Tag: market positioning
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The Register: SAP splashes €20B on Euro sovereign cloud push
Source URL: https://www.theregister.com/2025/09/04/sap_sovereign_cloud/ Source: The Register Title: SAP splashes €20B on Euro sovereign cloud push Feedly Summary: German giant takes aim at US hyperscaler dominance as some EU customers fret amid Trump 2.0 rhetoric SAP says it will pump €20 billion into expanding sovereign cloud infrastructure in Europe over the next ten years, pitching itself…
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Tomasz Tunguz: Explore vs. Exploit in Agentic Coding
Source URL: https://www.tomtunguz.com/explore-vs-exploit-in-agentic-coding/ Source: Tomasz Tunguz Title: Explore vs. Exploit in Agentic Coding Feedly Summary: AI coding assistants like Cursor and Replit have rewritten the rules of software distribution almost overnight. But how do companies like these manage margins? Power users looking to manage as many agents as possible may find themselves at odds with…
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CSA: EU Cybersecurity Compliance is a Competitive Advantage
Source URL: https://www.scrut.io/post/eu-compliance-regulations Source: CSA Title: EU Cybersecurity Compliance is a Competitive Advantage Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the evolving landscape of cybersecurity in the European Union, highlighting the necessity for compliance with stringent regulations as a strategic imperative. It underscores the rising frequency of cyberattacks and the need…
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Enterprise AI Trends: Sierra AI: A Competitive Memo on the Bellwether Agent Startup
Source URL: https://nextword.substack.com/p/sierra-ai-a-competitive-memo-on-the Source: Enterprise AI Trends Title: Sierra AI: A Competitive Memo on the Bellwether Agent Startup Feedly Summary: Thoughts on Sierra AI and risk factors for application layer AI startups AI Summary and Description: Yes **Summary:** Sierra, launched in early 2024 by high-profile founders, represents a significant case study in the field of…
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The Register: Microsoft brings 365 suite on-prem as part of sovereign cloud push
Source URL: https://www.theregister.com/2025/06/17/microsoft_365_on_prem_azure_local/ Source: The Register Title: Microsoft brings 365 suite on-prem as part of sovereign cloud push Feedly Summary: Mostly aimed at Europe and its increasingly nervous users Microsoft has created a version of its 365 productivity suite that runs on-premises, as part of a move to satisfy European regulations.… AI Summary and Description:…
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New York Times – Artificial Intelligence : Nvidia’s Revenue Jumps to $44.1 Billion Despite A.I. Chip Controls
Source URL: https://www.nytimes.com/2025/05/28/technology/nvidia-earnings-ai-chips.html Source: New York Times – Artificial Intelligence Title: Nvidia’s Revenue Jumps to $44.1 Billion Despite A.I. Chip Controls Feedly Summary: The company continued to grow fast in its most recent quarter despite new rules restricting the sale of A.I chips to China. AI Summary and Description: Yes Summary: The text highlights the…