Intel outperformed in the 4th quarter of its fiscal year with big revenue beats on data center and a surprise performance in Client Compute. Analyzing Q4.
This week Qualcomm launched 3 new Snapdragon platforms to support the growth of 4G. This came despite 5G’s arrival and has a strong market value.
Bringing Xnor.ai into its product portfolio provides Apple with an edge app development tool geared for a wide range of programmers, not just those who are knowledgeable about AI, DL, and ML. Xnor.ai’s SDK allows programmers to easily drop AI-centric code and data libraries into device-based apps. The tool provides a unified abstraction layer for building, compilation, and training of edge AI models that frees developers from having to worry about target-device CPUs and AI accelerators. Beyond that, let’s take a look at what we think is on the horizon for Apple on the acquisition front.
IBM had a strong earnings report for its fiscal 4th quarter in 2019. The earnings popped on strong results in systems covering for shortfalls elsewhere.
Visa’s acquisition of Plaid is a $5Bn bet on the future of finance, and it’s a smart bet at that. With some 11,000 bank and financial services company clients, covering 200 million consumer accounts, Plaid is currently providing connections for 80 percent of the largest U.S. fintech apps. That’s no small market share — and that’s only the tip of the iceberg. Today, Plaid’s APIs are used by one in four people in the U.S. with a bank account — there’s tremendous opportunity for growth. In addition, this acquisition provides multiple opportunities for Visa. Here’s a look at some of those opportunities, thoughts on what’s ahead for Visa and for Plaid, as well as what we expect in the fintech market in the months ahead.
Microsoft has launched its new chromium based Edge browser. This research note looks at the pros of the browser and its likelihood of gaining adoption.
What do private space efforts mean for the tech sector? As Elon Musk forges ahead with his plans to colonize Mars and private space exploration becomes a reality, there are both challenges and opportunities ahead. Here are my predictions on what tech sectors could experience a paradigm shift and new revenue streams fueled by private space exploration.
Marvell is putting the pedal to the metal when it comes to auto ethernet connectivity. While obstacles exist, Marvell’s Automotive Networking portfolio is attractive, for both today’s vehicles and the vehicle of the future. Definitely a space we’ll be keeping an eye on.
Microsoft’s commitment to going carbon negative is an important commitment from one of the world’s largest companies. Exploring the implications of the announcement.
AWS released AutoGluon, an open source toolkit for automated machine learning, designed specifically for software developers, promising the ability to simplify deep learning for non-experts. If AWS were to release AutoGluon as a commercial solution within its flagship data science DevOps solution, it would be the first of the leading vendors to do so. Here’s what we think is essential moving forward if that’s where this is going.