AWS

Alphacution Debuts on TD Ameritrade Network

Many thanks to Oliver Renick (@OJRenick) and the team @TDANetwork for this one. We had some fun discussing the IBM-RedHat deal, and the implications for the larger cloud infrastructure and AI segments of the enterprise IT arena. Also touched on some thoughts for NVIDIA, AWS, Google and HPE. Based on our recent post, IBM Hides Watson Under a Red Hat. Link to Video here. It's a good one. Enjoy... As always, if you value this work: Like it, share it, comment on it – or discuss amongst your colleagues –  and then send us feedback@alphacution.com. As our “feedback loop” becomes more vibrant – given input from clients and other members of our network, especially around new questions to be answered – the value of this work will accelerate. Don’t be shy…

By |2020-12-03T21:37:18-05:00November 27th, 2018|Video|

IBM Hides Watson Under a Red Hat

A charitable assessment might have called it an experiment, really; an experiment to find out if the headwinds on the hardware and infrastructure services side of the house could be mitigated to some meaningful extent by perceived tailwinds on the software side of the house. A less charitable assessment might have called it a gamble... But now, with the (Sunday evening) October 28, 2018 announcement that it will be acquiring open source software leader, Red Hat for an astounding multiple of nearly 12x FY2018 revenue, or $34 billion, IBM signals that the promise of the high-profile experiment / gamble within their software group - relabeled, Cognitive Solutions in 2015, and where "Watson" became the poster child for the recent hyperbolic expectations of artificial intelligence (AI) - was not likely to arrive soon enough to stem the internal bleeding caused by competitive threats within the cloud infrastructure services market. With Red Hat, IBM now turns to defend its 3rd fiddle position in the cloud market (just ahead of Google) - which [...]

By |2020-10-05T21:23:58-04:00November 12th, 2018|Open|

Paralysis by Analysis for Digital Disruption – Numerix Video Blog Series

In this FIRST of a five-part video blog series Jim Jockle, CMO of Numerix sits down with Paul Rowady, Director of Research at Alphacution to discuss the recent FinTech Revolution. They discuss how firms are gearing themselves towards a digital culture, and how companies are working to distinguish themselves in this new age. The five videos cover the following: Part 1: Paralysis by Analysis: Preparation & Analyzation for Digital Disruption Part 2: IT Outsourcing and Transformation Part 3: Revolutionizing Fintech: Looking into the world of Data Automation Part 4: Technological Implications of Cultural Transformation Part 5: Digital Noise in the Fintech Space Jim Jockle (Host): Hi, welcome to Numerix video blog, I'm your host Jim Jockle. Joining me today is Director of Research at Alphacution, Paul Rowady. Paul, thanks for joining us again. Paul Rowady (Guest): Great to be here, Jim. Jockle:  So, want to talk again a little bit more about the Fintech Revolution and digital disruption trend that so much is being discussed on. But I think we [...]

By |2020-10-14T21:54:28-04:00December 2nd, 2016|Video|