Global Software Market Perspectives 1H2017
GP Bullhound has established a quarterly market report on the Software as a Service (“SaaS”) space to provide quantitative insights into public...
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Andrew on Tech: Embracing New Life and Opportunities with AI And Machine Deep Learning
Introduction: To develop a new AI deep learning application, a vendor needs to build or to use Amazon Web Service, Microsoft Azure, Google Cloud...
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AI's Biggest Winners Aren't NVDA and TSMC — They're the Suppliers
​Suppliers in the AI buildout have outperformed NVDA and TSMC. We scanned our 190 AI/semiconductor coverage universe for key themes emerging from...
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As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
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Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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