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Analyst Blog
May 12, 2024

Monday's Musings: Margin Compression - Tech Vendors Are You Leading The Way Or In The Way?

Data to Decisions
Technologies for the enterprise have often been seen as enablers for disruption and change. Over the past five decades as one technology or vendor would come to prominence and dominate a market, challengers would apply new technologies or business models to topple the legacy market and create new markets. Silicon Valley built its credibility on these disruptive market entrants. This cycle would continue to repeat itself until the next challenger became the market leader and struggle to hold on to its lead while meeting the demands of investors and the market. lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt; lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt; lt;iframe id=quot;zShareTpcCheckquot; src=quot;chrome-extension://ddafdejlekcmnafgnbllcfkebabhabcl/html/tpc.htmlquot; style=quot;display: none;quot;gt;lt;/iframegt;
R "Ray" Wang
Insight News
May 09, 2024

Arm's data center takeover: A lumpy revolution

Tech Optimization
Arm Holdings' chip designs may take over the data center over time as GPUs, cloud custom processors and Nvidia's march to AI factories gains momentum. But the road to licensing and...
Larry Dignan
Insight News
May 08, 2024

SAP, IBM Consulting pair up on process transformation, genAI

Data to Decisions
The "Value Generation" partnership will focus on generative AI and industry cloud applications. SAP is trying to migrate its customer base to the cloud and S4/HANA via its RISE wit...
Larry Dignan
Insight News
May 07, 2024

Apple launches M4 ahead of what's likely to be AI-heavy WWDC

Future of Work
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 generat...
Larry Dignan
Insight News
May 06, 2024

Palantir US commercial revenue up 40% in Q1

Data to Decisions
Palantir continued to gain enterprise customers in the first quarter as it delivered first quarter earnings in line with expectations. Commercial revenue was up 40% in the US from ...
Larry Dignan
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
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:
R "Ray" Wang
Insight News
May 05, 2024

Generative AI spending will move beyond the IT budget

Data to Decisions
Generative AI will drive IT budgets, but the spending is likely to be spread around a bevy of business units too. The more likely outcome is that generative AI spending for project...
Larry Dignan
Analyst Blog
May 03, 2024

Tableau and Salesforce Eye Next Wave of Analytics and BI

Data to Decisions
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Doug Henschen
Insight News
May 01, 2024

Anthropic launches Claude Team plan, iOS app

Data to Decisions
Anthropic said it will launch a Team plan and iOS app for its Claude large language model for $30 a month with a minimum of five seats. ...
Larry Dignan
Insight News
April 30, 2024

AMD Q1 delivers data center, AI sales surge of 80%

Tech Optimization
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. ...
Larry Dignan