Articles by Rob Enderle

Results 81-100 of 1143 for Rob Enderle
OPINION

AMD and Copilot+ Set the Stage for Xbox AI

AMD just got the nod from Microsoft that its new mobile Ryzen AI 300 series processors will now be capable of running Microsoft’s advanced AI applications, which are marketed under the brand name Copilot+. AMD is also the supplier to Microsoft Xbox, and with Microsoft heavily focused on AI, it is only a matter of time before the AI Xbox is announced...

OPINION

AMD’s Brand Value Surpasses Intel’s for the First Time

This is a "man bites dog" story because, for much of the two companies’ existence, Intel's brand value ranked among the highest in the world, consistently outpacing that of AMD. Under the leadership of Intel’s then-CEO Andy Grove, its former CMO Dennis Carter significantly enhanced this value by creating constructs like the Bunny People and leveraging a generous marketing budget to generate remarkable interest in Intel products...

OPINION

Cuban and Stewart on the Future of AI and Ending Abusive Drug Prices

Until now, I haven’t been a fan of billionaire businessperson Mark Cuban. I put him in the same group as many billionaires who prioritize getting even wealthier over everything, including their families. However, based on what I saw last week, I couldn’t have been more wrong about Mark Cuban Jon Stewart, who often does a better job of interview...

OPINION

Layoff Survival Guide: Making Smart Choices in Tough Times

With the advent of AI and rapidly changing corporate needs and performance, many companies have announced layoffs this year, and I expect we are far from done. These layoffs range in size from small, like eBay’s announcement of 1,000 layoffs, to the much larger 12,000-plus layoffs expected from Dell and Intel, among others Regardless of the size ...

OPINION

Meta and Nvidia: The Future of Social Media and Personal Technology

Nvidia CEO Jensen Huang and Meta (Facebook) CEO Mark Zuckerberg headlined at Siggraph last week While the fireside chat with Huang didn’t really cover any new territory, the subsequent chat between Zuckerberg and Huang was fascinating, particularly when it came to what they didn’t talk about, which was the future of Facebook with AI. But, based...

OPINION

A Glimpse Into the Future of AI Electric Cars

Last week, I took part in a radio show on AI electric cars of the future. It was based on an article from the BBC’s TopGear, which used to be my favorite car program, but they changed hosts, so I rarely watch it now It got me thinking about how fast things are moving and how much misinformation is out there regarding how and when autonomous drivi...

OPINION

Intel AI and the Olympics

Last week, Intel shared how its AI technology will be a significant part of the Olympics experience. If Intel pulls this off, it would be a huge boost to its AI efforts. If this doesn’t work, it will reflect poorly on Intel I’ve been involved with two prior Olympics tech efforts, one with IBM and the Winter Olympics and the other with Lenovo an...

OPINION

AMD Enters AI PC Race, Closes Microsoft Copilot+ Launch Gaps

The AI PC market moved quickly after the first generation of limited AI PCs hit the market a few months ago Microsoft and Qualcomm’s Snapdragon X Elite kicked off the second generation. While those products were impressive, they didn’t address three key markets: workstation-class machines, gaming PCs, or PCs for professional creators. They were...

OPINION

The Copilot+ PCs Arrive: My Initial Impressions

I’ve received my first two Copilot+ PCs to review, and both are impressive products. I got a gorgeous HP EliteBook Ultra 14 and the Microsoft Surface Laptop, 7th Edition, both of which have just started shipping While these are nearly identical in size and weight, the HP EliteBook targets enterprise buyers and offers features like Wolf Security, ...

OPINION

How Apple Outperformed Google and Microsoft in AI Rollout

Over the last several weeks, we’ve had Google I/O, which highlighted the rollout of Google’s Gemini AI engine for smartphones; Microsoft Build, which focused on its Copilot+ rollout for PCs; and Apple’s WWDC24 video, which showcased the rollout of AI on both PCs and smartphones Google’s launch was well executed, focused on attractive and in...

OPINION

Rethinking AI Priorities: Lessons From IBM Think and Intel’s Lunar Lake

I watched IBM Think last week. As I listened to IBM CEO Arvind Krishna talk about how IBM is willing to configure hardware, software, and services for every customer, it struck me that the one thing we are not doing with AI is thinking it through. We are throwing AI at everything and not prioritizing where we need it to focus We had the same issue ...

OPINION

Our Entire Approach to AI Is Flawed

When we talk about AI, we typically focus on one metric: productivity. That metric has been used in every technology announcement since the beginning of the current tech age Going back to when I first became an external tech analyst and during the ramp-up to the launch of Windows 95, the argument was that it improved productivity so much that it wo...

OPINION

Microsoft Hits Hard With AI, but Is the PC the Right Platform?

Having Google I/O immediately followed by Microsoft Build, with both conferences focused on AI, provided an interesting contrast between the two companies’ approaches to AI. Microsoft is all about PCs for AI integration, while Google is all about smartphones As I sat in the Microsoft audience waiting for the keynote, there were no PCs in sight, b...

OPINION

Google I/O: Did Microsoft Just Become the New Netscape?

While Marc Andreessen and I disagree on what happened when Netscape went under, my perception was that Netscape blew its considerable lead on Microsoft in browsers by not adequately protecting it and not realizing the power of Microsoft marketing back then Microsoft’s marketing capabilities have declined sharply since then. While it blindsided Go...

OPINION

Human-Centered AI and How To Prevent Widespread Future Unemployment

I participated in a podcast last week. One of the other panelists was Moses Ma from FutureLab. FutureLab has a project called Manhattan 2, referencing the Manhattan Project for nuclear bomb development. However, this project is focused on helping, not killing people, and on the need to develop a human-centric approach to AI deployment that assures people have productive lives rather than being homeless and unemployable, which is, sadly, the path we are on currently...

OPINION

New DOT Safety Rule Will Save Electric Car Drivers’ Lives

The U.S. Dept of Transportation’s National Highway Traffic Safety Administration just passed a much more aggressive requirement that could significantly improve a car’s ability to avoid accidents I’ve owned two electric cars so far and, sadly, totaled both of them....

OPINION

The Case Against Noncompete Agreements

The U.S. Federal Trade Commission (FTC) effectively tried to kill noncompete agreements last week. While some companies plan to challenge this, it was the right decision to make California -- where I’ve spent most of my life -- along with Minnesota, Oklahoma, and North Dakota, have already banned noncompetes. In California, this resulted not only...

ANALYSIS

Qualcomm Makes the Smart Home Work

At Embedded World last week, Qualcomm made a major IoT announcement about a new AI-ready platform for both home and industrial use. There was also an additional briefing on Qualcomm Connect regarding service-defined Wi-Fi These announcements signal a significant effort to fix the train wrecks that smart homes and smart buildings have been....

OPINION

Intel Fights Back, Major AI Threats Ahead, and Michael Dell Is Back, Baby!

I was at Intel Vision last week. Intel’s recent effort continues to remind me of Intel back in the Andy Grove days, with one exception that I think is the source of the firm’s current difficulties. What Intel needs is a Dennis Carter and an adequate marketing budget for AI, the biggest tech wave ever to hit the segment. Unfortunately, neither is in evidence...

OPINION

Temu and Homary: Online Retailers That Are Generally a Good Value

I’ve seen a lot of warnings lately saying don’t load the Temu app or buy from the store. There have been plenty of accusations but few actual, validated facts While I’ve been very leery of Facebook ads because I’ve lost around $150 on Facebook scams so far, I did recently buy a smart toilet from Homary to replace my $5,000 (now more like $7...

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