Tag: quantum computing

It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

Health records, utilities, payment processing systems, streaming platforms and thousands of other consumer and commercial use cases will either be migrated to the cloud or will continue to scale on the cloud. This activity will continue to drive cloud revenue growth for decades to come. AWS, Azure and Google Cloud are well-positioned to become three … Continue reading It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

Google Is Having A Heck of A Year

Google Is Having A Heck of A Year

GOOG shares are up 40% YTD. The anti-trust overhang that we were concerned about for Google entering 2021 may not be much of an issue as it appears western Europe simply wants to levy a fine rather than make on the ground changes to the AI leader. A video summary of Google I/O is below. … Continue reading Google Is Having A Heck of A Year

The AI CEO vs. The Cyborg CEO

The AI CEO vs. The Cyborg CEO

Sophisticated Quant models run billion-dollar portfolios. Autonomous vehicles are on the road. AIs write music. AIs read maps and satellite images for the military. So when may an AI realistically lead a company as CEO? If one considers a large company such as Microsoft (tkr: MSFT), CEO Satya Nadella does not spend his days writing … Continue reading The AI CEO vs. The Cyborg CEO

Alphabet Is The AI Alpha Dog

Alphabet Is The AI Alpha Dog

Amazon, Apple and Microsoft will never catch the AI leader. Google's AI capability will become increasingly sophisticated (we use "AI" as a catch-all for artificial intelligence, machine learning, deep learning and related disciplines), with time and will evolve at a faster rate than Amazon, Microsoft and certainly Apple. Google on-device applications such as Google Assistant, … Continue reading Alphabet Is The AI Alpha Dog

We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

Processing capability is becoming increasingly strategic to the success of advanced cloud services such as artificial intelligence (machine learning and deep learning) and quantum computing. Cloud-based services are the growth engine for Technology giants AWS (Amazon), GCP (Google) and Azure (Microsoft). Similarly, Apple’s new content offerings (Apple TV+, Apple News+) and Apple Health are built on … Continue reading We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology