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Insight Type: Research Note

Shelly Kramer

Google Applies for Permission to Resume Business with Huawei

Google has applied for permission to resume business with Huawei, looking to ease restrictions on Google apps and services being excluded from Huawei devices. With Microsoft recently receiving approval for its Windows OS to be installed on Huawei laptops, perhaps it’s time to move this along.
James Kobielus

The Retirement of DAWNBench — What’s Next for Benchmarking the Next Gen Infrastructure for Industrialized Data Science

With the retirement of DAWNBench, I decided to take a look at what’s next for not only the Stanford DAWN project as it reaches its midway point, but also for benchmarking the next gen infrastructure for industrialized data science.
Shelly Kramer

Zoom Stock Finds a Bright Spot in Coronavirus Fears

Zoom stock has found a bright spot in coronavirus outbreak fears. The company reports more active users in the first 55 days of 2020 than in all of 2019, increased in sessions per day and session length. As companies (and their employees) hunker down, curtail travel, work remotely, and try to forge ahead, it's not really a bad time to be in the video collaboration platform business. Here's a look at the math involved here and what that might mean when earnings are reported next week.
Ron Westfall

Intel is all in on 5G Networks

Intel is set to alter the competitive landscape with debut of new 5G infrastructure products including the Intel Atom P5900 platform, 2nd Gen Intel Xeon Scalable processors, “Diamond Mesa”, Intel’s first next-generation structured ASIC for 5G network acceleration, and new Intel Ethernet 700 Series Network Adapter.
Shelly Kramer

Poly’s Poly Lens Aims to Increase Collaboration Space Adoption, Simplify IT Ops

The launch of Poly’s Poly Lens offering was announced earlier this month in Amsterdam at Integration Systems Europe (ISE) 2020, the world’s largest show focused on AV and systems integration. The Poly Lens service is designed to increase collaboration space adoption and simplify IT ops. Since adoption of technology within the workplace is the key to successful digital transformation, this service is a no-brainer. I believe digital adoption platforms are quickly becoming the new normal — with good reason.
Daniel Newman

Salesforce Q4 Results Include Surprise as Co-CEO Keith Block Resigns

Salesforce announced its fiscal Q4 earnings which delivered on revenue and earnings while also seeing co-CEO Keith Block resign and another big acquisition.
Olivier Blanchard
Olivier Blanchard

Qualcomm’s New Snapdragon XR2 5G Reference Design Opens the Door to Truly Wireless On-Demand 8K XR Experiences

Daniel Newman

Qualcomm’s Virtual MWC Event Reveals Big Wins for Snapdragon 865

Qualcomm held a virtual event announcing design wins for its Snapdragon 865 mobile platform and other items planned for MWC 20 before its cancellation.
James Kobielus

With the Rise of PyTorch TensorFlow’s Deep Learning Dominance May Be Waning

With the rise of PyTorch, TensorFlow’s dominance may be waning. While PyTorch scale advantages are tipping the scales, deployability is still TensorFlow’s strength. Here’s a look at what I think is ahead with these two for deep learning dominance.
Daniel Newman

Apple Rumored to be Moving Mac Processors to ARM by 2021?

Rumors that Apple is planning an ARM based chip on 5nm have started spreading leading some to wonder what that means for Intel and Qualcomm
Ron Westfall

Ericsson Enlists AI to Galvanize Energy Infrastructure Operations

Ericsson’s AI-powered Energy Infrastructure Operations is blueprinted to decrease OPEX and CO2 emissions for operators using AI and data analytics to improve energy efficiency and improve site availability.
Ron Westfall

Ribbon’s New CEO is the Right Fit to Expand Sales Capabilities and Pilot ECI Integration

With the appointment of new CEO and President Bruce McClelland and the onboarding of Krish Prabhu and Stewart Ewing to the Board of Directors, Ribbon’s competitive prospects brighten, especially toward assimilating the ECI acquisition into its portfolio and culture and bolstering the company’s sales resources for pursuing burgeoning 5G business prospects.
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