Technology Optimization advises CIOs seeking to invest in innovation and strategic advantage while optimizing the cost of providing ongoing support.
New economic realities and shrinking IT budgets necessitate that IT organizations become better at justifying new projects, more efficient in delivering IT services, and smarter at adopting new technologies that can deliver business value while reducing costs.
Organizations must work together to optimize the cost reduction that funds innovation, and learn how to balance the needs of business with the responsibilities of IT. Is your organization ready for the shift to innovation? Have you developed a strategy to fund innovation with optimization?
Apple launched new iPads, but its latest M4 processor stole the show. The M4, and a heavy dose of AI talk, represented the latest effort by Apple to show that it won't be a generative AI laggard.
Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth
Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:
By unit, AMD posted record data center revenue in the first quarter of $2.3 billion, up 80% from a year ago. Growth was driven by AMD Instinct GPUs and 4th Gen AMD EPYC CPUs.
AWS delivered Q1 operating income of $9.4 billion on revenue of $25 billion, up 17% from a year ago.
Every enterprise technology stack needs neutral vendors. The problem is that these neutral vendors are acquired if they become too successful. Once these neutral vendors are acquired it's all about the cross-sell game under new ownership.
The chipmaker, which is trying to catch up in AI processors, said it expects second quarter revenue between $12.5 billion to $13.5 billion, well below the $13.61 billion Wall Street expected.
Microsoft and The Coca-Cola Co. have an expanded deal as part of an emerging multi-cloud strategy. Coca-Cola also has AWS in the mix.
Constellation Research CEO Ray Wang said Infosys is facing a bevy of moving parts that the company will have to navigate. "The combination of AI arbitrage, margin compression, and exponential efficiency is having an effect on the overall market. Constellation expects that the overall service market will be flat to single digit growth for the next year," said Wang.
Broadcom has had a steady cadence of blogs that appear to be aimed at allaying VMware customer concerns.
