| Rob Enderle Jul 16, 2018 9:41 AM PT | |
 | Microsoft Inspire is taking place this week, and a huge number of my personal friends and I were prebriefed on what the big announcements would be. Strangely, the embargo on the news lifted last week, so I'm not going to get in trouble for sharing some of the revelations. There are a number of interesting elements, including Microsoft's suddenly aggressive move to use Azure as an IoT host. [More...] |
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 | A Trade War in the Cloud? So far, the looming trade war is limited to actions and reactions related to durable things that trade throughout the global economy. Will that remain the battleground? Or should we expect greater contentiousness around services -- specifically, SaaS, and CRM in particular? Retaliation for U.S. trade initiatives so far has been aimed at things produced by Trump-leaning industries and states. [More...] |
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