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Insight Type: Research Note

Daniel Newman

Oracle Announces Next Generation Exadata X8M Cloud Service

Oracle has announced the launch of its next generation exadata service called X8M, which will be delivered on Oracle Cloud Infrastructure.
Daniel Newman

Poly Announces Sync: Deepens Zoom Partnership at Zoomtopia 2020

This week at Zoomtopia, Poly has released a series of new devices to deepen its integration with Zoom supporting remote and return to work.
Ron Westfall

Cisco, Qwilt, and Digital Alpha Heed Telco Edge Transformation Challenges with Alliance Aimed at CDN Upheaval

In minimizing upfront investment for CSPs by providing a turnkey, as-a-service based offering, the Cisco, Qwilt, and Digital Alpha alliance is ready to mitigate operational and business peril for risk-averse CSPs. Now CSPs have the opportunity to embrace the alliance’s proposition to redefine the economics of content delivery across their networks by exercising control and visibility over the content delivered through their networks. As a result, CSPs are able to create new revenue streams, realize optimal backhaul savings, while mitigating financial and business risk in fulfilling their CDN monetization objectives.
Daniel Newman

Cloudera Acquires Eventador to Expand Stream Processing Capabilities

Cloudera has announced the acquisition of Eventador to improve its real-time stream processing capabilities in its data platform (CDP).
Daniel Newman

Twilio Set to Acquire Rising CDP Leader Segment for $3.2 Billion

Twilio has announced its intent to complete the acquisition of one of the leading CDP companies, Segment, in a $3.2 billion all stock deal.
Daniel Newman

AMD’s Rumored Xilinx Acquisition: Interesting Move, But Not a Game Changer

AMD is allegedly deep in talks with Xilinx to acquire the chipmaker, which focuses on high end FPGA's for the datacenter.
Ron Westfall

Lattice Semiconductor Defense Event: The Best Defense is a Clearly Differentiated FPGA Portfolio

Lattice’s ability to clearly differentiate its FPGA portfolio against formidable rivals such as Intel and Xilinx will power its ability to defend the company’s leadership position as the largest volume supplier of FPGAs globally, fortifying its supply chain reliability in delivering cutting edge integrated defense solutions. Now Lattice is firmly positioned to validate that its investments in areas such as AI, automation, and cloud computing will help fundamentally drive hardware and software innovation across the defense industry as well as other industries.
Daniel Newman

IBM Spin-Off of Managed Infrastructure Services Signals “All-In” on Cloud

IBM surprised the market today by announcing a plan to spin-off its infrastructure managed services business to put more focus on cloud.
Daniel Newman

Pros Emphasizes Self-Service as the Future of Commerce

At this year's annual Pros Outperform 2020 conference, the company put forward a vision of a future in b2b and b2c where self service leads.
Daniel Newman

IP Judgement Against Cisco is Destined for Federal Appeal

Cisco was ruled against in a recent judgement awarded to Centripetal Networks to the tune of $1.9 Billion, but a federal appeal will follow.
Daniel Newman

NVIDIA Delivers Big AI Updates at its GTC 20 Conference

NVIDIA GTC 20 kicked off today and the company delivered a robust set of updates that focused on AI from edge to datacenter to cloud.
Olivier Blanchard
Olivier Blanchard

ICYMI: 2016 $15 Billion Judgment Against Apple Hangs on by a Thread Following General Court of the European Court of Justice Ruling

At the heart of the European Commission’s case against Apple (and by default, to some degree, against Ireland) is the fact that EU member States, under EU state aid rules, are prohibited from providing tax benefits to select companies. In 2016, the EC concluded that Ireland had granted illegally preferential and artificially low tax benefits to Apple.
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