Formerly known as Wikibon

227 | Breaking Analysis | How chasing AI shifts tech spending patterns

In another big week we saw the AI battles continue to escalate. Google reorged to better focus on AI, Meta’s Llama 3 was released, TSM is doubling its manufacturing capacity for NVIDIA high end chips, Samsung got a $6.4B tranche of the chips act money, a Microsoft paper describes VASA-1 that turns photos into a […]

Zoom News and Announcements from Enterprise Connect

Zoom announcements from Enterprise Connect

On this episode of our AnalystANGLE series, I explored Zoom’s announcements out of Enterprise Connect, held a couple of weeks ago in Orlando. Zoom announced many new features to its AI-powered collaboration platform, Zoom Workplace. Zoom Workplace brings the entire Zoom ecosystem under one roof for meetings, team chat, and phone interaction and can be […]

226 | Breaking Analysis | Enterprises seek deeper AI value beyond chat

Enterprises are fighting a dual mandate of operating inside a tight IT budget envelope while at the same time transforming their organization into an AI-first company. Navigating macroeconomic headwinds while driving innovation is an exciting challenge for IT decision makers. To deliver the goods, technology leaders are stealing from other budgets to fund AI, finding […]

Kyndryl Cloudflare, Dell’s Gen AI Solutions, NVIDIA GTC, and Nile’s AI Networking Solution

We also discuss Cloudflare’s acquisition earlier this month of multicloud networking startup Nefeli Networks, Dell’s expansion of its Gen AI Solutions Portfolio in collaboration with support from NVIDIA. We covered news out of NVIDIA’s GTC event this past week, including announcements around NVIDIA NVlink and 6G research platform. And last but not least, we touched on news from Nile introducing the industry’s first AI Networking Solution with performance guarantee

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