Duncan Stewart
@dunstewart
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Deloitte Global: Predictions, Outlooks, semiconductors and more. He/his.
Toronto
Joined April 2009
AgTech Innovations Can Reduce Costs, Conserve Natural Resources https://t.co/x8OfJRLVzl via @WSJ
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Of the 14 books I read in March, my top two were Nora Ephron's Heartburn, which is brilliantly funny, dark and personal. Holds up really well. Also Sarah Moss' Summerwater, which was literary, disturbing, and makes me much less likely to vacation in Scotland ever. 😀
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The future of connectivity is not just about bandwidth and faster download speeds, but about universal coverage, better access, and higher performance. https://t.co/GDPZH5AJnU
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Chiplets, Silicon Photonics, and More: New Tech to Put on Your Radar https://t.co/h5ooR0xycY via @WSJ
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Of the 10 books I read in February my two faves were Clare Chambers' A Dry Spell and Ali Hazelwood's Deep End. Ministry of Time and Night Tiger were interesting, but flawed.
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Our 2025 telecommunications industry outlook just dropped! https://t.co/5uJnEPsjkO via @DeloitteInsight
deloitte.com
The industry appears to want to shift into growth mode with gen AI, control the shape of 6G and be able to monetize it, deploy new technologies in a measured way, and use M&A in some new ways
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Our 2025 global semiconductor industry outlook launches today; GenAI, talent, geopolitics and more. Plus many excellent charts! https://t.co/YlHQ3x2L96 via @DeloitteInsight
deloitte.com
Chip sales are set to soar in 2025, led by generative AI and data center build-outs, even as demand from PC and mobile markets may remain muted
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January: My top 6 books (of 18) this month are on the left. Love Ann Patchett - each brilliant book is different from her others. Two fun romance reads from Jenny Colgan, plus a new Emily Henry. DeWitts' The English Understand Wool is weird, wonderful, wise, and funny.
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I read 12 books in December, and 152 for the full year. The 6 largest images below are my top reads for the December...I can't possibly pick my top books for the year. Happy New Year to everyone, and happy reading!
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Wishing a happy holiday season to all. See you in the future! (2025) with @RichThinkingB and Grace, who is not on this platform.
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Chambers' Learning to Swim was a solid runner up, if a little derivative at times. Oooh, young girl from a uptight and boring family finds inspiration in a wacky boho family!
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The best books I read in November include Dabos' translated Mirror Visitor tetralogy (French steampunk), Harvey's Booker winning Orbital (space station meditativeness) , and Highsmith's groundbreaking 1952 lesbian romance, The Price of Salt (damn fine writing.)
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Generative AI for Software Development: Tech Companies Leading the Way Could the use of generative AI coding tools for software development help lead to wider use of the technology across all industries? https://t.co/BoBOfBXz0C via @WSJ
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Deloitte’s TMT Predictions 2025 is here! From #GenAI to #cloud innovations and sustainability, #DeloittePredicts the key trends that will shape our world. Ready to dive in? Read here.
deloitte.com
Deloitte predicts 2026 will see the gap between the promise and reality of AI narrow, as further movements towards getting it to scale are made
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Top picks for October: Burnett's The Little Princess (kid's book, but charming), Sebold's The Lovely Bones (less creepy after the opening murder) Kuang's How to End a Love Story (unusually well crafted romance) and Chambers' Small Pleasures (brilliant evocation of 1957 England)
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I used to introduce @RichThinkingB as "one of the world's leading researchers on women and finance." After today's white paper on women & alts, I need to change that: "Please meet Barbara...she is THE leading global researcher on women and finance!" https://t.co/QkrbMbMbZi
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The semiconductor industry is at an inflection point: Revenue is expected to reach $1 trillion by 2030, but the industry continues to face widespread talent challenges—including an aging workforce and the rise of GenAI. https://t.co/WuJsVwnvqG via @DeloitteUS
deloitte.com
Dive into recent talent challenges and workforce development strategies for the semiconductor industry.
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I was blown away by Maya Angelou's I Know Why the Caged Bird Sings this month. Everything else was either good-but-flawed (Curiosities and Forgotten on Sunday) or stress reads, aka romance or romantasy. Looking forward to reading more Angelou!
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I was shocked: in 2024 telcos are getting back into the data center business and spending billions building gen AI facilities. Are they doing the right thing? Telecoms tackle the generative AI data center market https://t.co/qyvCtxxXPv via @DeloitteInsight
deloitte.com
Telecoms are going to need chips, energy, water, and money to get into the gen AI competition with the hyperscalers and others … But what else should they consider?
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I worked in a used book store in 1981, and we had many copies of The Thornbirds and Valley of the Dolls on the shelves, which I studiously ignored. Now, 40+ years later, they are my two best books this month! The Familiar was better history than it was fiction or fantasy.
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