IBM Splits, IBM Skepticism, IBM and Antitrust

IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.

Amazon’s Hardware Event, Ring and Tesla, Luna

Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.

Microsoft and ZeniMax, Microsoft Ignite, Microsoft and COVID

More on Microsoft’s acquisition of ZeniMax and how it fits in with the company’s Xbox strategy, and then a review of the big themes from the company’s Ignite conference.

Nvidia’s Integration Dreams

Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.