Apple, Google, Meta See Faster Growth In India Than Globally

Big tech companies are growing faster in India than their global growth rate. Over the last four fiscal years, Apple India, Google India, and Facebook India have been performing better than their global counterparts.  Regarding the future of these companies in…

Google Faces Scrutiny As DuckDuckGo Calls For Fresh EU Probes Into Compliance

DuckDuckGo has urged the European Commission to open three investigations into Google’s compliance with the EU’s Digital Markets Act (DMA), alleging non-compliance with key obligations under the law.  Sanchit Vir Gogia, chief analyst and CEO at Greyhound Research, added that it’s important…

Google Bets On Nuclear Power To Drive AI Expansion

Google has signed its first corporate deal to purchase power from multiple small modular reactors (SMRs) to meet the energy needs of its AI systems, marking a key step as AI companies shift toward nuclear power. SMRs are being promoted…

Kaspersky’s US Customers Receive ‘UltraAV’ Swap, Raising Red Flags

Months after the US government banned Kaspersky Lab products, some users report that their antivirus software was replaced without notice by “UltraAV,” a relatively unknown program. “For enterprises, permissions that allow for such sweeping changes are rarely given, and (ideally)…

Dell Banks On AI Factory, GenAI Growth

Dell Technologies is sharpening its focus on providing artificial intelligence (AI) and generative AI (GenAI) solutions in alignment with global trends and customer needs. Reinventing is both an opportunity and a challenge given Dell's legacy, says Sanchit Vir Gogia, founder…

Qualcomm Eyes Pieces Of Intel’s Struggling Chip Business

Qualcomm is reportedly exploring the possibility of acquiring parts of Intel’s chip design business to enhance its product portfolio. This potential move comes as Intel faces financial difficulties, prompting the company to consider divesting certain business units and assets, according…

The Most Affordable Cloud Service In The Market, Jio Cloud Could Disrupt Apple, Google Dominance

In a bid to disrupt the domination of big tech players such as Google and Apple in the B2C cloud space, Reliance announced a disruptive welcome offer on Jio Cloud providing 100GB of free storage. Google charges ₹130 a month or ₹1,300 per annum…

S2E1: #ONTrigger with Shanker Selvadurai, VP & CTO of IBM Technology Asia Pacific

Catch Shanker Selvadurai, Vice President and CTO of IBM Technology Asia Pacific, in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst and CEO of Greyhound Research, on GreyhoundTV ONTrigger, our peer-to-peer dialogue series. In this exchange, Sanchit (SVG) spoke…

IT Firms’ Margins Hit A Three Year Low In FY24

As economic troubles starting with the war in Ukraine spelled trouble for Western markets like Europe, firms have largely been reporting declining margins in every financial year. The risk of recession in the 2024 fiscal along with necessary investments into generative AI…

Vi To Renew Tech Outsourcing Deal With IBM For About $1 Billion

Renewal of the tech outsourcing deal comes even as Vi's board meets Saturday to consider raising Rs 20,000 crore via a preferential share issue. Earlier this week, Vi's shareholders approved a proposal to raise this capital through equity and equity-linked…

HPE’s Acquisition Of Juniper Will Propel Its Position In The Global AI Race

Juniper's Mist AI is of strategic importance to HPE. This is due to HPE's shift in computing strategy, which is increasingly focused on enabling a broad spectrum of AI applications. “HPE is experiencing a plateau in growth within its established…

Questions Raised As Amazon Q Reportedly Starts To Hallucinate And Leak Confidential Data

As Amazon's next big bet in generative AI starts to hallucinate, experts question if the new generative AI assistant is ready for prime time. Reports of hallucinations raise concerns about the need for regulations and the severity of rules that…

Around 79% Of ChatGPT’s Enterprise Customers Come From Microsoft Azure-OpenAI Partnership

Most of the customers are still exploring the technology at proof-of-concept stages and the real picture will only emerge once it completes a year and yearly subscription renewals happen, say analysts. According to Sanchit Vir Gogia, founder and CEO of…

Google’s ‘Multimodal’ AI Model Gemini: What It Means For Enterprises?

Google’s Gemini has already got enterprises and start-ups excited as they find a worthy alternate to OpenAI’s GPT-4, said industry experts, coming few days after the technology giant unveiled its largest and most advanced AI model to date. While Gemini is…

Tata Motors, Air India To Be Brought On-Board Tata Neu

Eighteen months after the launch of its digital super app, Tata Neu will expand its portfolio by bringing Air India and Tata Motors on the platform. Both these businesses are among the largest brands of the Tata Group. Tata Motors was founded in…

IBM’s Q3 2023 Results – Evidence Enough That The New IBM Has Arrived

IBM announced its Q3 2023 results on October 25, 2023. As a normal course, we started to pen a research note to document our observations from the quarterly announcement. But something stopped us in our tracks. The timing of the…

E12: #GreyhoundTV #ONTrigger with Roger Premo, General Manager, Corporate Strategy and Ventures, IBM

Catch Roger Premo, General Manager, Corporate Strategy and Ventures, IBM in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst & CEO, Greyhound Research, on GreyhoundTV ONTrigger, our peer-to-peer dialogue series. In this exchange, Sanchit spoke with Roger about a…

Product Spotlight E05: Oracle Human Capital Management (HCM)

In this 5th exchange (E05) of Product Spotlight, we host Shaakun Khanna, Vice President and Head for SaaS & HCM Applications Alliances for Asia Pacific, at Oracle Corporation. In his current role, Shaakun is responsible for the overall go-to-market strategy and…

E11: #GreyhoundTV #ONTrigger with Robert Oh, EVP, Head of Digital Strategy, Doosan Group & COO, DDI

Catch Robert Oh, Executive Vice President, Head of Corporate Digital Strategy, Doosan Group & COO, Doosan Digital Innovation (DDI) in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst & CEO, Greyhound Research, on GreyhoundTV ONTrigger, our peer-to-peer dialogue series.…

Greyhound Research Turns 10 – As Cheeky As It May Sound, We Are Barely Getting Started!

Yes, you read that right. We are barely getting started despite being around for a decade! I know it sounds scripted and cheesy to hear such words, but it's all too real to an entrepreneur who has spent the past…

Accenture Cuts 19,000 Jobs, Slashes FY23 Revenue Growth Forecast

In an indication of worsening macroeconomic conditions and its impact on the IT sector, Accenture Plc on Thursday announced that it would cut about 19,000 jobs or 2.5 percent of its workforce over 18 months and lowered its annual revenue projections for…

TCS Needs To Reinvent Under New Leadership Of Krithivasan: Experts

As K Krithivasan is set to take the helm of Tata Consultancy Services from the outgoing CEO, Rajesh Gopinathan, experts argue that the incoming CEO will need to rethink the growth strategy for the IT giant yet again.  Sanchit Vir…

Product Spotlight E03: Oracle Cloud Infrastructure (OCI)

Over the past months, we at Greyhound Research have received a ton of requests from our end-user clients to offer more product deep dives. Essentially, share insights that go beyond the usual 30,000 feet conversations and focus on products/suites that…

Product Spotlight E02: IBM z16

Over the past months, we at Greyhound Research have received a ton of requests from our end-user clients to offer more product deep-dives. Essentially, share insights that go beyond the usual 30,000 feet conversations and focus on products/suites that IT…

PE Investments In Data Centres Grow Fivefold YoY, Reach $2.2 Bn

An increase in digitization of businesses coupled with rising demand for localization of data has catapulted the quantum of private equity investments in Indian data centres by more than 5 times.   Sanchit Vir Gogia, chief executive of Greyhound Research, explained that data centre colocation…

Broadcom Acquires VMware For $61 Billion In Second-Biggest Deal Of 2022

Semiconductor major Broadcom Inc will acquire cloud and virtualization company VMware in a cash and stock deal valued at $61 billion. Broadcom’s Software Group, which offers infrastructure and security solutions, will also be rebranded and merged within VMware. With this…

Google’s Ad Customisation Model May Not Find Takers

Google’s recent announcement to allow users more control over the content they see in advertisements is unlikely to find as many takers. According to tech and marketing analysts, rolling out a feature for users is vastly different from getting them…

Apple Rings In The Closing Notes On Its Iconic iPod

Two decades after it disrupted the way people listened to music, Apple has rung in the closing notes on the production of the iPod. Introduced in 2001, the first iPod was launched by Steve Jobs as the “quantum leap” for…

Buyer Spotlight E01: Bharat Gas, LPG Business Unit of Bharat Petroleum Corporation Limited

For us at Greyhound Research, IT Decision Makers are the most important stakeholders. For it's a set of stakeholders we work the most closely with. To put this in perspective, nearly 70% of our business comes from these stakeholders and…

From Zee to Meta — Subhash Chandra’s New Universe

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