Blog

Quick Take: NTT DATA and Google Cloud Expand Strategic Partnership in APAC

Steve McDowell November 10, 2024

NTT DATA recently announced an expanded partnership with Google Cloud to advance the adoption of cloud-based data analytics and generative AI solutions for enterprises in the Asia Pacific region.

The expanded relationship combines NTT DATA’s industry-specific expertise with Google Cloud’s AI and analytics infrastructure to drive sector-specific innovation and efficiency improvements across healthcare, financial services, retail, manufacturing, and public sector verticals.

The Next Wave of Digital Transformation Won’t Be Built on VMware

Steve McDowell November 8, 2024

It’s been nearly a year since Broadcom completed its acquisition of VMware, time enough to understand the impact of a deal that disrupted and challenged VMware customers and partners alike—challenges that continue even today. While much of the discussion about VMware focuses on Broadcom’s pricing and bundling changes, moves that have led to dramatic cost increases for its customers, there’s much more to the story.

What Earnings Tell Us About the Public Cloud Market

Steve McDowell November 5, 2024

All of the major public cloud providers have released earnings for calendar Q3 2024, allowing us to draw conclusions about the state of the public cloud market and the relative competitiveness of each CSP. The public cloud market remains highly competitive and rapidly evolving, with each provider strategically leveraging AI, infrastructure innovation, and multi-cloud partnerships to drive growth.

Quick Take: Palantir and L3Harris Collaboration on AI and Defense Innovation

Steve McDowell November 4, 2024

L3Harris Technologies and Palantir Technologies announced they are entering a significant partnership focused on advancing AI and edge computing capabilities for both government and commercial sectors.

Building on an existing collaboration for the U.S. Army’s TITAN ground system, the alliance enhances the deployment of AI and next-generation tech solutions at the edge

Quick Take: Siemens To Acquire Altair Engineering

Steve McDowell November 4, 2024

Siemens AG recently announced its intended acquisition of Altair Engineering, a global leader in computational science, simulation, and AI software, for $10 billion at a share price of $113, a 19% premium over Altair’s closing price on October 21, 2024.

The acquisition aligns with Siemens’ strategy to strengthen its position in industrial software and deepen its portfolio in AI-powered design and simulation capabilities.

Quick Take: AMD Data Center Group Earnings – Q3 2024

Steve McDowell October 30, 2024

AMD this week announced significant revenue and earnings growth in Q3 2024, driven primarily by exceptional performance in the Data Center segment. AMD’s Data Center revenue increased by 122% year-over-year, reaching a record $3.5 billion and marking over half of AMD’s total revenue this quarter. CEO Lisa Su, on the earnings call, attributed this growth to the success of the EPYC CPUs and MI300X GPUs, which experienced strong adoption across cloud, enterprise, and AI applications.