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Lots of big news in bringing AI apps and agents into Windows from Microsoft today at Build.

While many have been talking about the concept of digital agents for some time, at this year's Build event, Microsoft unveiled a wide range of tools designed to make them a mainstream reality. My latest Seeking Alpha: seekingalpha.com/article/478820…

Everybody likes to talk about AI-powered LLMs, but at their Build event, Microsoft made it clear that their focus moving forward is on digital agents: My latest for TechSpot: Microsoft Build 2025: From chatbots to digital coworkers, and the 'agentic' web techspot.com/news/107970-mi…

Check out the latest edition of my LinkedIn newsletter: Dell Showcases Silicon Diversity in AI Server and PC linkedin.com/pulse/dell-sho…

Offered some thoughts on the impact of Microsoft's Build news and the idea of agents as digital employees in this Reuters piece by Stephen Nellis: Microsoft to offer rival AI models from own data center; launches AI coding agent msn.com/en-us/technolo…

Another day, another city, another tech conference. Today it's Dell Technologies TechWorld in Las Vegas with Jeff Clarke digging into the company's AI Factories and all the components necessary to make them real.

Here's the Top 10 list from Jeff Clarke on the most important coming advancements in AI Dell Technologies

Up now at Dell Technologies World is PC lead Sam Burd showing off their NVIDIA-powered DGX Spark based personal workstation

Now it's the new Dell Pro Max mobile workstation with a discrete NPU from Qualcomm, the A100 PC Inference card, the first of its kind for PCs.

Pleased to be the highest-ranking independent analyst (and one of only a few small firm analysts) on the new ARInsights Power 100 Vendor Advisors rankings. arinsights.com/wp-content/upl…

When it comes to AI -powered hardware options, it's hard to argue with the choices that Dell Technologies is making available with silicon from AMD, Intel, NVIDIA and Qualcomm. I analyze the news in my latest for Seeking Alpha: seekingalpha.com/article/478838…

At their Tech World event, Dell Technologies brought renewed focus to AI-enhanced enterprise servers as well as an intriguing new PC: My latest for TechSpot: Dell embraces silicon diversity in AI server hardware at Dell Technologies World techspot.com/news/107993-de…

Enjoyed the opportunity to share my thoughts on Dell's TechWorld event (as well as a bit on Microsoft's Build) on The Cube with friend and analyst colleague Carolina Milanesi and hosts Dave Vellante and Savannah Peterson 🇺🇦🏳️‍⚧️🏳️‍🌈: thecube.net/events/dell/de…

Jumping onto BBC News (UK) shortly to chat NVIDIA $NVDA earnings.

Enjoyed the opportunity to chat on NVIDIA earnings this morning on BBC News (World) with Michelle Fleury:

Looking forward to being a guest host on an NVIDIA special on Yahoo Finance starting in about 20 minutes with Julie Hyman and Josh Lipton.

Fun to spend the hour as a guest host and commentator in studio at Yahoo Finance with Josh Lipton, Julie Hyman, and Bob O'Donnell covering off all things NVIDIA and its earnings results from today. We tied off on everything from China to humanoid robots to whether or not

Shared a few comments on this Yahoo Finance piece by Daniel Howley on some of Apple's challenges.: Apple's difficult 2025 is Tim Cook's biggest test yet finance.yahoo.com/news/apples-di…

Really enjoyed the opportunity to go into the Yahoo Finance studio and serve as a guest host along with Daniel Newman and regular hosts Julie Hyman and Josh Lipton for an extended chat on NVIDIA earnings. finance.yahoo.com/video/nvidia-s…

Not just the overall overall AI factory era either, but the enterprise AI factory era, creating the infrastructure necessary to start doing more distributed computing Hybrid AI applications that cross from public to private clouds and datacenters (and eventually clients as well).