Nokia Earnings Beat Estimates as AI Pivot Shows Promise
THE SO WHAT
Nokia beating Q1 on AI and cloud infra is another data point that ‘telco vendor’ is morphing into ‘data center and AI network’ supplier. If you run large networks, your vendor list is converging — the same players wiring your 5G are now bidding to wire your AI clusters.
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Applied AIA poll of 4,000 workers in the US and the UK finds that the highest-earning and most experienced workers are adopting AI in their jobs far faster than others (Financial Times)
AI is compounding existing power structures — the people with the most leverage and pay are the ones scaling themselves further with these tools. If you’re not explicitly pushing AI into frontline and mid-tier roles, you’re hardwiring wider pay and gender gaps into your org over the next 12–24 months.
Applied AIReport: China's 360 Digital Security Group has uncovered ~1,000 previously unknown vulnerabilities, including in Microsoft's Office, using an AI-powered agent (Ryan Gallagher/Bloomberg)
AI-accelerated vuln discovery means your attack surface is being mapped faster than your patch cycle. Treat AI-driven red teaming as table stakes — if you’re not using agents to find your own bugs, assume someone else already is.
Applied AIAustralia’s Biggest Bank to Cut 120 More Jobs Amid AI Push
CBA cutting 120 roles under an ‘AI push’ is the pattern: incumbents are using automation to trim headcount at the margin, not just redeploy. If you’re selling AI into FS, expect procurement to demand a hard FTE line item — and if you’re running a team there, assume your manual workflows are on the block.
Applied AIBoston Consulting Group Says AI Work Brought 25% of 2025 Revenue
When a top consultancy says 25% of revenue is now AI work, board-level AI spend has fully professionalized—your buyers are being coached by BCG before they ever talk to you. If you’re selling AI into the enterprise, your real competition is the advisory deck that defines the roadmap and vendor shortlist upstream.