Insight Type: Research Note

Major medical records vendor Epic Systems moves away from Google Cloud, citing security concerns, and indicating plans to rely Amazon’s AWS and Microsoft Azure. This is big news in the healthcare market, and likely something that hospitals and healthcare providers can’t help but take note of—especially if they are current customers of Google Cloud for medical research, data storage, or other IT operations. Google’s partnership with Acension Healthcare has recently been in the sights of privacy advocates and in the news—now the subject of a federal probe, instigated by the HHS Office for Civil Rights, a federal agency that enforces patient privacy under HIPAA. Other partnerships with healthcare providers across the U.S. have experts questioning whether the potential commercialization of patients’ personal health data is something Google can be, or should be, trusted to refrain from.
AQSACOM provides Cyber Intelligence software solutions for communications service providers (CSPs) and law enforcement agencies (LEAs). ASQACOM’s solution democratizes lawful intercept applications for the 5G era. Through its development approach, AQSACOM’s presence is expanding in the global CSP and LEA market segments, already including clients from more than 35 countries spanning Europe, Middle East, Africa, Asia, Oceania, Latin America and North America, underpinning the company’s claim to lawful interception market leadership and providing the foundation to accelerate broad LCI adoption in its nascent stage.
Intel outperformed in the 4th quarter of its fiscal year with big revenue beats on data center and a surprise performance in Client Compute. Analyzing Q4.
A new data privacy proposal points the way toward a compromise between tech companies and users. I see in this proposal a template for what could become a model for universal data privacy and online safety requirements, and unpack the key elements in this analysis. Ideally, technology platforms would adopt this approach all on their own, but if they cannot, or will not, legislatures and regulatory bodies around the world may begin to feel growing pressure to step in and compel them to do so.
This week Qualcomm launched 3 new Snapdragon platforms to support the growth of 4G. This came despite 5G's arrival and has a strong market value.
Bringing Xnor.ai into its product portfolio provides Apple with an edge app development tool geared for a wide range of programmers, not just those who are knowledgeable about AI, DL, and ML. Xnor.ai’s SDK allows programmers to easily drop AI-centric code and data libraries into device-based apps. The tool provides a unified abstraction layer for building, compilation, and training of edge AI models that frees developers from having to worry about target-device CPUs and AI accelerators. Beyond that, let’s take a look at what we think is on the horizon for Apple on the acquisition front.
IBM had a strong earnings report for its fiscal 4th quarter in 2019. The earnings popped on strong results in systems covering for shortfalls elsewhere.
During NRF 2020 Oracle showed a new tools called Customer Insights that can help retailers predict their best future customers. Exploring the announcement.
Salesforce, this past Thursday launched its Trailhead Playground designed to help developers and admins to build on Salesforce 360 environment.
Microsoft has launched its new chromium based Edge browser. This research note looks at the pros of the browser and its likelihood of gaining adoption.
Apple has acquired Xnor.ai to expand the company's on device AI capabilities. What does the Xnor.ai acquisiton mean for Apple and future Apple Devices.
Marvell is putting the pedal to the metal when it comes to auto ethernet connectivity. While obstacles exist, Marvell’s Automotive Networking portfolio is attractive, for both today’s vehicles and the vehicle of the future. Definitely a space we’ll be keeping an eye on.

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