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    Latest analyst opinions View all

    DT appoints chief sovereignty officer to further capitalize on Europe’s sovereignty push

    This opinion piece examines Deutsche Telekom’s appointment of a chief sovereignty officer at T-Systems, emphasizing its focus on leading Europe’s sovereign cloud and AI solutions.

    UPGRADE
    Deutsche Telekom Service Provider

    Display Dynamics – September 2025: Xinmei’s capacity strategy and its impact on the polarizer market supply-demand balance

    We analyze the possibility of Xinmei operating large-scale lines and the resulting impact on the supply-demand balance in the polarizer film market.

    UPGRADE
    Global Display

    Display Dynamics – September 2025: Huawei unveiled the Mate XTs, a tri-fold smartphone with a 10.2-inch foldable OLED panel supplied by BOE

    On September 4, 2025, Huawei introduced the new Mate XTs, equipped with a tri-foldable OLED panel supplied by BOE. The display specifications remain the same as the previous version, the Mate XT.

    UPGRADE
    Global Display

    NVIDIA growth is slowing, even accounting for the China H20 ban

    For the first time in years, an NVIDIA earnings update has not been a recital of unalloyed triumph. NVIDIA’s key Data Center Compute “market platform” reported revenue of $33.8bn for the third quarter, compared to $34.2bn for the second quarter.

    UPGRADE
    Global Nvidia

    AI models for network slicing: Enabling intelligent network performance

    Free

    AI facilitates the intelligent creation and management of network slices, ensuring optimized performance. By employing advanced AI models and algorithms, service providers attain enhanced efficiency, flexibility, and reliability in next-generation networks.

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    Global Service Provider

    Thoma Bravo merges Verint and Calabrio to forge an AI-driven CX powerhouse

    Thoma Bravo’s $2bn acquisition of Verint, coupled with its merger with Calabrio, marks a pivotal moment in customer experience (CX) technology.

    UPGRADE
    Global Enterprise IT
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