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Open AI & Microsoft – Lottery ticket

Microsoft takes a punt on Open AI. Open AI, the “non-profit” AI company, has taken a $1bn investment from Microsoft that sees Microsoft buy itself a new customer as well...

IBM – Watson the wanderer.

Watson goes nomadic. IBM has sensibly decided to allow its AI offering (Watson) to run on the cloud offerings of its rivals as well as enabling an ability to run...

Amazon – Whoops apocalypse

Networking industry is collateral damage.  Amazon’s potential move into the networking space has very little to do with addressing a $14bn market and everything to do with increasing the appeal...

Microsoft Build 2018 – Enterprise brain.

Reply to this post           Comfortably ahead of Amazon AWS and Alicloud Microsoft announced incremental improvements to its best in class offerings for enterprises and knowledge...

Amazon – Size 12s

Reply to this post           Amazon is stomping on Microsoft’s patch.   With the launch of Alexa for Business, Amazon is stomping with its size 12s...

Amazon & Microsoft – One-way street

Reply to this post           Amazon gets the best of it for now. Amazon looks to be the main beneficiary of the co-operation between Amazon and...

Microsoft BUILD – The right choices.

Reply to this post           Enterprise remains the focus. At Microsoft’s developer conference, it continued to emphasise its move away from being a platform for the...

GOOG, MSFT & INTC – Cloud party.

Reply to this post           Cloud and mobile drive 3 for 3.  Alphabet Q4 16. Alphabet reported excellent results driven once again by mobile advertising but...

YunOS – Cloudy days.

Reply to this post           YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...

Palantir – Success victim.

Reply to this post           Palantir’s silence will only make matters worse. Palantir is a very secretive company but the recent negative press raises valid points...