Bob O'Donnell

The big picture: A big challenge in analyzing a rapidly growing company like Nvidia is making sense of all the different businesses it participates in, the numerous products it announces, and the overall strategy it’s pursuing. Following the keynote speech […]

Why it matters: While smart glasses and other wearables have been getting a great deal of attention lately, the market poised to be the largest and most impactful new category of personal devices is cars. With the shift to software-defined