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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
Analyst Blog
September 23, 2024

News Analysis: Capgemini Research Institute's Latest Sustainability Report Shows Prioritization For Regulatory Compliance and Operational Efficiency

New C-Suite
Broad Reaching Survey Shows Insight Into Both Progress and Trends In Sustainability lt;p style=quot;font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -moz-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0);quot;gt;lt;span style=quot;font-size: 12pt;quot;gt;lt;span style=quot;font-family: quot;Times New Romanquot;, serif;quot;gt;lt;span style=quot;font-family: Calibri, sans-serif;quot;gt;In the third annual “lt;igt;A World In Balance 2024lt;/igt;” report by Capgemini Research Institute, 6500 consumers over the age of 18 and 2152 executives employed at 727 organizations with more than $1 billion in annual revenue were surveyed on their views, investments, and progress in sustainability. Overall findings show how organizations have prioritized investments with tangible return on investment (ROI), improved sustainable design, and doubled down on measurement. Key regulations such as the European Union’s corporate sustainability reporting directive (CSRD) will drive continued investments to address regulatory compliance.lt;/spangt;lt;/spangt;lt;/spangt;
R "Ray" Wang
Analyst Blog
June 24, 2024

News Analysis: Only A Few Companies Will Win In Fueling The Age of AI

Data to Decisions
AI Begins And Ends With Nvidia Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry. In fact, only a few vendors have shown significant profits in AI:
R "Ray" Wang
Analyst Blog
June 24, 2024

Monday's Musings: Progress Through The Five A's of AI

Data to Decisions
Take A Measured Approach To AI Adoption The rush to AI projects often comes as an all or nothing approach. However, lessons learned from Constellations Executive Network (CEN) members show a gradual and measured approach. Constellation sees five phases to adoption from both a business and cultural point of view:
R "Ray" Wang
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
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
Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
New Chips, New Business Models Ahead In Accelerated Computing Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose. The key things to look for in the keynote:
R "Ray" Wang
Analyst Blog
March 17, 2024

Monday's Musings: Will AI Force Centralized Scarcity Or Create Freedom With Decentralized Abundance?

Data to Decisions
Age of AI Ushers Exponential And Transformational Power In The Hands Of A Few Society has often swung from centralization to decentralization and back in the distribution of power and rights. Living in a culture of abundance versus a culture of scarcity can alter the prioritization of decisions, the quality of interactions, and the overall optimism or pessimism of a society. AI has the power to transform societies for both good and evil.
R "Ray" Wang
Analyst Blog
February 29, 2024

News Analysis: Finance In The Age Of AI - Microsoft Copilot for Finance

Data to Decisions
The Leap Year Brings A New Copilot - Finance Microsoft announced the public preview of Copilot for Finance. With tools such as Copilot, the user experience begins and ends with generative AI. In conversations with Vice President of Business Applications Engineering - Charles Lamanna, Corporate Vice President of Business Applications Marketing - Emily He, Vice President of AI-led ERP Engineering - Georg Glantshnig, users can now apply geneative AI across departments such as sales, service, finance, and IT with Copilot for M365, Copilot for Sales, Copilot for Service, Copilot for Finance, and Copilot Studio.
R "Ray" Wang
Analyst Blog
January 14, 2024

Monday's Musings: Trust In The Age of AI

Data to Decisions
Enter AI And The Real Fourth Industrial Revolution Running out of ideas to inspire, a false fourth industrial revolution was coined by the World Economic Forum. The move to digitization and digital transformation was a necessary half-step to the move towards AI. While some will now profess that the Fifth Industrial revolution is AI, AI is more exponential than the internet or the fake fourth industrial revolution. The dawn of the fourth industrial revolution begins with AI. This Cognitive Era will be with us for decades to come. Constellation Research has seen a projected CAGR of 19.8% in global AI IT spending from $151 billion to $490.6 billion by 2030.
R "Ray" Wang