Join TBR for a 30-minute live discussion and Q&A on the latest developments in AI large language models (LLMs) for PCs, including a deep dive into Microsoft Copilot
About Ezra Gottheil, Principal Analyst
Ezra Gottheil is a principal analyst on TBR’s Tailored Services team, conducting and contributing to custom research. His areas of coverage include devices and hardware, including PCs, data center hardware, smartphones, tablets, wearables, smart speakers and AR/VR hardware; business dynamics of commercial and consumer markets; supply chain; new technologies; business models; and research methodology, including data structures, statistics and best practices.
Entries by Ezra Gottheil, Principal Analyst
Join TBR for a free Q&A on the portfolio strategies devices vendors are employing to take advantage of AI and to mitigate the effects of the industry downturn and how devices vendors are positioning around AI.
Free webinar: Learn how devices vendors’ core markets are informing their current business strategies, which strategies devices vendors are employing to mitigate margin erosion, and how PC services revenue is recognized compared to that of PC hardware
Free webinar: Learn how the role and perception of PCs have changed and what changes to expect in PCs in 2023 and beyond
Following the pandemic-related surge in PC sales and AUR, TBR predicts vendor revenue and margins will be lower in 2023.
Learn about TBR’s approach to modeling financial performance and other business metrics, including what value comes from modeling and advice on doing modeling correctly
In pandemic recovery, IoT will contribute to organizations’ resilience, while PC sales will suffer from saturation The COVID-19 outbreak has had two effects on pre-existing trends: In many cases, such as the migration to remote working, it has accelerated them, and in others, like the deployment of voice solutions in workplace environments, it has interrupted […]
At the virtual Dell Technologies World on Oct. 21 and 22, the company painted a picture of the future, a picture it calls Project Apex. “Apex” can refer to a summit, but it is also the term used to describe the top predator in an ecosystem. Dell Technologies spokespeople did not clarify which definition they […]
NVIDIA announced Sept. 14 an agreement to acquire ARM holdings from SoftBank for $40 billion, subject to regulatory approval in the U.S., the U.K., the European Union and China. The acquisition has been rumored for several weeks, but the announcement generated negative comments from ARM customers. The two companies’ IP portfolios complement each other, especially […]
Mipsology is a 5-year-old company, based in France and California, with a differentiated product that solves a real problem for some customers. The company’s product, Zebra, is a deep learning compute engine for neural network inference. While these engines are not uncommon, Zebra unlocks a potentially important platform for inference using the field programmable gate […]