Enterprise
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Microsoft Full Circle
Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.
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Nvidia’s Earnings, The Data Center and AI, Nvidia and the Enterprise
Nvidia’s earnings were even worse than their warning, but the data center business suggests there is room for optimism.
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An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act
An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act, plus Nvidia’s perfect storm, the importance of software versus chip design, and why Goldberg is so optimistic about ARM in the data center.
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An Interview With Brex Co-Founder and Co-CEO Pedro Franceschi
An interview with Brex co-founder and co-CEO Pedro Franceschi about what makes Brex unique, why it is pushing into software, and what drove its decision to cut off a big portion of its customer base.
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An Interview with Okta CEO Todd McKinnon About Security in Supply Chains
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Browsers and Regulation; Thin Platforms, Bundling, and Unbundling
The lessons regulators should learn from the Microsoft antitrust case, and how Thin Platforms are part of the unbundling and bundling cycle.