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ARM and x86 have been doing battle for the last decade. ARM tried to move into the server market and failed; Intel, which carries most of the x86 burden, tried to move on cellphones and failed. The battle for tablets is ongoing, with ARM in the lead, and the battle for notebooks continues with Intel mainly in the lead Up until recently, Qualcomm ha...
Stella Low, one of the most capable communications executives I've ever met, just left Cisco to lead corporate communications and support diversity and social responsibility at Apple In contrast, Apple seems to have made a list of things not to do to customers or as an employer, and rather than avoiding bad practices, has set them as goals....
Last week at Dell Technologies World, the most significant announcement was a massive as-a-service offering called Dell Technologies Apex. This promises to return the IT market to its long lost but fondly remembered IBM past. Back when I came out of school, IBM was the most revered and powerful technology company. This benefit was mainly due to ...
BlackBerry had its annual analyst event last week where its CEO John Chen explained something I thought was very provocative about the future the company anticipates. It has to do with far broader interoperability, unique dependencies, and a level of potential security risk that most other technology firms aren't yet considering. What if our com...
Apple's strategy, which has worked well financially up until now, is called "vendor lock-in." This approach, pioneered by IBM until it almost put the company out of business in the 1990s, is incredibly profitable, but it treats customers like a resource to be mined. It restricts customer movement away from the platform to provide lower quality go...
GTC21, this year's Nvidia GPU Technology Conference, was terrific as always The alleged focus was on AI and autonomous cars. But, as I watched presentation after presentation from folks out of the entertainment industry, I realized that if you started putting some of these various elements together, they effectively predicted the end of movies as ...
In the beginning, social media promised to connect us to existing friends, help us form new relationships, and as a result help make us find happier lives. Facebook, initially, was just a way for new students to meet new friends, Quora was a way to get crowdsourced answers, and Twitter sort of a way to alert friends about things they might find interesting. ...
As is often the case when technology is advancing very rapidly, the leading providers of an evolving class of products are on very different pages. I'm talking about Cisco and Microsoft -- and while neither's approach is wrong, neither is complete -- and together they can build a comprehensive picture of what is needed for our hybrid workplace future...
For nearly two decades I've firmly believed that Pat Gelsinger should be the guy uniquely suited to run Intel. Last week he did Intel proud with the most effective, for the time, corporate pep talk I've yet seen Now, I've heard lots of pep talks; most take a very aggressive stance about beating the competition and do an excellent job getting peopl...
Nvidia is in the process of working through regulatory approvals to buy Arm from SoftBank -- a technology holding company with mixed success husbanding its acquisitions Arm needed to be bonded to a company that could advance it, not treat it as an investment, to assure Arm's future success. Nvidia needed a CPU to better compete with AMD, Qualcomm, ...
We have a massive problem with electronic waste. Globally, we throw out 50 million tons of it every year, which is the equivalent of 1,000 laptops every second Recycling is still not universal, and often it costs more to recycle something due to how it was built than the materials inside the device are worth. On top of that, 70 percent of electroni...
Last week was particularly interesting for me as it had Microsoft's Ignite event -- and separately, a handful of us analysts got to see Huawei's operating system strategy Microsoft is starting to accelerate now that it has completed its cloud focus pivot, and last week, it had two huge announcements in Microsoft Mesh and Microsoft Viva....
We are in the midst of what many are calling the Fourth Industrial Revolution, or Industry 4.0. This is a time of disruption, massive change, opportunities, and significant risks. Fortunes will shift, companies will fail, and new companies will rise from the ashes Like every revolution before, we will better understand what we can do and likely do ...
Last week I was on a panel discussing how 3D-printed home building could help emerging countries more rapidly deal with homeless issues, reduce the discrepancies between the poor and rich, and create a more sustainable future Given the massive power problems in California last summer and in Texas last week, these homes could help deal with power ou...
As I write this, a growing number of companies have either announced plans to move out of California to a more "friendly" state or have already done so However, in this environment where people don't need to go physically into the office, it is unclear if any California-based workforce must or will move with these companies that are fleeing the Gol...
Jeff Bezos last week announced he will be stepping down from his role of CEO Amazon. Bezos is following Microsoft's lead and putting his cloud executive Andy Jassy in charge of the company. Given that Microsoft was exceedingly successful with putting Satya Nadella in the same role, it would seem that this would be a slam-dunk success. But the is...
Qualcomm last week announced several products that will be used to enhance next-generation automobiles. These future cars will most certainly be electric and increasingly autonomous The underlying technology has applications in emerging markets like robotics, automated businesses, and even smart cities; because when you develop an automated control...
Huawei has events where it pulls together key analysts to focus on problems it thinks are critical to the future. At its last event, Huawei spoke about two areas that need considerable work. One is that we need an international cybersecurity commission with teeth before some country accidentally starts WWIII with a cyberattack. The recent SolarW...
With the attack in Washington, D.C. happening right before CES, I was worried that I wouldn't focus on the show and, I expect, that distraction and the coming inauguration did split attention. However, one of the nice things about working from home is being able to watch TV while you are working. For many of us, the TV has become much more of a companion during the pandemic. ...
Like a lot of folks, I'm torn about CES this year. It is a show I've attended for decades and hated for nearly as long. One year I ripped the soles off of both my feet from walking so much on concrete, and, trust me, that made for a memorable trip Typical problems are folks having meetings all over the Las Vegas Strip, which is tied up with gridloc...
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