Formerly known as Wikibon
Book a Briefing

248 | Breaking Analysis | Six Technology Myths and the Big Tech-lash

Technology generally and big tech specifically are regularly cited by politicians, media and governments around the world as the root of many societal problems today. Accusations like privacy invaders, fake news amplifiers, job destroyers, discriminators and more are commonly lobbed at technology firms with little recognition for the substantial value large tech companies have delivered over the decades. Moreover, many powerful government officials have rewritten the history of effective government oversight and are attempting to apply antitrust law in novel ways that have virtually killed M&A and threaten to stifle American exceptionalism and innovation. 

247 | Special Breaking Analysis | The Root Cause of Intel’s Troubles…A Critical Analysis

For over a decade we’ve been sounding the alarm on Intel. Five years ago, like some on Wall Street, we recommended a strategy to recreate Intel by splitting up its design and manufacturing divisions. Most recently we posited that a miracle would be needed for Intel to achieve its aspirations of becoming a viable number two foundry by 2030. The majority of industry pundits have finally come to the realization that Intel’s current path is unsustainable. However some still feel that splitting Intel’s fabs from its design business doesn’t make sense.

We disagree.

246 | Breaking Analysis | It’s Larry’s World, We Just Live in it

Oracle Corporation is seeing renewed business momentum powered by a combination of an entrenched database business, years of investment in cloud infrastructure, an integrated application suite and AI technologies that are being infused throughout its product line. This includes its autonomous database, 23ai, Exadata/Exascale, other Oracle infrastructure and its vast applications portfolio. Oracle has a highly differentiated strategy that is hitting on most if not all cylinders. And it appears the best is yet to come. It’s one reason that, year to date, the stock is up 54%, compared to the Nasdaq which is up 19% as of the recording of this recording.

Optimize Network Operations

Optimize Network Operations

Modern IT environments are highly dynamic and constantly evolving, creating numerous challenges for network operations teams. With more devices connecting to networks due to IoT and hybrid work, and the need for seamless connectivity across all locations, operations teams are under pressure. I had the opportunity to sit down with Anil Varanasi, the founder of […]

245 | Breaking Analysis | Is the Modern Data Stack Out Over Its Skis?

Input from theCUBE and data practitioner communities suggests that acceleration in compute performance and the sophistication of the modern data stack (MDS) is outpacing the needs of many traditional analytic workloads. Most analytics workloads today are performed on small data sets and generally can run on a single node, somewhat neutralizing the value of distributed, […]

Book A Briefing

Fill out the form , and our team will be in touch shortly.
Skip to content