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26 Jan
Research Notes

The Terminator Economy: Does the Future of AI Depend on Leaving the Planet?

  • January 26, 2026
  • By creativeteamf602216440

While terrestrial grids hit a physical and regulatory wall, a race for the Dawn-Dusk orbit could transform orbital mechanics into the world’s most exclusive real estate market.

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26 Jan
Research Notes

Quantum Computing: Consolidating Too Early?

  • January 26, 2026
  • By creativeteamf602216440

IonQ’s billion-dollars of deals, valuation arbitrage dynamics, full-stack integration race, premature architectural lock-in risks

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26 Jan
Research Notes

Can Intel Make Enough Chips to Fuel a Turnaround?

  • January 26, 2026
  • By creativeteamf602216440

Q4 results beat guidance, while supply chain hiccups and depleted inventory cast a long shadow on 2026 outlook; 18A ramps for internal products, while foundry losses continue to mount.

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21 Jan
Research Notes

Is the Traditional Observability Market Finally Collapsing into Data Clouds?

  • January 21, 2026
  • By creativeteamf602216440

Snowflake plans to acquire Observe to integrate native observability into its Data Cloud, aiming to reduce data silos and lower monitoring costs.

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21 Jan
Research Notes

Ericsson: Architecting the Intelligent Digital Fabric to Power AI Transformation

  • January 21, 2026
  • By creativeteamf602216440

Ericsson is evolving from a traditional hardware provider into a strategic orchestrator of an intelligent digital fabric, positioning 5G SA and 6G as key ingredients of the burgeoning AI economy.

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21 Jan
Research Notes

Zoho Connect 2026: Reshaping the Employee Experience

  • January 21, 2026
  • By creativeteamf602216440

Zoho Connect transforms the employee experience by unifying fragmented communication and collaboration tools into a single, cohesive digital fabric by embedding AI-assisted insights and automation into everyday workflows.

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21 Jan
Research Notes

BMC Continues The Quarterly Cadence of Innovation

  • January 21, 2026
  • By creativeteamf602216440

BMC Software’s new automation tools simplify enterprise complexity through AI-infused innovation

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21 Jan
Research Notes

Is Kubernetes just a glorified host for AI models?

  • January 21, 2026
  • By creativeteamf602216440

Analysis of the CNCF 2026 survey showing Kubernetes hitting 82% production usage while cultural friction replaces technical debt as the top blocker.

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21 Jan
Research Notes

Can Domestic DRAM Fabrication Secure the Global AI Supply Chain in Time?

  • January 21, 2026
  • By creativeteamf602216440

Micron starts construction on massive upstate New York campus, aiming to shift 40% of its DRAM output to U.S. domestic by mid 2040s, 20-year plan navigates AI-driven shortages and shifting federal policy

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21 Jan
Research Notes

Can Intel’s 18A Processors Produce in Time to (Finally) Capitalize on Being First?

  • January 21, 2026
  • By creativeteamf602216440

Intel flips the story on process capability with Core Ultra Series 3, PowerVia and RibbonFET may challenge TSMC & ARM’s dominance while regaining x86 momentum.

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