The proposed NVIDIA acquisition of Arm has received a mass of attention. This week, Broadcom and Marvell came out in support or the deal.
The Onus Of Security: Consumer Responsibility Or Companies?
Data breaches continue to plague companies and harm consumers. Passwords are too often what we depend upon to keep our data safe, but too often they don’t work. A look at password challenges and the role of business and consumers in keeping data more safe.
Week of June 21: Hot Takes on AWS, Salesforce, Lattice, Microsoft
Over the past few days there were several interesting stories that broke on AWS, Microsoft, Salesforce, and Lattice Semiconductor.
Zoom’s Pandemic-fueled Growth is the Start, Not the End
Zoom’s revenue growth is slowing, but it has diversified its offerings, creating a long and wide runway for the company.
Adobe Outperforms Q2 Expectations on Strong Portfolio Demand
Adobe delivered a robust top and bottom line outperform on rapidly growing demand for its digital experience and creative offerings.
HPE Acquires Determined AI to Accelerate ML Training Capabilities
On Day 0 of HPE Discover, HPE announced the acquisition of Determined AI to augment and accelerate its AI training capabilities.
NVIDIA Overdelivers Again, and Don’t Expect that to End Soon
NVIDIA has many levers of growth, and its standout performance may earn it inclusion in the Dow Jones Industrial Average.
This Selloff in Tech is Irrational — Even More so than Last Year’s Climb
With growth for semiconductors, PCs, Cloud, AI, 5G, and electric vehicles all robust, it’s hard to suggest investors are being forward-looking.
Oracle Growth Accelerates in Fiscal Q4 on Strengthening Cloud Performance
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.
HP and Samsung See Fastest Growth in Q1 as US PC Shipments Explode
Contextualizing the most recent PC shipment numbers from Canalys. HP and Samsung grew fastest in Q1 on increased demand for Chromebooks.