Category Archive for "TMT"

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Hyperscale Hardware: Components for the AI Cloud

Hyperscale Hardware: Components for the AI Cloud As the TMT world moves resolutely into the AI/cloud era, investment in hyperscale data centers is surging, while spending on private enterprise data centers has begun an inevitable decline. Hyperscale architecture differs from

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A Deep Learning Primer – The Reality May Exceed the Hype

A Deep Learning Primer – The Reality May Exceed the Hype Deep learning based AI will drive the next phase of disruption for TMT. Leveraging hyperscale data centers and ubiquitous mobile devices, AI systems that allow computers to interpret ambiguous

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Quick Thoughts: Facebook F8 – Bots Offer Path to M-Commerce

CEO Mark Zuckerberg hit the stage for the keynote at FB’s annual F8 developers conference. The biggest reveal was a program to enable businesses to use AI-based “bots” to execute customer service communications across FB’s messaging platforms, a first step

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The VERY Long View: The Biggest TMT Companies for 2025

Of the top 10 US TMT companies by market cap today, just 5 were on the list a decade ago. AAPL, AMZN and FB were nowhere to be seen, and GOOG had just edged onto the list at #10. Meanwhile,

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TMT: Model Portfolio Update – NOW WITH SHORTS!

We have strong conviction on the near-term opportunities created by paradigmatic changes across the TMT landscape – i.e. Web scale cloud data centers, streaming on-demand media, native digital advertising, increasingly fast and efficient mobile commerce, falling competitive barriers in wireless

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AMZN: Winning Christmas

With ~$250B in annual gross merchandise volume (GMV) and more than 250M active customers, AMZN, already 3x the size of its closest US online rival Ebay, is responsible for nearly 20% of global e-tail sales and is on a trajectory

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TMT: 3Q Earnings – The Aftermath

3Q15 earnings season played out mostly, but not entirely, along the lines that we saw in 2Q and highlighted in our preview note from Oct 13. 1. Linear TV metrics were bad, but perhaps, not as bad as had been

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Quick Thoughts: QCOM – How Many Shoes are There to Drop?

QCOM traded off 9.4% on Wednesday after revealing that the South Korean government had opened an antitrust inquiry into the company’s patent licensing practices in the country. As we have seen with Qualcomm’s protracted negotiations with the Chinese government, even

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TWTR: Beyond MAUs

The bull-bear tug-o-war over TWTR has been one sided, with the stock 40% off its May highs. Is it a buying opportunity or a falling knife? 5 key issues will determine the answer: 1. Can TWTR reaccelerate growth in registered

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Quick Thoughts: QCOM – Are We There Yet?

QCOM traded off 15% on Thursday, despite beating tempered expectations, after providing gloomy guidance for 1QFY16. For investors it was the same old story. Chipset shipments were ahead of expectations but down YoY on socket losses from the disappointing Snapdragon

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