The distinction between “confirmed new technology trends” and “exaggerated or unconfirmed new technology trends” listed above is quite strict. “Confirmed new technology trends” must be accepted by the market, uncontroversial, widely adopted by general users, truly proven to be disruptive, and profitable. Moreover, the list above is purely my personal subjective opinion and viewpoint.
Category: Cloud computing
When AWS is no longer impressive
For nearly 20 years, AWS has been a significant driver of its stock price. However, the day after the release of its second-quarter 2025 financial results, Amazon’s stock price plummeted 8.27%, demonstrating investor disappointment with the results.
Cisco, ex-biggest company, the representative of dot-com bubble
Cisco (ticker: CSCO) was founded in 1984 by a pair of computer scientists from Stanford University, Leonard Bosack and Sandy Lerner.
How GPU farms CoreWeave make money?
CoreWeave’s main business is selling access to data centers and Nvidia’s high-performance GPU chips, which have become the most sought-after resources in the race to develop AI applications.
ERP oligopoly SAP succeeds in AI and cloud transformation, How SAP makes money?
SAP’ is extremely important to the back-end operations of an enterprise. Without it, the daily operations of the enterprise will come to a halt.
GoDaddy, world’s largest hosting platform, snapped the best year of share performance since listing
As of 2023, GoDaddy hosts more than 62 million registered domains, making it the world’s largest ICANN-accredited registrar, serving more than 21 million customers. In terms of market share, GoDaddy is the fifth largest web hosting provider in the world.
How does the cloud-native file database MongoDB make money?
Compared with the relational database that traditionally uses SQL, MongoDB’s database is called a NoSQL database.
Apple search engine, the possibility and necessity to inhouse develop
Whether Apple should develop its own Apple search engine has been a headache puzzled Apple management. Search engines are the “most fundamental technology” for monetizing all advertising on the Internet today.
How ServiceNow, corp worflow, best share performing in past decade, makes money?
ServiceNow, with such performance, among the large listed software companies in the US stock market, the performance of the stocks I track should rank among the top.
ByteDance, TikTok’s parent comapny, the world’s most valuable unicorn
It is generally believed that Xing Wang of Meituan, Colin Huang of Pinduoduo, Yiming Zhang of ByteDance, the world’s most valuable unicorn, and Wei Cheng of Didi are the third generation of Chinese Internet entrepreneurs.