Monday, December 6, 2021

Overview of macro tech trends, with a focus on Web3, metaverse, and the move to the cloud, which is just beginning as on-prem IT spend still dwarfs cloud spend (Benedict Evans/Benedict Evans/Presentations)

Benedict Evans / Benedict Evans/Presentations:
Overview of macro tech trends, with a focus on Web3, metaverse, and the move to the cloud, which is just beginning as on-prem IT spend still dwarfs cloud spend  —  The most exciting themes in technology today are transformative visions for 2025 or 2030: crypto, web3, VR, metaverse... and then everything else.



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Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (Yoolim Lee/Bloomberg)

Yoolim Lee / Bloomberg : Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete ...