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December 2, 2024

Monday's Musings: Seven Big Themes In Tech For The Next Presidency

Expect Regulations For National Security, But Overall Lighter Regulatory Framework

For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries.  Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate. 

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March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

New Chips, New Business Models Ahead In Accelerated Computing

Nvidia stock is up 267% YoY.  With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose.  The key things to look for in the keynote:

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December 27, 2023

Trends: Tech IPOs Will Come Back In 2024

Two Year IPO Drought Coming To An End

In 2023, only 148 companies completed an initial public offering (IPO). This was the worst year on record and followed a 15% decline from the number of IPO's in 2022, another disappointing year.  In 2023, ARM was the sole blockbuster tech IPO. 

After a brutal two years with a paucity of tech IPOs, the market is poised for a resurgence in 2024. 

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