Insight Type: Research Note

Marvell is delivering the differentiation needed to broaden its market presence in the networking switches and PHY segment, especially against competitors including arch-rival Broadcom. Through embedded security and enabling end-to-end performance gains needed to scale borderless enterprise networking, Marvell strengthens its ability to drive borderless enterprise builds and evolution.
SAP and HPE have partnered up to offer a fully managed enterprise cloud solution on-prem using HPE GreenLake white glove services
NVIDIA maintains its market leadership for MLPerf based upon its most recent benchmarks on its newest A100 Tensor Core GPU.
The 2021 Ford Bronco exceeds expectations with 150,000 preorders and comes with new tech that includes next-generation infotainment system and a digital trail mapping feature that lets owners plan, record and share their experiences via an app.
VW And AWS open their industrial cloud project to other manufacturing and technology companies and it’s apparent that the companies did their due diligence in terms of partners on this front. Both tout the involvement of Siemens, which is an AWS Advanced Technology Partner, and has been an integration partner for the industrial cloud project from the beginning. I’ll be looking for good things ahead as a result of this partnership.
This week, with its July and August updates to Webex, Cisco SVP Javed Khan announced the company's blueprint for hybrid workplaces as the pandemic looms.
Poly, a leader in peripherals for collaboration delivered strong margins amidst the pandemic built upon its strong work from home strategy.
Amidst the global pandemic Amazon has been positioned well for continued success and this quarter shined as the company delivered well above expectations.
The Mercedes-Benz partnership with NVIDIA is an example of automotive industry innovation featuring development that begins in the data center and operating systems that are developed with AI from end to end, modernizing everything about the automotive driving, and ownership experience.
Google joins the growing list of large corporations extending work from home policy, extending through the end of June 2021. We see this as a continuing trend from many large corporations and it’s exciting to watch the technology solutions serving this new “future of the workplace” evolve and organizations and employees adapt.
Amdocs’s acquisition of Openet augments its cloud-native credentials, especially in the 5G policy, charging, and data management domains. The deal also helps diversify Amdocs’ revenue streams, particularly in light of T-Mobile’s consolidation of the Sprint assets. Now Amdocs needs to acquire more robust cloud assets in order to fulfill the strategic business objectives of the CSPs as they build-out their hybrid cloud and multi-cloud implementations in the 5G world.

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