Strategic Foresight - Insights in Business and Technology

  The Future of Enterprise AI: Palantir's AIP Palantir's AI Platform (AIP) is revolutionising how enterprises harness data's power. By integrating, analysing, and visualising vast datasets, AIP enables organisations to uncover valuable insights and make informed decisions. What Does Palantir AIP Offer? At its core, Palantir AIP is an ontology-driven platform. This means it uses a structured knowledge graph to represent concepts, entities, and their relationships. This foundational layer allows AIP to: Integrate diverse data sources: Seamlessly combine data from various sources, including structured and unstructured data. Visualise complex relationships: Use powerful visualisation tools to explore connections and patterns within data. Support decision-making: Provide actionable insights to drive strategic decisions and optimise operations. Opportunities for Service Providers For service providers, Palantir AIP presents a wealth of opportunities: Skill Development: Invest in ...

Telecom Network Evolution to Cloud Native    Emerging Trends in Telecom Network --

  Cloud-Native in 2025: A Comprehensive Overview of Trends, Opportunities, and Challenges Introduction As we approach 2025, cloud-native architecture has evolved from a cutting-edge approach to a mainstream strategy for enterprise digital transformation. This blog post explores the key trends, strategic importance, benefits, challenges, and future trajectory of cloud-native technologies. Key Trends Shaping Cloud-Native Ecosystem 1. Cost Optimization: FinOps Takes Center Stage Cloud-native architectures are becoming increasingly complex, making cost management crucial. The emergence of FinOps (Financial Operations) is transforming how organizations approach cloud spending. Key developments include: Tools like OpenCost providing granular visibility into Kubernetes spend Projects such as OpenTelemetry, Prometheus, and OpenSearch enabling precise resource consumption tracking Organizations focusing on reducing overall spend without compromising performance 2. Developer Produ...

From Four to Six Pillars: The Evolution of the Australian Telecom Industry  The Rise of Aussie Broadband:  The Australian telecommunications landscape has witnessed a significant transformation in recent years, shifting from a traditional four-pillar model dominated by Telstra, Optus, TPG, and the NBN, to a six-pillar model that now includes Vocus and Aussie Broadband. This evolution has been driven by a confluence of factors, including regulatory changes, evolving consumer demands, technological advancements, and strategic diversification. A "pillar" refers to any telecommunications operator with a revenue of $1Bn or more. A New Era of Competition Aussie Broadband, with its rapid growth and strategic acquisitions, has emerged as a key player in this evolving market. With revenue at ~$1Bn, the company is poised to solidify its position as the sixth pillar of the Australian telecommunications industry. (PE TTM - 35.7, PB - 1.7)  Key Factors Driving the Transition...

 Nvidia's Post-Earnings Boost: A Breakdown Nvidia's upcoming earnings call on August 28th is highly anticipated due to several key factors that position the company for a potential share price surge. Key Factors Driving Nvidia's Potential Post-Earnings Boost Inventory Disparity: Nvidia's low inventory levels compared to AMD's bloated stock suggest strong demand and efficient production. This indicates a healthier financial position and potential for higher revenue. The contrast between the two chip giants highlights Nvidia's superior supply chain management and ability to capitalize on market demand. Dominant Pricing Power: Nvidia's H100 GPUs command a significantly higher price than AMD's competing MI300X, demonstrating exceptional pricing power. This pricing advantage translates into higher revenue per unit and improved profit margins, contributing to overall financial strength. LLM-Driven Demand Acceleration: The burgeoning LLM marke...

Gen AI The New Reality - How Key Players Are Progressing About the Book  In the rapidly evolving realm of Generative AI, this book delves into the intricacies of this transformative technology, exploring its history, potential, and key players. It unravels the value chain, deployment models, and future trajectory of Large Language Models (LLMs) while shedding light on the growth opportunities in this domain. Embark on a journey through the world of chipmakers, where TSMC reigns supreme, pioneering the most advanced chips, yet facing its unique challenges. Discover the driving forces behind Nvidia's dominance as the "Godfather of AI" and analyse the potential for a dot-com bubble resurgence. Venture into the realm of Hyperscalers, where Microsoft stands as the undisputed king of AI in the cloud and software. Explore its strategic partnerships, the economics of training AI systems, and the inherent risks associated with its growth. Delve into the world of Google, the sear...

The Future of Software is New SaaS - powered by Services, AI Agents, Sharing This POV is available for download below.