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Tech Trends: Top Trend 2021: Computing Speeds Accelerate Data
Research Question: What do sources see as the most significant trends in data center/computer chip/network access across 2021? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, ERIC, GLW, GOOG/GOOGL, HPE, INTC, MSFT, NOK, NVDA By: John Harrington Click here to download report (.pdf) Key Findings Speed counts. The faster data moves, the more every […]
Tech Trends: While Others Think Quarters, Nvidia is Thinking Years (NVDA)
Companies: AAPL, AMD, AMZN, BABA, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, NVDA By: John Harrington Click here to download report (.pdf) Summary As companies like Cisco see steady, deep declines, Nvidia builds its cloud and data center future well ahead of the competition. Amazon Web Services (AWS), Google Cloud, Microsoft, and others rapidly expand high-performance […]
Tech Trends: 2021: The (Re-)Rise of Communications Infrastructure
Research Question: What critical infrastructure will be needed to create wireless for smart applications everywhere and near-universal access to the Internet, regardless of geography? Which companies are in position to provide it? Companies: AAPL, CIEN, CMCSA, COMM, CSCO, DY, ERIC, GLW, HPE, IBM, NOK By: John Harrington Click here to download report (.pdf) Editor’s Note: […]
Tech Trends: Fast-Paced Change Upends IT Behind the Scenes
Research Question: What is the race for fast access to data stored in warehouses and data lakes doing to unleash profound change across the traditional IT hardware/software spectrum? And which companies are driving those changes—to the detriment of others? Companies: AKAM, AMZN, ANET, CIEN, CMCSA, COMM, CSCO, DDOG, DELL, FSLY, GLW, GOOG/GOOGL, IBM, MSFT, OKTA, SNOW, […]
AMD’s Data Center Fortunes Are Soaring at Intel’s Expense (AMD, INTC)
Research Question: With Intel’s latest production delays, how big a share of the CPU market can AMD capture? Companies: AAPL, AMD, AMZN, AVGO, BABA, DELL, DTEGY, GOOG/GOOGL, HK:0992, HPE, IBM, INTC, KRX:005930, MRVL, MSFT, NTNX, NVDA, ORCL, QCOM, SAP, SFTBY, SMCI, TSM, TW:2454 VMW By: Seth Agulnick Click here to download report (.pdf) Summary […]
Tech Trends: Big IT—Battling Consistent Decline is the New Normal
Research Question: What critical issues face software/hardware players in the data center and on-premise network space? Will the big clouds also compete against their own hosting customers in database and other areas? Companies: AMZN, ANET, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MDB, MSFT, ORCL, VMW By: John Harrington Click here to download report (.pdf) […]
Advanced Micro Devices Idea Proposal (AMD, INTC)
With Intel’s latest production delays, how big a share of the CPU market can AMD capture? Report Available: October 1, 2020 Blueshift’s initial research found INTC’s production hiccups opening a door for AMD in both the PC and server markets. AMD had been gaining share in both segments even before INTC said its next-generation […]
Tech Trends: Everything is Going Cloud—But the Losers Will Far Outstrip the Winners
Research Question: As big cloud continues to rise, what IT categories are likely to benefit and which are increasingly at risk of falling further behind? Companies: AMD, AMZN, ANET, BABA, CHKP, CRWD, CSCO, CTXS, CVLT, DDOG, DELL, FFIV, FTNT, GOOG/GOOGL, IBM, INTC, MSFT, NOW, NVDA, OKTA, PANW, QLYS, SMCI, SPLK, ZM By: John Harrington Click here […]
Nvidia Has an Inside Track on the AI Inferencing Market (NVDA)
Research Question: How big will the market be for AI inferencing chips? How large a share can Nvidia capture? Companies: AMD, AMZN, AVGO, FB, GOOG/GOOGL, IBM, INTC, KRX:005930, MSFT, NVDA, TSM, XLNX By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Nvidia Corp. (NVDA) has carved out an early lead in the […]
Nvidia Idea Proposal (NVDA)
How big will the market be for AI inferencing chips? How large a share can Nvidia capture? Report Available: February 26, 2020 Blueshift’s ongoing research found some reason for optimism in NVDA’s Q3 data center sales despite another quarter of year-over-year declines. The company is increasingly enthusiastic about the market for AI inferencing chips […]
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