Glenn O'Donnell

Vice President, Research Director

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Blog

The NVIDIA/Microsoft AI Supercomputer Cloud Is A No-Brainer

Tracy Woo November 18, 2022
Learn about NVIDIA's multiyear collaboration with Microsoft to build a cloud-based artificial intelligence supercomputer.
Blog

What The Massive US CHIPS Act Means To You

Glenn O'Donnell August 9, 2022
President Biden just signed the CHIPS for America Act into law as part of a larger $280 billion CHIPS and Science Act appropriation. This “CHIPS Act” allocates $54.2 billion in funding to support US domestic technology innovation, primarily aimed at the semiconductor industry. Much of the lobbying that brought this act to reality is focused […]
Blog

VMware Customers: Get Ready For Broadcom Disruption

Tracy Woo May 26, 2022
Late Sunday evening, Bloomberg reported rumors of advanced Broadcom talks to acquire VMware, which has since been confirmed this morning. In light of Broadcom’s investment activities in the past few years, this news is unsurprising. It made a string of massively expensive enterprise software company acquisitions: Brocade Communications Systems in 2016 ($5.9 billion), CA Technologies […]
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What The US Infrastructure Bill Means To You

Renee Murphy November 10, 2021
After months of negotiations in Congress, the Infrastructure Investment and Jobs Act is about to become law. This new law will address specifics such as climate change, sustainability, and cybersecurity that all have specific requirements which, in turn, will drive your policy and regulation in the future. If you do business with the US federal […]
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Retailers: Stop The Bots From Further Wreaking Havoc With Your Supply Chain

Sandy Carielli November 8, 2021
Retailers, the time is now to manage supply chain risks, raise bot defenses, and prioritize customers this holiday season.
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When Systemic Risks Collide: Why Supply Chain Issues Are The New Normal

Alla Valente October 26, 2021
Before March of 2020, “supply chain issues” was a term we’d hear after a natural disaster or labor strike — that all ended the moment we ran out of toilet paper. Unquestionably, the supply chain crisis has been a secondary theme of the pandemic, one that continues to escalate. For the 15 months since the […]
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IBM Bets On Open Source To Hyperaccelerate HCI And Hybrid Cloud Adoption

Brent Ellis April 27, 2021
Today, IBM announced its new IBM Spectrum Fusion product, first as a scale-out hardware product, but with a roadmap for a software defined storage (SDS) solution. This new product is billed as a storage solution, but it is much more. It is really a “glue-all” product poised to change the hyperconverged infrastructure (HCI) market. Many […]
Blog

The Global Chip Shortage Won’t Ease Soon

Glenn O'Donnell April 21, 2021
The world is suffering from a systemic shortage of chips. Worry not, your supply of Cool Ranch Doritos is just fine. The chips I’m talking about here are based on silicon, not potatoes or corn. Semiconductors power just about everything now. Your car is a small data center on wheels. When you do a Zoom […]
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Dell Divests VMware: Investors Cheer While Customers Yawn

Glenn O'Donnell April 15, 2021
When Dell Technologies completed its acquisition of EMC in 2016, it gained a sweetheart of an asset: VMware. More precisely, it gained 80% of VMware, making the software dynamo a mostly autonomous company in the Dell Technologies family of companies. Dell Technologies just announced the expected spinoff of that 80% ownership, making VMware a fully […]
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Prodigal Son Gelsinger Returns As Intel CEO

Glenn O'Donnell January 13, 2021
Early today, Intel announced CEO Bob Swan will be replaced by VMware CEO Pat Gelsinger. Facing stronger competitive challenges, Intel has struggled. As you can see, Intel’s stock (INTC) has languished while its peers grew exceptionally well. In the past 12 months, INTC stock lost 5.3% while Qualcomm (QCOM) gained 66.29%, AMD gained 80.18%, and […]
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Predictions 2021: Edge Computing Hits An Inflection Point

Glenn O'Donnell October 27, 2020
In 2021, more firms will leverage edge computing technology as a way to accelerate recovery out of the pandemic. Find out more in our 2021 edge computing predictions.
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NVIDIA Arms Itself To Terminate Intel’s Processor Dominance

Glenn O'Donnell September 16, 2020
NVIDIA just announced that it plans to acquire Arm Limited from SoftBank for $40 billion. The combination aims to conquer the enormous compute market that has long been dominated by the x86 architecture (and, thus, Intel and AMD). The x86 platform remains the leader in PCs and data centers, but the future growth prospects lie […]
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Oracle Sort Of Buys TikTok (But Not Really)

Jeff Pollard September 14, 2020
Larry Ellison proves that customer acquisition cost (CAC) is no barrier in Oracle’s conquest to expand its cloud credibility and market share. The announcement is murky at the moment, but the particulars indicate that Oracle and ByteDance will enter into a technology partnership to host the US operations of TikTok. This allows TikTok to escape […]
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Troubled Times Test Traditional Tech Titans

Glenn O'Donnell August 13, 2020
Spending on core infrastructure is dropping and the large technology firms will have to rise to the challenge. Find out how long the impact of the pandemic will be.
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One Hand To Shake Beats One Throat To Choke

Glenn O'Donnell August 7, 2020
The days of technology buyers treating their tech providers as "vendors" are gone. Learn the mutual benefits of treating your technology providers as partners.
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In A Crisis, People Want Dependable Technology

Glenn O'Donnell April 23, 2020
If there’s one thing the COVID-19 pandemic has taught businesses, it’s how vital core infrastructure and operations are to an organization’s resiliency and dependability. But where does innovation fit into the new normal?
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VMware Welcomes Estranged Sibling Pivotal Back Home

Dave Bartoletti August 23, 2019
On August 22, 2019, VMware announced that it will acquire sister company Pivotal Software, vendor of a widely used cloud development platform, Pivotal Cloud Foundry. The transaction is a reacquisition of software development assets that VMware spun out into a separate company in 2013 after struggling to integrate them into its primary data center management […]
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The Realities Of Rural 5G Deployment In The US

Glenn O'Donnell May 28, 2019
Early last week, Ajit Pai, the chairman of the US Federal Communications Commission (FCC), announced his approval of the merger of T-Mobile and Sprint. This will result in a third megacarrier in the US mobile wireless market, which is a good move for consumers like you and me. I am glad this deal will now […]
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Net Neutrality Is Dead – Long Live Common Sense

Glenn O'Donnell December 14, 2017
My fellow Americans, the FCC has finally acted on its promise to repeal the regulations known at Net Neutrality. This move has been a magnet for political debate by those on both extremes. Ignore those people. They are only wasting your time. If you become spellbound by the media circus, your competitors will be busy […]
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Tech Vendors Must Evolve Or Crumble: The Report You Must Read

Glenn O'Donnell September 13, 2016
Which companies do you feel are the dominant players in the technology industry? Are they the names that have dominated for years, like Cisco, the newly merged Dell (plus EMC), the recently split HP, Inc. and HPE, IBM, Microsoft, or Oracle? Is it one of the newer cloud titans like AWS, Google, IBM, or Microsoft? […]
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