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Streaming Analytics Market worth $50.1 billion by 2026 – Exclusive Report by MarketsandMarkets – Yahoo Finance

CHICAGO, Jan. 12, 2022 /PRNewswire/ -- According to a research report "Streaming Analytics Market with COVID-19 Impact Analysis, by Component, Application (Supply Chain Management, Sales & Marketing, and Fraud Detection), Industry Vertical, Deployment Mode, Organization Size, and Region - Global Forecast to 2026", published by MarketsandMarkets, the streaming analytics size is projected to grow from USD 15.4 billion in 2021 to 50.1 USD billion in 2026, at a Compound Annual Growth Rate (CAGR) of 26.5% during the forecast period.

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The Streaming analytics industry is driven increased digitalization and emerging technologies such as big data, IoT, and AI to drive the market growth. However, Strategic shift toward real-time accurate forecasts and rising data connectivity through hybrid and multi-cloud environments further contributes to the growth of the Streaming Analytics Market.

Browse in-depth TOC on "Streaming Analytics Market"

348 Tables 61 Figures 342 Pages

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Based on the Component, software segment to account for a larger market size during the forecast period

The Streaming Analytics Market has been segmented by two components: software and services. The deployment of streaming analytics has witnessed an increase in adoption, as serves a variety of purposes, such as fraud detection and risk management. The growing adoption of streaming analytics across all major verticals, such as BFSI, Telecommunication and IT, Retail and eCommerce, Healthcare and Life Sciences, Manufacturing, Government, Energy and Utilities, Transportation and Logistics, Media and Entertainment, Other Verticals (travel & hospitality and education).

Based on deployment mode, cloud segment to grow at a higher CAGR during the forecast period

Cloud computing refers to the storage, management, and processing of data via networks of remote servers, which are typically accessed via the Internet. According to Statista, cloud computing would generate more than USD 300 billion in revenue in 2020 as a component of IT services. At the same time, PwC shows the COVID-19 crisis has accelerated the cloud transition even further as per data during the first quarter of 2020, cloud spending increased by 37% to USD 29 billion. The increasing generation of data leads to various challenges for several organizations. These challenges include storage, privacy, and affordability.

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Based on application, Location Intelligence segment to hold the largest market size during the forecast period

The Streaming Analytics Market based on application is segmented into Fraud Detection, Sales and Marketing, Predictive Asset Management, Risk Management, Network Management and Optimization, Location Intelligence, Supply Chain Management, Other Applications (product innovation and customer management). Streaming analytics combines geospatial, graph, and business analytics into a single platform purpose-built for performance and scale. GIS creates maps that can be accessed through a mobile app or software service. These maps incorporate imagery, coordinates, and spreadsheets, among other data layers that use spatial location. Streaming analytics can be used to examine the data, which can subsequently be released via an app or other user access point. Location intelligence (LI), which could be defined as the successor to GIS, is being driven in part by advances in streaming analytics. It is a significant advancement over GIS since it supports real-time data streams and large datasets, as well as new methods for evaluating stream data.

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Based on cloud type, Hybrid Cloud segment to grow at a higher CAGR during the forecast period

A hybrid cloud is a cloud computing environment that is a mix of both public cloud and private cloud. It helps organizations enhance their data centers by deploying data on a multi-cloud platform. Various benefits, such as agility, scalability, and cost optimization features, are boosting the adoption of hybrid cloud analytics solutions in the global cloud analytics market. Enterprises are adopting hybrid cloud as it helps them overcome complexities related to the traditional IT environments.

Based on vertical, the Energy and Utilities segment is expected to grow at a higher CAGR during the forecast period

Streaming analytics are gaining acceptance among all verticals to improve profitability and reduce overall costs. The major verticals adopting streaming analytics software are BFSI, Telecommunication and IT, Retail and eCommerce, Healthcare and Life Sciences, Manufacturing, Government, Energy and Utilities, Transportation and Logistics, Media and Entertainment, Other Verticals (travel & hospitality and education). Energy and utilities, by vertical segment, is expected to grow at a higher CAGR during the forecast period

Based on organization size, SMEs segment to grow at the highest CAGR during the forecast period

The SMEs are organizations with an employee strength of less than 1,000. SMEs are also implementing streaming analytics software that enable better orientation in the complex building providing streaming-based analytics and tracking functionalities. SMEs are also implementing streaming analytics, which enables companies to adopt the analytics of data streaming and sensor data from grids to provide real-time insights on operational performance. The adoption of new technologies tailored to streaming analytics environments has helped companies identify the broad risk areas under various functional units, such as supply chain operations for product delivery.

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North America to hold the largest market size during the forecast period

North America is estimated to account for the largest market share during the forecast period. In North America, sales and marketing and location intelligence are considered highly effective by most organizations and verticals. On the other hand, Europe is gradually incorporating these advanced solutions within its enterprises. APAC is witnessing a substantial rise in the adoption of streaming analytics owing to the increasing digitalization and rising demand for centrally managed systems.

Major Streaming Analytics Market vendors include IBM (US), Google (US), Oracle (US), Microsoft (US), SAS (US), SAP (Germany), Cloudera (US), Teradata (US), TIBCO (US), AWS (US), Software AG (Germany), Informatica (US), Impetus (US), HPE (US), Intel (US), Iguazio (Israel), Conviva (US), Axonize (Israel), Adobe (US), Altair (US), Mphasis (India), Striim (US), INTECO (Canada), WSO2 (US), SQLstream (US), EsperTech (US), Materialize (US), StarTree(US), Crosser (Sweden), Quix (UK), Lenses (UK), BangDB (India), Imply (US), Coralogix (US), Ververica (US), StreamSets (US). These market players have adopted various growth strategies, such as partnerships, collaborations, and new product launches, to expand have been the most adopted strategies by major players from 2019 to 2021, which helped companies innovate their offerings and broaden their customer base.

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Big Data Market by Component, Deployment Mode, Organization Size, Business Function (Operations, Finance, and Marketing and Sales), Industry Vertical (BFSI, Manufacturing, and Healthcare and Life Sciences), and Region - Global Forecast to 2025

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Growing Technical Advancements in DevOps Technologies and Their Rising Demand for Optimizing Business Operations to Drive the Global DevOps Market by…

The DevOps market is projected to flourish immensely by 2027 due to growing technical advancements in DevOps technologies and their increasing need in business optimization. The cloud deployment sub-segment is expected to be the most lucrative. Market in the North America region is anticipated to witness better growth opportunities.

New York, USA, Jan. 12, 2022 (GLOBE NEWSWIRE) -- According to the report published by Research Dive, the global DevOps market is estimated to garner a revenue of $23,362.8 million by 2027 and grow at a healthy CAGR of 22.9% over the forecast period from 2020-2027. The comprehensive report offers a concise outline of the DevOps markets present framework including chief facets of the market such as growth factors, hindrances, restraints and several opportunities during the estimated period of 2020-2027. The report also provides all the market figures to help new entrants analyze the market easily.

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Download FREE Sample Report of the Global DevOps Market: https://www.researchdive.com/download-sample/2801

Dynamics of the DevOps Market:

Drivers: Increasing demand for advanced technologies to run business operations smoothly is the main factor expected to drive the growth of the global DevOps market during the forecast timeframe. In addition, growing need for fast and constant application delivery systems among businesses is projected to further boost the market growth by 2027.

Opportunities: Continuous involvement of innovative technologies like Artificial Intelligence (AI) and Machine Learning (ML) to offer reliable DevOps platforms and solutions is estimated to offer ample growth opportunities for the DevOps market by 2027.

Restraints: Exorbitant costs of advanced DevOps technologies is the main factor predicted to restraint the market growth during the forecast period.

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Covid-19 Impact on the DevOps Market:

The onset of the Covid-19 pandemic has disrupted several businesses and markets, however, the global DevOps market remained unaffected and witnessed immense growth. Strict lockdowns and mobility restrictions imposed by governments worldwide led to growing demand for implementing advanced cloud systems and platforms to enhance business growth. In addition, enterprises began switching to digital transformation services to restart their businesses and emphasize on secured IT infrastructures. These factors boosted the global DevOps market growth during the analysis timeframe.

Check out How COVID-19 impacts the Global DevOps Market: https://www.researchdive.com/connect-to-analyst/2801

Segments of the DevOps Market:

The report has fragmented the DevOps market into a few segments based on solution, deployment, end-user, and region.

Solution: Monitoring and Performance Management Sub-segment to be Most Dominant

By solution, the monitoring and performance management solution sub-segment is expected to hold a dominant market share and register a revenue of $6,410.3 million by 2027. This dominance is due to wide utilization of DevOps tools for full stack operations and infrastructure monitoring and performance management. This includes databases, cloud networks, app and web servers, and others. In addition, continuous monitoring of customer behavior is essential for gaining timely insights on response times for client satisfaction. These factors are estimated to drive the growth of the sub-segment during the analysis timeframe.

Check out all Information and communication technology & media Industry Reports: https://www.researchdive.com/information-and-communication-technology-and-media

Deployment: Cloud Deployment to be Most Lucrative

By deployment, the cloud type sub-segment accounted for $2,944.2 million in 2019 and is projected to witness significant growth rate throughout the markets analysis period. Advantages of DevOps cloud-based platforms like easy access to files at any time, less costs for deployment, lower testing and operation costs, etc. are predicted to boost the growth of the DevOps markets sub-segment by 2027. In addition, rising demand for software automations among enterprises is estimated to further propel the sub-segments growth during the forecast period.

End-user: Small and Medium Enterprises Sub-segment to be Most Profitable

By end-user, the small and medium enterprises sub-segment of the global DevOps market is estimated to have a significant market size and grow at a stable rate throughout the analysis years. Wide adoption of DevOps solutions for software optimization and development services to reinforce business is expected to boost the sub-segments growth by 2027. Moreover, benefits of DevOps like faster testing, designing, etc. is expected to further accelerate the sub-segments growth during the forecast timeframe.

Access Varied Market Reports Bearing Extensive Analysis of the Market Situation, Updated With The Impact of COVID-19: https://www.researchdive.com/covid-19-insights

Region: North America Region to Witness Better Growth Opportunities

By region, the market in the North America region is anticipated to have the highest market share due to the existence of technically advanced economies like the US and Canada. Moreover, the US is a significant hub for emerging technologies that encourage enterprises to adopt DevOps platforms and services. These factors are predicted to boost the market growth in the North America region by 2027.

Key Players of the DevOps Market

1. Alphabet2. Hewlett Packard Enterprise Development, LP3. IBM4. Amazon Web Services5. Broadcom6. Microsoft7. Cigniti8. Oracle9. Alibaba Group Holding Limited10. Micro Focus

These players are working on building strategies such as product enhancement, merger and acquisition, partnerships and collaborations to assist the market development.

For instance, in December 2021, Stacklet Inc., a commercial cloud governance platform, announced its decision to collaborate in compliance-as-a-code platform that automatically groups related notifications to later route them to correct stakeholders and integrate combine with the existing workflows. This will help businesses comply with a wide array of mandates by adopting DevOps solutions.

The report also sums up many crucial facets of the DevOps market including financial performance of the key players, SWOT analysis, product portfolio, and newest strategic developments. Click Here to Get Absolute Top Companies Development Strategies Summary Report.

TRENDING REPORTS WITH COVID-19 IMPACT ANALYSIS

Cognitive Cloud Computing Market: https://www.researchdive.com/2800/cognitive-cloud-computing-market

Quantum Computing Market: https://www.researchdive.com/8332/quantum-computing-market

Communication Intelligence (COMINT) Market: https://www.researchdive.com/8420/communication-intelligence-comint-market

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Data Center Market to Grow by USD 519.34 Bn | Adoption of Multi-cloud and Network Upgrades to Support 5G will Drive Growth | Technavio – PRNewswire

Major Five Data Center Companies:

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Data Center Market Component Outlook (Revenue, USD bn, 2020-2025)

The data center market share growth by the IT infrastructure segment will be significant during the forecast period. Datacenter information technology (IT) infrastructure comprises all IT equipment, infrastructure, and solutions required to set up or scale a data center. The use of such IT infrastructure is rising due to the increase in demand for computing power and storage to support the growth in global data traffic. Enterprises globally have embraced cloud technologies and are moving their data from on-premises data centers to cloud-based data centers. This trend is expected to continue during the forecast period to create the demand for servers and storage infrastructure, and other IT equipment.

Data Center Market Geography Outlook (Revenue, USD bn, 2020-2025)

The data center market is expected to be dominated by North America during the forecast period. The US is the key country for the data centers market in the region. Market growth in this region will be slower than the growth of the market in Europe, APAC, and South America. The increasing adoption of cloud services by enterprises across industries in the US and Canada will drive the data center market growth in North America during the forecast period.

Grab an Exclusive Sample Reportfor more information about the contribution of each segment of the data center market

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Data Center Market Scope

Report Coverage

Details

Page number

120

Base year

2020

Forecast period

2021-2025

Growth momentum & CAGR

Accelerate at a CAGR of 21%

Market growth 2021-2025

USD 519.34 billion

Market structure

Fragmented

YoY growth (%)

18.30

Regional analysis

North America, APAC, Europe, South America, and MEA

Performing market contribution

North America at 35%

Key consumer countries

US, China, UK, Australia, Japan, and Germany

Competitive landscape

Leading companies, Competitive strategies, Consumer engagement scope

Companies profiled

Alphabet Inc., Amazon.com Inc., Cisco Systems Inc., Equinix Inc., Microsoft Corp., NTT DATA Corp., Oracle Corp., SAP SE, Huawei Investment & Holding Co. Ltd., and International Business Machines Corp.

Market Dynamics

Parent market analysis, Market growth inducers and obstacles, Fast-growing and slow-growing segment analysis, COVID-19 impact and future consumer dynamics, Market condition analysis for the forecast period

Customization purview

If our report has not included the data that you are looking for, you can reach out to our analysts and get segments customized.

About Technavio

Technavio is a leading global technology research and advisory company. Their research and analysis focuson emerging market trends and provide actionable insights to help businesses identify market opportunities and develop effective strategies to optimize their market positions.

With over 500 specialized analysts, Technavio's report library consists of more than 17,000 reports and counting, covering 800 technologies, spanning across 50 countries. Their client base consists of enterprises of all sizes, including more than 100 Fortune 500 companies. This growing client base relies on Technavio's comprehensive coverage, extensive research, and actionable market insights to identify opportunities in existing and potential markets and assess their competitive positions within changing market scenarios.

Contacts

Technavio ResearchJesse MaidaMedia & Marketing ExecutiveUS: +1 844 364 1100UK: +44 203 893 3200Email:[emailprotected]Website:www.technavio.com/

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From 1920s to 2020s: Get ready for a new Roaring Twenties – Big Think

On New Years Eve of 2019, revelers gathered around the globe to ring in a new decade. Many jubilantly attended Roaring Twenties parties, adorned in elegant evening wear, cloche and Panama hats, and knickerbockers, harkening back to an exciting, culturally vibrant era of economic prosperity. But whatever veiled hopes partygoers had for a booming future soon met jarring realities: a once-in-a-century pandemic, global lockdowns, an economic recession, and widespread civil unrest stemming from an incident of police brutality. The Roaring 2020s were not to be, it seemed.

Take heart:Mark P. Mills, a physicist, senior fellow at the Manhattan Institute, faculty fellow at Northwestern University, and a partner in Montrose Lane, an energy-tech venture fund, is out to rekindle our collectively dashed hopes. In his new book,The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020s, Mills convincingly argues with verve, vitality, and most importantly evidence, that humanity is about to take a great step forward in the coming decade. And unlike the first Roaring Twenties, these wont need to end with a Great Depression.

In the opening pages, Mills reminds us that the original Roaring Twenties didnt start off so auspiciously, either. In fact, separated by a century, our situation seems eerily similar. The 1918 flu pandemic ran well into 1920, triggering a severe U.S. recession that lasted through summer 1921. Violent riots and political instability were also prevalent. Yet from this pit of public despair, Americans pulled themselves out. Propelled byremarkable advancementsin mass production, medicine, electrification, communications via telephone and radio, movies, automobiles, and aviation, the United States saw its GDPriseby an astounding 43% between 1921 and 1929.

Were now in store for a similar wave of growth, Mills says. What comes next will likely be more consequential than the comparable technological flourishing that began in the 1920s. We will again see a boost to the economys productivity, which always increases overall wealth. The rising tide does lift all boats. The future will repeat a central pattern of the past. The 25 percent in the near future will live like the 5 percent today, and the future 5 percent will live like todays 1 percent, and so on.

The key driver of this collective boon will be the Cloud, Mills says, along with the knowledge and technologies it spawns. The most basicdefinitionof this nebulous term is software and services run on computer servers in data centers accessed via the Internet. But the Cloud is much more than just Netflix, Google Drive, and Apple iCloud. It democratizes technology as never before, connecting everyone and everything, allowing unprecedented gathering and splicing of information. Cloud data centers the new tech eras digital cathedrals, as Mills calls them now occupy vastly more space than skyscrapers, formerly the hubs for business and innovation. The most powerful Cloud supercomputers are now 3 million times more powerful than the top machine of 1990, and they already fuel the discovery of new materials and medicines, as well as powering machine-centered manufacturing.

The Cloud, Mills argues, brings together the three foundational spheres for technological revolution: the means for gathering and propagating information, the means (machines) of production, and the class of materials available to do everything.

Mills offers copious examples of recent advancements in these three spheres. He lists numerous discoveries currently relegated to esoteric academic journals; any of these innovations could profoundly affect our everyday lives soon without us really noticing.

Those effects take center stage in the final section of Mills book. The arenas of work, health, education, entertainment, and science will all profoundly change in the near future, he writes. Services and manufacturing will be robotified, but doomsday predictions of mass unemployment will not happen. Luddites, who fret that more-efficient machines will replace them in their jobs, have always been wrong. Efficiency doesnt eliminate jobs in the long-term; it drives job growth. The reason productivity expands wealth is that its the only means for liberating human time, the most precious commodity in the universe, Mills writes. When humans have more free time, they educate themselves, innovate, and create new industries such as, for example, entertainment industries in cloud-based gaming or the metaverse. Moreover, the Cloud will enable more people around the world to obtain more education.

At the same time, big data, stored and analyzed in the Cloud, will lead to new breakthroughs in health and science. Research that once took months or years in fields like medicine and materials science can now be done in mere hours or days with AI algorithms available via Cloud supercomputing.

We do in fact live in a time of a new normal, Mills writes. But instead of our future being one of perennial slow growth and technological stagnation, it will be just the opposite.

What could get in the way of this optimistic view? What could spiral a new Roaring Twenties down into a second Great Depression? Mills sees China and climate change as the biggest dangers, primarily because they are linked with thinking, business practices, and government policies that encourage controlling or even limiting growth and innovation.

Whether societies ultimately prosper by taking advantage of what technology offers depends on having a culture that encourages free thinking and risk taking, and it depends on a government that allows markets to operate, even when some outcomes are less than ideal, Mills writes.

The Cloud Revolutionis indeed a liberating book. Mills succeeds in infusing readers with refreshing, evidence-based optimism for the future. Heres to the new Roaring Twenties.

This article originally appeared on RealClearScience and is reprinted with permission from RealClearWire.

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Post Pandemic: Cloud Adoption Needs to Be Accelerated – APN News

Published on January 12, 2022

Authored by Nilesh Gupta, Head of CloudFirst & Edge Services, 3i Infotech

We had a lot to learn around us from last two years. We became even more close to our family and friends, celebrated new heroes outside our work environments and of course WFH became the most used abbreviated word in English for many enterprises, the impact of Covid-19 has brought the benefits and limitations of their IT landscape into the open. Some were ready to ensure there is no impact at all, but many struggled and learnt the hard way. As companies look ahead to a post-pandemic era, many will need to consider how to meet unique needs and priorities with potentially limited resources with WFH being the new norm.

In my many discussions with various stakeholders at these companies many are still overly reliant on legacy infrastructure and business models that still needs to be addressed to ensure any kind of acceleration to cloud journey. While it is especially important, they need to develop a proactive strategy that explores the use of cloud (hybrid or multi) and how to transition away from legacy systems towards modern technologies to embrace the digital podium, it is equally important for a partner to ensure the adoption acceleration is seamless and successful in the end.

It is important to engage with a cloud lifecycle management services partner for existing and new enterprises to transform their technology to the cloud faster and without risk. Today, industry-leading automation delivers 10x acceleration with complete ease, governance, efficiency, and fine-grained control of multi-cloud environments based on customers business and IT ecosystem. Efficient transformational partners use their global delivery capabilities and strong partnerships with established doyens in the space such as Oracle (OCI), Amazon (AWS) and Microsoft (Azure) to deliver cloud computing services that help organizations enjoy substantial reduction in CapEx across hardware, licensing, and software. With the increased agility and flexibility offered by cloud computing services, your organization will be able to cut OpEx costs like cooling and power supply, and build affordable, tested business continuity and disaster recovery plans. A suitable service provider needs to provide a wide choice of engagement models shared, hybrid, SLA-based, and project-based, that help organisations to experiment and innovate.

Broadly speaking there are three dimensions to cloud adoption journey:

1. Discover the Apps & IT Infrastructure: In this phase, there is a 360O analysis of the infrastructure and application to map the dependencies and existing workload performance. We will need to ensure there is full hierarchical view of the application and its dependencies that will help ease easy migration, asset management, and any compliance needs. So, answers to some of the typical questions like below will be addressed during the deep discovery phase:

It is in this phase that as a partner with a single comprehensive cloud management platform will help build a roadmap for the readiness, prepare an automated discovery plan for the business environment, create a set of cloud transformation sprints, and then formulate the structured road map to address the subsequent sprints to comprehend what should be considered for cloud transformation.

2. Accelerate Cloud Migration: Typically, in cloud migration phase, it is known to be fraught with complications and tedious tasks. The objective is to facilitate a seamless migration of the existing on-prem workloads to hybrid or multi-cloud environments with an aim to provide uninterrupted services to end-users. Be it migration of monolithic applications into a hosted cloud environment or housing them in containers, the virtual resources need to be available in minutes as well as manage deployments across multiple cloud-providers such as public, private and hybrid at the same time.

It is in this phase, the transformational partner, with a 360O overview of the application, and the cloud management platform, identifies the required virtual infrastructure (OS, supporting software, servers, network) and get the target cloud environment ready. This simple step accelerates the migration and achieves faster time-to-market and optimised cost to migrate.

3. Continuous Optimization and Management: One major concern post cloud adoption is to accommodate for high availability of the applications round the clock. What is needed is to have a full-stack visibility across the required platforms by factoring in unforeseen demands and failure scenarios. Multi-cloud application monitoring is rendered in a detailed and effective method by gathering cloud-specific insights. Artificial Intelligence for IT operations is the critical change in basic assumptions that is required to manage these digital transformation issues.

While ensuring round the clock availability of cloud environment, it is equally important to optimize cloud costs. One needs to ensure the reporting of cloud usage at the application and services level, dynamic scaling up and down of cloud resources, and intelligent rebalancing of workloads are available on real time basis. It helps you stay ahead of the cloud expenses by providing comprehensive chargeback / reports on resource consumption and enables to cut costs by making recommendations based on the actual usage. Be it public, hybrid or multi-cloud, periodic analysis of cloud usage and associated costs needs to be conducted to prevent overspending.

It is important to note that a comprehensive single cloud management platform helps customers broadly in these three dimensions and in accelerating the cloud adoption journey seamlessly.

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2 Growth Stocks That Could Double Your Money in 5 Years – Motley Fool

Just because the S&P 500 index is sitting close to all-time highs doesn't mean there aren't good stock deals to be found out there. You just have to look in the right places.

One industry that is becoming increasingly important to our economy and will surely continue to breed some long-term investment winners is the semiconductor industry. The chip market is forecast to see sales rise by 8.8% to reach $601 billion in 2022, according to the Semiconductor Industry Association.The ongoing buildout of data centers and other high-performance applications is a big tailwind for leading component suppliers.

Image source: Getty Images.

That tailwind is expected to help two best-of-breed semiconductor companies potentially double in value by 2027 -- Taiwan Semiconductor Manufacturing (NYSE:TSM) and Micron Technology (NASDAQ:MU). Indeed, both stocks have attracted the attention of top investment managers lately, including Mohnish Pabrai of Pabrai Investments and Seth Klarman of Baupost Group.

Here's why these two tech stocks have room to run.

TSMC is the largest dedicated semiconductor foundry in the world.It makes the capital investment in factories and manufacturing chips so that its customers can focus on what they do best, which is product design. Three notable customers are Advanced Micro Devices, Nvidia, and Intel.

There are two reasons to consider buying and holding TSMC stock for the long term. First, it's got a great track record of delivering market-beating returns to shareholders. Over the last 15 years, the stock has returned over 1,000% to investors, which thrashes the 235% gain over the same timeframe from the S&P 500 index.It generated $10 billion in free cash flow over the last year and paid out 90% of that in dividends to shareholders.

Second, what used to be a highly cyclical semiconductor industry is beginning to see narrower peaks and troughs in demand.TSMC's revenue growth has accelerated over the last two years,and management is increasing its capital investment as it sees a period of higher structural growth.

TSMC reported third-quarter revenue growth ( in U.S. dollars) of 22.6% over the year-ago period.As CFO Jen-Chau Huang said on the Q3 earnings call, "We are witnessing a structural increase in underlying semiconductor demand underpinned by the industry megatrends of 5G-related and [high-performance computing] applications."The latter would involve the expansion in data center capacity, which doubled over the last four years.

The stock is not cheap, trading at a price-to-earnings (P/E) ratio of 33,but a more sustained demand trend in the industry should support this valuation. Analysts expect TSMC to grow earnings per share at an annualized rate of 15% over the next five years, which is consistent with industry prospects and the company's past rate of earnings growth.Assuming the stock is still trading around the same P/E, that would deliver a double to investors, not counting the extra 1.47% return from the current dividend yield.

Image source: Getty Images.

Micron is a leader in making memory and storage components for everything that matters in tech: consumer PCs, TVs, cars, cloud servers, mobile phones, and the Internet of Things, among others. The two main products Micron is known for are dynamic random-access memory (DRAM) modules and non-volatile memory (NAND) products used in solid-state drives (SSDs).

The stock fell in 2021 over near-term demand in the PC, mobile, and cloud markets, in addition to uncertainty about near-term pricing trends for DRAM products, which have a history of wild swings based on supply/demand.The stock has since rebounded after Micron reported better-than-expected earnings that negated these concerns.

However, Micron's growth over the last five years shows a business riding similar secular demand trends as TSMC. Revenue has doubled to $29 billion, and free cash flow has grown faster, reaching $3.9 billion.While temporary bouts of weak memory pricing can cause lumpy revenue results, the long-term trend has supported growing demand for Micron's products that are essential in the new data economy. Through all the swings in memory pricing, the top line has increased 253% over the last 10 years.

Micron just launched its first DDR5 memory chip, which offers 50% faster data transfer speeds. Along with that release, it also introduced its high-performance 16 GB/16GBpsGDDR6 memory for AMD's RX 6000 graphics processors designed for gaming.Demand for DDR5 is significantly exceeding supply due to non-memory component shortages, but CEO Sanjay Mehrotra expects bit shipments of this product to "grow to meaningful levels in the second half of calendar 2022."

The shares trade at a P/E of 14. That would be a fair valuation for a low-growth, cyclical company, but that description doesn't completely fit Micron's businessconsidering the long-term opportunities across data centers, 5G, cloud computing, AI servers, and a growing gaming industry. As investors recognize Micron more as a growth business, the valuation multiple should expand and potentially lead to a double over the next five years.

This article represents the opinion of the writer, who may disagree with the official recommendation position of a Motley Fool premium advisory service. Were motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.

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Dispelling the top five myths of modern infrastructure – ComputerWeekly.com

The current period of disruption and transformation in the global infrastructure market has opened doors to misleading supplier marketing, leaving CIOs and IT leaders susceptible to false expectations of what modern infrastructure can offer. Misunderstanding these propositions can cost businesses money, so the first step in this disruptive environment is to dispel some common myths around modern infrastructure.

Cloudis a style of computing where scalable and elastic IT-related capabilities use internet technologies to provide as-a-service to customers. Dont think of the cloud as a location, but rather as a new computing paradigm where loosely coupled services come together to form applications. It is fundamentally different from traditional IT infrastructure.

There are many reasons why applications or data cannot be moved to public cloud infrastructure, including regulatory compliance, latency, the need for offline access, and more. But many organisations still want the cloud model, just in theirdatacentresor at the edge. The question becomes whether you want to buy turnkey services from a provider or build your own.

Now that cloud-first is the expected approach, CIOs should ask:

Historically, IT organisations built their owninfrastructure. They bought servers, storage and network switches often from three different suppliers and assembled everything themselves. But today that is usually unnecessary. You can simply buy a turnkey, ready-made infrastructure stack with little or no assembly required.

One way to do this is to move to the public cloud but its not the only way. Integrated systems including converged, hyper-converged, dedicated and composable infrastructure bring the benefits of prebuilt infrastructure to the datacentre and edge.

Then there is distributed cloud, where hyperscale public cloud providers place a substation of their infrastructure at your site to make their native services available to applications and data running in your datacentre. In this way, it is now possible to acquire on-premise infrastructure as a service (IaaS) and platform as a service (PaaS) directly from your public cloud provider.

Compare the cost-value benefit you will get from building the infrastructure versus buying it from a supplier. Will the new system integrate with your existing IT environment, or will it increase costs more than it will create value?

Automation is at the core of changes happening in infrastructure and operations (I&O). It is no longer optional. It is a response to the increasing scale and complexity of modern, distributed infrastructures, which cannot be managed without it.

However, many IT organisations pursue automation in the mistaken belief that it will save them money. Many organisations want to reduce infrastructure spending, often by reducing headcount they expect automation to replace manual effort and the people doing it. This is unlikely.

Infrastructure automation initiatives tend to shift costs, not reduce them. This is still highly valuable, because the time and money are put to better use on more valuable projects. But infrastructure automation typically doesnt lead to actual cash savings.

The near-term goal of infrastructure automation is efficiency gains, followed by productivity improvements. Cost savings, if they happen at all, will occur in the latter stages of the project.

Quantify the benefits of automation. For example, calculate whether the number of deployments has improved because of automation. Ideally, they should increase, and the error rates should also be low. This can make more room for innovation another benefit that infrastructure automation can provide.

Some suppliers claim to offer autonomous infrastructure powered by artificial intelligence (AI) that replaces manual operations (and maybe human operators). But these claims never withstand scrutiny.

Artificial intelligence for operations (AIOps) serves as decision support for human operators, and in that role, it can be quite valuable. For example, machine learning algorithms can comb through huge volumes of data, finding correlations that a human never could. So AIOps excels at predictive analytics, such as pinpointing when resources will be exhausted or helping to identify the root cause of failures.

AIOps tools can even execute predefined routines in response to certain conditions presuming a human being devises a solution to a problem, writes code to execute that solution, and defines exactly when and how the AIOps tool is permitted to run that code. AIOps cannot devise a solution independently or fix the problems it finds without human intervention.

The reality is that most enterprise IT organisations are simply not equipped to make the transition to modern infrastructure and operating models. Many veteran I&O staff still lack expertise with new technologies. There are new skills to be acquired, new roles to navigate and new responsibilities to take on. In many IT organisations, the lack of skills has reached crisis levels.

Somemodernisationinitiatives have already floundered for want of skilled engineers and architects.

Gartner data consistently shows labour shortages at the top of the job market because there arent enough people with modern skills. Infrastructure as code, Kubernetes, DevOps, AI and cloud infrastructure are the skills in highest demand for I&O technical professionals. But it may not be feasible to hire outside experts to fill these gaps because candidates with these skills are rare and expensive.

As it gets more difficult to hire skilled personnel and as they command ever higher salaries IT organisations will need to grow skills internally. These skills are best developed as part of a systematic talent enablement programme, which identifies and prioritises the highest-value skills to the IT organisation.

This enables opportunities for direct mentorship and hands-on experience that classroom training or individual research don't deliver. It can also provide a real-world interface between theoretical knowledge and practical experience. Investing in these programmes benefits both the IT organisation and the individual employee.

In short, dont buy into the hype. Craft your modern IT infrastructure strategy by keeping in mind the business outcome you are pursuing. Assess the data supporting your choice and best practices in the industry to then lock in your modern IT infrastructure strategy.

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The Future of Records & Compliance With Optimere CEO ICYMI – Government Technology

Communication channels have evolved over time, and this has put pressure on governments to remain agile with their communications strategies.

New platforms, an increase in public interest and the necessary expansion of regulatory frameworks require state and local agencies to monitor their communications closer than ever, including on social media and elsewhere online.

In this episode, the In Case You Missed It crew put a button on the latest GovTech 100 news and interviewed Ray Carey, CEO of Optimere, about how public records are changing, what his company is doing to help agencies remain in compliance and where government communications could go in the future.

The following interview was lightly edited for clarity and brevity:

A: Ive been involved in technology for 25 years, for my whole career as a banker and investor and manager. Im now the lucky CEO and janitor of Optimere. And I came to Optimere as the CEO of ArchiveSocial.

This is my third assignment in the CEO and janitor role. My last company was called Amplify, and I helped some of the worlds largest brands like McDonalds or General Mills or Estee Lauder harness the data in their customer communications. And that data was moving from traditional communications, think email and phone, over to social. So that should sound familiar to a powerhouse company.

Now [Amplify has] about 1,000 employees and continues to sort of help those global folks. But ArchiveSocial allowed me to get back to kind of a mission-driven company, which was cool.

Before that I had a company called Neo Nova and we were helping roll out rural broadband from Alaska to Key West and, you know, it felt really good to tell my mom that I was helping the rural broadband program. So Amplify was great, but its nice to get back to a company that, you know, you brag to your mom about.

Q: Optimere was recently formed out of ArchiveSocial, NextRequest and Monsido as a public records powerhouse. Can you share more about the vision for this new company?

A: Our mission here is to try to help government communicators build trust in digital communications. All of our communicators know they do their job because great communication is totally key to having a great community. If you dont have great communication, you have a hard time building that community and engaging the citizens in the way that you want.

But its really hard to do. There are so many rules and regulations that our customers government communicators are subject to, it can sometimes be paralyzing. I just want to talk about, you know, the issue of the day, the landslide that happened or whats going on with COVID, but Im paralyzed by all these regulations around data retention, or [Americans with Disabilities Act] ADA or [Freedom of Information Act] FOIA requests or data privacy laws. And so thats why we brought together these three great companies, so that our customers can focus on the message and we focus on them.

Q: How does Optimere work with government agencies right now to modernize the way they manage public records and communications?

A: Back to this idea that we help them build trust, because theres all these regulations and rules. And theres a reason those rules are there. In my mind its to drive compliance. And too often they drive liability.

Its kind of like saying we have speed limits for safety, not so that we can give people tickets. And so we believe it takes sort of a holistic approach to your communications social-web workflow. So thats ArchiveSocial-Monsido-NextRequest: social-web workflow.

And the issue in social, the biggest issue that people have, is one of record capture. So unlike other forms of communication where I send it to you the chain of custody is really clear with an email, per se, you have it the chain of custody on social media is really murky. It sits on servers, cloud servers, as weve talked about at Facebook, at Twitter, and if its gone, its gone. Oftentimes, they wont give it to you, even if youre the White House.

Weve looked in the archive and 1 in 12 records is edited or deleted within a year in the archive. And so if you dont have a real-time version of those, you are missing a fundamental record of your government communication. So we work with folks on social to make sure that they have a permanent record of the communication that they have.

On the web, theres lots of issues on the web, you have to comply with your policy. But the biggest issue that were working with folks (about) on the web is accessibility. Nobody would build a government building and in the parking lot not have parking spots for folks that have placards and need access. But we build websites that are not accessible to millions of folks all the time. And so we have to have that same mindset that what we do in the physical world, we have to be doing that in the digital world.

And if you get those two right youre creating this massive volume of digital records and you have to be able to produce those things without bankrupting your agency. And so we work with folks on automating their workflows. We work with them to handle time-intensive tasks like redaction. And then one thing that weve seen, particularly in the public records production spaces, is theres lots of, we call them oopsies, where people produce confidential information. And so we scan all these records ahead of time and give them risk scores to keep you from accidentally maybe producing something that has Social Security numbers or, you know, private citizen data. And unfortunately, that happens at times. So thats one of the great things about using technology to correct for what can be human process and human process errors.

Q: Now, weve seen a general trend that citizens are having shifting expectations, and they have greater expectations now in the public sector. No longer do they say, Oh, thats government, you know, theyre old school. They have much greater expectations on government to deliver services differently. And so those old ways of doing things are no longer accepted. How are you seeing this in the way that this is impacting agencies and how they should think about the record and communication aspects of what they do?

A: Yeah, I think in many ways government is very unique and different. But in some ways, its the same as the rest of industry. And people that want to communicate with their citizens, with their customers, with their constituents, you have to communicate in ... the place where your citizens live. And thats increasingly Facebook and Twitter and Pinterest and social media. You have to communicate, particularly in a post-COVID world, in a digital, sort of accessible way. And that means on the web.

Were seeing this massive growth in social media communications. One of our largest folks in the archive is the [Centers for Disease Control and Prevention] CDC. So just think about how much the CDC was putting out on Facebook two years ago, and whats going on right now.

If I look back three years ago, our average public agency had about four accounts. So think one agency, four accounts that might be two contributors on Facebook and Twitter. Right now, thats tripled, thats 12 accounts on average.

The number of records per agency over the last three years is up 300 percent. That archive today has around 3,500 agencies in it, and it just crossed over half a billion records. So what is happening is government is engaging its citizens where they live. Thats major.

Another big change were seeing is in the records space. Transparency has always been at the core of public records law, sunshine laws, you know, (the) Freedom of Information Act. Were seeing citizens want transparency in the record production process, not just for the records: Where does my request sit? How many days? Whos approving this?

So you need a system fundamentally to be able to not only be transparent as a government, but to be transparent in the way you are being transparent, to sort of stretch the analogy. Were certainly seeing those two big, big trends, with citizens demanding that from their public officials.

Q: I want to come back to something you mentioned earlier, and thats accessibility. How is Optimere approaching making records and communications more accessible to the country?

A: Each of our solutions can go together, but they each solve a very specific problem. And the problem on the web is you need something to monitor your sites and domain. So that is Monsido. There is more than one demand letter per day in a public agency threatening lawsuits for inaccessible websites, right? So it is a place that theres a significant risk factor with financial implications for folks.

But if you get past that money thing, it is just the right thing to do. Everybody communicates. Everybody wants to communicate in a way that is accessible to all folks. I havent met one of our customers whos trying to build websites that cant be digested by people with disabilities.

And so we are monitoring the websites across the board. If you look at your big agencies, they may have hundreds of people producing content on websites, hundreds of folks, and one misstep can really get them into trouble. So you need some automation to monitor those sites and domains. Are they complying with the policy? Are they complying with [Web Content Accessibility Guidelines]?

A little example of this is every single image needs to have whats called alt text that describes what that image is. So somebody whos visually impaired, their reader can read that website. So we scan the website for all of these potential violations, these potential risk factors. And then they can be scored, prioritized, and then dealt with.

Q: Im glad that you mentioned the theme of compliance, because thats something that continues to evolve. What are some of the macro trends that youre seeing impact record and communication compliance, that agencies need to take note of? And then second, how are you responding to these changes?

A: Theres more records. Theres more lawsuits. Theres more of these demand letters around accessibility. But theres one new threat vector that started coming up about six or seven months ago that I really wanted to draw peoples attention to. And that is the issue of social media blocking, and viewpoint discrimination.

Weve been working with folks for years to archive their social media. But we started seeing this pop up where agencies were being sued because somebody was blocking users and didnt have a good reason why they were blocking users. And recently there was one in Colorado state: $25,000 for a Senate president. A city in Rhode Island: $7,000, for blocked comments. Were seeing dozens of these every single month.

And if you looked at the policy, most every agency says we dont block anybody. I looked in the archive and 80 percent of public agencies are blocking folks, and no ones writing down why. And were starting to see records requests asking to show everyone that was blocked on Facebook. And were going to go through and say there are eight specific sort of exclusions to free speech. And you better have a reason why you blocked those folks, that is a sort of constitutionally valid reason, or youre going to have an issue with viewpoint discrimination.

So specific compliance with free speech and First Amendment violations is something really new and active that we see growing. And so we built into the system, on the back of the APIs for Facebook and Twitter, the ability to see everyone who youve blocked and then create metadata to write down the reason for this specific violation.

So when someone comes to you and says you blocked me, you can say either No, I didnt definitively, or you can say I did, because you violated our policy in this specific way. Heres everyone else we blocked. And it wasnt because they were of a political affiliation, or they said something about the mayors spouse that the mayor didnt like.

And so this is a new real threat vector for folks, because our communicators and our [public information officers] PIOs are usually doing a great job. They have people that get access to their social media that may not be as trained. They might be an elected official that goes a little haywire and puts their agency at risk.

Q: Whats on your radar for the year ahead? Whats next for Optimere?

A: So weve spent a lot of time in data privacy. We have a pretty big operation in Copenhagen, in the UK and [General Data Protection Regulation] GDPR. And data privacy, and how you handle consumer information, is very robust.

That is coming with CCNA in California. Theres laws in Vermont. Raise your hand if youve been assaulted by cookie banners popping up on websites in the last six months. That is directly related to law and regulation changes around data privacy.

Weve just introduced a product called ConsentManager, which is the first accessibility-driven cookie banner. Imagine you spend all this time in your website, making sure your website is compliant and accessible, and you get a third-party cookie banner that doesnt have that same rigor that the rest of your website has.

So I think 2022 is going to be a year of continued growth in data privacy, both in regulations and in solutions from us.

We have, in alpha, a new product called ArchiveChat. We are seeing modern collaboration communications, like Slack, and others get used in government. And that has the same duty of care that email and social media has. And so were working diligently on that.

And then, you know, were growing. We add about 150 public agencies a month. We added 1,500 public agency customers last year alone across the three companies. And so we need to hire optimists (thats the official word for an employee at Optimere). And we got a bunch of hiring to do this year. I love it.

Follow Optimere here: LinkedIn | Twitter | Facebook | Instagram

Until then, watch the previous episode announcing the GovTech 100 with special guests.

In Case You Missed It is Government Technologys weekly news roundup and interview live show featuring e.Republic* Chief Innovation Officer Dustin Haisler, Deputy Chief Innovation Officer Joe Morris and Gov Tech Assistant News Editor Jed Pressgrove as they bring their analysis and insight to the weeks most important stories in state and local government.

Follow along live each Friday at 12 p.m. PST on LinkedIn and YouTube.

*e.Republic is Government Technologys parent company.

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Neenah schools to close for second consecutive day following cyber security issue – WGBA-TV

NEENAH (NBC 26) For the second day in a row, schools within the Neenah Joint School District will remain closed Wednesday due to a cyber security situation affecting the district.

Neenah schools closed Tuesday as the investigation into the IT security incident continues. Mary Pfeiffer, Neenah Joint School District superintendent, said a potential unauthorized access to the school data system caused an outage to the district's internet, phone systems and several software applications.

At this time, Pfeiffer said they don't believe confidential or personal information has been compromised.Teachers spent Tuesday creating non-digital lesson plans, a challenge when a lot of that information is on the district's server.

"In March of 2020, we shifted our staff to all virtual - at least for a short period of time - and now were telling them, no more technology," Pfeiffer said. "It's been an incredible year. Another incredible year. And now to have to pivot one more time for something that we didn't have control of, that can be pretty frustrating."

Michael Patton, director of the Cybersecurity Center of Excellence at the University of Wisconsin-Oshkosh, doesn't have direct knowledge of this investigation, but said a concern in this type of situation would be that data is taken. He said access to an organization's server can happen with just one click on a faulty link or video.

Whatever you open has as much access to your work computer as you do. They get to do things essentially as you," Patton said. "Your organization may have permissions in their network that allow for you to share things across computers. So the bad actors would leverage that sharing capability, and move throughout your network and infect lots of other things."

That's why Patton said it's best to separate work and personal.

"Maybe we want to check our Facebook or do some online shopping. Just recognize that if you're doing that from your work machine, that could allow whatever mistakes you make into your work space," Patton said.

He added people should always be vigilant and skeptical about things they open online.

The Neenah Joint School District is working to restore phone and internet access for students and staff. The district hopes to resume classes on Thursday.

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Klobuchar needs to put her antitrust legislation to the sunshine test | TheHill – The Hill

Winter is coming for Americas tech industry. Sen. Amy KlobucharAmy KlobucharKlobuchar needs to put her antitrust legislation to the sunshine test Hillicon Valley: Amazon's Alabama union fight take two Senate Judiciary Committee to debate key antitrust bill MORE (D-Minn.) is marshaling forces to push antitrust legislation that would put Washington bureaucrats in charge of innovation and business decisions that have made Apple, Amazon, Google, and Microsoft so popular here and around the world.And as with the winter weather here in the capital, the best antidote is sunshine in the form of an open hearing to air very real concerns about how Klobuchars bills would hurt consumers and undermine Americas competitive standing in the world.

That kind of sunshine was absent last June when similar antitrust bills were marked-up in a closed House Judiciary Committee meeting that went all night long, without any input or testimony.But thats the point of going straight to a closed markup it lets the sponsors avoid a public hearing that puts sunshine on the proposed legislation. Still, that messy markup session tainted those antitrust bills to the point where Speaker Nancy PelosiNancy PelosiKlobuchar needs to put her antitrust legislation to the sunshine test President Biden is blaming everyone else for surging inflation Fetterman calls for ban on congressional stock trading MORE (D-Calif.) has held them back from the House calendar so far.

But those bills could break loose if the Senate rams related legislation through, again without a hearing.

What would we learn at an open hearing on Klobuchars antitrust bills, with testimony from economists and internet security and privacy experts?First, herAmerican Innovation and Choice Online Actwould prohibit innovation that has given American consumers so many choices online.In her own words, Klobuchars bill wouldPrevent self-preferencingand discriminatory conduct.That bars Amazon from showing its generic products as alternatives to products from big name brands. Amazons 150 million Prime customers would no longer see a Prime badge signaling next-day shipping, since that would discriminate against sellers who dont have their products shipped from Amazon distribution centers.

A hearing on Klobuchars bill would also reveal that Google search results may no longer default to showing a Google map and reviews if search results include a nearby destination.Klobuchar says that would be illegal for biasing search results in favor of the dominant firm.

Perhaps most worrying for bill sponsors is that internet security experts would describe consequences when Klobuchars law stops a dominant platform from preventing another businesss product or service from interoperating. Apple could be penalized for blocking an app from its App Store, even when Apple believes there are risks of security or privacy breaches, whether from the app provider or from hackers who exploit access granted to the app.

At a hearing, wed learn that the bills mandated interoperability is precisely how a university researcher allowed Cambridge Analytica to steal the private data of millions of Facebook users.

A hearing would give Americans the chance to hear Klobuchar explain how her bill could constrain politically driven prosecution by FTC and DoJ officials demanding that a company do more to stop global warming or to advance economic and social justice for their workers.

If were lucky, the Senate hearing could also address Klobuchars second antitrust bill, thePlatform Competition and Opportunity Act. That bill would bar the largest American companies from acquiring related businesses, putting the brakes on growth and innovation at Amazon, Apple and Google. The highlight of the hearing would be Klobuchar explaining why her bill would lock-in those few companies as the enforcement targets, while carving-out Walmart and her home-state retailer Target even if they later grew beyond the size threshold in the law.

Finally, an open Senate hearing puts sunshine on what will alarm Americans whose retirement savings are invested in Apple, Amazon, Google, Meta, and Microsoft. Those companies lead the world in R&D investment and innovation, yet would be prosecuted by a subjective and destructive antitrust regime untethered to traditional standards of consumer welfare. That would reduce Americas technological standing in the world, at a time when other nations are helping their own champions compete with us.

Unfortunately, Senate leadership may bow to Klobuchars pressure to bypass hearings and move straight to a closed markup in a committee she chairs. All major legislation, particularly when it impacts America's world-leading tech industry, needs to pass the Sunshine Test a fully open process of probing questions and debate.

If theres no Senate hearing, the concerning consequences discussed above would only be revealed when enforcement of the law begins. And thats when winter really comes for American consumers.

Steve DelBianco is President & CEO of NetChoice

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Klobuchar needs to put her antitrust legislation to the sunshine test | TheHill - The Hill

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