Articles by Rob Enderle

In a move that blurs the lines between Silicon Valley and Washington, D.C. like never before, the United States government has acquired a nearly 10% equity stake in Intel Corporation This historic transaction, valued at approximately $8.9 billion, effectively converts previously allocated CHIPS and Science Act grants into a direct ownership positio...

I was on a panel recently discussing the future of work when a fellow panelist shared a chilling statistic. In their research, they had monitored the social media platform Discord and found a server with approximately 5,000 children actively and openly discussing suicide These conversations were unfolding in a digital space with virtually no adult ...

Intel is no longer a single-story company with a single path forward. It’s a museum of strategic experiments and a battleground of visions: Pat Gelsinger’s technologically ambitious “IDM 2.0” rebuild, Craig Barrett’s blunt call for a massive cash infusion and structural clarity, and Lip-Bu Tan’s freshly minted CEO playbook that emphasizes partnerships, pragmatic restructuring, and renewed customer focus...

For generations, the path to a successful career has been clearly marked: get good grades, go to a four-year university, and get a stable job. But for today’s students on the cusp of making these life-altering decisions, that path is becoming increasingly foggy The rapid rise of artificial intelligence (AI) is not just a technological shift; it's...

Last week, AMD dropped the Threadripper 9000 series, and it is amazing, starting with its name. In the world of technology, product names often range from the blandly numerical to the abstractly corporate. Then, there is “Threadripper.” It’s a name that is so perfectly aggressive, so evocative of raw power, that it couldn’t possibly belong to anything other than a CPU designed for absolute dominance...

About a week ago, a viral post declared that on July 19, China had "killed the silicon wafer." The claim was explosive: a breakthrough in a new semiconductor material called indium selenide (InSe) had supposedly rendered the entire Western chip ecosystem — from Intel’s FABs to TSMC’s foundries and America’s sanctions — obsolete overnight....

Once the undisputed titan of the semiconductor world, Intel finds itself at a critical juncture. After years of ceding ground to nimble competitors and grappling with internal inefficiencies, the chipmaker is embarking on yet another ambitious recovery effort, this time under the leadership of its new CEO, Lip-Bu Tan Tan’s tenure has begun with a...

It began, as these events often do, with a bizarre and sudden failure. Recently, xAI’s Grok, the much-touted “rebellious” and “truth-seeking” artificial intelligence (AI), went completely haywire. Users asking Grok standard questions were met with streams of nonsensical, context-free propaganda and gibberish stitched together from the darkest corners of political forums...

AI has become central to much of what we do, but as we rely on it more, we are bleeding related skills Just as calculators made memorizing multiplication tables feel unnecessary, smartphones have rendered cursive practically obsolete, and services like Lyft and Uber have led many young people to skip learning to drive....

The news around artificial intelligence (AI) has reached a fever pitch. However, this isn't just about algorithms and data; we stand at a precipice in personal hardware, eerily similar to the moments that gave birth to the personal computer and the modern smartphone The tectonic plates of technology are shifting, and the established giants of today...

For years, Nvidia's H100 GPUs have been the undisputed kings of the AI jungle, the apex predators that every competitor wants to dethrone But here in Silicon Valley -- where I’m writing this and where a good underdog story is always appreciated, AMD is roaring onto the scene with its Instinct MI300 series and the upcoming MI350 series, demonstrat...

While browsing YouTube last week, I came across a video exploring how AI-generated content, when combined with YouTube’s Content ID system, could pose a greater threat to musicians than patent trolls have been to engineers The burgeoning field of AI-generated content is sparking a complex and often contentious debate surrounding copyright. The fu...

The news of Jony Ive, the design maestro behind Apple's most iconic creations, selling his hardware company, io, to OpenAI sent ripples of intrigue through the tech world late last month For years, we’ve interacted with increasingly intelligent software on largely stagnant hardware. Could Ive, with his unparalleled design pedigree and a little bi...

In my town of Bend, Oregon, where the spirit of independence and community thrives, the concept of "Democratic AI" resonates in a uniquely powerful way. In a world increasingly shaped by algorithms and artificial intelligence (AI), the notion of democratizing its creation, access, and governance offers a powerful counterpoint to the centralized control often associated with Big Tech...

Hold onto your popcorn, folks, because artificial intelligence (AI) is about to take our beloved entertainment for a joyride, and it probably won’t ask for directions We're talking about a future where AI isn't just fetching your slippers (it might do that too; who knows?) but is actively involved in crafting stories that make us laugh, cry, or h...

A wave of disruption is sweeping through AI Meta's recent unveiling at LlamaCon 2025 of the roadmap for its Llama family of large language models (LLMs) paints a compelling picture, one where open source isn't just a preference, but the very engine driving AI's future....

The rapid proliferation of artificial intelligence is both exhilarating and deeply concerning. The sheer power unleashed by these algorithms, largely concentrated within the coffers and control of a handful of tech behemoths -- you know, the usual suspects, the ones who probably know what you had for breakfast -- has ignited a global debate about the future of innovation, fairness, and even societal well-being...

While tariffs create a clear incentive to bring manufacturing back to the U.S., this is far from an easy task. Building up the kind of manufacturing capacity the U.S. once had will take decades, as it did in China This week, we’ll examine why it is so difficult to reverse a trend that dates back to the breakup of RCA in the 1940s -- marking manuf...

Western automotive giants face an existential challenge as China's carmakers surge ahead. Much of China’s edge comes from how its automotive sector is structured: streamlined, fast, and incredibly tech-forward R&D cycles for Chinese electric vehicles (EVs) typically span just nine to 18 months. In contrast, many Western automakers require five to...

Last week, I was at Intel’s Vision conference at the Virgin Hotel in Las Vegas. While the venue was a bit problematic, the content was solid and showcased an empowered Intel that now needs to address some errors my old friend Pat Gelsinger made as CEO. These include turning the office of the CTO back into a visionary organization, empowering the CMO, adequately funding marketing (while fixing MDF), and ending the cycle of layoffs that has disrupted operational stability...