Expert Opinion: Accenture’s Marc Warner on Who Is Accountable When AI Goes Wrong
He says the business owner is accountable for value, the technologist for function and the CISO for security.
By AIBW Desk
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Opinion & Analysis
Expert Opinion
Expert Opinion: Wells Fargo’s Luis Alvarado and Freedom Capital’s Paul Meeks Split on CoreWeave
One says investors want more compensation for risk; the other calls the worry overdone.
By AIBW Desk
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Get in TouchExpert Opinion: Holger Mueller on Anthropic’s Q3 Numbers
The Constellation Research analyst says the figure is 'circled by tons of questions' and may be about presentation before an…
By AIBW Desk
Expert Opinion: Retail Analyst Neil Saunders on Kroger’s AI Savings
He says the investment would take 'only cents' off an average basket and that some cuts would have happened anyway.
By AIBW Desk
Expert Opinion: Barclays Says Enterprise Hardware Strength Is About Memory Costs, Not AI
The downgrade of Dell, HPE and NetApp argues enterprise AI has not yet inflected.
By AIBW Desk
Expert Opinion: Strategist Dhaval Joshi Sees a ‘Rolling Sequence of Bubbles’
Fortune reports his view that software, silver and chipmakers each inflated and popped in turn.
By AIBW Desk
Expert Opinion: Peterson Institute Puts AI’s Share of U.S. Growth at a Fifth to a Third
Euronews cites estimates that AI investment contributes 0.45 to 0.97 percentage points of 2026 growth.
By AIBW Desk
Expert Opinion: Oxford Economics Says Many ‘AI Layoffs’ Reflect Past Overhiring
The analysts' finding challenges executives' framing of 2026 job cuts.
By AIBW Desk
Expert Opinion: Stanford Economists See a Nearly $1 Trillion Gap Between AI Spending and Revenue
Axios reports an analysis that finds hyperscalers would need to triple or quadruple AI revenue next year and sustain similar…
By AIBW Desk
Expert Opinion: Wells Fargo’s Ohsung Kwon Calls AI Capex a ‘Euphoric’ Bubble and Says Own It
Fortune reports the analyst's May argument: 'Don't fight the tape,' with named risks that would end the trade.
By AIBW Desk
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