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Analyst Blog
November 1, 2026

Investment Should Follow the Evidence

As enterprises finalize their 2027 budgets, they have far more evidence than a year ago about where technology creates value and where it creates additional requirements. AI provides the clearest example. Two years of pilots and deployments have produced useful applications, disappointing ones, new infrastructure dem...
Esteban Kolsky
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
lt;pgt;Potential Nine Straight Quarters Of Beatlt;/pgt; lt;pgt;With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion...
R "Ray" Wang
Analyst Blog
August 5, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scalelt;/pgt; lt;pgt;lt;span style=quot;font-size:12ptquot;gt;lt;span sty...
R "Ray" Wang