GenAI has shifted from novelty to operating layer. Google Cloud’s new ROI of AI 2025 report shows agentic systems moving beyond pilots: half of genAI adopters now run agents, and early movers are scaling into double digits. ROI is showing up fastest where work is repeatable (productivity, customer experience, marketing, and SecOps), yet the biggest unlocks still hinge on data quality, integration, and executive sponsorship. The message for tech leaders: architect for agents, not just apps; fund the plumbing, not only the models; and measure speed of return alongside size of return.

In this edition of Signals from the Edge, we examine the strategic integration of AI and quantum computing, highlighting the complexities of evolving tech landscapes. The juxtaposition of AI's rapid advancements against quantum computing's potential highlights the need for leaders to strike a balance between immediate practicality and future foresight. Additionally, the shifts in infrastructure spending underscore a growing reliance on data as a strategic asset. As we explore these themes, the focus narrows to the necessity of clear strategic frameworks in deploying AI, ensuring investments result in tangible business outcomes.

AI isn't just another tool anymore—it's splitting companies into winners and everyone else. The companies getting ahead aren't just using AI; they're rebuilding how they work around it. But here's the catch: "free" open-source models might be costing you more than you think, and security headaches are multiplying fast. Plus, edge AI is quietly becoming the real game-changer. Ready to figure out which side of the AI divide you're on?

Quantum computing just shifted gears. We're watching it move from "maybe someday" to "let's try this now" faster than anyone expected. Big companies are rewriting their plans, startups are popping up in unexpected places, and the tools are finally good enough that you don't need a physics PhD to experiment.

The question isn't whether quantum will matter—it's figuring out when it'll matter for you.

AI is moving fast from "cool demos" to actual business tools, but the companies winning aren't necessarily building the best models—they're getting better at using AI in practice. Technical advantages now last months instead of years, so the real edge comes from knowing how to deploy, secure, and measure AI systems effectively. While everyone's debating which model to use, the smart money is on teams that can ship AI features reliably and fix them when they break.

A new stack of power is emerging—less about code and more about compute, context, and control. The old advantages of software moats and distribution channels are being supplanted by questions of infrastructure sovereignty, user-led adoption, and platform entanglements. Whether it's AI models running in 500-megawatt facilities, brain-computer interfaces enabling thought-driven workflows, or the quiet revolution of who controls web access by default—each signal reflects a broader shift: from efficiency to influence. For product and technology leaders, the edge isn’t just technical. It’s strategic. The playbook is being rewritten, and the new rules are being authored by infrastructure providers, agent ecosystems, and everyday users voting with their workflows.

AI is changing everything faster than most companies can adapt. Recent stories show massive money flowing into infrastructure, AI agents moving from experiments to real products, and jobs disappearing at the entry level. The companies that survive the next decade won't be the ones with the best technology—they'll be the ones that can change direction quickly when the ground shifts under them.

Tech leaders have enough on their plates without chasing every shiny new thing. The real challenge isn't adopting new tools—it's figuring out which ones actually solve problems without creating bigger headaches. Here's what caught our attention this cycle.

This edition of Signals from the Edge is focused on the recent Google I/O conference. Google I/O 2025 made one thing clear: AI isn't just a nice-to-have feature anymore—it's becoming the whole point. Google is rebuilding everything from search (now it actually talks back and thinks through problems) to smart glasses that can translate what you're looking at in real-time. It's the biggest change in how we use computers since phones got smart. Google isn't just making better apps—they're betting that everything should work like having a conversation with a really capable assistant. Their plan is simple: one AI that handles your email, calendar, and pretty much everything else, which means every other tech company is going to have to play catch-up or get left behind.