Featured Research
Breaking Analysis: Chaos Means Cash for Criminals & Cyber Companies
Blog - BY DAVID VELLANTE - MAY 8 2021
The pandemic not only accelerated a shift to digital, it highlighted a rush of cyber criminal sophistication, collaboration and chaotic responses from virtually every major company on the planet. The…
Breaking Analysis: Why Apple Could Hold the Key to Intel's Future
Blog - BY DAVID VELLANTE - MAY 1 2021
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…
Breaking Analysis: A Digital Skills Gap Signals Rebound in IT Services Spending
Analysis - BY DAVID VELLANTE - APRIL 25 2021
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…
Breaking Analysis: UiPath's Unconventional $PATH to IPO
Automation - BY DAVID VELLANTE - APRIL 17 2021
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?…
Breaking Analysis: Moore's Law is Not Dead & AI is Ready to Explode
AI - BY DAVID VELLANTE - APRIL 10 2021
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…
Breaking Analysis: Arm Lays Down the Gauntlet at Intel's Feet
Analysis - BY DAVID VELLANTE - APRIL 3 2021
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.…
Breaking Analysis: Why Intel is Too Strategic to Fail
Analysis - BY DAVID VELLANTE - MARCH 27 2021
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…
Featured Research
Blog
Breaking Analysis: Chaos Means Cash for Criminals & Cyber Companies
Blog
Breaking Analysis: Why Apple Could Hold the Key to Intel's Future
Analysis
Breaking Analysis: A Digital Skills Gap Signals Rebound in IT Services Spending
Automation
Breaking Analysis: UiPath's Unconventional $PATH to IPO
AI
Breaking Analysis: Moore's Law is Not Dead & AI is Ready to Explode
Analysis
Breaking Analysis: Arm Lays Down the Gauntlet at Intel's Feet
Analysis
Breaking Analysis: Why Intel is Too Strategic to Fail
