Shared some thoughts on Google and Microsoft earnings for CGTN a bit earlier this morning: AI investment: Microsoft & Alphabet results reassure investors about AI youtu.be/zX-miJQi5VQ?si… via YouTube

ICYMI, had the opportunity to speak on CNBC last night re: Google and Microsoft earnings: Alphabet's first-ever dividend, $70 billion buyback another sign of Big Tech's maturation: Analyst cnb.cx/3y0Zewe

Looking forward to jumping onto CNBC shortly to chat on Microsoft, Google. Meta. and Intel earnings.

So many people take Wi-Fi deployments in businesses for granted these days, but as this conversation clearly highlighted, there are important new developments and intriguing new applications that are being created thanks to Wi-Fi 6E and Wi-Fi 7. Cisco Qualcomm #wifi7

Big news from T-Mobile this morning, as the company announces new joint venture with EQT equity fund to purchase fiber assets of Lumos as part of a bigger plan to build out a nationwide fiber-to-the-home service. t-mobile.com/news/business/…

Increasingly, companies who are looking to build GenAI-powered applications want more choice in foundation models. Amazon Web Services responded to those demands with flexible new updates to their Bedrock GenAI managed service. I analyze in my latest TechSpot: techspot.com/news/102711-cl…

Always appreciate the chance to discuss big tech on Yahoo Finance.

Did you know Wi-Fi is celebrating its 25th birthday? As I describe in my latest for ⁦Forbes⁩, it’s still evolving and bringing important real world experiences to enterprises thanks to work by companies like ⁦⁦Cisco⁩ and ⁦Qualcomm⁩ forbes.com/sites/bobodonn…

One of the most compelling consumer applications for #GenAI is image generation and as I explain in my latest for ⁦USA TODAY⁩ ⁦Adobe⁩’s latest updates to Photoshop have added some some impressive (and easy) capabilities. usatoday.com/story/tech/tip…

Always fun to be able to come into the studio in NYC for Yahoo Finance . Looking forward to chatting on Apple and other big tech companies.

Just a couple of guys out in the big city having dinner. What could we possibly talk about? Bob O'Donnell #NYC

Check out the latest article in my newsletter: Amazon Web Services Amazon Web Services Expands Bedrock GenAI Service linkedin.com/pulse/amazon-e… via LinkedIn

Offered some commentary on all the recent #semiconductor funding coming from the US CHIPS Act for this piece on Yahoo Finance by Daniel Howley: CHIPS Act money is starting to move, but it’ll take years to see results finance.yahoo.com/news/chips-act…

Not a big surprise, but great to hear Qualcomm CEO Cristiano R. Amon talking about hybrid AI being an essential part of how #GenAI will be impacting devices. #CadenceLive

Ending the day at #CadenceLive is another CEO conversation with @cadence CEO Anirudh Devgan and ⁦Qualcomm⁩ CEO ⁦Cristiano R. Amon⁩

Shared some of my thoughts on the ongoing impact of AI on tech stocks in this piece by Daniel Howley for Yahoo Finance: Tech earnings season is coming, and AI is top of mind finance.yahoo.com/news/tech-earn… via Yahoo Finance

More proof… surrounded by his fans.

Lots of agreement between ⁦NVIDIA⁩ and ⁦Cadence⁩ CEOs on where important industry trends are heading with a focus on autonomous systems, including robotics, digital biology and data centers. #CadenceLive

And it’s the Taylor Swift of tech, ⁦NVIDIA⁩ CEO Jensen Huang joining @cadence CEO Anarudh Devgan onstage to talk about their long term relationship and the current developments in AI. #CadenceLive

Intriguing new application of digital simulation that ⁦Cadence⁩ is pursuing is in digital biology and drug discovery. The ability to model molecules apparently has a number of similarities to modeling transistors. Definitely an interesting area to watch. #CadenceLive