Rob Enderle

This week it was reported that NVIDIA is considering backing away from its Arm acquisition due to regulatory difficulties. As I wrote back in December, this could be a far better outcome for NVIDIA than acquiring the company would be. Now that that’s a real possibility, let’s look at what NVIDIA could do next to […]

We’ve been talking about the rollout of 5G for so long that we’re already talking about its 6G replacement, which looks to be a ton more powerful. That increased power is a lot more concerning given that U.S. carriers, both people and freight, have warned that 5G could down airplanes. That “news” popped up just […]

5G continues to roll out worldwide ‒ and Qualcomm reports that it is running about 2 years ahead of where 4G was in the same time frame. That’s good news for another reason, as airlines are issuing warnings that the imminent 5G rollout by Verizon and AT&T could ground some widebody planes, an issue that […]

The coming metaverse promises to evolve into an internet-like experience, but with full immersion into what will eventually become a digital alternative reality. Currently, there is no metaverse outside of conceptual ideas of what it may become, along with an increasing number of tools from companies like NVIDIA that provide a foundation for development. The […]

Cisco has changed the name of its Corporate Social Responsibility Impact Report to the Purpose Report. The change highlights a critically important question: What is a company’s purpose? Steve Jobs would have argued that a company’s purpose is to sell something, like services or products, and make a profit. But we have often argued that […]

NVIDIA’s attempt to buy ARM Holdings is facing stiff resistance from the EU and the U.S, and China hasn’t exactly been supportive either. At this point, NVIDIA may have better options, and we’ll get to those soon enough. If acquisitions like this can be made quickly, they are more likely to succeed. But if they […]

This week’s announcement of Android on Windows inevitably brings comparisons to the Windows on OS/2 mistakes of IBM a generation ago. I don’t believe Android on Windows will hurt Microsoft the way OS/2-Windows interoperability issues hurt IBM. We’ll revisit the OS/2 mistakes to see why this time will actually be different. We’ll start with a […]

This week was NVIDIA’s GTC conference, and one of the big announcements was that NVIDIA is building a supercomputer for a digital twin of the Earth. Called Earth 2, this will be a massive effort to create an accurate simulation for the planet that could be used to develop a cost-effective method to mitigate climate […]

In my mind, two collaboration products lead the field. Cisco Webex and Microsoft Teams. Cisco Webex has begun to embrace holographic collaboration and employee instrumentation (critical to our new hybrid work world). And just as Cisco pushed the envelope at its Webex focused event last week, Microsoft is pushing the envelope at Microsoft Ignite this […]

When the Internet effectively launched with Netscape nearly three decades ago, several companies sprang up overnight and then crashed and burned in what we termed the Dot-Com collapse. The Metaverse appears to be following a similar hype model, with many folks getting excited about this coming game-changer long before we have a foundation for how […]

Naming is one of those marketing department jobs that should be avoided like the plague, because everyone will have an opinion. And in the end, the only opinion they’ll agree on is that the person who came up with the name is an idiot. I’m speaking from experience; I was That Idiot. The naming process […]

When it comes to securing PCs and Printers, HP is the most advanced of hardware vendors. This advantage is because HP is more focused on endpoint devices like printers and PCs, and partly because the company has decided to differentiate its security efforts. While HP’s peers have far broader technology interests, HP’s focus is well-timed, […]