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 TSMC has been the exclusive supplier of Apple's systems-on-a-chip since 2016, but that 10-year streak could be nearing its end.
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Microsoft is sitting on top of the world right now, thanks to its lead in AI. It's the most valuable company on the planet, with a valuation of more than $3.2 trillion. Its rise was rocket-fueled by its investor relationship with OpenAI, the company that makes the wildly popular generative AI (genAI) chatbot ChatGPT. OpenAI's GPT large language model is also the basis for Microsoft Copilot, the genAI tool that Microsoft is building into just about every one of its products, from GitHub to Windows to Microsoft 365 and beyond.
Microsoft's AI dominance appears insurmountable. But things can change quickly in tech. Google and Apple are in talks to embed Google's genAI tool Gemini into iPhones — a deal that, if it reaches fruition, could unseat Microsoft sooner than you think.
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Observability may be the latest buzzword in an industry loaded with them, but Cisco will tell you the primary goal of the technology is to help enterprises get a handle on effectively managing distributed resources in ways that have not been possible in the past.
The idea of employing observability tools and applications is a hot idea. Gartner says that by 2024, 30% of enterprises implementing distributed system architectures will have adopted observability techniques to improve digital-business service performance, up from less than 10% in 2020.
"Today's operational teams have tools for network monitoring, application monitoring, infrastructure monitoring, call monitoring, and more, but they rarely intermingle to provide a cohesive view of what's going on across the enterprise," according to Carlos Pereira, Cisco Fellow and chief architect in its Strategy, Incubation & Applications group.
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