13 Apr Moor Insights & Strategy Analysis on NVIDIA GTC 2018

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  Moor Insights & Strategy Blogs: Pure Storage And NVIDIA Announce AIRI Converged Infrastructure Reference Architecture, by Patrick Moorhead (April 10, 2018) NVIDIA Reinforces Machine Learning Training Lead Via Platform Improvements At GTC 2018, by Patrick Moorhead (April 9, 2018) Arm Chooses NVIDIA Open-Source CNN AI Chip Technology, by Karl Freund (March 29, 2018) NVIDIA […]

05 Apr Leaders Emerge As The Industrial Internet Of Things Ecosystem Takes Shape

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  Pennybacker Bridge, Austin, Texas from Dell Technologies Match Play Golf Tournament. As Leo Tolstoy wrote, “Spring is the time of plans and projects.” In my 2018 predictions article, I made some bold claims about what I thought would happen in the IoT and autonomous vehicle marketplace (Tim Cooks Retires, Apple buys Tesla , and […]

21 Feb Arm Introduces New Kigen Technologies To Improve IoT Security

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(Source: Arm) Kigen provisioning One of the biggest hurdles in the deployment of future IoT technologies is the implementation of sufficient security. Without proper security, IoT becomes more of a menace to society than a benefit. Lest we forget about botnet Mirai that infected hundreds of thousands of cameras that took down OVH with a DDoS. Imagine […]

16 Feb From Smart Cities To Smart Countries: Cisco’s CDA Program Fosters Economic Opportunity

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The Empire State Building in New York City, New York. The Internet of Things (IoT) is changing how business works. However, one of the most often overlooked benefits of IoT is how it will improve the lives of citizens by making communities safer, connected, healthier, and more efficient. One area where IoT is seeing significant […]

08 Feb NVIDIA’s Upcoming GTC 2018 Is The Place To Be If You Are Anyway Involved In AI Or ML

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GTC 2017 opening keynote Every year, NVIDIA holds a series of GPU Technology Conferences, commonly referred to as GTC and gets kicked off with a big event in San Jose and is followed up by regional eventsin places like Beijing, Munich, Tel Aviv, Taipei, Washington DC, and Tokyo. If you or your company is involved […]

17 Jan Qualcomm Zeroes Out Apple, Counts On China To Hit its Upward Guidance

There’s been lots of talk about Qualcomm lately, especially with their licensing disputes with Apple and the impending acquisition of NXP as well as the hostile bid from Broadcom. I covered yesterday how Qualcomm is growing their business to attack the $150 billion serviceable addressable market by 2020 and how their non-mobile investments generated $3B last […]

17 Jan Lenovo Unveils New Digital Assistants, AR Glasses And Cameras And ThinkPads At CES 2018

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CES 2018 – New Lenovo Mirage VR Camera Last week, I and several other members of the Moor Insights & Strategy team attended CES 2018 in Las Vegas. The premier, annual consumer electronics conference presents a great opportunity for companies to showcase their newest products and services, and I was excited to see what Lenovo had […]

16 Jan Intel Dazzles At CES 2018 Keynote And Gives Progress On Neuromorphic And Quantum Computing

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  Intel CES 2018 This past week, I and several other members of the Moor Insights & Strategy team camped out at CES 2018 in Las Vegas to learn as much as we can about the latest in consumer electronics technology, trends and company strategies. The conference is not only a great opportunity for startups to […]

16 Jan Why Qualcomm Doesn’t Need NXP Or Broadcom To Grow

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Qualcomm president Cristiano Amon talks press and analysts through Qualcomm’s $150B SAM at CES 2018 Over the past week, Qualcomm has made some unprecedented financial and business disclosures at CES 2018 and today in an investor video which has me thinking a lot about the company and its future with and without NXP and Broadcom. […]

16 Jan Samsung Builds A Wall And Expands Intelligent Home Footprint At CES 2018

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Samsung CES 2018 Last week, I and several other members of the Moor Insights & Strategy team attended CES 2018 in Las Vegas. One of the companies I was most looking forward to hearing from was Samsung, particularly in the realm of IoT and the smart home sector. Samsung is the 800lb gorilla and owns […]

08 Jan NVIDIA Reinforces Automotive AI Lead With Uber And Volkswagen Announcements At CES 2018

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Under the chaos and fog that is the Customer Electronics Show (CES) this week in Las Vegas, few companies break through the noise and stand out.  CES is the preeminent show for consumer technology vendors.  This year the primary focus of this mega conference is on advancements in robotics (machine intelligence), drones, medical devices, gaming, […]

03 Aug RESEARCH PAPER: Active Alignment Will Be Critical For Future Optical Systems Manufacturing

New usage models and applications for technology products, such as machine learning and artificial intelligence, created a need for computers to “see” the outside, physical world. We refer to this as “computer vision”. As these usage models and markets evolve, higher quality imaging systems are needed to enable better optical performance. Consumer expectations for thinner […]

21 Jul CIOs And CTOs Must Understand How The Internet Of Things Is Changing How Business Is Done

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After a short sabbatical traveling the world looking at interesting technologies and business models, I have decided to return to Moor Insights & Strategy to lead the Internet of Things (IoT) practice. There isn’t a better time to make a comeback! (Source: http://www.panoramio.com/photo/44229798) First and foremost, it’s important to remember IoT is not new. In […]

12 Jun HPE Discover 2017: Raising Customer Confidence In A Turbulent Time

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HPE CEO Meg Whitman opens up Discover 2017 in Las Vegas This past week I attended Hewlett Packard Enterprise ‘s Discover 2017 in Las Vegas with fellow Moor Insights & Strategy analysts Mike Krell (IIoT) and Rhett Dillingham(cloud software/services).  Discover is HPE’s premier, semi-annual conference and the company’s opportunity to set its narrative, announce new […]

06 Jun HPE Discover 2017 Analyst Coverage

Moor Insights & Strategy analyst have been busy diving deep into a few areas of HPE’s strategies and new offerings, including hybrid IT, security, composable infrastructure, and IoT. You can find these below. 1/ Forbes: HPE Raises The Infrastructure Security Bar With New Gen 10 Platform (June 5, 2017) The advent of IoT, hybrid IT, and […]

18 May Google I/O 2017: It’s Really About AI And Machine Learning, People

This week I’m attending Google’s annual developer conference, Google I/O, in Mountain View, CA. The conference comes on the heels of a number of other big tech events (Microsoft Build last week, and Facebook F8last month), and I went into I/O hoping to see a lot of innovation, and some real, standout differentiation from these […]

18 May Microsoft Build 2017: All About Embrace And Extend

Last week was a busy one for tech industry analysts—I started out at Dell EMC World in Las Vegas, attended Microsoft Build 2017 in Seattle and then went back to Dell EMC World. Build is Microsoft’s annual developer conference, targeted at the software, services and hardware developer community. I attend the event  every year as […]

16 May RESEARCH BRIEF: Hewlett Packard Enterprise: The Quiet Giant of Internet of Things

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Enterprise and operations organizations looking to digitally transform their businesses using Internet of Things (IoT) technology often face a daunting initial task. How do I pick a partner to help guide us on this journey? How do I find a vendor that understands my industry, can help me architect the big picture, and then help […]

16 May What Should Google Discuss At Tomorrow’s Google I/O Event?

Many people are writing about what Google *will* discuss at tomorrow’s Google I/O conference, but unless they have clairvoyance, leaking, or guessing based on the schedule, it’s difficult to be definitive. I will be attending tomorrow and wanted to discuss what I think Google *should*discuss during the event. Artificial intelligence.:  Last year, Google rolled out […]

15 May Could Hewlett Packard Enterprise Be An IoT Sleeping Giant?

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What HPE does My firm and its analysts has been researching and advising on the Industrial IoT (IIoT) before it was cool to do so, and we have observed many twists and turns in this ever-expanding IIoT opportunity for enterprises, suppliers and society in general. We pay close attention to the use cases, business payoffs […]