Articles by Rob Enderle

I stopped working for Forrester in 2002 and went out on my own as an independent analyst. At that time, Intel’s valuation and power significantly eclipsed AMD and Nvidia. Intel had a strong corporate brand, and Pentium was so popular people wrote songs about it, and Qualcomm wasn’t even on Intel’s radar Twenty-two years later, Intel is hurt a...

AI advancements over the last two years have been nothing short of amazing. Initially driven by Nvidia, Microsoft, and OpenAI, this wave has spread far and wide, leaving few firms out of this AI feeding frenzy As with all initial technology advancements, most vendors are screaming, "You must deploy AI now!" However, they have little experience or u...

I’m writing this before the September 10 presidential debate to avoid any influence on my perspective. Both candidates are reportedly preparing by using surrogates to stand in for their opponents. This strategy doesn’t always work well and has proven ineffective in previous debates The problem with using human surrogates is that unless the pers...

AMD just got the nod from Microsoft that its new mobile Ryzen AI 300 series processors will now be capable of running Microsoft’s advanced AI applications, which are marketed under the brand name Copilot+. AMD is also the supplier to Microsoft Xbox, and with Microsoft heavily focused on AI, it is only a matter of time before the AI Xbox is announced...

This is a "man bites dog" story because, for much of the two companies’ existence, Intel's brand value ranked among the highest in the world, consistently outpacing that of AMD. Under the leadership of Intel’s then-CEO Andy Grove, its former CMO Dennis Carter significantly enhanced this value by creating constructs like the Bunny People and leveraging a generous marketing budget to generate remarkable interest in Intel products...

Until now, I haven’t been a fan of billionaire businessperson Mark Cuban. I put him in the same group as many billionaires who prioritize getting even wealthier over everything, including their families. However, based on what I saw last week, I couldn’t have been more wrong about Mark Cuban Jon Stewart, who often does a better job of interview...

With the advent of AI and rapidly changing corporate needs and performance, many companies have announced layoffs this year, and I expect we are far from done. These layoffs range in size from small, like eBay’s announcement of 1,000 layoffs, to the much larger 12,000-plus layoffs expected from Dell and Intel, among others Regardless of the size ...

Nvidia CEO Jensen Huang and Meta (Facebook) CEO Mark Zuckerberg headlined at Siggraph last week While the fireside chat with Huang didn’t really cover any new territory, the subsequent chat between Zuckerberg and Huang was fascinating, particularly when it came to what they didn’t talk about, which was the future of Facebook with AI. But, based...

Last week, I took part in a radio show on AI electric cars of the future. It was based on an article from the BBC’s TopGear, which used to be my favorite car program, but they changed hosts, so I rarely watch it now It got me thinking about how fast things are moving and how much misinformation is out there regarding how and when autonomous drivi...

Last week, Intel shared how its AI technology will be a significant part of the Olympics experience. If Intel pulls this off, it would be a huge boost to its AI efforts. If this doesn’t work, it will reflect poorly on Intel I’ve been involved with two prior Olympics tech efforts, one with IBM and the Winter Olympics and the other with Lenovo an...

The AI PC market moved quickly after the first generation of limited AI PCs hit the market a few months ago Microsoft and Qualcomm’s Snapdragon X Elite kicked off the second generation. While those products were impressive, they didn’t address three key markets: workstation-class machines, gaming PCs, or PCs for professional creators. They were...

I’ve received my first two Copilot+ PCs to review, and both are impressive products. I got a gorgeous HP EliteBook Ultra 14 and the Microsoft Surface Laptop, 7th Edition, both of which have just started shipping While these are nearly identical in size and weight, the HP EliteBook targets enterprise buyers and offers features like Wolf Security, ...

Over the last several weeks, we’ve had Google I/O, which highlighted the rollout of Google’s Gemini AI engine for smartphones; Microsoft Build, which focused on its Copilot+ rollout for PCs; and Apple’s WWDC24 video, which showcased the rollout of AI on both PCs and smartphones Google’s launch was well executed, focused on attractive and in...

I watched IBM Think last week. As I listened to IBM CEO Arvind Krishna talk about how IBM is willing to configure hardware, software, and services for every customer, it struck me that the one thing we are not doing with AI is thinking it through. We are throwing AI at everything and not prioritizing where we need it to focus We had the same issue ...

When we talk about AI, we typically focus on one metric: productivity. That metric has been used in every technology announcement since the beginning of the current tech age Going back to when I first became an external tech analyst and during the ramp-up to the launch of Windows 95, the argument was that it improved productivity so much that it wo...

Having Google I/O immediately followed by Microsoft Build, with both conferences focused on AI, provided an interesting contrast between the two companies’ approaches to AI. Microsoft is all about PCs for AI integration, while Google is all about smartphones As I sat in the Microsoft audience waiting for the keynote, there were no PCs in sight, b...

While Marc Andreessen and I disagree on what happened when Netscape went under, my perception was that Netscape blew its considerable lead on Microsoft in browsers by not adequately protecting it and not realizing the power of Microsoft marketing back then Microsoft’s marketing capabilities have declined sharply since then. While it blindsided Go...

I participated in a podcast last week. One of the other panelists was Moses Ma from FutureLab. FutureLab has a project called Manhattan 2, referencing the Manhattan Project for nuclear bomb development. However, this project is focused on helping, not killing people, and on the need to develop a human-centric approach to AI deployment that assures people have productive lives rather than being homeless and unemployable, which is, sadly, the path we are on currently...

The U.S. Dept of Transportation’s National Highway Traffic Safety Administration just passed a much more aggressive requirement that could significantly improve a car’s ability to avoid accidents I’ve owned two electric cars so far and, sadly, totaled both of them....

The U.S. Federal Trade Commission (FTC) effectively tried to kill noncompete agreements last week. While some companies plan to challenge this, it was the right decision to make California -- where I’ve spent most of my life -- along with Minnesota, Oklahoma, and North Dakota, have already banned noncompetes. In California, this resulted not only...