NVIDIA has many levers of growth, and its standout performance may earn it inclusion in the Dow Jones Industrial Average.
Last Friday, House Democrats introduced five new antitrust-style bills aimed at curtailing the market dominance of U.S. technology companies. Futurum’s Olivier Blanchard breaks down the nuances of the bills, outlines the problems with each, and shares thoughts on the challenges ahead.
The C3 AI Snowflake partnership is another example of founder and CEO Tom Siebold doing exactly what he said he would do: expand his company’s market presence by way of partnerships. Futurum analyst Shelly Kramer breaks down the details of the C3 AI Snowflake partnership, why it’s a huge win for Snowflake customers, and why smart, strategic partnerships are the path forward.
The U.S. Government’s launch of the National Artificial Intelligence Research Resource Task Force is an effort to help improve U.S. competitiveness in the AI research race, which many have referred to as the next iteration of an “arms race” or “space race” between superpowers. Here’s a look by Futurum’s Olivier Blanchard on why that’s better late than never, but sooner would’ve been better.
Intel introduces its vision for the IPU (Infrastructure Processing Unit) focusing on improving data center manageability and efficiency, purpose-developed in close collaboration with hyperscale cloud partners. Futurum’s Ron Westfall examines and analyzes why Intel’s IPU proposition is clearly differentiated and why Intel is now better positioned to expand its influence and presence across burgeoning intelligent data center architectures.
With growth for semiconductors, PCs, Cloud, AI, 5G, and electric vehicles all robust, it’s hard to suggest investors are being forward-looking.
Oracle saw its revenues grow 8% and its EPS saw a big jump a the company continues to gain momentum in its cloud and applications business.
Contextualizing the most recent PC shipment numbers from Canalys. HP and Samsung grew fastest in Q1 on increased demand for Chromebooks.
Guavus launched its Guavus-IQ NWDAF solution to provide open NWDAF across operator 5G Core environments to power the service orchestration and closed-loop network automation key to elastically scaling and monetizing new 5G services. Futurum’s Ron Westfall examines why the standard-based 3GPP Network Data Analytics Function (NWDAF) is integral to producing the real-time operational intelligence key to handling the complexities of open, multi-vendor 5G networks and delivering the statistical and predictive analytics processing designated for emerging 5G use cases.
A quick run through of some of this week’s biggest tech stories including NVIDIA, Arm, Oracle Earnings Preview and Apple’s Privacy Woes?