Umberto Bertelè

professore emerito di Strategia e chairman degli Osservatori Digital Innovation Politecnico di Milano

Articoli dell'autore



<img width="768" height="432" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/23164617/data-center-1-768x432.jpg" class="card-responsive-img fit-img" alt="nvidia bolla data center italia" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/23164617/data-center-1-768x432.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/23164617/data-center-1-1280x720.jpg 1280w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/23164617/data-center-1-156x88.jpg 156w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/23164617/data-center-1-1536x864.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/23164617/data-center-1-640x360.jpg 640w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/23164617/data-center-1-1024x576.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/23164617/data-center-1-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/23164617/data-center-1.jpg 1920w" sizes="(max-width: 768px) 100vw, 768px" data-eio="l" />

rischio bolla
AI, perché i conti Nvidia non bastano a rassicurare i mercati
21 Nov 2025
di Umberto Bertelè
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<img width="768" height="512" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/10/02175643/ChatGPT-Image-2-ott-2025-17_56_29-768x512.jpg" class="card-responsive-img fit-img" alt="bolla intelligenza artificiale" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/10/02175643/ChatGPT-Image-2-ott-2025-17_56_29-768x512.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/10/02175643/ChatGPT-Image-2-ott-2025-17_56_29-1080x720.jpg 1080w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/10/02175643/ChatGPT-Image-2-ott-2025-17_56_29-132x88.jpg 132w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/10/02175643/ChatGPT-Image-2-ott-2025-17_56_29-1024x683.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/10/02175643/ChatGPT-Image-2-ott-2025-17_56_29-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/10/02175643/ChatGPT-Image-2-ott-2025-17_56_29.jpg 1536w" sizes="(max-width: 768px) 100vw, 768px" data-eio="l" />

il punto di bertele'
AI, ma è bolla finanziaria? Facciamo chiarezza
10 Ott 2025
di Umberto Bertelè
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<img width="768" height="432" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/08/28162025/Donald-Trump-1-768x432.jpg" class="card-responsive-img fit-img" alt="usa europa regole scontro" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/08/28162025/Donald-Trump-1-768x432.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/08/28162025/Donald-Trump-1-1280x720.jpg 1280w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/08/28162025/Donald-Trump-1-156x88.jpg 156w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/08/28162025/Donald-Trump-1-1536x864.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/08/28162025/Donald-Trump-1-640x360.jpg 640w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/08/28162025/Donald-Trump-1-1024x576.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/08/28162025/Donald-Trump-1-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/08/28162025/Donald-Trump-1.jpg 1920w" sizes="(max-width: 768px) 100vw, 768px" data-eio="l" />

l'analisi di bertelè
Dazi, minacce e favori: la nuova economia secondo Trump
29 Ago 2025
di Umberto Bertelè
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<img width="768" height="432" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/24114154/mercato-tech-1-768x432.jpg" class="card-responsive-img fit-img" alt="mercato tech (1) trimestrali big tech" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/24114154/mercato-tech-1-768x432.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/24114154/mercato-tech-1-1280x720.jpg 1280w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/24114154/mercato-tech-1-156x88.jpg 156w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/24114154/mercato-tech-1-1536x864.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/24114154/mercato-tech-1-640x360.jpg 640w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/24114154/mercato-tech-1-1024x576.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/24114154/mercato-tech-1-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/24114154/mercato-tech-1.jpg 1920w" sizes="(max-width: 768px) 100vw, 768px" data-eio="l" />

l'analisi di bertelè
Big tech: trimestrali stellari, futuro incerto. Chi paga il conto dell'AI?
04 Ago 2025
di Umberto Bertelè
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<img width="768" height="513" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2023/10/12112001/shutterstock_749223967-768x513.jpg" class="card-responsive-img fit-img" alt="compliance fintech" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2023/10/12112001/shutterstock_749223967-768x513.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2023/10/12112001/shutterstock_749223967-132x88.jpg 132w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2023/10/12112001/shutterstock_749223967-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2023/10/12112001/shutterstock_749223967.jpg 1000w" sizes="(max-width: 768px) 100vw, 768px" data-eio="l" />

l'analisi di bertelè
Crypto, banche e potere: così Trump riscrive la finanza globale
25 Lug 2025
di Umberto Bertelè
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<img width="768" height="432" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/12121841/auto-elettrica-1-768x432.jpg" class="card-responsive-img fit-img" alt="Automotive 2025 auto elettriche" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/12121841/auto-elettrica-1-768x432.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/12121841/auto-elettrica-1-1280x720.jpg 1280w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/12121841/auto-elettrica-1-156x88.jpg 156w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/12121841/auto-elettrica-1-1536x864.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/12121841/auto-elettrica-1-640x360.jpg 640w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/12121841/auto-elettrica-1-1024x576.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/12121841/auto-elettrica-1-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/12/12121841/auto-elettrica-1.jpg 1920w" sizes="(max-width: 768px) 100vw, 768px" data-eio="l" />

l'analisi di bertelè
Apocalisse automotive: chi sopravviverà all'auto elettrica
28 Mag 2025
di Umberto Bertelè
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<img width="768" height="432" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/05/05150244/shutterstock_2617286313-1-768x432.jpg" class="card-responsive-img fit-img" alt="trimestrali big tech; fruitchain; stablecoin" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/05/05150244/shutterstock_2617286313-1-768x432.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/05/05150244/shutterstock_2617286313-1-1280x720.jpg 1280w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/05/05150244/shutterstock_2617286313-1-156x88.jpg 156w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/05/05150244/shutterstock_2617286313-1-1536x864.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/05/05150244/shutterstock_2617286313-1-640x360.jpg 640w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/05/05150244/shutterstock_2617286313-1-1024x576.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/05/05150244/shutterstock_2617286313-1-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/05/05150244/shutterstock_2617286313-1.jpg 1920w" sizes="(max-width: 768px) 100vw, 768px" data-eio="l" />

Guerra commerciale
Trimestrali: le big tech rialzano la testa, ma il futuro è incerto
05 Mag 2025
di Umberto Bertelè
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<img width="768" height="432" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/04/24150010/trump-big-tech-1-768x432.jpg" class="card-responsive-img fit-img" alt="trump big tech (1) dazi ua-ue" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/04/24150010/trump-big-tech-1-768x432.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/04/24150010/trump-big-tech-1-1280x720.jpg 1280w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/04/24150010/trump-big-tech-1-156x88.jpg 156w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/04/24150010/trump-big-tech-1-1536x864.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/04/24150010/trump-big-tech-1-640x360.jpg 640w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/04/24150010/trump-big-tech-1-1024x576.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/04/24150010/trump-big-tech-1-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/04/24150010/trump-big-tech-1.jpg 1920w" sizes="(max-width: 768px) 100vw, 768px" data-eio="l" />

l'analisi di bertele'
Perché gli Usa vogliono spezzare le loro aziende migliori: i colossi digitali
24 Apr 2025
di Umberto Bertelè
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<img width="768" height="432" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19172431/von-der-leyen-1-768x432.jpg" class="card-responsive-img fit-img" alt="Clean industrial deal: la Ue semplifica le norme sugli aiuti di Stato per decarbonizzare Innovazione europea; Green deal europeo: un accordo con più flessibilità e nessuna retrocessione" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19172431/von-der-leyen-1-768x432.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19172431/von-der-leyen-1-1280x720.jpg 1280w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19172431/von-der-leyen-1-156x88.jpg 156w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19172431/von-der-leyen-1-1536x864.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19172431/von-der-leyen-1-640x360.jpg 640w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19172431/von-der-leyen-1-1024x576.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19172431/von-der-leyen-1-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19172431/von-der-leyen-1.jpg 1920w" sizes="(max-width: 768px) 100vw, 768px" data-eio="l" />

l'analisi di bertelè
Tariffe di Trump, l'Europa ha tre vie d'uscita: eccole
09 Apr 2025
di Umberto Bertelè
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<img width="768" height="511" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/03/20080243/shutterstock_2221500907-1-768x511.jpg" class="card-responsive-img fit-img" alt="le tariffe di trump" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/03/20080243/shutterstock_2221500907-1-768x511.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/03/20080243/shutterstock_2221500907-1-1082x720.jpg 1082w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/03/20080243/shutterstock_2221500907-1-1536x1022.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/03/20080243/shutterstock_2221500907-1-132x88.jpg 132w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/03/20080243/shutterstock_2221500907-1-1024x681.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/03/20080243/shutterstock_2221500907-1-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/03/20080243/shutterstock_2221500907-1.jpg 1623w" sizes="(max-width: 768px) 100vw, 768px" data-eio="l" />

l'analisi di bertelè
Le tariffe di Trump fanno male all'economia Usa: anche Tesla trema
20 Mar 2025
di Umberto Bertelè
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