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Debra KaufmanFebruary 5, 2020
The five Big Tech companies — Alphabet, Amazon, Apple, Facebook and Microsoft — are all getting richer, with three of them (Amazon, Apple and Microsoft) nearing $1 trillion in stock value. Alphabet’s revenue skyrocketed past $161 billion last year, and Facebook is over halfway to a $1 trillion value. This concentration of wealth and power is making it increasingly difficult for smaller companies to compete — with little to indicate that this state of affairs will change. The result is a market of haves and have-nots. Continue reading Dominance of Top Big Tech Companies Continues to Grow
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Debra KaufmanJanuary 31, 2020
Microsoft’s gross margins for its commercial cloud business (including Azure and Office 365) grew to 67 percent, driving the company’s robust fiscal Q2 earnings on record sales. Microsoft chief executive Satya Nadella revealed that revenue from this sector grew 39 percent to $12.5 billion. Company executives told analysts that the gross margins percentage will increase this year while margins rose for the fourth consecutive quarter, noting that this reflects the “huge opportunity” selling cloud products and infrastructure. Continue reading Microsoft Commercial Cloud Business Drives Record Sales
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Debra KaufmanJanuary 27, 2020
Starting in Q4 2019, chipmakers — including Intel and Taiwan Semiconductor Manufacturing — began enjoying an upswing in demand that led to better sales and earnings. Data centers and personal computers appear to be fueling the increased demand. Intel, for example, reported that “adjusted earnings per share in [that] quarter rose to $1.52 from $1.28 in the year-prior period.” FactSet analysts predicted only $1.25 per share on an adjusted basis and $19.23 billion in sales. In fact, sales rose 8 percent to $20.21 billion. Continue reading Intel Earnings Rise with Increased Data Center, PC Demand
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Debra KaufmanJanuary 24, 2020
Although many observers would name Microsoft’s Xbox as the tech company’s biggest hardware business, chief executive Satya Nadella instead points to the company’s cloud. In fact, Microsoft is building an entire cloud infrastructure from data centers to servers and network stack. Nadella said that he doesn’t want the company to be defined “by what we achieved.” He pointed to the Internet of Things about to emerge. “We look at if there’s going to be 50 billion endpoints,” he said. “Let’s go … and define a strategy for that.” Continue reading Microsoft Bets on Internet of Things, Ends Xbox TV Feature
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Debra KaufmanJanuary 23, 2020
According to six sources, in response to FBI concerns, Apple dropped the plan to allow iPhone users to encrypt backups in its iCloud service. Although this took place two years ago, it is just now being reported. Stress between Apple’s stance on privacy and law enforcement’s push to have access to its phones re-emerged a few weeks ago when a Saudi Air Force officer killed three Americans at Naval Air Station Pensacola. U.S. attorney general William Barr and President Donald Trump urged Apple to unlock the killer’s two iPhones. Continue reading Apple Drops iCloud Encryption Plan Based on FBI Concerns
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Debra KaufmanJanuary 23, 2020
As lawmakers in the U.S. and Europe ponder how to best regulate artificial intelligence, IBM called for the industry and governments to jointly create standards to measure and avoid AI bias. The company, led by chief executive Ginni Rometty, issued a policy proposal on the eve of the World Economic Forum in Davos. Although their policies are not as strict as governments might otherwise propose, the goal is to find a consensus among all parties. IBM, which has lagged in technology, now focuses on AI and cloud services. Continue reading IBM Releases Policy Proposal to Regulate AI, Prevent Bias
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Debra KaufmanJanuary 22, 2020
Artificial intelligence and its potential to harm consumers has been much in the spotlight — now, more than ever, in Europe. Several Big Tech executives are in Europe, prior to heading to Davos for the annual World Economic Forum, and some, such as Microsoft president Brad Smith, are meeting with the European Union’s new competition chief Margrethe Vestager. Under the European Commission’s new president Ursula von der Leyen, new rules regulating free flow of data and competition are under consideration. Continue reading AI Regulation’s First Testing Ground Is the European Union
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Rob ScottJanuary 20, 2020
During CES 2020 in Las Vegas this month, IBM announced its continued efforts to develop practical applications using quantum computing. The company emphasized the expansion of IBM Q Network, which now includes more than 100 organizations across industries such as air travel, automotive, banking, electronics, energy, health and insurance. IBM announced new collaborations with Anthem, Delta Air Lines, Georgia Tech, Goldman Sachs, Los Alamos National Laboratory, Stanford University, Wells Fargo and Woodside Energy, in addition to a number of government research labs and startups. Continue reading IBM Expands Partnerships to Advance Quantum Computing
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Debra KaufmanJanuary 16, 2020
Several translation gadgets made a showing at CES 2020, among them the Ambassador, released last November from Brooklyn-based Waverly Labs, an over-the-ear gadget aimed at travelers. Pocketalk is a translation device that’s popular in Japan and will soon arrive in the U.S. TranslateLive’s ILA Pro adds a subscription-based service for real-time translation. Langogo Minutes is a device that records up to seven hours of audio and provides written transcripts of what it hears. And the WT2 Plus from Timekettle is a multi-language translator in the form of earbuds. Continue reading Variety of Real-Time Translation Devices Showcased at CES
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Erick MoenJanuary 10, 2020
Though not the driving force they once were, TVs are still a staple at CES. This year’s show is overflowing with display technologies like microLEDs and curved OLEDs from high-end to budget manufacturers alike. The “Smart” moniker has been just as ubiquitous. Thanks to beefier processors, additional sensors, the cloud and Dolby, however, “Smart” is no longer just an alias for “Internet-Ready.” Multiple manufacturers are showcasing technologies meant to marry personalization with creative intent while establishing a new digital gateway for the home. Continue reading CES 2020: From Smart TVs to Intelligent Digital Gateways
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Rob ScottJanuary 10, 2020
At CES this week, TiVo announced a new device described by CEO Dave Shull as a “tiny little HDMI puck” that will bring the company “full on into the streaming wars.” The $50 TiVo Stream 4K, hitting shelves in April as a competitor to Roku and Amazon devices, is designed to expand the company’s current user base by offering streaming and live television for today’s cord cutters and cord shavers. While TiVo plans to continue offering its signature cable-ready DVRs, the new 4K dongle could be a glimpse into the company’s future. In December, TiVo announced its $3 billion merger with licensing firm Xperi. “This transformation for TiVo enabled the merger,” said Shull. Continue reading CES 2020: TiVo Joins Streaming Wars with HDMI Dongle
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Debra KaufmanJanuary 9, 2020
Congressional candidate Darrell Issa opened a CES session on the global race for AI leadership by warning that this is an “existential threat to employment and national security.” “On the commercial side, whoever owns AI will own the industrial revolution,” he said. “If you’re leading AI, it’s about how many jobs you’ll gain. Whoever leads in AI will also lead in weapons systems that will matter for as long as this planet survives. This isn’t science fiction and it isn’t the future — it’s now.” Continue reading CES 2020: Experts Say AI Leadership Not Zero Sum Game
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Debra KaufmanJanuary 7, 2020
Moderated by Deloitte Consulting chief cloud strategy officer David Linthicum, a group of experts gathered at CES to address the issues surrounding IoT at the edge of the cloud. Linthicum asked panelists what they think the big announcements of CES 2020 will be. Sikorsky Innovations flight control technical lead Derek Geiger echoed many of them when he said, “I don’t think there will be one major announcement.” “It will be little pieces of technology coming together,” he said. “It won’t be one company solving the problem.” Continue reading CES 2020: A Look at Improving IoT at the Edge of the Cloud
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Debra KaufmanJanuary 3, 2020
Cloud Hopper, a massive cybertheft effort allegedly run by China’s intelligence services and operating through cloud services since at least 2016, is much bigger than it was originally believed to be. U.S. prosecutors identified and charged two Chinese nationals, but both remain at large. The original indictment listed 14 unnamed companies and about a dozen cloud providers. The Trump administration escalated the military’s use of cyber weapons, but hasn’t revealed its rules, leading to a bipartisan push for transparency. Continue reading China’s Cloud Hopper Cyberhack Bigger Than First Revealed
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Debra KaufmanDecember 19, 2019
The ordinary home is increasingly connected to the Internet, via cameras, doggy doors, lights, locks, sensors, switches and thermostats. But lack of an industry-wide connectivity standard can make these devices frustrating to use and manage. For that reason, Google joined with Amazon, Apple and other big tech companies to create Connected Home over IP. The independent working group, managed by Zigbee Alliance, aims to create a new, open smart home connectivity standard based on Internet Protocol (IP). Continue reading Big Tech Companies Collaborate on Smart Home Standard