惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

Cyber Security Advisories - MS-ISAC
Cyber Security Advisories - MS-ISAC
V
Vulnerabilities – Threatpost
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
V
Visual Studio Blog
月光博客
月光博客
IT之家
IT之家
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
T
Tailwind CSS Blog
罗磊的独立博客
S
SegmentFault 最新的问题
博客园 - 三生石上(FineUI控件)
让小产品的独立变现更简单 - ezindie.com
让小产品的独立变现更简单 - ezindie.com
量子位
V
V2EX
Jina AI
Jina AI
The GitHub Blog
The GitHub Blog
小众软件
小众软件
CTFtime.org: upcoming CTF events
CTFtime.org: upcoming CTF events
阮一峰的网络日志
阮一峰的网络日志
Recent Announcements
Recent Announcements
MongoDB | Blog
MongoDB | Blog
Y
Y Combinator Blog
H
Help Net Security
博客园_首页
Cyberwarzone
Cyberwarzone
T
Tenable Blog
A
Arctic Wolf
C
CERT Recently Published Vulnerability Notes
奇客Solidot–传递最新科技情报
奇客Solidot–传递最新科技情报
T
Threat Research - Cisco Blogs
aimingoo的专栏
aimingoo的专栏
Google DeepMind News
Google DeepMind News
博客园 - 叶小钗
C
Cyber Attacks, Cyber Crime and Cyber Security
美团技术团队
Attack and Defense Labs
Attack and Defense Labs
GbyAI
GbyAI
博客园 - 【当耐特】
Cloudbric
Cloudbric
NISL@THU
NISL@THU
B
Blog RSS Feed
K
Kaspersky official blog
Hugging Face - Blog
Hugging Face - Blog
P
Privacy International News Feed
博客园 - Franky
博客园 - 司徒正美
Microsoft Azure Blog
Microsoft Azure Blog
Apple Machine Learning Research
Apple Machine Learning Research
Webroot Blog
Webroot Blog
Microsoft Security Blog
Microsoft Security Blog

Moor Insights & Strategy

RESEARCH NOTE: Computex 2026 Shows How Infrastructure Fragments as AI Scales Is SAP's AI Transformation the Future of SaaS? - Pulse Brief OpenAI Flexes Enterprise Ambitions With Colin Fleming As Business CMO RESEARCH NOTE: Rayfin Turns Microsoft Fabric Into a Runtime for Agent-Built Apps RESEARCH NOTE: Google I/O 2026 — More Details on AI and AR Glasses, Including Project Aura BROADCAST ANALYSIS: Patrick Moorhead Discusses the AI Market, Semiconductors, SpaceX, and Big IPOs on The Street, June 10, 2026 At Cisco Live 2026, Cisco Bets The Network Is The AI Platform MI&S Weekly Analyst Insights — Week Ending June 5, 2026 Apple WWDC 2026 - Resetting Siri, OS Improvements, and Parental Controls BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Computex, China Trade Restrictions, and Berkshire’s Google Investment on CNBC Asia, June 1, 2026 RESEARCH NOTE: Dell Makes Its Case for Owning the Enterprise AI Stack Microsoft Work Trend Index 2026 Shows AI Productivity Is Not Enough Huawei's Chip Claims, SpaceX IPO Insights, Network X, Starcloud, AT&T & Amazon Leo Updates RESEARCH NOTE: Can Intel Wildcat Lake Challenge Apple’s MacBook Neo and Make Cheap PCs Great Again? ANALYST INSIGHT: Tenstorrent Is Disrupting the Inference Market MI&S Weekly Analyst Insights — Week Ending May 29, 2026 RESEARCH NOTE: Panasonic TOUGHBOOK 56 Brings Much-Needed Updates to the Rugged Form Factor RESEARCH NOTE: Amazon’s Acquisition of Globalstar Accelerates Amazon Leo Ambitions RESEARCH NOTE: IBM Turns Sovereignty Into a Product ANALYST INSIGHT: Mission-Critical ERP Needs Mission-Critical Agents RESEARCH NOTE: Cadence Leans into EDA Super Agents at Cadence LIVE 2026 MI&S Weekly Analyst Insights — Week Ending May 22, 2026 RESEARCH NOTE: Distance Technologies Partners on Kia Vision Meta Turismo Concept Car Retail AI Requires a Fundamentally Different Approach to Implementation — Research Brief BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on CNBC, May 20, 2026 Enterprises Need To Be Careful Before They Go All-In On Anthropic RESEARCH NOTE: AT&T, T-Mobile, and Verizon Create Unprecedented Joint Venture for D2D Satellite Simplicity MI&S Weekly Analyst Insights — Week Ending May 15, 2026 Carriers Form D2D Satellite JV, 6G Expectations Cool & Data Center Pushback in Socorro RESEARCH NOTE: Google’s Gemini Enterprise Agent Platform Is a Serious Bid for the Agentic Control Plane BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA and U.S.–China Trade Relations on CNBC, May 13, 2026 RESEARCH NOTE: Motorola’s All-New Razr Fold Headlines a Mostly Unchanged Razr Lineup RESEARCH NOTE: SAP’s Bet on an Open Data Foundation for Agentic AI RESEARCH NOTE: Samsung Galaxy S26 Ultra — Samsung’s Halo Is Better Than Ever MI&S Weekly Analyst Insights — Week Ending May 8, 2026 Nvidia & Corning Unite, NTIA Report, ConnectX, FWA Uplink and 6G Spectrum News RESEARCH NOTE: Adobe CX Enterprise, An Agentic Control Plane for Orchestrated Customer Experience and AI Discovery RESEARCH NOTE: T-Mobile’s New SuperBroadband Aims to Solve Business Broadband Pain Points BROADCAST ANALYSIS: Patrick Moorhead Discusses AMD Earnings and Arm on CNBC, May 6, 2026 RESEARCH NOTE: Samsung’s Redesigned Galaxy Book6 Pro with Intel Core Ultra 3 Is a Welcome Upgrade RESEARCH PAPER: From Devices to the Cloud — Arm's Relevance in the Age of AI RESEARCH NOTE: Google TPU 8: Architecture, Context, and Enterprise Relevance ANALYST INSIGHT: How Google’s Agentic Data Cloud Redefines What Context Means for the Enterprise MI&S Weekly Analyst Insights — Week Ending May 1, 2026 T-Mobile Super Broadband, Fiber Expansion, Satellite MVNO Rumors, & Big Tech Earnings — The 6G Podcast RESEARCH BRIEF: Oracle's Blueprint for Agentic AI RESEARCH NOTE: Devices Launched at MWC 2026 — Smartphones, Robots, AI, and PCs BROADCAST ANALYSIS: Patrick Moorhead Discusses Hyperscaler Earnings on CNBC, April 29, 2026 ANALYST INSIGHT: Google Cloud’s AI Hypercomputer at Next 2026: Real Co-Design, Targeted Reach RESEARCH NOTE: Meta Ray-Ban Display: Bridging the Gap Between Smart Glasses and AR AI Canvases Move From Collaboration To Core Revenue And IT Operations RESEARCH NOTE: Samsung Galaxy XR Headset: A Strong Hardware Foundation Waiting on Software DataCenter Podcast: Episode 58 — We’re Talking AI Bottlenecks, Google Cloud Next TPU 8 Review MI&S Weekly Analyst Insights — Week Ending April 24, 2026 RESEARCH NOTE: First-Take Analysis: Nuvacore Emerges From Stealth Mode RESEARCH NOTE: The HP Z2 Mini G1a: A Tiny Powerhouse for the AI Workstation Era RESEARCH NOTE: HP Imagine 2026: HP Evolves in the Era of AI BROADCAST ANALYSIS: Patrick Moorhead Discusses Apple's New CEO and Future Strategic Direction on CNBC, April 20, 2026 RESEARCH NOTE: Lenovo Closes Infinidat Acquisition — What Does It Mean for Enterprise Storage? MI&S Weekly Analyst Insights — Week Ending April 17, 2026 Amazon’s Globalstar Deal, Verizon’s FIFA Play, and Millimeter Wave Insights — The 6G Podcast RESEARCH NOTE: Galileo Brings Cisco a Purpose-Built Agent Evaluation Layer RESEARCH NOTE: Cohesity Positions AI Resilience as the Foundation for Enterprise AI Adoption DataCenter Podcast: Episode 57 — We’re Talking Beyond the Border, Nutanix .NEXT Recap RESEARCH NOTE: The HP EliteBoard G1a: A Capable PC in an Innovative Form Factor RESEARCH NOTE: Samsung’s Galaxy S26 Lineup Leads with AI and Privacy RESEARCH NOTE: Velaura AI’s Titan Core Targets the Biggest Problem in AI Datacenter Silicon: Power RESEARCH NOTE: The ASUS ROG Xbox Ally X Has Rekindled My Hope for Windows Gaming Handhelds RESEARCH NOTE: Infor Positions Industry Context as the Foundation for Agentic ERP BROADCAST ANALYSIS: Patrick Moorhead Discusses Advanced Chip Packaging on CNBC, April 8, 2026 PULSE BRIEF: Navigating Supply Chain Constraints with Architectural Flexibility RESEARCH NOTE: MWC 2026 Showcases Semiconductors for 5G, 6G, and Many Kinds of AI RESEARCH BRIEF: From Infrastructure to Resilience Foundation — Reframing Cyber Resilience for Data Management PULSE BRIEF: Cloud-Native Edge AI Platforms RESEARCH PAPER: The Economic Impact of a Domestic Semiconductor Foundry RESEARCH NOTE: Arm Enters the Silicon Business with AGI CPU RESEARCH NOTE: The Inference Inflection Point: What NVIDIA’s Groq 3 LPX Really Signals for Enterprise AI BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm AGI CPU on CNBC, March 25, 2026 DataCenter Podcast: Episode 56 — Artificial “Stupidity” and Arm Enters the AI Race PULSE BRIEF: Density Is Destiny — Rethinking AI Infrastructure in the AI Data Era BROADCAST ANALYSIS: Patrick Moorhead Discusses Arm's New AGI CPU on CNBC, March 24, 2026 BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA GTC Announcements on CNBC, March 16, 2026 RESEARCH NOTE: WD Innovation Day and FY2026 Q2 Earnings Reflect Disciplined Execution RESEARCH NOTE: AWS and Cerebras Partner to Deliver Disaggregated AI Inference The Enterprise Applications Podcast, Ep 26: AI Agents - The New Control Layer for Enterprise Apps DataCenter Podcast: Episode 55 — The AI Power Problem: Data Centers, Nuclear SMRs, and AWS + Cerebras RESEARCH NOTE: VAST Forward 2026 Positions the Data Platform as the Persistent Operational Layer for AI Game Time Tech Ep 28: MLB 2026 Season – AI, XR, Stadium Tech, and the Future of Baseball BROADCAST ANALYSIS: Patrick Moorhead Discusses AI Chip Export Controls and Oracle's Upcoming Earnings on Yahoo Finance, March 9, 2026 RESEARCH NOTE: Digging into the AMD–Meta Deal RESEARCH NOTE: Zoom Promotes ‘System of Action’ via AI-First Canvases and Agentic Workflows Game Time Tech Ep 27: How AI Is Transforming Pro Sports RESEARCH NOTE: IBM FlashSystem — Advancing Toward an Intent-Aware Storage Control Layer The Enterprise Applications Podcast - Ep 25: Is Enterprise ERP Ready for Agentic AI? RESEARCH NOTE: RPT-1 Is Turning SAP Data Into Insightful AI RESEARCH NOTE: Dell Pro 14 Premium Laptop with 5G Connectivity BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on Yahoo Finance, February 25, 2026
RESEARCH NOTE: Qlik’s Bet on Production-Grade Agentic AI
Mike Leone · 2026-05-07 · via Moor Insights & Strategy
(Credit: Mike Leone)

Most data and analytics vendors are still figuring out how their agentic AI strategies hold up once they hit real enterprise workloads. Qlik Connect 2026 pulled the company’s full agentic story under one banner called the Agentic Experience, built on three pillars labeled Context, Trust, and Freedom that are aimed straight at the confidence gap. The company’s bet is that Qlik can become the production environment enterprise agents route through, with implications that reach beyond the analytics category.

Agentic AI Hits the Production Test

Most analyst calls with a data and analytics vendor over the past year have come back to the same question of which agentic AI capabilities are real and which still live in keynote slides. Adoption is moving faster than vendor readiness, with Deloitte’s State of AI in the Enterprise 2026 putting 23% of organizations at moderate or higher agentic AI use today and 74% expecting to be there inside two years. Customer activations have moved well past pilot volumes, and the deployments showing up in production are running revenue, customer service, and supply chain workflows. The 2024 buyer who was fine with demoware has been replaced by a 2026 buyer who wants references, runtime telemetry, and a straight answer about what happens when an agent acts on bad data.

Letting an agent act on its own behalf is the hardest call most data leaders will sign off on this year, and only 21% of organizations have a mature governance model for autonomous agents in place to support that decision, per the same Deloitte research. The data quality problems that predated the AI conversation are still sitting there unresolved at most enterprises, and agent reasoning is running on top of them. Data still lives across cloud, on-prem, lake houses, warehouses, and SaaS, and almost nobody wants to standardize on a single assistant when their existing investments already span Microsoft, Google, AWS, ServiceNow, and Salesforce. Regulated industries have it even harder, with sovereignty, auditability, and operational governance now sitting front and center in procurement.

Anyone claiming to have a production agentic platform has to start with real business context, grounded in shared semantics, so that two teams asking the same question stop getting two different answers. The data foundation underneath has to treat quality, lineage, and auditability the same way engineering treats production code — with the same accountability when something breaks. And the architecture has to stay open, because the assistants, pipelines, and operational systems most enterprises already run aren’t going anywhere, and a rip-and-replace process every time a new agent tool shows up isn’t a real option.

Qlik’s Agentic Experience, Unpacked

Sitting under Qlik’s three pillars of Context, Trust, and Freedom is the Qlik Analytics Engine, the unified compute and reasoning layer that every agent in the portfolio runs on. Since February, customer activations on the shipped agentic tools have crossed 1,000, according to the company, and the Discovery Agent has surfaced more than 100,000 findings in that same window. Within Context, Qlik introduced a Predict Agent due in Q2 to help with data science, an Automate Agent that acts on its recommendations rather than merely handing them back to a user, an Analytics Agent built for the developers who put dashboards and apps together, and a unified semantic layer on the Q4 roadmap that pulls the analytics and the data layers from Qlik’s Talend data fabric into one definition that both Qlik and external assistants can consume.

The Trust pillar centered on Open Lakehouse Streaming, an extension of the Apache Iceberg foundation Qlik built out in September 2025 after acquiring Upsolver. Streaming pulls continuous event data, batch, and CDC (change data capture) workloads into one environment, and Trust Score is now wired into data contracts, reliability targets, and anomaly detection. New Data Product, Data Quality, and Data Engineering agents apply that same trust framework across the data lifecycle.

The Freedom pillar anchored on the MCP Server, with more than 50 endpoints exposed today and hundreds more in the pipeline, plus a bidirectional ServiceNow partnership where Qlik and ServiceNow trade catalog metadata and pipeline lineage. The AI Sovereignty Initiative finished out Freedom, framing sovereignty as an architectural problem that covers governance, traceable reasoning, and workflow execution alongside data residency, with the AWS European Sovereign Cloud launch as the concrete anchor.

Sizing Up the Qlik Agentic Experience

Qlik has spent the past year assembling the pieces enterprises need to push agentic AI past the pilot stage, and Connect 2026 was where it all got organized into a single story. Open Lakehouse plus streaming gives customers a foundation flexible enough to handle data fragmentation without forcing one execution engine on them. The semantic layer scheduled for Q4 takes a real swing at the problem of two agents giving two different answers to the same question. MCP depth and the bidirectional ServiceNow partnership turn Qlik into operational infrastructure that runs alongside the systems enterprises already use to get work done, and that matters because most enterprise work happens inside those systems instead of inside an analytics dashboard. Qlik is also making a credible push for openness in a category where lock-in is still the norm, and the AI Sovereignty Initiative raises the bar for what regulated buyers should be able to expect from any vendor claiming production-readiness.

The biggest open gap is observability across both agents and agentic costs, and Connect’s coverage of it was lighter than the rest of the Agentic Experience pitch. Abstracting agent complexity inside a trusted platform, with Qlik Answers as the entry point, is the right call for end users, but operators still need visibility into agent identity, scope, cost, and confidence levels; all evidence points to the company addressing more of that in coming releases. Keeping one semantic definition consistent across the analytics and data engineering portfolios is hard architecturally, and Qlik appears to know that going in, with the Q4 semantic layer built specifically to prevent the two layers from drifting over time. Pricing is another aspect to watch further out, because the current capacity model counts each question as one unit of consumption no matter how many agents are involved. That math holds up when expert prompters are using it, but it breaks down when access opens up to people who ask one question at a time and iterate like crazy, which is where a token-based model starts looking like the natural next step.

The bigger strategic question on the table is what Qlik does about its processing engine, where bring-your-own-compute leans on partners. This is by design, and it’s part of the company’s openness pitch, but it leaves Qlik a step behind the full-stack platforms that serve as one-stop-shops for all things data, analytics, and AI, including ownership of the processing engine. That’s really Qlik’s only gap right now, and the one thing keeping it from being a complete end-to-end data platform. Keep an eye on whether Qlik builds, acquires, or stays partner-anchored on compute.

The Path Forward for Buyers

What buyers are evaluating in 2026 looks very different from a typical analytics shootout, and the questions in the room are about which platform can carry workflows that move money, run customer experiences, and handle regulated data without falling over. Governance posture, sovereignty controls, and integration depth are sitting alongside performance and cost on buyer shortlists, and procurement is asking for evidence at a level that wouldn’t have come up two years ago. The platforms that win over the next 12 months will be the ones that can show production-ready agentic AI running at enterprise scale with confidence levels in their outputs and actions at an all-time high.

Qlik’s Agentic Experience lines up well against that requirement set with an open data foundation, a governance-first quality framework, contextual reasoning grounded in shared semantics, and operational integration through MCP and bidirectional partnerships. Buyers shaping their agentic AI roadmap right now should be asking which vendors are delivering all of those capabilities together at enterprise scale, because the ones that pull it off are the platforms that define production-grade agentic AI in data and analytics.