AI/Metaverse: The Smart Glasses Race Is Heating Up

Google has just unveiled a series of partnerships with leading eyewear brands—including Warby Parker, Kering Eyewear, Korean fashion label Gentle Monster, and Chinese manufacturer Xreal—to develop AI-powered smart glasses. The move follows the unexpected success of Meta’s Ray-Ban smart glasses, which have sold over 2 million units since their 2023 debut, with EssilorLuxottica, owner of…

Read more

Cybersecurity: Machine Identity, Or Securing The Rise Of The AI Agents

Machine identity has emerged as a major growth opportunity for the cybersecurity industry lately, specifically for identity & access management specialists. Machine identity refers to a unique digital credential assigned to non-human entities, ensuring secure interactions between machines and allowing only trusted systems to access and exchange information. Historically, this term has included a wide…

Read more

Gaming: Switch 2 Off To An Impressive Start

Since announcing earlier this month the release details for the Switch 2, Nintendo has had to face several headwinds, including negative reactions to the high price of the console and game titles in the US and Europe ($450/ EUR450 and $70-90, respectively) that cast some doubts about consumer demand, the tariff drama that could have…

Read more

AI/Powering AI: TSMC And Siemens Energy Results Point To Continued Strength In The AI Ecosystem

After the latest tariff twists and chips export restrictions to China, initial earnings in the AI space were widely expected. They didn’t disappoint, with both Taiwan Semi and Siemens Energy releasing strong quarterly figures and either maintaining or exceeding full-year expectations. Taiwan Semi, the leading maker of chips whose growth has been buoyed in recent…

Read more

AI: AI Spending On Track After The Tariff Chaos

It’s been a turbulent few weeks, with tariff uncertainty fueling broader concerns about the macroeconomic outlook and, specifically, about the AI spending environment. Even if semiconductors were initially expected to be spared from tariffs, the prospect of an economic downturn affecting the core businesses of major hyperscalers—such as declining advertising revenues at Google and Meta,…

Read more

Cybersecurity: Big M&A Is Back

Almost a year after initial discussions, Google is finally acquiring the privately-held cloud cybersecurity company Wiz for a staggering $33 billion, marking the largest deal in the industry to date, surpassing the $28 billion Cisco’s acquisition of Splunk from two years ago. In recent years, Tech giants have been intensifying efforts to strengthen their cybersecurity…

Read more

AI: Quantum Computing Getting Closer To Commercial Rollout

In recent days, quantum computing has seen significant progress, with Microsoft and D-Wave announcing groundbreaking developments. As detailed in a previous report, a major hurdle in quantum computing has always been the decay of qubits, which leads to coherence loss and computational errors. Indeed, creating qubits involves producing particles that can be electronically controlled, which…

Read more