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How Qualcomm's Oryon Processor Could Be the Ideal Counter to Apple's M1/2

 By Rob Enderle

This week was Qualcomm’s annual summit in Hawaii, and for once I’m not there, which is kind of a shame because it’s really cold where I live right now. However, on paper, the Qualcomm Oryon processor due next year could be the perfect competitive answer to Apple’s M1/2 if Intel’s coming little core/big core effort is late to market, which seems likely given Intel is undergoing a large layoff.  

Oryon is based on Nuvia technology that has been somewhat problematic given ARM is suing Qualcomm for using the technology in what appears to be a suicidal effort designed to cripple this potential Apple competitor. But if launched successfully as expected in 2024, this processor could be a huge game changer.

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Powercast’s Effort to Create Wireless Power

By Rob Enderle / October 21, 2022

Typically, when you talk about powering an electrical device or car wirelessly, you are talking about inductive charging. This is generally accomplished by placing the device on an inductive charger or just over it. Inductive charging typically has a range measured in fractions of an inch, which makes it a far cry from Nicola Tesla’s vision of a world powered wirelessly.

But what if you could power or charge devices at a greater range measured in feet rather than fractions of an inch, and could deliver enough power over longer ranges to support wireless IoT sensors and do so relatively cheaply?

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Digital Iris AI Invades Dallas Airport Thanks to IBM and Soul Machines

By Rob Enderle

IBM has held out the concept of a next- generation, digital assistant for some time. I once hoped that its partnership with Apple would result in a Siri upgrade to Watson that would finally make that poor AI meet expectations. Alas, Siri still sucks, but IBM and Soul Machines just announced they were releasing the IBM Digital Assistant, branded Digital Iris, at the Dallas/Fort Worth International Airport.

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AMD’s Latest Ryzen Processors Outperform Intel’s 12th Generation Significantly

By Rob Enderle, September 30, 2022

Over the last decade, and partially as the result of a prior Intel CEO underfunding processor development while AMD remained focused, AMD has arguably passed Intel as the performance king in the segment. Ironically, given Intel’s dominance, they did this on both laptop and desktop systems. Intel is stepping up its game again, and we should see soon if its latest offering can close or even eliminate this performance gap. For now, though, AMD appears to be the performance king.

Let’s talk about AMD’s latest Zen 4 platform and its new AM5 platform which comes with a brand new, and far better, socket.

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The Intel IDC Tour and Effectively Correcting an Expensive Misconception

The Intel IDC Tour and Effectively Correcting an Expensive Misconception

By Rob Enderle September 16, 2022

Often people tend to put Intel’s competitors into the same class as Intel and, increasingly, that is a mistake. I was reminded of that this week when I toured IDC Israel Development Center (IDC) Intel's and FABs. It reminds me of touring Panasonic’s hardened factory and then touring what was represented as a comparable effort by Panasonic’s most powerful competitor. Panasonic’s capability was more comprehensive and not only larger and far better equipped, but it also made the competitor’s effort look like the difference between Mercedes-Benz building a car and some guy building a kit car in his garage. But Panasonic didn’t market that difference so the competitor, which was cheaper, more powerful and far better penetrated into the segment effectively outperformed Panasonic in a market where Panasonic should have been preeminent.

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IBM Goes Back To The Future With I System As-A-Service

IBM has just announced its IBM i System Subscription solution which has the economic benefits of a cloud service but still provides the security and peace-of-mind benefits of an on-premises solution. 

Can you have your cake and eat it, too? With this service, IBM appears to be saying yes. Let me explain.

– Rob Enderle, The Enderle Group

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The American Semiconductor Innovation Coalition: Taking Advantage Of The Chips And Science Act

The US Chips and Science Act took over a year of negotiations to pass and contain provisions that supply around $11B in semiconductor research and development. To begin to make use of this money, over 100 companies in the technology sector have come together to form the ASIC (American Semiconductor Innovation Coalition). This is a broad effort to help address the dire situation the U.S. Semiconductor industry is in because of the pandemic, Ukraine War, and China’s increasing hostility toward Taiwan. Let’s talk about ASIC this week.

– Rob Enderle, The Enderle Group

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Top Five Best Practices When Planning and Executing an Analyst Event

Years ago, while working at Giga Information Group, several analysts got together and created a service we loosely referred to as “events,” and then wrote about what we had captured as best practices over the years. With companies now going back to having in-person analyst events, I thought it would be handy to cover some of those best practices again to help companies improve the quality of their events.

– Rob Enderle, The Enderle Group

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NVIDIA HPC and the State of Supercomputing’s Advancements to Come

Let’s talk about how HPC and supercomputing are changing and how NVIDIA’s efforts are functioning to create a better world. This is all from Ian Buck’s (VP and GM of NVIDIA’s Accelerated Computing) keynote at ISC22.

– Rob Enderle, The Enderle Group

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The New Microsoft Store for Windows: Putting the Charges Where the Value Resides

There have been a lot of discussions about bad store practices of late in which Apple ends up consistently in the hot seat for overcharging for services that are provided by the application developer, not Apple … In contrast, Microsoft has announced it will charge if you use Microsoft’s more reasonable financial services but, if you choose to implement a store from inside your app, you can do that for free. Thus, with Microsoft, you pay for the service you get and, as is generally the case in the real world, if you do it yourself, you don’t have to pay a “tax” to anyone for that privilege.

Let’s talk about the difference between Microsoft and Apple’s market approach in the context of this, admittedly, rather obvious better approach to building revenue.

– Rob Enderle, The Enderle Group

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Cisco, HP and Dell Chasing the Huge 360 Ecosystem Goal with Complimentary Tactics

Cisco had an Environmental, Social, and Governance (ESG) event this week and one of their practices, focused on creating a 360 Ecosystem, is in sharp contrast to Dell’s Concept Luna in terms of approach. But the two approaches aren’t contradictory and could be layered to create an even more sustainable effort from both firms. Cisco is arguably the leader in ESG across the segment largely because they are, as a company, the most focused on making progress on a variety of fronts including homelessness and working with governments at scale to improve communications and governance strength.

Let’s explore that this week.

– Rob Enderle, The Enderle Group

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The Interesting Importance Of The AMD/Mercedes F1 Partnership

AMD and Mercedes may be one of the most powerful and interesting technology racing partnerships currently in existence. AMD had a prior partnership with Ferrari, but it seemed to be more of a marketing relationship than an operational one. This time, the AMD relationship highlights one of the market advantages in terms of server performance, making it more powerful than the earlier effort. It showcases how these things both should and should not, be done.  

Let’s talk about AMD, F1 racing, and Ferrari this week.

– Rob Enderle, The Enderle Group

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With the Acquisition of Poly HP May Have Cornered the Market on Hybrid Collaboration

HP was once one of the leading innovators in high-end video conferencing and collaboration with its Halo video conferencing effort. It was the first to wed high resolution video conferencing to a service that could link two sites at opposite ends of the world in a seamless experience. However, it failed and was sold to Polycom. Polycom was acquired by Plantronics, which had also been developing market-leading sound solutions for video conferencing rooms. Now, HP has acquired the combined entity which had been renamed Poly.

– Rob Enderle, The Enderle Group

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IBM’s Hybrid Cloud, AI, and Fixing the Document Classification and Protection Problem

Last week I attended the IBM event with Fast Company on its hybrid cloud solutions. IBM is unique in that it often populates events like this with customers who talk about how IBM’s solutions are used rather than the far less interesting performance metrics of new hardware, software, or networking solutions. This use of customers to create content is far more compelling than the usual vendor talking head, and, in terms of credibility, people who use a technology are far more credible than those who sell it. In short, IBM’s use of customers to tell the story has for some time been a best practice.

– Rob Enderle, The Enderle Group

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GTC 2022 Where You’ll See the Future of Autonomous Vehicles

Next week is NVIDIA’s big GTC event, and there will be a ton of content on AI, the metaverse, digital twins, simulations, graphics, and super-computing. It is also the definitive event on autonomous vehicles and robotics, and this is all happening during the Russian attack on the Ukraine which provides an interesting and troubling context to the future of safe driving. I’m specifically talking about the ability to avoid accidents and hostile areas even if you are out of range of a wireless network or that network is no longer functioning.  

– Rob Enderle, The Enderle Group

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TechTalk Summits + The Enderle Group

TechTalk Summits is proud to announce our partnership with The Enderle Group. The Enderle Group provides an unparalleled look inside breaking technology events to identify the core reasons that buyers and builders of technology should care. Rob Enderle will be providing dedicated content to TechTalk Summit clients.

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