Artificial Intelligence

Report · November 13, 2023

Arm’s Latest Earnings: Things Learned and What’s Significant

What’s Significant Despite a beat, Arm’s stock was down after hours. One of the main challenges we feel facing investors is Arm is better evaluated on a yearly basis and not a quarterly one. Investors were negative due to a lower-guide for the next quarter which hinges solely on the timing of a cust

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Report · October 10, 2023

IBM Watsonx – Scaling GenAI Responsibly

IBM recently announced the general availability of WatsonX.  Below is our thoughts on what is significant and a recap of the main announcements. What’s Significant With GenAI being a significant driver on enterprise interest, businesses still have more questions than answers in terms of how they wil

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