Breaking Analysis: Why Apple Could Hold the Key to Intel’s Future
Contributing Author: David Floyer The latest Arm Neoverse announcement further cements our opinion that its architecture, business model and ecosystem execution are defining a new era of computing; and leaving Intel in its dust. We believe the company and its partners have at least a two year lead on Intel and are currently in a […]
Breaking Analysis: Why Apple Could Hold the Key to Intel's Future
Contributing Author: David Floyer The latest Arm Neoverse announcement further cements our opinion that its architecture, business model and ecosystem execution are defining a new era of computing; and leaving Intel in its dust. We believe the company and its partners have at least a two year lead on Intel and are currently in a […]
Breaking Analysis: A Digital Skills Gap Signals Rebound in IT Services Spending
Contributing Author: Erik Porter Bradley Recent survey data from ETR shows that enterprise tech spending is tracking with projected U.S. GDP growth at 6% to 7% this year. Many markers continue to point the way to a strong recovery including hiring trends and the loosening of frozen IT project budgets. However, skills shortages are blocking […]
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 […]