10 Jan Initial CES 2019 Observations: Patrick Moorhead

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I spent the week in Las Vegas and wanted to share with you my initial CES 2019 observations: What happened: Intelligence: Amazon Alexa dominated the show with its services and partners while Google tried really hard to catch up with Amazon, even going so far as to build a roller coaster ride to get attention. […]

10 Jan Moor Insights & Strategy Analyst Coverage At CES 2019

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Columns/Reports: NVIDIA Resets The Self-Driving Bar Again With AutoPilot Supporting ‘Level 2+’, by Patrick Moorhead Verizon, John Deere Bet Big On 5G At CES 2019, by Will Townsend AMD Surprises At CES 2019, by Patrick Moorhead Lenovo Unveils Compelling New All-In-One At CES 2019, by Patrick Moorhead Initial CES 2019 Observations: Patrick Moorhead, by Patrick […]

17 Dec Robotics And Smart Cities Just Got A Lot More Real With NVIDIA Jetson Xavier Edge Compute Module

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Last week I attended NVIDIA’s Jetson Developer Meetup at the company’s headquarters in Santa Clara, CA. There may have been more cool devices per square foot at the event than I’ve seen in a long time—self-flying cameras, food delivery robots, driverless farming, mapping robots, non-invasive people and traffic checkers, and more. At the event, NVIDIA […]

10 Dec Amazon AWS Expands Its Market Opportunity And Lowers Customer Costs At Re:Invent 2018

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It has been a bit over a week since AWS re:Invent 2018 ended in Las Vegas. I had the chance to attend Amazon’s premier conference for all things AWS with 50,000 other on-site participants (100,000 online) and it was a great opportunity to see what’s new in its #1 market share cloud services portfolio. The […]

15 Nov ON Semiconductor Ups Its Automotive Game With Mercedes F1 And FE Wins

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Mercedes driver Lewis Hamilton, of Britain, steers his car during Brazilian Formula One Grand Prix at the Interlagos race track in Sao Paulo, Brazil, Sunday, Nov. 11, 2018. (AP Photo/Nelson Antoine).   ASSOCIATED PRESS Automotive electronics is an incredibly important and growing market. These days, as much as a third of the cost of a new […]

11 Nov Samsung Takes Its 1.5 to 2.5B Unit Opportunity To Developers At SDC 2018

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Samsung’s DJ Koh kicks off SDC 2018.  PATRICK MOORHEAD Last week, I attended SDC 2018, Samsung’s sixth annual Developer Conference, in San Francisco, along with 5,000 other attendees. The event was a great chance to catch a glimpse of the technology that will power the coming generations of Samsung devices and services, and the company […]

15 Oct Microsoft Showcases Its Own ‘Economy Of Innovation’ At Ignite 2018

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Visual from Microsoft Ignite 2018.    CHRIS WILDER Recently, I attended Microsoft Ignite and Envision in Orlando, Florida. One thing that struck me, especially when visiting the show floor, was how Microsoft —more so than most companies in the industry—has created an economy around its technology. The sheer number of companies, employees, service providers, and […]

08 Oct Arm’s Upcoming TechCon 2018 Is The Place To Be If You Are In Any Way Involved In IoT

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Arm TechCon 2017.   ARM Next week I’ll be attending Arm TechCon 2018 in San Jose. The semiconductor giant’s premier industry event is held every year and is a must-attend conference for anyone connected to the IoT industry in any way—from developers to press and analysts, to those on the business side of things. The event […]

24 Sep ON Semiconductor Positioning Itself As A Leader In Self-Driving Car Technologies

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I don’t feel that I’m acting dramatic when I say that self-driving cars will be one of the most impactful technologies in the last 50 years.  The capability will likely save millions of lives, will free up millions of driving hours, and hopefully, clear up some of the roadway congestion.  Sure, there have been some […]

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 […]