Futurum Research Principal Analyst, Daniel Newman provides his take on news coming out of GlobalFoundries today about the company’s plans to IPO as early as later this year. As the saga continues with chip shortages and bifurcation of global supply chains, the twists and turns of big tech mergers and acquisitions play out in the mainstream media. Today’s news about the GlobalFoundries IPO is just another chapter in the story.
HPE GreenLake Organizational and Leadership Changes Announced This Week Clearly Raises the HPE GreenLake Tide
HPE President and CEO Antonio Neri unveiled new HPE GreenLake organizational and leadership changes all targeted at making further inroads into the hybrid cloud space. Futurum’s Ron Westfall explores why the new HPE GreenLake changes, such as the formation of the HPE GreenLake Platform Development team, the HPE GreenLake Cloud Service Services group, SRE and Cloud Services Operations teams, all strengthen HPE’s hand in competing against hyperscalers AWS, Azure, and Google Cloud as well as enterprise-savvy cloud players IBM/RedHat, VMware, and Oracle.
Cisco Wraps Fiscal 2021 With Strong Growth and Optimistic Guidance
Cisco had its strongest quarter of Fiscal 2021 with 8% growth while guiding to what should be a strong FY 2022.
NVIDIA Continues its Record Breaking Run With a Huge Q2 Result
NVIDIA continued its spree of record-breaking quarters in its Fiscal Q2 delivering high growth across the board led by gaming and datacenter.
With The Argus System, Microsoft Research and Collaborators Seek to Leverage Ethereum to Prevent Piracy
Futurum Research Senior Analyst, Steven Dickens provides his take on newly announced research, developed in collaboration with Microsoft Research Asia, Alibaba, Carnegie Mellon, and East China Normal University in Shanghai, proposing an Ethereum-based approach to combating software piracy. This distributed ledger-based approach seeks to combat the challenges around reporting software piracy and providing a robust and transparent incentive structure.
Qualcomm Spoke Partnership Brings C-V2X to Bicycles, Expands Smart Transportation Safety Ecosystem
Futurum Senior Analyst Olivier Blanchard breaks down how Qualcomm’s partnership with Spoke, the mobility platform, finally brings C-V2X technology to vulnerable road users (VRUs) like cyclists and scooter riders to make sharing the road with cars and trucks more safe. This analysis covers some of the most positive aspects of this partnership, as well as some of the main market hurdles that Spoke’s solutions may initially encounter in its first 12 to 24 months.
Microsoft Acquires Peer5 to Address Demand for Live Video Streaming
This week Microsoft acquired a small but strategic company, Peer 5, to address the growing demand for live video streaming in Teams.
Square Announces Afterpay Acquisition, Potentially Disrupting Everyone
Futurum Research Senior Analyst, Steven Dickens provides his take on payments provider Square’s acquisition of Buy-Now-Pay-Later leader Afterpay. With the landscape for payments and fintech being disrupted daily, this acquisition will disrupt everyone from the credit card providers, to banks, as well as the wider digital payments landscape.
Teradata’s Earnings, Pivot to as-a-Service, and the Road Ahead
Futurum Research Senior Analyst, Steven Dickens provides his take on Q2 earnings from industry veteran Teradata. In a congested market with formidable competitors, Teradata is making a pivot from on-premises deployments to a hybrid cloud model. Can they make the pivot quickly enough to remain a market leader?
Rakuten’s Acquisition of Altiostar is a 5G Game Changer
Rakuten acquires Altiostar for $1 billion in a bid to accelerate global deployment and adoption of cloud native open and interoperable mobile infrastructure, especially open, virtual RAN technology. Futurum’s Ron Westfall examines why the Rakuten’s acquisition of Altiostar provides a massive boost to the Open RAN cause, alters the competitive mix across the entire 5G landscape, and provides a template for CSPs serious about fulfilling their Open 5G mission.