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/2025/12/04091929/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" />

scenario
Nvidia, la resa dei conti dietro la trimestraledi Umberto Bertelè
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<img width="768" height="432" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19130450/green-data-center-1-768x432.jpg" class="card-responsive-img fit-img" alt="green data center AI e sostenibilità; impatto ambientale data center; fornitori data center; on premise cloud data center data center sostenibili; data center nucleare" 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/2024/09/19130450/green-data-center-1-768x432.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19130450/green-data-center-1-1280x720.jpg 1280w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19130450/green-data-center-1-156x88.jpg 156w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19130450/green-data-center-1-1536x864.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19130450/green-data-center-1-640x360.jpg 640w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19130450/green-data-center-1-1024x576.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19130450/green-data-center-1-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2024/09/19130450/green-data-center-1.jpg 1920w" data-eio="l" />

scenario
Neo-luddisti contro l’AI, quali rischi per l'economia Usadi Umberto Bertelè
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<img width="768" height="432" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/07/trimestrali-AI-big-tech-2-768x432.jpg" class="card-responsive-img fit-img" alt="trimestrali AI big tech (2)" 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/2026/07/trimestrali-AI-big-tech-2-768x432.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/07/trimestrali-AI-big-tech-2-1280x720.jpg 1280w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/07/trimestrali-AI-big-tech-2-156x88.jpg 156w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/07/trimestrali-AI-big-tech-2-1536x864.jpg 1536w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/07/trimestrali-AI-big-tech-2-640x360.jpg 640w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/07/trimestrali-AI-big-tech-2-1024x576.jpg 1024w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/07/trimestrali-AI-big-tech-2-1040x585.jpg 1040w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/07/trimestrali-AI-big-tech-2-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/07/trimestrali-AI-big-tech-2.jpg 1672w" data-eio="l" />

le trimestrali
Il costo dell’AI spacca le Big Tech: ora il mercato guarda ai ritornidi Umberto Bertelè
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<img width="768" height="576" src="https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/06/shutterstock_2794210675-768x576.jpg" class="card-responsive-img fit-img" alt="ipo space x" 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/2026/06/shutterstock_2794210675-768x576.jpg 768w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/06/shutterstock_2794210675-959x720.jpg 959w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/06/shutterstock_2794210675-117x88.jpg 117w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/06/shutterstock_2794210675-lq.jpg 30w, https://imgcdn.agendadigitale.eu/wp-content/uploads/2026/06/shutterstock_2794210675.jpg 1002w" data-eio="l" />

l'analisi di bertelè
IPO di SpaceX, perché Wall Street scommette sul futuro di Muskdi 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" 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 bilancidi 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="kimi k3 ai cinese 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/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 digitaledi 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 costidi 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 gigantidi 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 competitivadi 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; Autistici / Inventati, un editto Usa di Trump oscura il dissenso in Italia: in gioco la sovranità digitale europea" 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 giocodi Umberto Bertelè
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