Author: Daniel Newman

The global semiconductor shortage has help to raise awareness of the importance of the supply chain. With much to learn from the shortage, we explore what happened, and what companies should be thinking about to get out in front of future supply chain challenges and execute on growth opportunities.
This week, Splunk hosted its observability day to celebrate the release of its observability suite and to share vision for its development.
Futurum’s Daniel Newman and Fred McClimans take a look at the success of C3 AI and explore why the firm is a strong competitor in both the government/defense and commercial sectors. The company’s unique and differentiated approach to the challenge of managing and gaining insights from massive amounts of enterprise data is the difference between a data-first and an AI-first approach (and a key differentiator between C3 AI and Palantir).
Twilio followed up a strong Q4 with a big outperform in Q1 beating guidance and expectations as customer experience investments grow.
This week at Dell Technologies World, the company rolled out its APEX consumption based IT solutions zeroing in first on Cloud and Storage.
This week at the Microsoft Business Applications Summit, a new integration between Customer Insights and Microsoft Advertising was announced
Lattice Semiconductor has beaten earnings and topped revenue consensus for the fourth consecutive quarter on demand for low power FPGAs.
We believe that with AWS entering the Confidential Computing space, the bigger message here is that Big Tech is increasingly addressing data security in novel and important ways by addressing the entire data chain to ensure that organizations are able to pass on that security to their customers. We expect big things ahead in the Confidential Computing space and AWS, as always, is on the forefront.
IBM announced the launch of its new LinuxONE III Express, which will enable the company to compete more aggressively on Linux Servers.

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