NVIDIA followed up back to back record-breaking quarters with a third taking its datacenter and gaming numbers to new high on demand for AI and Gaming.
The X65 5G Modem-RF system will now feature support for 200 MHz carrier bandwidth in the mmWave spectrum, as well as mmWave support in standalone (SA) mode. With mmWave commercial deployments currently underway around the world (over 150 global operators are already investing in these high-band frequencies), including all major operators in the U.S. and Japan, these new capabilities make sense as a next step to enable global mmWave deployments, particularly as China and other markets invested in 5G SA mode look to begin scaling their mmWave deployments.
Qualcomm’s new Snapdragon 7c Gen 2 compute platform brings a major upgrade to budget laptops. The platform’s specs on the whole look to be raising the bar for entry-level mobile compute platform performance and features.
Futurum’s Olivier Blanchard on why the European Commission’s antitrust case against Apple is a lot more dangerous to the tech sector than it seems.
Amdocs acquires Sourced Group for its cloud migration platform and expertise, burnishing its overall cloud native portfolio. Futurum’s Ron Westfall assesses how the acquisition boosts Amdocs’s cloud native products and cloud support proposition across the telecommunications, media, and financial services verticals as well as market presence in the Asia-Pacific, North America, and Oceania regions, especially in supporting multi-cloud migration strategies.
Cisco delivered 7% revenue growth and 5% EPS growth YoY on strengthened demand for on-prem IT and continued growth of its software and ARR.
Amazon continues to outperform, with a range of new segments, most recently, Scout, Pharmacy and Wardrobe.
Splunk announced the acquisition of TruSTAR to strengthen its security offering and to improve efficiency in threat detection and remediation.
Cisco’s acquisition of Socio Labs points to the future of hybrid event management services. Futurum’s Olivier Blanchard walks through what this will add to the Cisco Webex offering and why it’s attractive.
The global semiconductor shortage has help to raise awareness of the importance of the supply chain. With much to learn from the shortage, we explore what happened, and what companies should be thinking about to get out in front of future supply chain challenges and execute on growth opportunities.