Corporate

NI Launches Far-Reaching Initiative To Change The Face Of Engineering

As a tech analyst, I spend a lot of time writing about the latest product announcements and market moves. However, those topics aren’t the only story when it comes to the companies I cover. I also enjoy the opportunity to peek at company culture and the sort of “softer” areas of the industry that tend …

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A New Look Inside The Brain Of Qualcomm’s Licensing Head

With a raft of high-profile litigation, tangles with China, the rollout of 5G and more, it’s been an interesting and not uneventful several years for Qualcomm’s Technology Licensing (QTL) business. Steering the ship through these turbulent times was QTL President, Alex Rogers. Likely due in part to his role in guiding Qualcomm through these challenges, …

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Qualcomm Drops 2020 Corporate Responsibility Report

The end of a year, and even more so, the end of a decade, is a time when companies look back, take stock of their accomplishments and progress and set new goals for the coming year and beyond. Last week, Qualcomm released its 2020 Corporate Responsibility Report, with provided an update on its environmental, social and …

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Kraft Heinz Company Delivers A Taste Of The Future With A Transformational Data Hub

Early adopters are companies who align the capabilities of emerging technology with strategic opportunities and are willing to take some risk to achieve a competitive advantage. Kraft Heinz is probably not the first company that comes to mind as an early adopter. The story told to me by Jorge Balestra, the Global Director of Advanced …

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Qualcomm Acquires NUVIA To Accelerate Its Future CPUs With Support From 18 Partners

Last night, I had the chance to talk with Cristiano Amon, President, and CEO-Elect of Qualcomm, about the big news that I believe rounds out its IP portfolio in a big, big way. This morning, the company officially announced that it acquired upstart datacenter CPU company NUVIA for $1.4B in a cash deal. Also included …

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Amazon Bankrolls Housing Equity In Its Corporate Home Communities With $2B Fund

The ubiquitous online retailer and public cloud giant, Amazon, really needs no introduction at this point. The company has a vast footprint, with corporate offices, warehouses and other facilities across the world. Amazon has been a massive boon to communities, bringing jobs and growth with it. However, this comes at the risk of pushing out …

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Run Your Building From The Coffee Shop: A Conversation With Honeywell Forge’s David Trice

One thing that the average office worker probably rarely, if ever, thinks about is how much time, energy and resources it takes to simply keep their building running. From HVAC systems to lighting to security, there are many crucial, behind-the-scenes assets and operations we tend to take for granted. That list of infrastructure grows even …

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Graphcore Raises Yet Another Round

One would think, or hope, that a startup shipping its second-generation AI chips and software stack would be content to have over $200M in the bank to fund future development and market penetration. For UK AI startup Graphcore, that is a lot of money. When you are a darling in a fast-growing land grab, though, …

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Banks Turning To The Cloud For Growth And Improved Customer Experience

We in the tech industry have a particular fondness for catchy buzz phrases. “Digital transformation” is one of the more ubiquitous ones to emerge in the last five years, and perhaps also one of the more difficult ones to define due to its broad nature. Any business likely can transform digitally, if they haven’t already, …

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An Informative Intel Industry Analyst Conference 2020

I spent close to three days attending the 2020 Intel industry analyst day last week. All the new information was NDA, I am not going to rehash what has already been said over the past year, but I did want to share some of my high-level opinions exiting the week. Comparatively, there was less new information shared than in …

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Cisco Reports It Positively Impacted Half A Billion People With CSR

While I usually write about tech, I also write about what tech companies are doing in CSR. Corporate social responsibility (CSR)—while unfortunately, the phrase has come to be a bit of a misnomer, believe it or not, there are for-profit corporations out there that take their commitment to society and their communities very seriously.  One …

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Pure Storage Beats The Odds, Again

You’d think Wall Street prognosticators would learn from their past mistakes. It seems to me that if a company beats estimates 75% of the time over two years, then maybe that model needs to be tweaked. Pure Storage, in its most current earnings, has beaten the odds and over-delivered yet again. Inside the quarter  Pure …

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30 Years In And Arm Looks Stronger Than Ever

With Thanksgiving in the rearview and the holidays right around the corner, it’s time to reflect on the past year and plan for the next (though many, no doubt, would love to forget 2020). One company that has every right to feel nostalgic at the moment is Arm. The semiconductor powerhouse celebrates its 30th anniversary in …

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Synaptics’ Q1 Earnings Reinforce That It’s An IoT Company

Earnings season, especially in the time of Covid-19, can be a bit of a mixed bag. Some businesses have adapted and even found new opportunity in the disruption, while others have struggled to keep their heads above water. One company whose recent earnings did not disappoint is Synaptics. With its impressive IP portfolio, focused predominately …

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Cisco Broadens Silicon One Portfolio With Slew Of New Offerings

Late last year, networking giant Cisco turned many heads with the massive announcement of its first foray into chipmaking, appropriately (albeit a tad uninspiringly) dubbed Cisco Silicon One. I wrote at the time that the programmable networking ASIC, the first of its kind, was the most significant announcement from Cisco in the last five years. …

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AWS Inferentia Gathers More Steam With Alexa, Snap, Anthem, And Conde Nast

There’s no way around it—as 2020 draws close to an end, machine learning (ML) is hot and getting hotter. Heavy hitters and startups alike have gotten into the game to compete with NVIDIA and its formidable GPUs. The competition includes Google (with its TPUs), AMD (who recently announced the intention to acquire Xilinx and its …

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AWS Storage Day Rich With Announcements

Storage is one of the critical elements around which cloud adoption either fails or succeeds. We talk about “data gravity,” the idea that workloads’ portability is constrained by the bulk of that workload’s data. It’s data gravity that keeps applications locked into an infrastructure that may not be the most effective one to meet an evolving …

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Cisco Strengthens Portfolios And Programs At Two Key Virtual Events

Over the last few weeks, I attended Cisco Systems’ virtual DevNet Create and Partner Summit events. The networking infrastructure giant made several key announcements—let’s take a closer look.     DevNet Create Typically held in Mountain View, CA, DevNet Create is Cisco’s signature developer event. Cisco founded its DevNet developer community back 2014. Led by executive Susie Wee, …

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What Apple Is Promising With The New MacBooks And Its Smartphone-Derived Silicon

As I reported in June, Apple announced at its WWDC that it is moving the Mac lineup of PCs from Intel processors to its own home-grown mobile SoCs. The company says it will manage a multi-year transition from Intel-based systems over two years, and it will leverage its Bionic line of IP for its new designs. This …

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Qualcomm’s Fiscal Q4 2020 Earnings Signify A New Company Chapter

Qualcomm announced its fiscal Q4 2020 and full-year earnings report last week, and the market liked it, its stock soaring up to 13%. While I usually don’t write about a company’s earnings as an industry analyst, I will write when I believe those earnings signify some kind of milestone for the company, management or product …

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