The Agentic Gap: Vendors Sprint, Enterprises Crawl

About this episode

The episode discusses the impact of geopolitical events on IT budgets and spending sentiment among CIOs.

Geopolitical dislocations are ripping through the stock market and are filtering down to IT budgets in the form of increased uncertainty. It seems that every quarter of budget optimism is followed with some external event that causes organizations to tighten their belts. Specifically, we’ve seen the increased momentum in January CIO sentiment on spending, pull back as war, oil prices, the threat of inflation and even the prospect of Fed tightening now loom larger. While big tech players conti...

Topics covered

• geopolitical dislocations
• IT budgets
• CIO sentiment
• economic uncertainty

Keywords

• stock market
• budget optimism
• war
• oil prices
• inflation
• Fed tightening

More episodes of Breaking Analysis with Dave Vellante

• Snowflake, Databricks and the Model Makers: The Battle for the Agentic Client and AI Backend · June 6, 2026 · 58 min
• Personal Agents Light the Fuse In the Age of Data Intelligence · June 1, 2026 · 56 min
• How AI Stacks are Rewriting the Rules of Business · May 23, 2026 · 1h 1m
• Nvidia, AI factories and the transition to accelerated computing · May 9, 2026 · 1h 5m
• Google’s Agent Platform Takes Pole Position but Work Remains · April 25, 2026 · 45 min
• As AI Powers Google, What’s Next for Google Cloud · April 18, 2026 · 29 min