Entries by Ezra Gottheil, Principal Analyst

COVID-19 changes everything: What’s next for devices and IoT?

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 […]

NVIDIA acquires ARM: Creating a next-generation AI platform

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’s Zebra looks like a winner

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 […]

HCLT builds its IoT practice on experience, expertise and IP

TBR perspective While HCL Technologies (HCLT) initially used its intellectual property (IP) to create complete solutions for its customers, it is now making available other third-party solution packages, white-labelled components and solutions for end customers, other systems integrators, and value-added resellers. The company’s partnerships with PTC and edge hardware vendors Dell Technologies and Hewlett Packard […]

TBR 2020 Devices & Commercial IoT Predictions: IoT settles in for the long hual

IoT becomes part of the digital transformation family, and conversational user interfaces become more common IoT continues to mature. This is reflected in more powerful and easier-to-implement IoT software and cloud services as well as in a greater understanding of what IoT is and what it is good for. Vendors and customers now better understand […]