Kevin Fogarty

Writer, editor covering emerging technology, business, finance, science, medicine

Writer and editor with deep experience covering finance, business, and emerging technologies, including all aspects of AI development and implementation, regulatory issues, cybersecurity, governance and underlying technologies including semiconductors and the hyperscale datacenter market.

Kevin Fogarty

Writer, editor covering emerging technology, business, finance, science, medicine

Industry associations amp effort to get SEC to change rules specific to fund market
Industry voices call for changes in regulatory priorities to benefit fund complexes, new definition of "small" advisers and streamlining of regulated reports
Fund Directions
regulation finance governance
Fund boards ensure average Americans get a fair shake, says Lifetime Achievement Award winner Meyrick Payne
Champion of director independence and fund governance reminds fund boards that individual investors are their main priority and the main reason for the industry's strength
Fund Directions
regulation finance governance
Industry presses for post-Gensler changes at SEC
New administration, resignations of Gensler, Lizárraga promise big changes in strained relationship between industry, regulators
Fund Directions
regulation finance governance
ICI: Combined effort gives funds, investment industry louder voice to SEC
Fund industry has to work extra hard to bridge gap with with regulators less eager to respond than in the past
Fund Directions
regulation finance governance
Global internet outages continue to climb in 2021, up 142% since early January
This weekly feature from S&P Global Market Intelligence, in collaboration with internet-service monitoring company ThousandEyes, aims to give remote workers insights into internet service disruptions. Global internet outages continued to rise in the last week of January, with 300 in total, marking the third consecutive week of increased network disruptions, according to data from ThousandEyes, a network-monitoring service owned by Cisco Systems Inc.
Qualcomm's $1.4B Nuvia deal highlights chipmaker arms race, fueled by Apple, Arm
QUALCOMM Inc.' s pending $1.4 billion acquisition of startup Nuvia highlights the arms race touched off by Apple Inc.' s effort to sell its chips in laptops as well as smartphones. Apple's decision to power its laptops with its own M1 chip gave it an immediate foothold in a laptop market in which other smartphone chipmakers have had little success.
Nvidia seeks to straddle line between partner, competitor after Arm deal
As Nvidia Corp. prepares to acquire contract chip designer Arm Holdings Ltd, a new software agreement with VMware Inc. seems aimed at reassuring the industry that Nvidia can compartmentalize competing interests in its widening business portfolio. Unlike Nvidia and other chip companies that sell chips and other devices, Arm makes money by licensing patented designs for chips and electronic components to hardware-makers who pay a licensing fee and royalties on Arm designs they build into their own products.
With ARM, Nvidia aims to rule cloud-based, AI-powered future
The rationale behind NVIDIA Corp.' s acquisition of ARM Ltd. hinges on Nvidia CEO Jensen Huang's vision of a future increasingly dependent on cloud computing and artificial intelligence. If he is right, the combination of Nvidia's AI capabilities and ARM's processors could make Nvidia as critical to a cloud-based global IT infrastructure as Intel Corp. processors were to the development of the traditional enterprise data-center market, analysts said.
Information tech spending climbs as demand for cloud, advanced chips grows
Capital spending in the information technology sector has more than doubled during the past decade, primarily due to the cost of making semiconductors and building cloud-computing networks, according to an analysis by S&P Global Market Intelligence. The information technology companies with the highest capex for the 12 months ending March 30 were Intel Corp. at $16.16 billion; Microsoft Corp. at $14.75 billion; and Apple Inc. at $8.74 billion.
Information tech spending climbs as demand for cloud, advanced chips grows
Capital spending in the information technology sector has more than doubled during the past decade, primarily due to the cost of making semiconductors and building cloud-computing networks, according to an analysis by S&P Global Market Intelligence. The information technology companies with the highest capex for the 12 months ending March 30 were Intel Corp. at $16.16 billion; Microsoft Corp. at $14.75 billion; and Apple Inc. at $8.74 billion.
Next-gen chip delays plague Intel's past, future
Investors are starting to lose patience with Intel Corp.' s inability to keep up with contract chip manufacturers like Taiwan Semiconductor Manufacturing Co. Nvidia grew its market capitalization from about $11 billion in early 2015 to more than $200 billion in July, recently surpassing Intel, which has been considered the world's largest chipmaker for decades.
Pandemic drives more enterprise to the cloud, data centers
Technology companies looking to the cloud for a silver lining have found a market that is growing faster during the pandemic. Companies including Intel Corp., Micron Technology Inc. and Advanced Micro Devices Inc. opted not to issue financial guidance for the next quarter or two, but they indicated in recent earnings reports that the data-center market will help guide them through the coming headwinds.
Pandemic drives more enterprise to the cloud, data centers
Technology companies looking to the cloud for a silver lining have found a market that is growing faster during the pandemic. Companies including Intel Corp., Micron Technology Inc. and Advanced Micro Devices Inc. opted not to issue financial guidance for the next quarter or two, but they indicated in recent earnings reports that the data-center market will help guide them through the coming headwinds.
Usage spikes push cloud data centers to ramp up spending
Usage is skyrocketing for cloud-computing providers amid a global pandemic, pressuring leading providers like Amazon.com Inc. and Microsoft Corp. to spend more to keep up. While the downstream effect could benefit companies that make data-center servers and the components that go in them, analysts cautioned that it may not be enough to counterbalance the broader impact of a darkening macroeconomic environment.
Higher US broadband usage the 'new normal' after coronavirus
It would be an exaggeration to say that Netflix Inc. is the reason U.S. broadband networks were prepared to handle the extra traffic generated by the coronavirus crisis — but the yearslong shift to streaming was a key factor. U.S. internet usage has surged in the days since the World Health Organization declared the coronavirus a global pandemic and federal and state leaders began encouraging many Americans to stay at home.
Chipmakers see limited impact from virus's 1st wave, but adaptability matters
Semiconductor makers seem to be suffering less than other manufacturers from an economy hobbled by the coronavirus, but no one escapes a global pandemic. The fallout from the coronavirus's spread is likely to touch off a global recession that will keep growth in the U.S. GDP flat or down 0.5% and could bring the eurozone economy down 0.5% to 1%, according to a March 17 report from S&P Global Ratings.

About

Kevin Fogarty

My coverage has always focused on the most disruptive technology affecting global business, for publications serving audiences ranging from semiconductor engineers to CIOs to governing-board directors.

Expertise in multiple roles:

Writer / Reporter
• News writing, features, headline writing, journalism driven by data analysis, white papers, business and financial coverage of the social, political and economic impact of emerging technologies.

Editor and Editorial Manager
• Develop the work of mixed editorial staffs into high-quality content in competitive environments.
• Creative, entrepreneurial editor of successful editorial-product launches, events and reboots.

Technology Analyst, Editor
• Write, edit and produce clear, insightful analysis of technology or business issues in quick-turnaround environments.
• Write, edit and project-manage production of white papers and high-value reports based on data analysis, surveys and other long-form analysis of business technology issues.

Writer / Reporter
• News writing, features, headline writing, journalism driven by data analysis, white papers, business and financial coverage of technology industry and the social, political and economic impact of emerging technologies.

Kevin Fogarty

Fund boards ensure average Americans get a fair shake, says Lifetime Achievement Award winner Meyrick Payne

Industry presses for post-Gensler changes at SEC

ICI: Combined effort gives funds, investment industry louder voice to SEC

About

Kevin Fogarty