From Outrage to Architecture: Redesigning IT Services Strategy After the $100,000 H-1B Shock

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Oracle’s $40B AI Investment: A Game Changer

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Windsurf + io: How OpenAI Is Building Full-Stack AI from Inference to Interface

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AI Deal Shift: Microsoft Redefines OpenAI Partnership

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Google and Wiz: Why AI-Native Security Will Redefine Multi-Cloud Trust

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How Anthropic Claude Research & Google Workspace Integration Redefine Enterprise AI

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Nvidia’s Quantum Leap: Bridging Classical and Quantum Computing

Nvidia is making significant strides in quantum computing through its Accelerated Quantum Research Center in Boston, focusing on hybrid quantum-classical computing rather than competing on qubit development like IBM, Google, and Microsoft. By leveraging its CUDA framework, Nvidia enables integration across various quantum simulators and processing units, which enhances real-world application development. This approach shifts the industry from "quantum supremacy" to "quantum practicality," prompting startups to demonstrate interoperability with classical systems. Nvidia’s platform could become pivotal for enterprises, underscoring the importance of preparing AI and HPC roadmaps to accommodate quantum computing sooner than previously anticipated.

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…

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…

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…

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…

Infosys Raises FY21 Forecast As Digital Service Biz Booms

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Vodafone AGR Case Will Impact Connected Cars In India

The Vodafone case in the Supreme Court related to the Adjusted Gross Revenue (AGR) dues will have some dramatic consequences for the Indian connected car market. Vodafone had indicated that the Supreme Court didn't grant a minimum time of 15 years…

Why Has Google Made A $10 Billion Bet On India Now

In 2014, even before he became the CEO of Google, Chennai-born Sundar Pichai had envisioned Google placing big bets on India. Back then he had predicted that the growth in internet user base would make India not only a huge…

Bullish Google Looks To Invest $10 Billion Over 7 Years To Digitize India

Google’s chief executive Sundar Pichai pledged to spend $10 billion in India over the next 5-7 years to get more businesses and people online, the internet giant’s biggest bet yet to tap one of the world’s fastest growing internet markets. Sanchit Vir…

India Bans 59 Chinese Apps – A Bold But Pragmatic Decision

Twitter Chronicles is an effort by Greyhound Research to share with its readers and subscribers a collection of the most relevant tweets on a given topic. This post will include both the tweets sent out by our analysts and responses we…

How Tech & Telecom Majors Joining Hands Will Change Content Delivery

The partnership between Reliance Jio Infocomm Limited and Facebook as well as the reported interest of Google in Vodafone-Idea and Amazon starting early investment talks with Bharti Airtel (although both telecom companies denied the reports), are developments poised to blur…

11 Deals For $15 Billion In 10 Weeks: Why India’s Jio Platforms Is On An Investment Spree

Jio Platforms is on a tear. The telecoms and digital arm of the Indian conglomerate Reliance Industries Limited (RIL) has raised $15.2 billion in 11 deals over two months amid a worldwide pandemic.   “RIL seems to have mastered [dealmaking] better than…

Analysts Tout Benefits Of Possible US IPO For India’s Jio Amid Investment Boom

With everyone clamoring to own a piece of Jio Platforms Ltd., owner of India's largest mobile operator, Jio's parent company may be eyeing an overseas listing. In the next one-to-two years leading up to the IPO, Jio will significantly ramp…

What’s Next In The Jio-Vodafone-Bharti Airtel Rivalry?

India’s top telecom companies—Jio Platforms, Bharti Airtel, Vodafone Idea and the state-run BSNL—are in the midst of a phase they have not seen in years. A series of investments flowing into the leading player Reliance Industries Limited’s (RIL) Jio Platforms…

Making Sense of Reliance-Owned Jio Platforms’ Fundraising Spree

Jio Platforms has raised a whopping USD 13.7 billion from global investors in less than eight weeks, a feat probably no other seven-month-old company has ever achieved anywhere in the world.   Experts believe that it is Jio Platforms’ ability…

In India, a Facebook-led investment spree for Mukesh Ambani’s Jio Platforms

Jio Platforms has only been around in its current form since November, yet the digital arm of oil-to-retail giant Reliance Industries – whose chairman Mukesh Ambani is India’s richest man – has attracted almost US$13.5 billion in investment in the past eight weeks…

Slew Of Investments Make Early Jio IPO Likelier

India's wealthiest man, Mukesh Ambani, may be successful in listing his four-year-old tech commerce-telecom venture, Jio in foreign exchanges, all thanks to $12.5 billion (Rs 92,202 crore) funding raised in just over one and a half months.   “The second…

US Listing And A $100 Billion Valuation For Reliance Jio Likely?

India’s richest man Mukesh Ambani may soon be successful in listing his four-year-old telecom venture Jio in foreign exchanges thanks to the $12.5 billion (Rs 92,202 crore) funding the company has raised in a little over one and a half…