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GlobalData
GlobalData

Strategic Intelligence

A consortium of chipmakers prepared to buy Arm outright would be a semiconductor industry gamechanger, says GlobalData

Following the news that Qualcomm would be prepared to invest in Arm alongside rival semiconductor companies or could join forces with other chipmakers to buy Arm outright; Mike Orme, Consultant Analyst in the Thematic Research Team at GlobalData, offers his view: “This could be the most significant event in the semiconductor industry since Intel, TSMC, […]
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Metaverse data privacy and safety issues will only increase as more people use these platforms, says GlobalData

While the metaverse will make digital experiences more immersive, inclusive, and accessible, the platform will raise social concerns ranging from data privacy to other forms of online harm, and these will only continue unless explicitly addressed within the foundations, according to GlobalData, a leading data and analytics company. Rupantar Guha, Principal Analyst in the Thematic […]
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Broadcom’s acquisition history could provide clues as to its plans for VMware, says GlobalData

Following the news that Broadcom is set to acquire cloud software company VMware for $69bn; David Bicknell, Principal Analyst at GlobalData, a leading data and analytics company, offers his view: “VMware should take heed of Symantec and CA Technologies’ experiences following their acquisition by Broadcom. CA Technologies reportedly saw a 40% reduction in US headcount […]
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Paytm losing its appeal despite ambitious growth plans and past success, observes GlobalData

Following the news that Alibaba and Ant Financial are offloading stakes in the Paytm Mall; Pinky Hiranandani, Principal Analyst in GlobalData’s Thematic Intelligence team, offers her view: “Investor confidence in Paytm will decline as Alibaba and Ant Financial offload their stakes in Paytm Mall, citing economic slowdown and growing competition in the Indian market. Paytm […]
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Canada’s decision to expel Huawei and ZTE from its 5G infrastructure will contribute to the splinternet, says GlobalData

Following the news that Canada is expelling Huawei and ZTE from its 5G network; Rory Gopsill, Associate Analyst in the Thematic Team at GlobalData, a leading data and analytics company, offers his view: “The expulsion of Chinese tech from 5G networks in Canada and other Western/allied countries contributes significantly to the splinternet, an internet fragmented […]
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Cryptocurrency volatility shows no signs of abating and will continue to track trends seen in traditional markets, says GlobalData

Following the recent news of continued cryptocurrency volatility following the collapse of stablecoin TerraUSD; Dr Lil Read, Senior Analyst in the Thematic Intelligence Team at GlobalData, a leading data and analytics company, comments: “Many crypto investors view the fact that they are not linked to the value of traditional assets, such as gold, shares in […]
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AbbVie’s deal with Cerebras highlights threat to Nvidia GPUs from single chip AI supercomputers, says GlobalData

Following the news that AbbVie is the latest biopharma company to adopt new CS-2 wafer scale chip technology from Cerebras, which offers the computer power of 128 NVIDIA graphics processing units (GPUs), while consuming only a third of their energy; Mike Orme, Consultant Analyst in the Thematic Intelligence team at GlobalData, a leading data and […]
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Disney in a strong position to weather streaming market saturation, says GlobalData

Following the recent announcement of Disney’s earnings results, where subscriber additions to streaming platforms exceeded expectations; Francesca Gregory, Analyst in the Thematic Team at GlobalData, a leading data and analytics company, offers her view: “While investors may breathe a sigh of relief at Disney’s positive results in the streaming department, they should be under no […]
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One year on from Colonial Pipeline cyberattack: soft underbelly of US critical infrastructure remains vulnerable, says GlobalData

Following the one-year anniversary of the ransomware attack on energy pipeline operator Colonial Pipeline, which led to widespread fuel shortages along the East Coast, as well as the later news that the US Department of Transportation’s Pipeline and Hazardous Materials Safety Administration (PHMSA) subsequently found management failings at the company, resulting in a possible $1m […]
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It could take a climate catastrophe to put ESG back on top of political agendas, says GlobalData

Following the news that UK ministers are delaying plans to force companies to disclose their environmental impact; Luke Gowland, Associate Analyst in the Thematic Team at GlobalData, a leading data and analytics company, offers his view: “Environmental, social and governance (ESG) is now being consistently side-lined in favor of tackling short-term issues. While those issues […]
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The splinternet makes safeguarding the internet more difficult as it reshapes global norms, says GlobalData

The traditional internet is increasingly under threat from the ‘splinternet’, which is a term used to describe the fragmentation of the internet into competing technospheres. Nation-states are imposing restrictions, increasing the pressure on the internet governance system that was established decades ago, finds GlobalData, a leading data and analytics company. GlobalData’s latest thematic report ‘Splinternet – […]
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One year on from Colonial Pipeline cyberattack: soft underbelly of US critical infrastructure remains vulnerable, says GlobalData

Following the one-year anniversary of the ransomware attack on energy pipeline operator Colonial Pipeline, which led to widespread fuel shortages along the East Coast, as well as the later news that the US Department of Transportation’s Pipeline and Hazardous Materials Safety Administration (PHMSA) subsequently found management failings at the company, resulting in a possible $1m […]
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Augmented reality would attract young talent to an ageing construction workforce but 1/3 of executives not intending to invest, says GlobalData

Giving construction workers access to technology such as augmented reality (AR) will not only combat soaring resource costs, but help attract young people to construction roles, says GlobalData. The leading data and analytics company notes that, while AR could give the industry a much-needed reinvigoration, a large number of executives are not planning to invest. […]
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