Insight Type: Research Note

Oracle Autonomous Data Warehouse (ADW) is better positioned now to power ecosystem-wide adoption of self-driving cloud DW platforms through the addition of new capabilities. Oracle ADW will compel rivals to counter Oracle with their own autonomous DW portfolio developments, particularly around offering post-SQL cloud DW capabilities that fulfill the ease of use and minimal administration demands of organization of all sizes. As such, Oracle can drive differentiation of its ADW portfolio by providing a self-service, automated, and SaaS-enabled DW experience that puts swifter, more contextual actionable insights within the reach of organizations of all sizes.
As a result of recent cybersecurity breaches, a group of bipartisan lawmakers has been announced. Rep. Michael McCaul (R-Texas) and Sen. Jim Langevin (D-R.I.) are working on legislation that will require companies to notify the federal government in the event of a security breach. Futurum’s Shelly Kramer explores the need for the bill, especially in light of the SolarWinds and Microsoft Exchange Server hacks, the extent of the damage from which will remain unknown for some time. This proposed legislation makes sense — hopefully, this time around it will make it into law.
AWS has announced general availability of EC2 X2gd instances of its cloud computing offering. Futurum’s Fred McClimans discusses the importance of this new offering and how it plays into the growing demand for memory-intensive workloads, such as real-time data analytics. In short, it means very good things for AWS customers. It increases the performance and cuts the cost of cloud computing for workloads such as in-memory databases, relational databases, and our favorite, real-time data analytics. This, coupled with AWS’s scalable, pay-as-you-go consumption model, is exactly what is needed today.
Intel has rolled out a new campaign targeting Apple's M1 deficiencies using long time Apple spokesman Justin Long.
Clearfield’s upgraded Clearview Blue Cassette proposition will oblige key fiber management rivals, Commscope and Corning, to allocate increased portfolio development and marketing resources to counter the new 48-port option. Futurum’s Ron Westfall discusses the update and the impact on Clearfield’s fiber management portfolio, along with the challenges he anticipates ahead.
IBM has been aggressively pursuing its hybrid cloud story and has gone GA with its Cloud Satellite offering adding to its hybrid arsenal.
While the EU has been actively pursuing Amazon for a series of anti-trust breaches, the competition czars are struggling to prove its case.
The Biden administration’s tightening of restrictions on 5G related technology sales to Huawei could be seen as a move toward a more uniform application of prohibitions, rather than the prior administration’s more inconsistent application and management of restrictions against Huawei. For technology companies, there are pros and cons to this, which are covered here by Futurum’s Olivier Blanchard, along with what is likely ahead.
Futurum’s Olivier Blanchard discusses Gogo’s plan to bring 5G connectivity to air travel, scheduled for 2022. The promise of faster internet and more bandwidth in flight opens up a solid opportunity for Gogo to reframe the value of in-flight connectivity.
The $100 billion high speed broadband bill reintroduced by Rep James Clyburn is aimed at closing the digital divide. This is both timely and significant, as the FCC estimates at least 21 million Americans currently may not have access to high speed internet, including as many as 1 in 4 rural households and 1 in 3 households on tribal lands. This puts students and workers in those areas at a severe disadvantage through no fault of their own. That is the digital divide that H.R.1783 aims to correct over the next five years.
The SAP Capgemini deal boosts SAP’s contingent workforce management proposition, expanding awareness of SAP Fieldglass. Futurum’s Ron Westfall covers the contingent workforce management market segment, what’s ahead, and how this move improves SAP’s competitive position to directly challenge its major workforce rivals by meeting the burgeoning demands of major clients, such as Capgemini. With this win, SAP fortifies its competitive standing in fulfilling the burgeoning distributed workforce demands of workforce, especially including unique contingent workforce requirements.

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