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Analyst Blog
May 22, 2024

A creative response to Generative AI

Digital Safety, Privacy, and Cybersecurity
Can an actor copyright their face or their voice? To protect against Generative AI, they might have other legal options.
Steve Wilson
Insight News
May 20, 2024

Dell Technologies goes all-in on AI factories

Data to Decisions
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts. ...
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
April 29, 2024

Snapchat gets boost from lower cloud infrastructure costs

Data to Decisions
Snapchat made a bet on using machine learning and AI to improve its advertising platform, increase content engagement and ultimately revenue growth. If it could optimize its infras...
Larry Dignan
Insight News
April 25, 2024

Rubrik's IPO: Everything enterprises need to know

Digital Safety, Privacy, and Cybersecurity
Rubrik, an enterprise backup and recovery company, has filed for an initial public offering in a move that indicates a new batch of security vendors are likely to hit the market as...
Larry Dignan
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