synopsis ยท AI drafted ยท Analyst reviewed Drafted by AI from the full research note and reviewed by a Greyhound Research analyst before publication. The analysis and conclusions are Greyhound Researchโ€™s own. At Oracle AI…

Oracle Agentic Implementation โ€“ When Agents Draft The Setup, Review Becomes The Control

Research Note In Two MinutesNote synopsis ยท AI drafted ยท Analyst reviewed Drafted by AI from the full research note and reviewed by a Greyhound Research analyst before publication. The analysis and conclusions are Greyhound Researchโ€™s own. At Oracle AI…

The Delegation Dial โ€“ How Much Authority To Hand Fusion Claw, Process By Process

A practical guide by Greyhound Consilium, in partnership with OracleGreyhound Consilium is the B2B thought-leadership arm of The House Of Greyhound and a sister brand to Greyhound Research. It builds on Greyhound Researchโ€™s independent research through collaborations that produce thought-leadership…

Washingtonโ€™s PERM Suspensions: A Delivery Problem For CIOs And A Pipeline Test For Their Suppliers

Report In Two MinutesReport synopsis · AI drafted · Analyst reviewed Drafted by AI from the full research report and reviewed by a Greyhound Research analyst before publication. The analysis and conclusions are Greyhound Research’s own. On October 8, 2026,…

Microsoft Community Commitments โ€“ A Global Promise Kept, A Local One Still Owed

Report In Two MinutesReport synopsis ยท AI drafted ยท Analyst reviewed Drafted by AI from the full research report and reviewed by a Greyhound Research analyst before publication. The analysis and conclusions are Greyhound Researchโ€™s own. In July 2026 Microsoft…

Oracle Fusion Claw โ€“ Autonomy Arrives With A Receipt

Report In Two MinutesReport synopsis ยท AI drafted ยท Analyst reviewed Drafted by AI from the full research report and reviewed by a Greyhound Research analyst before publication. The analysis and conclusions are Greyhound Researchโ€™s own. On September 29, 2026…

ITC Infotech Acquires Happiest Minds: Sixteen Years Of Waiting, Fifteen Months To Prove It

Research Note In Two MinutesAI drafted ยท Analyst reviewed Drafted by AI from the full research note and reviewed by a Greyhound Research analyst before publication. The analysis and conclusions are Greyhound Research's own. On August 31, 2026 the boards…

Everyone Is Building AI Agents. Oracle Is Moving The Contest Inside The Runtime

On July 14, Oracle announced an AI-native builder experience for Oracle AI Agent Studio for Fusion Applications, spanning no-code, low-code, and pro-code development at what Oracle states is no additional cost to Fusion customers. Per Oracle, the experience would enable…

Panic Has A Shelf Life: Why Greyhound Research Remains Bullish On IBM After July 14

On July 14, IBM released preliminary second-quarter results a full week ahead of schedule. Revenue up 1 per cent. Software up 5 per cent. Infrastructure down 7 per cent as the strongest mainframe launch in the company's history wrapped, and…

From Workflow to Authority: What ServiceNowโ€™s Armis Deal Changes for CIOs and CISOs

ServiceNow on Tuesday announced that it would buy cybersecurity vendor Armis for $7.75 billion in cash.  This builds on its December purchase of identity security vendor Veza, and the closing of its acquisition of AI vendor Moveworks. Sanchit Vir Gogia,…

Streaming, Sovereignty, And The New AI Stack: Decoding The IBMโ€“Confluent Deal

There are seasons in enterprise technology when the landscape shifts quietly. Then there are moments like this one when the ground moves in full view of the industry. IBMโ€™s decision to acquire Confluent sits in the latter category. It marks…

What IBM Power11 Really Means for Enterprise Architecture and Operations

For decades, Power servers stood as quiet enablers of core enterprise operations, rarely questioned, rarely credited. But with Power11, IBM isnโ€™t nudging the platform forward. Itโ€™s recasting the role of infrastructure itself. This isnโ€™t a performance leap. Itโ€™s an operational…

IBMโ€™s Q3 2025 Results โ€“ Delivery Strength Holds, But Integration Demands Intensify

IBM closed Q3 2025 with 16.3 billion dollars in revenue, up 7 percent in constant currency and 9 percent year over year, its fastest pace in several years. All three core segments grew sequentially, and operating discipline showed up clearly…

Access Without Accountability: The Dangerous Experiment Unfolding in Indiaโ€™s AI Economy

In recent weeks, three of the worldโ€™s most powerful AI platforms โ€“ OpenAI (ChatGPT Go), Google (Gemini), and Perplexity โ€“ quietly dropped a bombshell in India. They made their premium AI services free. To the public, it feels like a…

Infosys Q2 FY26 Results โ€“ Steady Hands, Softer Horizon

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IBM and Riyadh Air: How AI-Native Design Is Redefining Global Aviation

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Airtel Cloud Launch Decoded | Sanchit Vir Gogia with Sharat Sinha & Pradipt Kapoor of Airtel

Prefer watching instead of reading? Watch the video here. Prefer reading instead? Scroll down for the full text. https://www.youtube.com/watch?v=zAf9qj2LUTE Sanchit Vir Gogia: Good evening, everybody. So, Iโ€™ve been tracking Airtel for the last 20 odd years. Yes, 20 odd years.…

From Outrage to Architecture: Redesigning IT Services Strategy After the $100,000 H-1B Shock

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Trump’s $100,000 Fee for H1B: A Tariff on Talent

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What’s Next for the Microsoft OpenAI Relationship?

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Backlog Isnโ€™t Bank Balance: A Reality Check on Oracleโ€™s AI Story

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Transforming AI Economics with Procedural Memory

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Intel Admits Risks Of Government Equity Stake

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US Sanctions On EU: Impacts On Global Tech Compliance

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How Intel’s National Champion Status Affects Enterprises

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Firstsource’s UnBPO: Transforming The BPO Landscape

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Google’s Nuclear Energy Strategy For Data Centers

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