18 Jul Is ARM the Secret Winner in the Human IOT Race?

        With all the churn going on in the Human (wearables, home automation) side of the IoT space not many folks are going out on a limb to call winners and losers yet. There are going to be many winners (and losers) over time in Human IoT, but right now I’m going to […]

06 Jan INVESTOR CORNER: ARM-based Microservers are Dead; Long Live ARM-based Servers

Moor Insights & Strategy “Investor Corner” is content specifically written for the professional investment community.  This analysis was written by Steven Eliscu as part of Investor Corner, L-sq Advisors, January 5, 2013.  See important disclosures and disclaimers below. In the world of server processors, especially the ~$2.5bn (2013) opportunity for those x86 processors used in the cloud, the […]

06 Dec Windows 8 on ARM Decision Driven by Phones and Consoles

There has been a lot written about the possibility of Microsoft not supporting the Windows 8 Desktop environment on the ARM architecture. If true, this could impact Microsoft, ARM and ARM’s licensees and Texas Instruments, NVIDIA, and Qualcomm are in the best position to challenge the high end of the ARM stack and are publicly supported by […]