Insight Type: Research Note

With Zoom, Cisco and Microsoft seeing explosive growth, Slack has been steady and boring and with Covid-19 that simply shouldn't be the case.
Apple added that they believe that “technology should protect users’ fundamental right to privacy, and that means giving users tools to understand which apps and websites may be sharing their data with other companies for advertising or advertising measurement purposes, as well as the tools to revoke permission for this tracking.”
In a decision handed down Friday, Microsoft was again awarded the Department of Defense JEDI contract. Sort of. Amazon’s AWS has pledged to continue its fight against the fairness of the selection and evaluation process and the claim of undue political influence. What’s ahead? More waiting.
Cisco and ServiceNow collaborate by integrating Cisco's indoor location services platform, DNA Spaces, with ServiceNow's contact tracing and workplace safety application. The vendors’ goal is to improve contact tracing during the COVID-19 pandemic. There are no doubt some challenges ahead, but this integration also presents some customer acquisition opportunities for both companies that make this partnership interesting.
Telehealth visits only comprise 21% of doctor visits compared to 69% in April. After ramping up for virtual appointments, providers are now readjusting to more in-person care again. The good news in all of this is that the result of the COVID-19 pandemic caused heightened awareness of telehealth, and it required providers to lay a foundation to provide this service. This will benefit patients in the long run.
The Marvell-TSMC collaboration is set to pay long-term dividends for both companies. Marvell fortifies its ability to further differentiate the OCTEON portfolio in areas such as gate density, performance, and power efficiencies to drive innovation across the data infrastructure market. In turn TSMC validates its 5nm foundry credentials to further boost its supply chain influence throughout the semiconductor market – a win-win collaboration for both companies.
Qualcomm investors are underestimating the impact of the chip maker’s legal victory, but Qualcomm is in a great position to deliver the returns investors have long been looking for.
Cloudera delivers a strong fiscal Q2 with the company outpacing expectations for revenue and profits while growing its ARR base.
Today, Intel launched its 11th gen core processors, and a number of other updates including a new brand logo and more! Unpacking the announcements.
IBM’s new RoboRXN chemistry lab allows scientists to create new molecules while working remotely using robots, cloud, and AI. The platform accelerates the synthesis process and highlights discovery, which is not only a great boost to the field of chemistry, it’s also an example of innovation and agility we’ll likely see much more of. Most of us think of work as being in an office setting, but the RoboRXN platform reminds us that work can take place in a laboratory, a factory, on a farm, or on a construction site — and technology can play a big role in all those settings.
The opening session of the Google Cloud Next ’20: OnAir Digital event was kicked off by Google Cloud CEO Thomas Kurian outlining Google Cloud strategy around accelerating digital transformation in the cloud — something pretty much every business is focused on right now. The sessions that followed focused on Productivity & Collaboration, Infrastructure, Security, Data Analytics, Data Management & Databases, Application Modernization, Cloud AI, and wrapping up with Business Application Platform, featuring relatively deep dives on them all. Google Cloud continues to work to make inroads in the cloud arena and this was an impressive look at some of their progress on that front.
NVIDIA launched its new GeForce RTX 30 series, which deliver huge upgrades over its past generation creating a ton of excitement from gamers.

Thank you, we received your request, a member of our team will be in contact with you.