Breaking Analysis: UiPath's Unconventional $PATH to IPO
UiPath is going public this coming week and will be the next hot software company to IPO. It has had a long strange trip to IPO. How so you ask? Well, the company was started in 2005 but its culture is akin to a frenetic startup. The firm shunned conventions and instead of focusing on […]
Breaking Analysis: UiPath’s Unconventional $PATH to IPO
UiPath is going public this coming week and will be the next hot software company to IPO. It has had a long strange trip to IPO. How so you ask? Well, the company was started in 2005 but its culture is akin to a frenetic startup. The firm shunned conventions and instead of focusing on […]
Breaking Analysis: Moore's Law is Not Dead & AI is Ready to Explode
Contributing Author: David Floyer Moore’s Law is dead right? Think again. While the historical annual CPU performance improvement of ~40% is slowing, the combination of CPUs packaged with alternative processors is improving at a rate of more than 100% per annum. These unprecedented and massive improvements in processing power combined with data and AI will […]
Breaking Analysis: Moore’s Law is Not Dead & AI is Ready to Explode
Contributing Author: David Floyer Moore’s Law is dead right? Think again. While the historical annual CPU performance improvement of ~40% is slowing, the combination of CPUs packaged with alternative processors is improving at a rate of more than 100% per annum. These unprecedented and massive improvements in processing power combined with data and AI will […]
Breaking Analysis: Arm Lays Down the Gauntlet at Intel's Feet
Contributing Author: David Floyer Exactly one week after Pat Gelsinger unveiled plans to reinvent Intel, Arm announced version 9 of its architecture and put forth its vision for the next decade. We believe Arm’s direction is strong and compelling as it combines an end-to-end capability, from edge to cloud to the datacenter to the home and […]
Breaking Analysis: Arm Lays Down the Gauntlet at Intel’s Feet
Contributing Author: David Floyer Exactly one week after Pat Gelsinger unveiled plans to reinvent Intel, Arm announced version 9 of its architecture and put forth its vision for the next decade. We believe Arm’s direction is strong and compelling as it combines an end-to-end capability, from edge to cloud to the datacenter to the home and […]
Breaking Analysis: Why Intel is Too Strategic to Fail
Contributing Author: David Floyer Intel’s big announcement this week underscores the threat that the United States faces from China. The U.S. needs to lead in semiconductor design and manufacturing; and that lead is slipping because Intel has been fumbling the ball over the past several years. A mere two months into the job, new CEO […]
Breaking Analysis: Tech Spending Powers the Roaring 2020s as Cloud Leads the Charge
In the year 2020, it was good to be in tech. It was even better to be in the cloud as organizations had to rely on remote cloud services to keep things running. We believe tech spending will increase 7-8% in 2021 but we don’t expect investments in cloud computing to attenuate as workers head […]
Breaking Analysis: NFTs, Crypto Madness & Enterprise Blockchain
When a piece of digital art sells for $69.3M, more than has ever been paid for works by Paul Gauguin or Salvador Dali, making its creator the third most expensive living artist in the world, one can’t help but take notice and ask: “What is going on?” The latest craze around NFTs may feel a […]