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2 months ago | 
moorinsightsstrategy.com | Bill Curtis
AI is expanding beyond the cloud, turbocharging industrial equipment and computing systems at the edges of enterprise networks — and Qualcomm is hitting the gas. On March 10, Qualcomm agreed to buy Edge Impulse, a leading provider of AI development tools for IoT and embedded devices. With a community of over 170,000 developers and a history of over 474,000 machine learning projects, this acquisition jumpstarts Qualcomm’s edge AI software ecosystem. But that’s only part of the story.
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2 months ago | 
forbes.com | Bill Curtis
AI is expanding beyond the cloud, turbocharging industrial equipment and computing systems at the edges of enterprise networks — and Qualcomm is hitting the gas. On May 10, Qualcomm agreed to buy Edge Impulse, a leading provider of AI development tools for IoT and embedded devices. With a community of over 170,000 developers and a history of over 474,000 machine learning projects, this acquisition jumpstarts Qualcomm’s edge AI software ecosystem. But that’s only part of the story.
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2 months ago | 
flipboard.com | Bill Curtis
For decades, Tesla has thrived because of Elon Musk’s hype machine. That may finally be coming to an endElon Musk has long pushed the company’s products before they were ready—and positioned himself as a visionary ‘genius.’ Will his time at the White House break the spell? When Elon Musk first drove a prototype of a Model S out from behind a curtain in 2009—telling the crowd they were looking at what …
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2 months ago | 
moorinsightsstrategy.com | Patrick Moorhead |Bill Curtis |Will Townsend |Jason Andersen
GTC 2025 has concluded, and I think every one of the 25,000 attendees has some thoughts on NVIDIA’s market position. Here are a few of my takeaways. By now, NVIDIA is as much an enterprise software company as it is a chip company. While the company has built a following (and vendor lock-in) with its CUDA software, it has delivered so much more in terms of software to help enable the AI stack within the enterprise. CEO Jensen Huang talked about being an AI Infrastructure company, and he’s right.
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2 months ago | 
moorinsightsstrategy.com | Patrick Moorhead |Bill Curtis |Will Townsend |Jason Andersen
On March 11, Pure Storage announced the FlashBlade//EXA, which it classifies as the most performant and cost-effective data storage platform. FlashBlade//EXA disaggregates data storage from metadata storage, enabling organizations to achieve what Pure calls “nearly unlimited scale” without introducing complexity and latency.
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Mar 10, 2025 | 
moorinsightsstrategy.com | Patrick Moorhead |Bill Curtis |Will Townsend |Jason Andersen
Welcome to this edition of our Weekly Analyst Insights roundup, which features key insights that our analysts have developed based on the past week’s events. Mobile World Congress in Barcelona is one of the few conferences each year that draws attention from all corners of the tech world. And in my experience, it’s typically worth the hype: walking the show floor pretty much guarantees that you’ll have your eyes opened to all kinds of compelling new technology.
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Mar 3, 2025 | 
moorinsightsstrategy.com | Patrick Moorhead |Bill Curtis |Will Townsend |Jason Andersen
In advance of Mobile World Congress, Intel launched its latest 6500P and 6700P Xeon 6 portfolio to deliver what it considers the optimal combination of performance, power, and efficiency to the enterprise. While the industry has heard quite a bit about “Granite Rapids,” including support for up to 8P configurations, what is perhaps most interesting to me is the company delivering single-socket-optimized platforms — a space previously dominated by AMD’s EPYC processors.
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Feb 24, 2025 | 
msn.com | Dominic Penna |Bill Curtis
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Feb 24, 2025 | 
telegraph.co.uk | Dominic Penna |Bill Curtis
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Feb 24, 2025 | 
moorinsightsstrategy.com | Patrick Moorhead |Bill Curtis |Will Townsend |Jason Andersen
The Lenovo Infrastructure Solutions Group impressed the market with its latest earnings, showing strong 59% year-over-year growth, anchored by more than 90% growth among cloud service providers (while the enterprise and SMB segment grew 7%). On $3.9 billion in revenue, the company reported a slight profit, with an operating profit increase of $39 million. Finding its groove once again with its “ODM+” business is good for Lenovo — it is the company’s top-line revenue driver.
