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Insight Type: Market Coverage

Daniel Newman

Apple Rumored to be Moving Mac Processors to ARM by 2021?

Rumors that Apple is planning an ARM based chip on 5nm have started spreading leading some to wonder what that means for Intel and Qualcomm
Ron Westfall

Ericsson Enlists AI to Galvanize Energy Infrastructure Operations

Ericsson’s AI-powered Energy Infrastructure Operations is blueprinted to decrease OPEX and CO2 emissions for operators using AI and data analytics to improve energy efficiency and improve site availability.
Ron Westfall

Ribbon’s New CEO is the Right Fit to Expand Sales Capabilities and Pilot ECI Integration

With the appointment of new CEO and President Bruce McClelland and the onboarding of Krish Prabhu and Stewart Ewing to the Board of Directors, Ribbon’s competitive prospects brighten, especially toward assimilating the ECI acquisition into its portfolio and culture and bolstering the company’s sales resources for pursuing burgeoning 5G business prospects.
Olivier Blanchard
Olivier Blanchard

Quick Take: What you need to know about the EU’s newly proposed guidelines for Artificial Intelligence

Daniel Newman

Google Acquires Cornerstone to Address Mainframe Workloads

Google continues its investments in companies that will drive more workloads to the cloud, but is the purchase of Cornerstone a sound move for Google Cloud?
Daniel Newman

Microsoft Unified Office Application Provides A Glimpse Into Mobile Future

Microsoft has revealed its new unified Office application that can be used on iOS and Android to unify all of the productivity apps into a single app.
Sarah Wallace

Virigin Galactic’s Shares Soar 200% So Far This Year – What’s Different About This

Virgin Galactic stock has soared 160% so far in 2020, which shows the market’s confidence in the notion of space tourism. The company projects revenues of $600 million by 2023. If private space efforts literally ‘soar’ and projected revenues are met, all different types of verticals and areas of the tech sector will want to become part of the value chain.
Shelly Kramer

Microsoft’s ElectionGuard Software Could Have Far-Reaching Impact

Microsoft’s ElectionGuard software could have far-reaching impact. After a beta test in local elections in Wisconsin yesterday, here are my thoughts on what’s ahead—the goals, opportunities, and challenges. This could well be one of the most important products Microsoft has ever developed—at least so far. Equally important, it’s an example of Big Tech doing more, because it can.
Daniel Newman

Qualcomm Announces Snapdragon X60, Its 3rd Generation 5G Modem-RF System

With the announcement of the Snapdragon X60, Qualcomm is ushering in its 3rd generation 5G platform with improved antenna and carrier aggregation technology
Daniel Newman

China Chipping Away at Smart Speaker Market as Amazon Maintains Lead

New data on smart speakers show that the market is growing at a fast pace, but it is new entrants, mostly from China that are seeing the biggest growth.
Daniel Newman

Nvidia Breaks Revenue Records in Data Center as AI Demand Surges

Nvidia delivered a strong Q4 for its FY 20 breaking revenue records in pro viz and data center while beating revenue and earnings expectations.
Shelly Kramer

Cloud Wars: Amazon Scores as Judge Blocks Microsoft’s JEDI Cloud Contract Award

The cloud wars continue to be exciting. Amazon scored today as a judge blocked the Department of Defense $10Bn JEDI cloud services contract award to Microsoft pending decisions on Amazon’s request to depose the President and other government officials with regard to the award of this contract. But in the big scheme of things, will it matter? Here’s what I think.
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