Facing an Exodus of Healthcare Workers, Providers Turn to AI but are Overlooking Important Strategic Elements

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

  • With the demographic that represents the biggest healthcare consumer spiking at the same time hundreds of thousands of healthcare workers are leaving the sector in droves, the industry is looking to artificial intelligence (AI).
  • An Accenture survey of healthcare provider executives found that while most are piloting AI projects, the ad hoc approaches many are taking may find them coming up short of their full potential.

There is a perfect storm hitting the healthcare industry. The population of 60- to 90-year-olds, the largest users of healthcare services, is projected to spike by 45% over the course of the next 20 years. This comes as a post-pandemic flight of healthcare workers is happening. The National Council of State Boards of Nursing (NCSBN) projects that 900,000 nurses in the US will leave their positions by 2027.

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Post-Quantum Cryptography – The Tempest Begins

S. Schuchart

Summary Bullets:

  • Governments have issued advisories as to when and how enterprises, institutions, and government agencies should begin their journey to PQC.
  • While there is much speculation as to when quantum computing will advance to become a threat, the time to act is NOW.

While the AI trend has made a lot of noise dominating headlines, the world of quantum computing has been moving forward much more quietly. More qubits, new error correction, and in general just more improvements in the field as fundamental research continues to point the way. Quantum computing will provide the means to crack some of the hardest problems in the world and will lead to advances in healthcare, chemistry, materials science, and so much more.

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AI-Powered Network Portals: SLMs, Proactive Observability, and Root Cause Analysis

Research Director, Enterprise Technology and Services

Summary Bullets:

  • Multiple small language models (SLMs) are likely to be more affective than one big large language model (LLM).
  • AI can offer proactive root cause analysis informed by multiple data sources.

Agentic AI has dominated the tech headlines in recent months and was the hot topic at this year’s MWC event in Barcelona (Spain). The technology will play a significant role in revolutionizing indirect sales and customer support processes across pretty much all verticals. It can also play a major part in one of the most important challenges facing telcos at the moment: automating their networks.

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GenAI Startup CoreWeave Goes Public Amid Tumultuous IPO

B. Valle

Summary Bullets:

• CoreWeave’s IPO was the first time an AI startup went public since the beginning of the generative AI (GenAI) boom.

• The IPO market has been very slow against the backdrop of an increasingly volatile geopolitical environment.

The data center operator CoreWeave made headlines as it went public last week. Its IPO, initially estimated to reach up to $32 billion, went down to $23 billion in the days prior to its stock market debut. CoreWeave rents out computing power to big tech companies building out large language models (LLMs). The company relies heavily on two major customers: Microsoft and OpenAI. The latter, alongside Nvidia, is a stakeholder in CoreWeave.

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Digital Enterprises Need to Manage Their IT Assets More Effectively: This is Extending to GreenOps

S. Soh

Summary Bullets:

  • While there are many vendors offering observability, AI, and FinOps solutions, GreenOps can become another key pillar driven by mandatory regulatory compliance.
  • As enterprise businesses become more digitized, they need a more efficient approach and tools to manage the technology sprawl.

After years of digital transformation, enterprises are finding themselves reliant on technology to ensure smooth operations, from internal functions to customer engagement and supply chain management. Many enterprises across various industries will consider themselves as a technology company. While there are certainly business benefits, enterprises are also finding themselves operating an increasingly complex technology environment. This involves the use of cloud, including containers and microservices, multitude of applications, and the APIs weaving across applications and systems, as well as a wide variety of end points such as connected devices/machines. This complexity makes it harder for effective IT management and having a greater visibility across the entire digital environment.

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MWC25: ASEAN Enterprise Telecom Highlights

A. Amir

Summary Bullets:

• ASEAN telcos announced various partnerships and new initiatives, mainly in emerging areas such as AI, APIs, private networks, and industrial solutions.

• This can enable them to monetize their network infrastructure including 5G and increase operational efficiencies to drive their overall business margins.

Key Announcements by ASEAN Telcos
Mobile industry players including telcos have been using Mobile World Congress (MWC) as the global stage to announce their new partnerships and initiatives. Like previous years, 2025 saw several key announcements by ASEAN telcos.

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Tech Leaders Leverage Unique Strengths to Tackle AI Agents

C. Dunlap Research Director

Summary Bullets:

• GenAI providers leverage strengths across the cloud stack to differentiate

• Progress in AI agents’ efforts are made via acquisitions, partnerships, and innovations

Technology providers across the GenAI ecosystem continue to build out AI agent and AI assistant strategies and portfolios to help demonstrate the power of GenAI technology through practical use cases, which highlight vendors’ unique technologies. In the year ahead, vendors will lean heavily on their strengths across the cloud stack in order to differentiate from rivals and appeal to customers.

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US Federal Government Demands IT Consulting Firm “Defends the Spend” in a Bid to Take Back Some of the $65 Billion Committed to Contracts

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

• The US administration is making clear its aim to improve government efficacy and slash expenses across the board.

• In IT, the General Services Administration (GSA) singled out its 10 largest consulting partners, demanding they justify their contracting value to reduce the current $65 billion public sector spend.

Change is inevitable with administration transitions, but the sharp pendulum swings the Trump US presidency brought with it have been swift and dramatic. There is no surprise that cuts were coming, but the shock is the speed and scale at which it is happening, and the profound impact these moves are having on IT specifically.

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Heathrow: Planes, Flames, and Automated Data Center Power Resilience

R. Pritchard

Summary Bullets:

• The fire near the UK’s Heathrow Airport, which closed a key electricity substation, disrupted travel at the world’s second-largest air travel hub.

• The many data centers located nearby (about 10% of UK capacity) showed no disruption as they switched to back-up power supplies.

On Friday March 21, 2025, a fire at an electrical substation providing power to Heathrow, the UK’s leading airport and the second largest in the world, forced its closure, leading to the cancellation of more than 1,000 flights, affecting about 200,000 passengers, and having knock-on effects across the global air travel industry.

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Generative AI Watch: At GTC 2025, NVIDIA Envisioned a World Beyond Large Language Models

B. Valle

Summary Bullets:

• NVIDIA believes enterprises are evolving from digital transformation driven by large language models (LLMs), and towards physical AI, or spatial AI, and multimodal AI.

• The industry at large is turning to “reasoning” models, capable of offering more analysis and autonomy than LLMs, especially combined with AI agents.

GTC is NVIDIA’s most important conference, focused on developers, who are the core of the AI market. This year, the event was held on March 17-21 in San Jose, California (US). NVIDIA believes that enterprises should be diversifying from purely digital transformation driven by LLMs, and towards physical AI or spatial AI, as well as multimodal AI, robotics, and AI at the edge. For this reason, the event tilted towards the industrial, automotive, and manufacturing sectors. The industry at large is turning to “reasoning” models, capable of offering more analysis and autonomy than LLMs, especially combined with AI agents. This transition should bring further demand for raw computing power, despite efficiency gains in terms of chipset architectures.

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