Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware

A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »

Networking – converged, converging or eternally independent?

Some sizing and ideas about the networking market and the convergence beyween telecoms and IT markets Read more »

Networks – a tale of two cities and failing trust

A look at spending, changes and supplier market shares in enterprise and service provider networks Read more »