#ai-adoption

#ai-adoption

As the senior functional lead, the post-holder will drive and evolve common technology architecture and standards to support the realization of [the MoD's] strategic intent. They will oversee strategy, transformation, design, and implementation, ensuring supporting architecture, standards, and compliance processes are maintained.

Either way, I think the AI boom is alive and well, but with much of the short-term hype fading away, the big question is whether the long-term trajectory is still there and whether it makes sense for investors to hit the buy button now that the near-term is somewhat less hyped while the long-term is as exciting as ever.

Gartner says that its July 2025 survey of nearly 3,000 employees showed that 46 percent of managers are experimenting with AI to improve their work, compared to just 26 percent of employees. A separate survey conducted at the same time found that just 14 percent of managers said that they didn't face any challenges encouraging their teams to use AI.

Apple had already announced in January that Google's Gemini AI models would help power the upgraded version of Siri it delayed last year, but The Information's report indicates Apple might lean even more on Google so it can catch up in AI.

A 2025 LinkedIn study found that 80% of C-suite executives believe AI adoption is important and will foster a more innovative workplace culture. Gartner reported in December 2025 that 65% of employees said they are excited to use AI at work. The trend suggests a convergence of three priorities: Management fears their companies will fall behind if they don't adopt AI and automation; Employees use AI because it makes their jobs easier, and the knowledge gained is an important career skill; The cost of off-the-shelf software and development makes AI an attractive alternative.

The strongest candidates are "able to think outside the box," Ahmad, director of Google Cloud's data cloud, said. "They're able to think outside the frame of how we would have normally described a problem." The executive added that candidates who take a traditional approach to engineering aren't performing as well in her team's interviews.

We are raising fiscal year 2026 revenue guidance to $41.45 billion to $41.55 billion, and Q3 cRPO was exceptional, up 11% year-over-year at $29.4 billion, signaling a powerful pipeline of future revenue.

A major problem for software companies is that their opponent is largely hypothetical. Even if both companies report blockbuster earnings, there's still the counterargument that AI will eventually eat their lunch.