31 Aug Qualcomm Is Poised To Punch Above Its Weight

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Qualcomm HQ office in San Diego There have always been lots of rumors and speculation about Qualcomm Technologies’ strategy, future, and direction. However, with all the unknowns and newfound freedom from the failed NXP acquisition, Qualcomm has done a good job of regrouping and regaining momentum within The Internet of Things (IoT) marketplace. Recently I […]

03 Aug Musk Confirms Massive Compute Required For AV, But Is Developing Own Processor The Right Direction?

Earlier this week, on Tesla’s earnings call, Tesla’s Elon Musk “outed” what had been previously rumored — that the company is working on its custom, self-driving car chips. Custom silicon has been the rage as of late, as we have seen Apple, Google and Facebook jump into the deep end. While only Apple has proven […]

19 Jul First Impressions: Skydio R1 Raises The Bar For Drone Technology But It Will Cost You

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The new Skydio R1 drone.  SKYDIO Drones have become a mainstream product for businesses and consumers over the past five years, as functionality has expanded and pricing has dropped below $999. Companies like DJI, Yuneec, and Parrot have achieved significant market growth in the space, with affordable, relatively easy-to-use drones capable of capturing high-resolution (even 4K-class) […]

10 May The Giants Have Awoken From Hibernation And AI And IoT Are On The Menu

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Microsoft Build main stage. Springtime! The flowers are blooming, the grass is getting green, the birds are out, and every major vendor has a conference with huge announcements. As an analyst, Spring is the best time of the year and 2018 has not disappointed so far. In past years, many large vendors attempted to differentiate […]

08 May Microsoft On The Move On Day One Build 2018 With Big Edge IoT, AI, And Mixed Reality Expansion

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Microsoft CEO Satya Nadella kicks off BUILD 2018 in Seattle I’m back on the road again attending Microsoft Build 2018 in Seattle, Washington. The company’s annual developer’s conference is always a highlight of the season for me, with developers, partners, press, analysts, and some customers all coming together to hear about the latest and greatest […]

07 May Microsoft Shows IoT, Edge Momentum With New Support From Qualcomm, NXP And DJI

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Microsoft’s comprehensive IoT platform Microsoft has been on the move in IoT with a $5 billion investment, building out and connecting what Microsoft calls the “intelligent edge” and the “intelligent cloud”. Two weeks ago, at RSA, Microsoft announced Azure Sphere for the “deep edge”, a platform including certified MCUs, Linux-based Sphere OS, and Azure Sphere […]

04 May Lighthouse Is The Next Big Deal In Home Monitoring Technology

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The new Lighthouse home security device. Over the past few weeks, I’ve had the pleasure of evaluating Lighthouse, a new next-generation home security device from a Palo Alto-based startup Lighthouse AI. After spending a couple of weeks with it, using my mom’s New Jersey home for evaluation, I’ve concluded that this remarkable device offers a […]

01 May Protequus Launches Nightwatch Edge-Computing Smart Halter, An Early Warning System For Horses

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Nearly two and half years ago, I conducted some research on and wrote an article about an IIoT (Industrial IoT)-enabled horse halter in early-stage development, called NIGHTWATCH. While my family is heavily involved in horses, I had no idea that over 100,000 people would be interested in and read the article. Today, Austin-based Protequus, a […]

17 Apr Microsoft Announces IoT Security Silicon And Platform In Its March To Deliver End To End Security

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Security is more important now than ever, given the new players, motives, and sophistication of cybercrime. Earlier this year, Cisco Systems issued it’s Annual Cybersecurity Report (read my coverage here), which, amongst other things, found that the threat surface is rapidly expanding with the advent of IoT, large-scale ransomware attacks are on the rise (remember […]

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, […]