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Nvidia Earnings Are Coming. It's Time to Think About AI Chip Competition.

It’s not an exaggeration to say that the tech sector's recent rally might depend on Nvidia beating expectations for its earnings report this week. However,...

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China could face more chip restrictions in 2024, analysts say

China could face more semiconductor export curbs from the likes of the U.S. and the Netherlands to contain the Asian powerhouse’s chip tech, analysts say.

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IBM's $4.6B Apptio Purchase Places Bigger Stake in FinOps

IBM says Apptio’s suite of software-as-a-service (SaaS) tools will bolster its existing FinOps offerings to give clients a “365-degree” technology business management platform.

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Sizing up ServiceNow Impact, an app to keep digital transformations on track

ServiceNow is offering to help CIOs get more value from their investment — if they’ll pay just a little more.

Upperedge-mansfield , Adam-mansfield , Daniel-newman , Futurum-newman , Bill-mcdermott , Mcdermott-servicenow , Paul-fipps , Futurum-research , Microsoft , Under-armour , Now-impact , Now-platform

Sizing up ServiceNow Impact, an app to keep digital transformations on track

ServiceNow is offering to help CIOs get more value from their investment — if they’ll pay just a little more.

Upperedge-mansfield , Adam-mansfield , Daniel-newman , Futurum-newman , Bill-mcdermott , Mcdermott-servicenow , Paul-fipps , Futurum-research , Microsoft , Under-armour , Now-impact , Now-platform

Super Bowl offers just one example of Cisco's vision for the converged, secure network

Super Bowl offers just one example of Cisco’s vision for the converged, secure network - SiliconANGLE

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AWS Partners Describe Relying on a Giant That Could Outcompete Them

Reuters/Mike Blake
Amazon Web Services has over 100,000 partners, helping support its dominant cloud platform.
Amazon says its tech, market position, and reach help partners like Splunk and Snowflake thrive.
But some say working with AWS carries risks: Amazon doesn't hesitate to compete with its own allies.
Amazon's cloud unit has, over the last 15 years, built itself up into the dominant cloud computing player in the market. Amazon Web Services is now a $54 billion-a-year business, and far ahead of rivals like Microsoft and Google in market share — a dynamic most recently underscored by this earnings season.
But no cloud is an island, and AWS didn't get there alone. It counts over 100,000 independent partners in its ecosystem, most of which sell either software or consulting services that help their mutual customers make best use of their cloud infrastructure. That might include security partners like Crowdstrike or major telcos like Verizon. The scale of AWS is such that it's even dragged rivals like Microsoft, SAP, and Oracle into its orbit, which all provide their flagship database services and other products for use on Amazon's cloud.

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Microsoft Mesh shows growing importance of Teams, future of VR at work

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Microsoft signaled plans to take Teams beyond messaging with a new virtual reality platform.
Called Microsoft Mesh, the platform uses VR to make people feel like they're next to each other.
Microsoft believes Teams is more than just a chat app.
This week, at its virtual Microsoft Ignite event, the company signaled its ambitions to go beyond messaging and video conferencing by announcing new features, including a new virtual and augmented reality platform called Microsoft Mesh — essentially, a set of cloud-powered tools to help developers build apps that let people meet and collaborate virtually.

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