Articles by Rob Enderle

In the volatile landscape of Silicon Valley, stability is often viewed with a side of suspicion. When a company’s portfolio is essentially a "tale of two cities" — one a declining legacy business and the other a commodity-driven hardware engine — investors tend to keep one finger on the sell button. Yet HP just delivered a Q1 2026 financial report that defies the gravity of its own sector...

The rapid evolution of artificial intelligence (AI) has sparked both awe and apprehension. From self-driving cars to sophisticated medical diagnostics, AI is already an integral part of our lives, and its influence is only set to expand What does this mean for humanity’s future? Will AI be our greatest ally, our benevolent guardian, or our ultima...

It’s often said that we are the average of the five people we spend the most time with. In 2026, I’d argue that’s no longer true: we are now the average of the five AI agents we delegate our lives to. We are moving past the "parlor trick" phase of generative AI — where making a chatbot write a poem about a toaster was peak entertainment — into the "utility" phase, where these engines are effectively becoming junior partners in our personal and professional lives...

In the technology world, we often talk about "inflection points" — those rare moments when a new product doesn't just improve on the past but renders it instantly prehistoric. We saw it when the iPhone hit the BlackBerry, and we’re seeing it again right now in the automotive sector For years, I’ve argued that the transition from internal comb...

For years, the technology sector has been obsessed with the concept of "the Singularity," that hypothetical point in time when technological growth becomes uncontrollable and irreversible Lately, Elon Musk has pivoted the conversation toward a different, perhaps more jarring, endpoint: Absolute Abundance. Musk isn't just talking about better gadget...

The tech world often feels like a series of high-stakes marriages that end in messy, expensive divorces. We are currently witnessing the honeymoon phase of what might be the most consequential "marriage of convenience" in a decade: Apple and Google closing the deal to bake Gemini into the iOS ecosystem For those of us who have watched these compani...

For years, the technology world has watched with a mix of curiosity and concern as Dell Technologies, once the undisputed titan of the PC market, seemed to drift further away from the hardware excellence that defined it The recent news that Jeff Clarke, Dell’s vice chairman and chief operating officer, is taking the reins of the PC business to en...

Walking out of the Las Vegas Sphere after Lenovo’s Tech World event last Tuesday at CES, the contrast was jarring. Inside, I witnessed a cohesive, immersive roadmap for the next five years of the AI era. Outside, on the CES show floor, the rest of the industry seems stuck in a loop of incrementalism — pitching slightly faster gadgets and "smart" toasters with little thought to the ecosystem they inhabit...

This has been a year of massive disruption, incredible innovation, and more than a few headaches As we look back on 2025, it is clear that the tech industry has finally moved beyond the initial "AI hype" cycle and has begun delivering hardware that actually changes how we live and work....

The air is getting thin up here. Nvidia recently shattered records by reaching a staggering $5 trillion valuation. It is a number that defies gravity, logic, and, historically speaking, sustainability But if you look closely at the pillars holding up this massive financial edifice, you’ll see they aren't made of superior silicon or magical AI dus...

If you are feeling a little less "ho-ho-ho" and a little more "bah humbug" this year, you aren’t alone. The recent government shutdown, which mercifully ended on Nov. 12, left many households tightening budgets amid lingering uncertainty, making this holiday season feel particularly fragile. Money is tight, uncertainty is high, and for many of us, the idea of a lavish Christmas feels irresponsible, if not impossible...

The air in New York at AMD’s 2025 Analyst Day last Tuesday was electric — and being there on-site made it even clearer that the real story wasn’t the record-breaking numbers. It was the palpable shift in the industry narrative While the tech world remains fixated on Nvidia's staggering valuation and Intel's ongoing turnaround saga, AMD, under...

The tech narrative often dictates market reality, and the sheer velocity of Nvidia's ascent is both dazzling and deeply precarious. Having achieved the historic milestone of becoming the world's first $5 trillion company and commanding roughly 80% of the AI accelerator market, Nvidia stands atop the AI pyramid Yet, this summit position — built on...

A corporate turnaround is the most difficult maneuver in business: invest heavily in the future while being judged quarter by quarter. Intel is now deep in that crucible, and for the first time in years, the pain is starting to look like progress For Intel, this challenge now falls to its new CEO, Lip-Bu Tan, who has taken the helm to execute the a...

Last week, I was at Lenovo’s headquarters for an update on its products, services, and progress in AI. The contrast between Dell and Lenovo is pretty stark; in some ways, they are opposite in terms of messaging and execution Instead of fragmenting, Lenovo’s effort has been unifying. Its "Smarter AI for All" vision, reiterated at its annual Tech...

A recent experience fundamentally changed my relationship with artificial intelligence (AI), transforming it from a novel curiosity into an indispensable professional tool Like many business disputes, it began with a letter from an attorney. The letter was misleading, accusatory, and, in my view, defamatory. My reaction was instantaneous and viscer...

In the high-stakes, hyper-accelerated world of artificial intelligence (AI), one company has stood as the undisputed king and sole purveyor of computational picks and shovels in a digital gold rush: Nvidia For years, Nvidia’s combination of powerful GPUs and its proprietary CUDA (Compute Unified Device Architecture) software platform has created ...

The holy grail of personal computing has always been a single, seamless experience that follows you from your pocket to your desk. For decades, this dream has been a graveyard of ambitious failures Now, in the fall of 2025, the whispers are growing louder: In partnership with Qualcomm, Google is making a serious play to bring Android-based PCs to t...

The technology landscape is no stranger to strategic alliances, but few carry the potential to redefine an entire industry as profoundly as the newly announced collaboration between Nvidia and Intel This historic collaboration, centered on AI-powered consumer PCs and cloud infrastructure, will send ripples through the market, challenging establishe...

In the relentless arms race of cybersecurity, the advantage often goes to the side with the clearest focus. For decades, the personal computer has been the central battleground for digital conflict, the primary target for threat actors, and the last line of defense for users A new report from HP Wolf Security, released on September 12, illuminates ...