Results

Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
lt;pgt;Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growthlt;/pgt; lt;pgt;Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet ...
R "Ray" Wang
Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
lt;pgt;New Chips, New Business Models Ahead In Accelerated Computinglt;/pgt; lt;pgt;Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,00...
R "Ray" Wang
Insights News
January 17, 2024

Samsung's Galaxy S24 launch becomes showcase for Google Cloud AI

Next-Generation Customer Experience
Smartphones are increasingly about foundational models, generative AI features and the ability to leverage AI locally. The latest example is Samsung's Galaxy S24 launch, which also...
Larry Dignan
Insights News
October 30, 2023

Cloud customers still optimizing spend and should forever

Tech Optimization
While generative AI dominated the talking points among the big three cloud hyperscalers--Microsoft Azure, AWS and Google Cloud--there was a term that remained a close second: Optim...
Larry Dignan
Insights News
October 24, 2023

Google Cloud Q3 revenue lighter than expected

Data to Decisions
Ruth Porat, President, Chief Investment Officer and CFO, said the company was seeing quot;momentum in Cloud.quot; ...
Larry Dignan
Insights News
July 30, 2023

Why AWS may need a new generative AI narrative

Data to Decisions
Generative AI is a boardroom issue and Microsoft and Google Cloud appear to have the better CXO narrative relative to AWS. ...
Larry Dignan