Research Notes
Research Note: Inside Intel’s 4Q 2023 Data Center & AI Earnings
The latest earnings release from Intel Corporation offers a comprehensive overview of the company’s current trajectory and outlook, underscoring significant strides in its ambitious IDM 2.0 transformation.
This Research Note focuses primarily on Intel’s Data Center & AI Group (DCAI) and those elements that impact enterprise infrastructure.
Research Note: Western Digital FQ2’24 Earnings
Western Digital’s fiscal year 2024 second-quarter results have spotlighted the company’s strategic maneuvers in a turbulent technology landscape. Reporting a revenue of $3 billion and facing a non-GAAP loss per share of $0.69, Western Digital finds itself at a crucial crossroads.
Research Note: IBM’s 4Q 2023 Earnings Results
IBM announced its fourth-quarter 2023 earnings, highlighting significant revenue growth across all segments, driven by the adoption of its hybrid cloud and AI offerings. The company beat analyst expectations for both revenue and income.
Research Note: Inside OpenText’s New CE 24.1 Release
OpenText announced its OpenText Cloud Edition 23.4, which brings new generative AI capabilities to its OpenText Content Aviator and new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps.
Research Note: Oracle’s New GenAI Features for Oracle Cloud
Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings, including the beta release of new genAI agents.
Research Note: IBM Research’s Breakthrough in Error Mitigation/Correction for Quantum Computing
In a new paper published in the journal Nature, IBM Research describes a new approach that addresses a fundamental challenge in quantum computing: the vulnerability of quantum hardware to errors caused by environmental noise. This issue is a significant hurdle in developing and operating utility-scale quantum circuits, which are essential for practical applications of quantum computing.