Daily Intelligence Brief: CIOs and CISOs Evolving Roles in Business Leadership - September 12, 2025

CIOs and CISOs are advised to transition into roles as business leaders focusing on growth and customer trust, moving beyond technology and risk management. This shift is crucial for success in today's digital economy.

Amid increasing pressures from digital transformation and regulatory scrutiny, technology leaders face demands for clear returns on tech investments and robust cybersecurity oversight. Cyber incidents now pose risks that can impact brand perception and market competitiveness, emphasizing the need for swift adaptation.

To redefine their roles, CIOs and CISOs must prioritize business outcomes and align technology decisions with organizational goals, fostering a culture of shared responsibility for security. Engaging across various departments will promote collaboration and effective governance.

The integration of Artificial Intelligence (AI) solutions, such as those demonstrated by Gilat Satellite Networks and Wowza Streaming Platform, highlights the ongoing technological advancements within the industry, with companies leveraging AI to enhance operational efficiency and capabilities.

Recent findings from Dell'Oro Group indicate a 44% year-over-year growth in the server and storage market due to increasing AI infrastructure demand. Additionally, stabilization in global telecom Capital Expenditure (CAPEX) signals potential shifts in investment strategies as organizations focus on enhancing capacity and automation.

Capgemini identified budget challenges arising from the adoption of On-Demand technologies, noting that many organizations exceed their technology budgets. Enhanced cost management and governance strategies are essential as companies navigate these financial constraints.

1. CIOs and CISOs Must Prioritize Business Leadership
   CIOs and CISOs must transition to business leaders, using tech expertise to enhance growth and trust in today's digital economy.
2. Wowza demonstrates edge-powered streaming on NVIDIA Jetson Orin Nano at IBC 2025
   Real-time video analysis on the NVIDIA Jetson Orin Nano displayed scalability for complex data center workloads.
3. Gilat integrates AI into Network Management System (NMS)
   Gilat Satellite Networks introduced AI capabilities to its NMS, integrating Model Context Protocol (MCP) for enhanced monitoring.
4. AI Infrastructure Demand Boosts Server Market by 44% in Q2 2025, Dell’Oro Group Reports
   ARM CPUs gain market share in servers, contributing to a projected 46% market growth in 2025 as per Dell’Oro Group.
5. Dell’Oro Group Projects Telecom CAPEX Stabilization
   Dell’Oro Group forecasts telecom capital intensity to approach 15 percent by 2029, stabilizing after recent reductions.
6. CIOs and CISOs urged to adopt business leadership roles
   Addressing strategic questions can elevate the roles of CIOs and CISOs from technical managers to business leaders.
7. Wowza showcases AI-powered streaming on NVIDIA Jetson Orin Nano at IBC 2025
   Demonstrations at IBC 2025 revealed Wowza's technology for instant captioning and translation without cloud dependency.
8. Gilat Satellite Networks enhances NMS with AI
   Gilat Satellite Networks announced an AI upgrade for its NMS, featuring MCP for better efficiency.
9. AI infrastructure demand boosts server market by 44% in Q2 2025, Dell’Oro Group reports.
   AI infrastructure demand leads to 44% growth in server market during Q2 2025, according to Dell'Oro Group.
10. Dell'Oro Group Highlights Stability in Telecom CAPEX
    Dell’Oro Group forecasts telecom capital intensity to approach 15 percent by 2029, stabilizing after recent reductions.
11. Capgemini report reveals budget challenges in On-Demand technology spending
    Capgemini identifies significant budget overruns in organizations utilizing On-Demand technologies like cloud and Generative AI (GenAI).
12. SK hynix completes development and prepares for mass production of HBM4
    SK hynix will mass produce HBM4, featuring doubled bandwidth and 40% improved power efficiency, to meet AI applications' demands.
13. Cloudera Named Leader in IDC APAC MarketScape for Unified AI Platforms 2025
    Cloudera was named a Leader in the IDC APAC MarketScape for Unified AI Platforms 2025, recognizing its governance and security capabilities.
14. Capgemini unveils AI-driven enhancements for Ryder Cup 2025
    Capgemini upgraded its AI-powered Outcome IQ for Ryder Cup 2025, offering real-time insights and scenario simulations for fans.