Research Archive

July 28, 2024 / Carolina Milanesi

IBM Q2 2024 Earnings: Consulting Growth Opportunity Remains a Concern

IBM’s Q2 2024 earnings present a mixed picture, with some areas of strength, notably in the Software segment and areas of concern, particularly in Consulting. The company’s financial performance exceeded expectations in some key metrics, leading Morgan Stanley to adjust its CY24 estimates slightly upwards. However, the broader sentiment remains cautious, with the price target…

July 17, 2024 / Ben Bajarin

Takeaways from Amazon AWS Summit 2024: AWS Well Positioned for AI Transition

At Amazon’s AWS Summit in New York City, Generative AI was the primary focus, with AWS emphasizing its full-stack capabilities, extensive customer data, and security-oriented approach as key differentiators. Event focal points: 1. Generative AI Focus: AWS is heavily emphasizing its generative AI capabilities, which have become a multi-billion dollar business. The company believes this…

July 17, 2024 / Ben Bajarin

Insights From Three CIO/CTO Reports

Our analysis of recent CIO surveys from Morgan Stanley, J.P. Morgan, and Piper Sandler reveals a cautiously optimistic outlook for IT spending in 2024-2025. While overall budget growth remains moderate, there are significant shifts in prioritization towards AI, cloud, and security investments. This report synthesizes key findings and provides actionable insights for executives navigating the…

July 15, 2024 / Ben Bajarin

Day One of the NPU For Software Developers 

Over the course of this series, we have been exploring ways developers have been utilizing the NPU, and taking advantage of its dedicated AI processing capabilities. While we still have more developer stories to tell, one clear insight has stood out from many of our discussions with a gamut of software developers.  When it comes…

July 15, 2024 / Ben Bajarin

Unlocking New Possibilities: DJ Pro’s Innovative Use of NPU for Enhanced Performance

Unlocking New Possibilities: djay Pro’s Innovative Use of NPU for Enhanced Performance  In the world of digital music production and performance, Algoriddim has always been at the forefront of innovation, continually pushing the boundaries of what is possible with their application djay Pro. A recent conversation with one of their developers revealed some groundbreaking advancements,…

July 15, 2024 / Max Weinbach

AMD Zen 5 Tech Day: X86-citing Times for Laptop AI

At AMD’s Tech Day in Los Angeles last week, the company unveiled its latest salvo in the increasingly competitive laptop processor market with the announcement of the Ryzen AI 300 Series. These new chips aim to challenge the efficiency and AI capabilities that have made ARM-based processors from Apple and Qualcomm increasingly appealing options for…

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