Hardware & Equipment // Browsing posts in Hardware & Equipment
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 […]
Tech Trends: Legacy IT Pushes Cloud-Optimization Myth as it Clings to the Past
Research Question: What are the biggest myths being pushed by legacy IT vendors regarding growth around new products and services? Companies: AMZN, DELL, FEYE, FFIV, HPE, IBM, MSFT, ORCL, PANW, VMW, ZS By: John Harrington Click here to download report (.pdf) Key Findings The top myth—and it is close, according to sources—is that all […]
Tech Trends: Every IT Vendor Goes Cloudy, Hastening Their Decline?
Research Question: As legacy IT vendors in networking, data security, storage, and major software convert their businesses to cloud service, recurring revenue models—are they pushing customers to competing services offered by Microsoft Azure, Amazon Web Services, and Google Cloud Platform? Companies: AMZN, CHKP, CRWD, CSCO, CTXS, DELL, FFIV, FTNT, GOOG, HPE, IBM, MSFT, ORCL, PANW, […]
Vicor Idea Proposal (VICR)
Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Report Available: October 18, 2019 Blueshift’s ongoing research found VICR struggling to meet investors’ high expectations as the data center market has cooled. The company’s recent difficulties are partly related to a […]
Tech Trends: “Everyday AI” Boosts Nvidia, but Data Center Upgrades Slow (NVDA)
Research Question: Will the time advantage Nvidia has over AMD and Intel in accelerated GPU computing allow it to dominate the next round of data center network upgrades with the big public cloud platforms and advanced private cloud networks? Companies: AMD, AMZN, GOOG/GOOGL, INTC, MLNX, MSFT, NVDA By: John Harrington Click here to download report […]
Tech Trends: U.K. Showdown Over Huawei Ensnares U.S. Tech Firms
Senior Technology Researcher John Harrington reports from the United Kingdom: Research Question: How will the U.K.’s fight between government and telecom carriers over the use of Huawei networking and wireless equipment affect the rollout of 5G? What are the stakes for U.S. technology firms in the outcome? Companies: AAPL, ACIA, AMZN, CSCO, ERIC, GOOG/GOOGL, INTC, JNPR, […]
Cognex Idea Proposal (CGNX)
Will Cognex’s focus on new markets, including logistics, gain traction and drive meaningful growth in 2019? Report Available: July 8, 2019 Blueshift’s initial research found CGNX coming off a disappointing 2018 and working through what is expected to be a challenging 2019. The company is experiencing declining revenues due to reduced capex spending from […]
Tech Trends: Big Cloud Fuels VC Delusions of Grandeur and a Bubble
Research Question: Has the expansion of global mass-scale cloud hosting, especially by AWS, eliminated the tech startup barrier to entry, to the point at which VC-funded ideas that are unlikely to ever make a profit still are able to go to market in hopes of unicorn IPOs? Companies: AMZN, FEYE, GOOG/GOOGL, GRUB, LYFT, MSFT, PANW, UBER […]
Tech Trends: Increased Cloud Options Are Slowing 2019 DIY Sales
Research Question: Are the number and the diversity of traditional IT software and hardware services available in the big public clouds quickening the slowdown in 2019 DIY IT spending? Companies: AMZN, CSCO, CTXS, CVLT, DBX, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, TDC, VMW By: John Harrington Click here to download report (.pdf) Key Findings […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
