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Analyst Blog
December 02, 2024

Monday's Musings: Seven Big Themes In Tech For The Next Presidency

Data to Decisions
Expect Regulations For National Security, But Overall Lighter Regulatory Framework For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries. Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate.
R "Ray" Wang
Insight News
November 24, 2024

Nvidia CEO Jensen Huang has a dream...

Data to Decisions
Nvidia CEO Jensen Huang poked holes in all the arguments against the company during the company's third quarter conference call. Concerns about power, costs, LLMs hitting a wall an...
Larry Dignan
Insight News
November 21, 2024

Elastic posts Q2 rebound, ups Q3 outlook

Data to Decisions
Elastic upped its outlook for the third quarter following better-than-expected second quarter results as its plan to extend from search into generative AI paid off. ...
Larry Dignan
Insight News
November 19, 2024

Hitachi Vantara expands AI infrastructure footprint

Data to Decisions
Hitachi Vantara in recent weeks has built out its AI infrastructure offerings with the aim of expanding its market share and genAI footprint in data centers. ...
Larry Dignan
Insight News
November 18, 2024

Nvidia outlines Google Quantum AI partnership, Foxconn deal

Data to Decisions
Nvidia said that it is working with Google Quantum AI to design quantum computing AI processors. The quantum computing partnership with Google was part of a series of Nvidia announ...
Larry Dignan
Insight News
November 12, 2024

Red Hat acquires Neural Magic

Data to Decisions
For Red Hat, a unit of IBM, Neural Magic will enable the company to align its open platform to AI workloads. ...
Larry Dignan
Insight News
November 10, 2024

Enterprise software 2025: Three big shifts to watch

Data to Decisions
Enterprise software will be volatile in 2025 as customers increasingly question value, complain about upsells and added charges and assess whether agentic AI provides an abstractio...
Larry Dignan
Insight News
November 06, 2024

Qualcomm Q4 shines, ups outlook for Q1

Data to Decisions
Qualcomm delivered fourth quarter revenue growth of 19% as it saw strength across its smartphone, auto and Internet of things units. ...
Larry Dignan