Archives: Insights

November 24, 2020

Daniel Newman

Analyst Insight

4 AI Trends Set To Accelerate In 2021

The coming year is going to see the continued impact of artificial intelligence. Here are four applications that we will see strong continued investment and adoption in 2021.

AI, Data Analytics, Digital Transformation, Workplace Collaboration

November 23, 2020

Ron Westfall

Research Note

Open RAN 5G Bill: Congress Ups 5G Stakes with Passage of $750 Million Open RAN 5G Bill

The U.S. House’s Open RAN 5G bill, assuming robust R&D funding remains integral, will further assist ecosystem-wide coordination in key areas like R&D and supply chain integrity. In sum, the mobile industry is steadily shifting to an open RAN model, despite near-term challenges in the process, many of which are expected based on the industry’s experience with previous high-impact technology shifts. The U.S. Congress is sending a clear signal that Open RAN is critical to meeting U.S. government 5G national security and supply chain goals. This provides more funding opportunity for the Open RAN community to prove that Open RAN is ready to meet ecosystem-wide prime time 5G demands.

5G, Communications Networks

November 23, 2020

Daniel Newman

Analyst Insight

As Apple Releases its New Line of Macs, the Biggest Beneficiary May be Microsoft

Apple is set to launch its next generation of MacBooks. For the first time since the surprise 2005 announcement by Steve Jobs that Apple was moving from PowerPC to Intel (x86), the company is set to take on chip-making responsibility for the Mac.

PCs and Devices, Semiconductors and Components

November 22, 2020

Shelly Kramer

Futurum Tech Webcast

COVID-19 Vaccines: The Technology That’s Involved in Making Those Vaccines a Reality – Futurum Tech Webcast

In this episode of the Futurum Tech Webcast, host Shelly Kramer is joined by fellow analysts Daniel Newman and Fred McClimans for a conversation about COVID-19 vaccines that are coming down the pike and the technology that will play a role in actually delivering and monitoring those vaccines.

Emerging Technologies

November 22, 2020

Shelly Kramer

Research Note

NVIDIA’s DRIVE Platform to Power Hyundai’s Newly Launched Connected Car OS Across Entire Fleet

Hyundai Motor Group recently announced that NVIDIA’s DRIVE Platform will power Hyundai’s newly launched connected car operating system (ccOS) across its entire fleet. That is great news for the industry as a whole with an eye on safety, convenience, and vehicles that become smarter over time, and a huge win for consumers.

Digital Transformation

November 21, 2020

Daniel Newman

Research Note

EU Probe Against Amazon Lacks Burden of Proof for U.S. Regulators

As the EU mounts a probe against Amazon, there's a need to look into the merit of the regulator's intent and its potential impact in the U.S.

Sustainability, Markets, and Policy

November 19, 2020

Sarah Wallace

Research Note

Microsoft Adds Teams App Integrations for Video Meetings

Microsoft adds Teams App integration for video meetings making it easier to access third-party apps without interruption. Microsoft joins Zoom in an effort to make video collaboration and communications easier.

Collaboration Devices and Services, Workplace Collaboration

November 19, 2020

Daniel Newman

Futurum Tech Webcast

Wholesale Distribution, Technology, and the Future of a Trillion Dollar Industry – Futurum Tech Webcast Interview Series

In this new episode of the Futurum Tech Webcast – Interview Series, Daniel Newman sat down with DataXstream CEO Tim Yates and SAP’s Global Head of Wholesale Distribution Magnus Meier. They explored trends in the future of wholesale distribution including trends in digital transformation within the industry, the current state of the industry in 2020 and how COVID-19 has changed the way wholesalers work.

Cloud, Digital Transformation

November 19, 2020

Daniel Newman

Analyst Insight

Qualcomm’s Fortune Turns as the Chipmaker’s 5G Business Grows Rapidly

The technology industry has been a bright spot for the global economic recovery from the effects of the coronavirus lockdowns.

5G, Communications Networks, Semiconductors and Components

November 18, 2020

Daniel Newman

Research Note

NVIDIA Q3 Includes Record Breaking Gaming and Datacenter Results

NVIDIA saw a record breaking quarter in its biggest categories including datacenter and gaming while the company saw revenue jump 57%.

November 18, 2020

Shelly Kramer

Futurum Tech Webcast

The Battle for DoD 5G Flares Up — What’s Ahead – Futurum Tech Webcast

In this latest episode of the Futurum Tech Webcast, analysts Shelly Kramer, Olivier Blanchard, and Ron Westfall discuss how the battle for DoD 5G is heating up, and how it’s more about 5G dynamic spectrum sharing capabilities than a nationwide 5G network. They also touched on China’s influence in this space, the Beat China 5G Act, the broad DoD use cases and contract already in play, the advent of Open RAN technology and new competitors in this space, as well as a variety of other 5G-related topics.