Nvidia CEO Jensen Huang is causing a stir at Taiwan’s Computex event with his rock star status. Fans crowd around him for photos and autographs, chanting his name. His unique style, including his signature black leather jacket, adds to his appeal. As the leader in AI chip design, Nvidia’s stock has soared in the past … Read more
China is making moves to bolster its domestic semiconductor industry by creating the largest semiconductor investment fund in its history, called Gran Fondo III. This fund has raised 344 billion yuan (about $48 billion) from the Chinese central government, banks, and state-owned enterprises. The goal is to circumvent the US government’s ban on chips from … Read more
During the recent IBM Think 2024 event, analysts from theCUBE, including Shelly Kramer, Sarbjeet Johal, and John Furrier, shared their thoughts on the keynote address and discussed various insights, particularly focusing on the artificial intelligence (AI) space. Shelly Kramer, a principal analyst with theCUBE, highlighted key points from the keynote speech, emphasizing the significance of … Read more
Artificial intelligence (AI) is expected to bring about significant changes in the technology industry and society as a whole, comparable to the impact of the agricultural and industrial revolutions. The AI wave is heavily dependent on advancements in hardware and software, especially silicon, with a predicted trillion-dollar opportunity for companies involved in manufacturing equipment, chip … Read more
HCL Technologies (HCLTech) has announced its intention to acquire specific intellectual property (IP) and research and development (R&D) assets from Hewlett Packard Enterprise (HPE). This strategic move is aimed at bolstering HCLTech’s capabilities in the telecom engineering services sector, with a focus on business support systems (BSS), network applications, cloud services, and data intelligence. By … Read more
The transformative technology of our time, AI, has led individuals and organizations across all sectors into a new era. Over the past year, we have witnessed its power as a catalyst for growth, innovation, and unlocking human potential. From enhancing business processes to redefining roles and functions, the impact of AI is crucial for our … Read more
As organizations continue to shift towards cloud-based technologies, consolidate their vendors, and face competition from Extended Detection and Response (XDR) solutions, the future of Security Information and Event Management (SIEM) is becoming more uncertain. The evolving landscape of cybersecurity tools and strategies is challenging the traditional role of SIEM in protecting against threats and managing … Read more
The departure of Adam Selipsky from Amazon Web Services (AWS) was announced last week, amidst increased competition in the cloud unit from companies deploying artificial intelligence services. Analysts have noted that Amazon was caught off guard by the rise of generative AI. Selipsky took over as CEO of AWS in 2021, succeeding Andy Jassy who … Read more
In a recent report by Information Services Group (ISG), it was highlighted that Microsoft’s Azure platform is rapidly gaining traction in the Mexico cloud market. The report, titled 2024 ISG Provider Lens™ Microsoft Cloud Ecosystem, indicates that Azure is experiencing significant growth compared to other cloud computing services in Mexico. This growth can be attributed … Read more
In today’s dynamic business environment, investors and industry enthusiasts must conduct thorough analyses of companies before making investment decisions. This article focuses on a comprehensive industry comparison, specifically evaluating Cisco Systems against its key competitors in the communications equipment industry. Through an examination of crucial financial metrics, market position, and growth prospects, the goal is … Read more