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/2025/05/05150244/shutterstock_2617286313-1-768x432.jpg" class="card-responsive-img fit-img" alt="trimestrali big tech; fruitchain; stablecoin" sizes="(min-width: 1348px) 394px, (min-width: 992px) calc(26.19vw + 22px), (min-width: 600px) calc(50vw - 58px), calc(100vw - 34px)" 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" data-eio="l" />

il punto di bertelè
Le IPO di SpaceX, Anthropic e OpenAI: quando le aspettative valgono più dei bilanci
29 Mag 2026
di Umberto Bertelè
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<img width="768" height="512" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/05/shutterstock_2609696899-768x512.jpg" class="card-responsive-img fit-img" alt="Geopolitical,Chess.,Chess,Pieces,With,Usa,And,China,Themes,Facing" sizes="(min-width: 1348px) 394px, (min-width: 992px) calc(26.19vw + 22px), (min-width: 600px) calc(50vw - 58px), calc(100vw - 34px)" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/05/shutterstock_2609696899-768x512.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/05/shutterstock_2609696899-132x88.jpg 132w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/05/shutterstock_2609696899-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/05/shutterstock_2609696899.jpg 1000w" data-eio="l" />

l'analisi di bertelè
Vertice Trump-Xi, cosa cambia per il mercato digitale
19 Mag 2026
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" sizes="(min-width: 1348px) 394px, (min-width: 992px) calc(26.19vw + 22px), (min-width: 600px) calc(50vw - 58px), calc(100vw - 34px)" 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" data-eio="l" />

il punto di bertelè
Trimestrali Big Tech: l’AI fa volare i ricavi, il mercato teme i costi
30 Apr 2026
di Umberto Bertelè
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<img width="768" height="432" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/06/22152135/Big-Tech-e-software-open-source-1-768x432.jpg" class="card-responsive-img fit-img" alt="Big Tech borsa" sizes="(min-width: 1348px) 394px, (min-width: 992px) calc(26.19vw + 22px), (min-width: 600px) calc(50vw - 58px), calc(100vw - 34px)" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/06/22152135/Big-Tech-e-software-open-source-1-768x432.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/06/22152135/Big-Tech-e-software-open-source-1-1280x720.jpg 1280w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/06/22152135/Big-Tech-e-software-open-source-1-156x88.jpg 156w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/06/22152135/Big-Tech-e-software-open-source-1-1536x864.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/06/22152135/Big-Tech-e-software-open-source-1-640x360.jpg 640w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/06/22152135/Big-Tech-e-software-open-source-1-1024x576.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/06/22152135/Big-Tech-e-software-open-source-1-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/06/22152135/Big-Tech-e-software-open-source-1.jpg 1920w" data-eio="l" />

l'analisi di bertele'
Primavera bollente per le big tech: è scontro tra vecchi e nuovi giganti
07 Apr 2026
di Umberto Bertelè
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<img width="768" height="432" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/12/04091929/nvidia-768x432.jpg" class="card-responsive-img fit-img" alt="nvidia" sizes="(min-width: 1348px) 394px, (min-width: 992px) calc(26.19vw + 22px), (min-width: 600px) calc(50vw - 58px), calc(100vw - 34px)" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/12/04091929/nvidia-768x432.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/12/04091929/nvidia-1280x720.jpg 1280w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/12/04091929/nvidia-156x88.jpg 156w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/12/04091929/nvidia-1536x864.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/12/04091929/nvidia-640x360.jpg 640w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/12/04091929/nvidia-1024x576.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/12/04091929/nvidia-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2025/12/04091929/nvidia.jpg 1920w" data-eio="l" />

il punto di bertelè
Nvidia, caso da manuale su come reagire alla minaccia competitiva
23 Mar 2026
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="politica USA AI" sizes="(min-width: 1348px) 394px, (min-width: 992px) calc(26.19vw + 22px), (min-width: 600px) calc(50vw - 58px), calc(100vw - 34px)" 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" data-eio="l" />

il punto di bertele'
AI, negli USA è scontro politico: ecco la posta in gioco
25 Feb 2026
di Umberto Bertelè
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<img width="768" height="512" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/02/06152701/ChatGPT-Image-6-feb-2026-15_26_44-768x512.jpg" class="card-responsive-img fit-img" alt="trimestrali big tech" sizes="(min-width: 1348px) 394px, (min-width: 992px) calc(26.19vw + 22px), (min-width: 600px) calc(50vw - 58px), calc(100vw - 34px)" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/02/06152701/ChatGPT-Image-6-feb-2026-15_26_44-768x512.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/02/06152701/ChatGPT-Image-6-feb-2026-15_26_44-1080x720.jpg 1080w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/02/06152701/ChatGPT-Image-6-feb-2026-15_26_44-132x88.jpg 132w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/02/06152701/ChatGPT-Image-6-feb-2026-15_26_44-1024x683.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/02/06152701/ChatGPT-Image-6-feb-2026-15_26_44-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/02/06152701/ChatGPT-Image-6-feb-2026-15_26_44.jpg 1536w" data-eio="l" />

il punto di bertele'
Big Tech sotto esame: trimestrali forti, ma il futuro è incognito
06 Feb 2026
di Umberto Bertelè
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<img width="768" height="486" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2023/06/20151323/shutterstock_1916256815-1-768x486.jpg" class="card-responsive-img fit-img" alt="big tech bolla" sizes="(min-width: 1348px) 394px, (min-width: 992px) calc(26.19vw + 22px), (min-width: 600px) calc(50vw - 58px), calc(100vw - 34px)" decoding="async" srcset="https://imgcdn.agendadigitale.eu/wp-content/uploads/2023/06/20151323/shutterstock_1916256815-1-768x486.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2023/06/20151323/shutterstock_1916256815-1-139x88.jpg 139w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2023/06/20151323/shutterstock_1916256815-1-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2023/06/20151323/shutterstock_1916256815-1.jpg 1000w" data-eio="l" />

l'analisi di bertele'
Le big tech ora sono otto e tengono i destini del mondo, ecco perché
07 Gen 2026
di Umberto Bertelè
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<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; Il ruolo dei data center italiani nel piano di resilienza nazionale" sizes="(min-width: 1348px) 394px, (min-width: 992px) calc(26.19vw + 22px), (min-width: 600px) calc(50vw - 58px), calc(100vw - 34px)" 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" 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" sizes="(min-width: 1348px) 394px, (min-width: 992px) calc(26.19vw + 22px), (min-width: 600px) calc(50vw - 58px), calc(100vw - 34px)" 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" data-eio="l" />

il punto di bertele'
AI, ma è bolla finanziaria? Facciamo chiarezza
10 Ott 2025
di Umberto Bertelè
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