Insight Type: Research Note

Just about a month after acquiring Habana Labs, Intel is pivoting its AI strategy and shedding its commitment to Nervana inference and training chips.
Amazon had a huge earnings beat and its cloud business AWS did better than expected nearing $10 Billion this quarter. A dive into AWS for the 4th quarter.
IBM CEO Ginny Rometty has stepped down after a challenging yet meaningful tenure as the company's CEO. A look at the change and how it will impact IBM.
IBM and Cisco are capitalizing on organizations identifying security as their top priority and concern in adopting and scaling their hybrid, multi-cloud implementations. This trend aligns with growing interest in using managed private cloud services to assure greater levels of control and security while controlling costs, fulfilling compliance mandates, and supporting applications that require high performance. Now, IBM Services must prove the price is right for organizations to embrace its Managed Private Cloud-as-a-service proposition.
Launchable has emerged from stealth mode to introduce its AI-driven software test automation solution. This is exciting news for the DevOps community, as key industry figures—most notably, the Jenkins CI/CD automation server’s creator—have essentially validated that AI-driven test automation is coming big time into every software development shop. In a CI/CD context, Launchable’s adaptive AI can drive automated testing of source code changes upon check-in as well as notification of development and operations personnel when the tests fail. It can ensure that developers never have to wait more than a few minutes for feedback on their latest code changes. It can also help testers to keep pace with the growing volume, velocity, and variety of code changes, so that the most relevant changes can be tested 24x7. The challenge for Launchable is how quickly the company can gain traction in the developer community before incumbent startups in this promising niche solidify their first-mover advantage. Here are thoughts on how the company should move forward so as to quickly take advantage of this opportunity.
Microsoft's second quarter for FY 2020 saw the company's momentum continue as Cloud, Productivity and personal computing all show growth.
AMD wrapped up its fiscal year with an earnings beat and a 4% revenue growth. The client business saw huge growth, but the enterprise business stalled. A look at the numbers.
After much debate and waffling, Britain has decided to allow Huawei to participate in its 5G rollout as long as its participation is less than 35%.
The HP and Xerox Saga continues as Xerox has now launched a hostile takeover bid of the Print and PC giant with Carl Icahn's fingerprints all over the deal.
Broadcom has announced an agreement to sell $15 Billion worth of mobile parts to Apple in the next 3 years, but what are these parts? Is this a big deal?

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