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Insight Type: Research Note

Ron Westfall

Oracle Cloud Infrastructure Takes the High-Performance Computing Road

OCI significantly bolsters its competitive prospects in the cloud HPC domain, through its agile array of semiconductor and HPC partnerships and clear-cut ability to use price/performance differentiators to win new business. Now AWS, Azure, GCP, and IBM must directly counter the rising OCI threat or risk erosion in their cloud HPC market position.
Shelly Kramer

Amazon Luna Launches, The Rise of Cloud Gaming — and What That Means for the Future

Amazon announced the launch of Amazon Luna, the company’s new cloud gaming service. With a play anywhere offering, on devices you already own, there’s every reason to expect Amazon Luna’s invitation for early access will be eagerly snapped up. One of my favorite things about this offering is the Twitch integration that’s purportedly coming to Luna, allowing gamers to broadcast while gaming. This integration will also allow Twitch viewers (who subscribe to Luna) to go from watching a game streaming on Twitch to playing on Luna. Microsoft xCloud, NVIDIA GeForce Now, and Google Stadia are all officially on notice that there’s a new player in the cloud gaming space in town.
Sarah Wallace

Google Announces Google Tables for Automated Work Tracking

Google announces Google Tables for automated work tracking. Work tracking proves to be a hot topic this week as Microsoft announces Workplace Analytics for its Microsoft Teams at its Ignite Event as well.
Sarah Wallace

Microsoft Announces Azure Orbital to Connect Satellites to Its Cloud

Microsoft takes on AWS Ground Station and announces its Azure Orbital, a fully managed ground station-as-a-service that enables satellite communication, control, and data processing directly in Microsoft Azure.
Daniel Newman

FTC Files Unlikely Petition to 9th Circuit to Revisit Favorable Qualcomm Ruling

The FTC has filed an appeal of the 9th circuit ruling that green lighted Qualcomm's licensing model in a big one for the giant chip maker.
Daniel Newman

Zapata’s Orquestra Brings Us Closer To Democratizing Quantum

With the release of its Orquestra software, Boston based Zapata Computing is democratizing access to quantum computing.
Daniel Newman

Microsoft Ignite 2020 Means Big Updates for Power Platform and D365

At Microsoft Ignite 2020, the company announced a series of important enhancements to its D365 and Power Platform offerings.
Ron Westfall

MATRIXX Software Provides Cloud Native Keys to Innovative 5G Charging

MATRIXX is gaining a time-to-market advantage in capturing mind share among CSPs during the early stages of their cloud native charging implementations through the latest cloud native enhancements to MATRIXX Digital Commerce. At least rivals will now need to stress their portfolio development goals in supporting CNCF graduated projects such as Prometheus and Fluentd to lessen MATRIXX’s ability to gain a differentiation edge. Now MATRIXX must show it can translate early mind share gains into tangible market share gains against foes in the 5G CCS and BSS realms.
Ron Westfall

Nokia Zeroes in on Boosting 5G Operations Efficiency

Nokia’s Cognitive SON targets aiding service providers in their quest to efficiently manage 5G complexity through ML-powered low-touch automation and real-time resolution of operations problems. Now Nokia must show its well-differentiated SON solution will become a difference maker in accelerating CSP 5G builds as well as bolstering the company’s 5G competitive outcomes.
Daniel Newman

Microsoft Ignite 2020: Teams Gets a Slew of Enhancements

Today at day one of Microsoft Ignite, the company announced a slew of enhancements to Microsoft Teams. Analyzing the highlights.
Daniel Newman

Oracle and Walmart Deal Indicates TikTok is Back in Business in the U.S.

After months of speculation and ongoing concern of a U.S. ban of the popular social media app. Oracle and Walmart will partner to save TikTok
Olivier Blanchard
Olivier Blanchard

US Antitrust Action against Google Could Come Sooner than Expected

At the heart of Google’s US antitrust troubles is the search giant’s staggering advantage in online search: Google processes roughly 90% of all online searches in the US. But there’s a difference between hypercompetitive behavior and anticompetitive behavior, and I believe that’s what this case is about. As this plays out, I wouldn’t be surprised to see the DOJ’s antitrust case against Google rubbing up against the 9th Circuit Court of Appeals’ recent ruling in FTC vs. Qualcomm. Interesting times ahead, to be sure.
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