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Meet Babak, one of agentic’s original inventors
If you’re an enterprise leader staring down ballooning tech debt, rising pressure for AI transformation, and daily new product drops that all scream “innovate now or be left behind,” stop. Take a breath—and read this wide-ranging Q&A between Cognizant CTO Babak Hodjat and HFS Executive Research Leader David Cushman. Read More
The US and India are joining forces to manage 1.4 billion iPhone users. Wow.
Think about it: we're witnessing the strategic decoupling of one of the world’s largest tech titans from its longstanding reliance on China, driven by geopolitical tensions, tariffs, and a desire to insulate against future disruptions. This isn’t just supply chain optimization; this is Apple's full-throated acknowledgment that geopolitical risk is now the primary disruptor of the global technology industry.Apple’s pivot to shift its US iPhone manufacturing from China to India by 2026 isn’t just significant—it’s monumental, and it's happening at warp speed for such a huge manufacturing shift. This also signifies the deepening links between the US and India as these global trade wars gather pace. Read More
Services-as-Software threatens to kill off BPO specialists as WNS eyes Capgemini as a strategic exit partner
As speculation of a Capgemini takeover of WNS hots up, you have to question the future of BPO specialist firms as the worlds of services and software continue to blend together in a rapidly emerging $1.5 trillion market, which HFS last year termed "Services-as-Software". Read More
DOGE would find trillions in savings and value if it zeroes in on US healthcare
While the US administration obsesses with pointing DOGE at relatively small levels of governmental expenditure in areas such as USAID and the Department of Education, when it comes to US healthcare, there are levels of cost inefficiencies and improved outcomes that could reach trillions of dollars if managed effectively.In fact, if US healthcare were its own country, its annual spending of $5.2 trillion would make it the world’s third-largest country by GDP. Yet, the US has amongst the worst health outcomes among OECD countries, with the lowest life expectancies for both men and women, and has not been able to address obesity and mental health epidemics. Read More
Trump’s tariffs will rattle the foundations of the global IT services industry to its core
The focus of a lot of US business is going to be squarely on cost reduction, and this will have a direct impact on the global IT services industry. This will result in a double whammy hit for the India-dependent service providers and consultancies as US firms will be incentivized to reshore services work back to the US, and also to invest more heavily in AI to reduce reliance on support staff in areas like application development and business services. Read More
Tariffs won’t save American industry — They’ll strangle it
Let’s be clear. Tariffs aren't inherently evil. In limited, strategic use, they can buy time for critical industries. But when wielded as a broad, blunt policy — as a primary economic lever — they don’t deliver results. They create a cascade of consequences that hurt far more than they help. Sure, there can always be a few modifications here and a consensus agreement there, but when they are designed to choke the life out of a trading relationship and load costs onto the consumer, the ramifications rarely read to achieving lofty political goals. Read More
Joe Biden to keynote at the HFS Summit
HFS Research, the analyst firm which coined the term “Services-as-Software” has added former president Joe Biden to its stellar line up of speakers, which include CNN’s Fareed Zakaria and Wharton School Professor Ethan Mollick. He will address the impact of AI on the United States under the theme “The Agentic President”. Read More
It’s time for a work reset to escape our humanist recession
We have to reset our current work habits and refocus on our futures. Otherwise, we’ll withdraw more and more into a world where we’re becoming imposters. We must embrace change, refuel our passions, and tune out all the rhetoric and noise.My advice is to focus on building closer work relationships, get out more, and meet more people. Working with people, locking heads, building friendships, sharing experiences... this is what energizes us. At the end of the day, we're all mammals, and we need each other. Read More
You must fight your FOBO… your Fear Of Becoming Obsolete!
You can blame your company's culture or your management's cynical approach to cost-cutting as being the key reason behind failed AI experiments, but ultimately, you need to train yourself to be an AI warrior, unafraid of the battles ahead, to stay relevant, creative, collaborative, and completely irreplaceable. You must fight your Fear Of Becoming Obsolete! Read More
Google makes its biggest enterprise move, but can it make up lost ground?
Google has struggled for years to sink real teeth into the enterprise, but it may have just found its path to take on Microsoft and AWS as an AI cyber giant and gain real relevance as an enterprise cloud AI platform. This massive acquisition of Wiz also firmly positions Google directly against cyber vendors, namely Palo Alto Networks and CrowdStrike.If it plays this well, Google could end up closing this gap to both AWS and Microsoft in the enterprise AI platform market as cloud, cyber, and AI become completely intertwined. However, with AWS dominating a third of the global cloud market and Google barely having more than 10%, Google will have to tread carefully to avoid alienating the vast portfolio of Wiz customers. It has to prove to its new Wiz cyber clients it can be cloud-agnostic to optimize this massive investment. Read More
