Featured Research
Breaking Analysis: Semis rebound but enterprise tech spending remains soft
AI - BY DAVID VELLANTE - APRIL 1 2023
An AI-powered rebound in semiconductor stocks has many investors asking if this is a harbinger of good news for the broader enterprise tech sector. Indeed the SOXX semiconductor ETF is…
Breaking Analysis: Which tech firms are most exposed to the banking crisis?
Analysis - BY DAVID VELLANTE - MARCH 25 2023
The financial services industry has always been a leading consumer of tech with big IT budgets. The recent banking crisis will add even more headwinds to the already challenging IT…
Breaking Analysis: GPT models are a two-edged sword for automation platforms
AI - BY DAVID VELLANTE - MARCH 18 2023
The viral awareness and adoption of foundation models like ChatGPT have created both an opportunity and threat to automation platforms generally and RPA point tools specifically. On the one hand,…
Breaking Analysis: Databricks faces critical strategic decisions…here’s why
Analysis - BY DAVID VELLANTE - MARCH 11 2023
With George Gilbert When Apache Spark became a top level project in 2014, and shortly thereafter burst onto the big data scene, it along with the public cloud disrupted the…
Breaking Analysis: MWC 2023 goes beyond consumer & deep into enterprise tech
Blog - BY DAVID VELLANTE - FEBRUARY 25 2023
While never really meant to be a consumer tech event, over time, the rapid ascendancy of smartphones captured much of the agenda at Mobile World Congress, now MWC. And while…
Breaking Analysis: MWC 2023 highlights telco transformation & the future of business
Blog - BY DAVID VELLANTE - FEBRUARY 18 2023
The world’s leading telcos are often branded as monopolies that lack innovation. Telcos have been great at operational efficiency, connectivity and living off of transmission services. But in a world…
Breaking Analysis: Google’s point of view on confidential computing
Blog - BY DAVID VELLANTE - FEBRUARY 11 2023
Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data in use and isolating data from apps and other host…
Featured Research
AI
Breaking Analysis: Semis rebound but enterprise tech spending remains soft
Analysis
Breaking Analysis: Which tech firms are most exposed to the banking crisis?
AI
Breaking Analysis: GPT models are a two-edged sword for automation platforms
Analysis
Breaking Analysis: Databricks faces critical strategic decisions…here’s why
Blog
Breaking Analysis: MWC 2023 goes beyond consumer & deep into enterprise tech
Blog
Breaking Analysis: MWC 2023 highlights telco transformation & the future of business
Blog
Breaking Analysis: Google’s point of view on confidential computing
