Bob O'Donnell

ICYMI, had the opportunity to share some thoughts on @nvidia earnings last night on @YahooFinance finance.yahoo.com/video/nvidia-q…

Looking forward to joining @cnni shortly to chat @Nvidia, @SpaceX and @OpenAI

Looking forward to jumping onto @YahooFinance shortly to chat on @Nvidia $NVDA earnings.

At #GoogleIO and listening to @Google's @demishassabis talking about his comments on AGI amd the singularity.

Jumping into the details of TPU programming here at #GoogleIO. Starting with a nice visual overview of @Google's evolution of their AI models.

Yes, running AI workloads in the cloud is critical, but the ability to generate tokens both on-prem and on devices in hybrid AI architectures is the future: My latest for @TechSpot: @Dell makes its strongest case yet for keeping AI out of the cloud techspot.com/news/112438-de…

Good set of observations from @JClarkeatDell at #DellTechWorld

And off we go with the Day 2 keynote at #DellTechWorld with the inimitable @jclarkeatDell

While most of the AI focus is towards the cloud, as @Dell demonstrated yesterday, the opportunity for enterprises to roll their own token-generating infrastructure and devices is now here. My latest for @SeekingAlpha: seekingalpha.com/article/490603…

Check out the latest article in my newsletter: @Dell Brings Hybrid AI Vision to Life linkedin.com/pulse/dell-bri… via @LinkedIn #DellTechWorld

Good take on the key findings from @Microsoft's Work Index 2026 report by @caro_milanesi and how they impact management in modern enterprises: AI Adoption Has a Management Problem and Nobody Wants to Talk About It open.substack.com/pub/theheartof…

58% of AI users are already producing work they couldn’t do a year ago. Microsoft’s latest Work Trend Index shows exactly how far behind their organizations have fallen. Here is what stuck out for me creativestrategies.com/research/micro…

Nice summary from @cisco's Carlos Pereira on the different stages of AI evolution at the company's CX analyst event in Paris. He went onto say that most customers are still 2 years (or more) behind but that the new Cisco IQ agentic AI service offering can help move them forward.

Definitely not the typical lunch for an analyst event. Amazing food and incredible environment in a beautiful and unique office. One of the many benefits of being here in Paris with @Cisco for their CX Analyst Event.

ICYMI, had the opportunity to share some thoughts on the potential security impact of AI threats on banks and the efforts by companies like @Cisco, @PaloAltoNtwks and others to address them for @AsharqNews Bloomberg. now.asharq.com/clips/1808048/…

Looking forward to spending time with @Cisco this week at its annual CX event in Paris 🇫🇷 Stay tuned for my live insights on a slight tape delay for some 🤓⬇️

Big win for @intel to pick up @AlexKatouzian as new head of the client computing group. Great that Jim Johnson and Mike Hurley are still around as well. Clearly a sign that the company is willing to make investments to keep their momentum moving forward.

And off we go with @jimkxa at the @tenstorrent event.

Getting ready for the @tenstorrent event here in SF.

ICYMI, shared some thoughts on @Apple earnings last night for @ChannelNewsAsia: youtube.com/watch?v=aYZie8…