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Hardware & Equipment  // Browsing posts in Hardware & Equipment

Tech Trends: Product Delivery Delays Begin for Tech Hardware Vendors

Research Question: Are supply chain disruptions related to trade issues beginning to hurt IT hardware/software vendor delivery times to the reseller channels? Companies: AMZN, ANET, CHKP, CSCO, DVMT, FTNT, GOOG/GOOGL, HPE, INTC, JNPR, MSFT, PANW By: John Harrington Click here to download report (.pdf)   Key Findings News is surfacing from key IT VAR/integration sources that […]

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Nvidia Is in Great Shape to Extend Its Data Center Dominance (NVDA)

Research Question: What are the roadblocks to Nvidia’s growth in AI-powered data centers? Companies: AAPL, AMD, AMZN, CTXS, ETR:SAP, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, ORCL, QCOM, TXN, TYO:9984, XLNX By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nvidia Corp.’s (NVDA) astonishing growth in sales to data centers should […]

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Nvidia Idea Proposal (NVDA)

Nvidia Idea Proposal (NVDA)

What are the roadblocks to Nvidia’s growth in AI-powered datacenters and self-driving cars? Report Available: June 29, 2018   Blueshift’s initial research found NVDA outperforming expectations, led by its graphics cards and chips for gaming. NVDA is also leading the push to bring artificial intelligence applications to datacenters. But the ever-changing chip industry is rife […]

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Tech Trends: Cloud Software “Time Bomb” Looms for Traditional IT Vendors

Research Question: How is the traditional IT security equipment sales landscape affected by the flood of cloud-style networking, software-only virtual firewalls, secure application accelerators and other virtual IT security machines? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW, RHT, VMW By: John Harrington Click here to download report (.pdf) […]

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Tech Trends: Trade War Supply Chain Risks Could Threaten U.S. IT Vendors

Research Question: Will U.S. IT equipment companies be affected by moves to place tariffs on Chinese-manufactured equipment that carries U.S. brand names? Companies: By: John Harrington Click here to download report (.pdf)   Key Findings A looming trade war with China has major U.S.-based vendors of IT networking equipment caught in a confusing limbo that threatens […]

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Tech Trends: Flawed Chips to Help Makers (Excepting Lawsuits) and Big Cloud (INTC, AMD, NVDA)

Research Question: What will be the immediate and longer-term effects of the “Meltdown” and “Spectre” security flaws built into the world’s leading microprocessors as related to their makers and end users? Companies: AMD, AMZN, CSCO, GOOG/GOOGL, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf)   Key Findings Intel’s and AMD’s computer […]

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Tech Trends: Living Data, GPUs, AI and Fast Clouds Are Disrupting the Data Storage Industry (MDB, NVDA)

Research Question: What new technologies are disrupting the data storage market, and which companies stand to gain or lose? Companies: AMD, AMZN, CSCO, DVMT, GOOG/GOOGL, HPE, IBM, INTC, MDB, MLNX, MSFT, MU, NTAP, NVDA, PSTG, RHT, SMCI By: John Harrington Click here to download report (.pdf)   Key Findings Old stored data is useless if not […]

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Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Autonomous Car Chipmakers Idea Proposal (INTC, NVDA)

Who will win the race between Nvidia and Intel to be the driving force behind autonomous cars?   Report Available: October 18, 2017   Blueshift’s initial research found NVDA taking the lead in self-driving car development with its superfast graphics processors. INTC’s acquisition of Mobileye, however, has thrust the chipmaker back into the conversation. NVDA […]

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Tech Trends: Huawei’s Threat to Cisco, Arista and Juniper Grows in the U.S.

Companies: ANET, CSCO, JNPR, NOK, NSE:WIPRO/BOM:507685, STO:ERIC-A/B, T By: John Harrington Click here to download report (.pdf)   Summary Huawei mounts renewed push into the United States where it has been politically blocked. Company’s move toward U.S. telecom market winds through a well-connected path. Company co-targets the United States with Indian IT outsourcer Wipro. European […]

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Cognex and the Machine Vision Industry Are Poised for More Growth (CGNX)

Research Question: Will Cognex’s claims of superior technology and software drive growth and keep the company ahead of the competition? Companies: AMS:TWEKA, BIT:DAL, CGNX, ETR:BSL, GOOG/GOOGL, HON, LON:SXS/SEPJF, NATI, ROK, SHE:002415, TDY, TYO:6861, ZBRA By: David Franklin Click here to download report (.pdf)   Summary of Findings The machine vision market will grow further based […]

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