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Cybersecurity

Palantir

The company emerged as the winner in eight categories at the Dresner Advisory Services 2023 Technology Innovation Awards. The basis for this recognition is the Wisdom of Crowds® research series, which analyzes current trends and the dynamics of technology and industry development. Howard Dresner, the founder of Dresner Advisory Services, highly valued Palantir's contribution to developing advanced technical solutions. Additionally, Palantir actively implements its innovative developments by organizing AIPCon. More than 60 clients presented their experience with Palantir, including 20 new clients and partners like Lennar and General Mills. The live broadcast of the event on YouTube highlights the openness and accessibility of the company's innovations to a broad audience.

These events and achievements are also reflected in the financial indicators: Palantir's revenue for the fourth quarter grew by 20% year over year, reaching $608.4 million, exceeding analysts' expectations. Meanwhile, the net profit amounted to $93.4 million, significantly surpassing the previous year's figures.

F5

The company announced new features for its cloud services following the acquisition of Heyhack. Now, F5 clients can automatically check their web applications and APIs for vulnerabilities, making their protection more straightforward and efficient in multi-cloud environments. The system will also suggest ways to enhance security, such as through firewall settings. This innovation simplifies the protection of applications and APIs, helping to address security risks and complexities. Kara Sprague from F5 emphasizes that these tools greatly simplify the protection of applications anywhere. F5 also improved API security by adding AI for better vulnerability detection and development process control.

CrowdStrike

Meanwhile, CrowdStrike demonstrated its financial resilience, exceeding earnings expectations. Shares rose by 4.8% and closed at $330 after the annual results were published. Overall, the outcome appears trustworthy — although the revenue of $3.1 billion matched analyst expectations, CrowdStrike Holdings surprised by reporting a statutory profit of $0.37 per share, impressively 38% above the forecast.

Semiconductors

AMD

The company is expanding its portfolio with Spartan UltraScale+ chips for healthcare and robotics, featuring energy efficiency and security, promising a revolution in technology. Preliminary support for the innovations starts at the end of 2024, with sales beginning in the first half of 2025. Thomas Zacharia, former head of the Oak Ridge National Laboratory, now at AMD, will focus on the global promotion of AI technologies for the benefit of society, utilizing his experience in science and public policy. Zacharia's appointment and the new chips highlight AMD's ambition to contribute significantly to technology and society development. In light of these innovations, AMD is raising its financial forecasts, expecting an increase in AI chip sales revenue by $1.5 billion in 2024, confirming its growth potential and market influence.

Supermicro

The company is updating its IT solutions range, launching servers with Intel Xeon, AMD EPYC, and NVIDIA Grace Hopper processors for the 5G and AI sectors. The new products, showcased at MWC in Barcelona, aim to improve performance and energy efficiency. The company emphasizes accelerating AI implementation in data centers and on the edge, offering servers for real-time processing at peripheral locations to enhance decision-making. The collaboration with NVIDIA and servers with up to 8 TB of memory promises to bring AI closer to the data, improving service and performance.

Qualcomm

Meanwhile, Qualcomm has presented forecasts exceeding Wall Street's next-quarter earnings expectations, while sales remain within projections.

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