Analyzing Cisco’s growth strategy: How the networking giant is betting on emerging infrastructure in AI and cybersecurity
We mined Cisco’s investments, partnerships, acquisitions, and earnings reports to discern the company’s strategic priorities.
Networking
Analyzing Nvidia’s growth strategy: How the chipmaker plans to usher in the next wave of AI
We mined Nvidia's acquisitions, investments, and partnerships since Q2’23 to discern the company's strategic priorities.
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Could telecom be Amazon’s fourth strategic pillar? How the e-commerce giant is investing in IoT and satellites as part of its growth strategy
We mined Amazon's acquisitions, investments, and partnerships to discern the company's strategic priorities in telecommunications.
Analyzing Arm’s growth strategy: How the mobile semiconductor leader is zeroing in on AI, auto, and more
We mined Arm's acquisitions, investments, and partnerships to discern the company's strategic priorities.
Market Trend Report: Wireless connectivity for medical device leaders
We outline the market outlook for wireless connectivity in the medical devices industry — from investment trends and leading companies to recommendations for the players in the space.
Analyzing VMware’s growth strategy: How the tech company is adapting to a cloud future
Investment Thesis Map
We mined VMware's acquisitions, investments, and partnerships to discern the company's strategic priorities.