CES is back. From the look of things, attendance is much stronger than it was last year, even though concerns about the latest Covid 19 variant have kept folks like me away again. What interested me early on was the contrast between NVIDIA's and AMD's keynotes. For once, NVIDIA’s CEO was absent (except as a virtual avatar) and the keynote was canned (and streamed). The AMD keynote was led by its CEO in person with an audience and was promoted by CES leadership.
Let’s contrast the two events and how the two once-similar companies are starting to significantly diverge in terms of focus and strategy. We’ll take a look at the advantages and disadvantages of each unique approach.
By Rob Enderle, Enderle Group