
Bob O'Donnell
@bobodtech
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President Chief Analyst at TECHnalysis Research covering smart devices #GenAI #5G #Edge #AR #VR #Cloud #Semis. Book author, speaker, musician @NotreDame grad.
Foster City, CA
Joined October 2010
Enjoyed the opportunity to chat on TSMC earnings, @Nvidia, @AMD, @ASMLcompany, AI semiconductors and even agents last night on @BBCWorld.
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Lots of news from @awscloud this week on agentic AI platforms, development tools and marketplaces to buy them. I break down the news from the #AWSSummitNYC in my latest @SeekingAlpha:
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Looking forward to jumping onto @BBCNews shortly to chat TSMC, @nvidia, @AMD, @ASMLcompany and AI semiconductors with @stevelai.
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Yes, it's busy but this graphic nicely puts all the new announcements from #AWSSUMMITNYC in context of @awscloud's existing offerings.
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Here's the big takeaway from #AWSSUMMITNYC. All of today's announcements are part of @awscloud's desire to make it the best place to build and deploy agents.
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The importance and adoption rates of both the MCP and A2A standards continue to grow at impressive rates. Speaks well to how quickly agentic AI is going to impact the market. @awscloud #AWSSummitNYC
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The next era of software development is going to be around agents, so this new Strands-Agents platform from @awscloud is likely going to be a significant step forward for the company. #AWSSummitNYC
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One of the big questions for @awscloud is around how they can drive more usage of their Nova foundation models. Progress so far has been pretty solid. ##AWSSummitNYC
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Finally, had fun showing off the impressive new @SamsungMobile #GalaxyZFold7 on @YahooFinance as well. (It's 19 minutes into the segment.)
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Had a great opportunity to spend 90 minutes on the @YahooFinance set yesterday with @joshuahlipton and got to discuss all kinds of trends and companies including @nvidia, @AMD, @HPE, @Tesla, @Apple, @SamsungMobile and more.
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RT @WillTownTech: @bobodtech @YahooFinance @joshuahlipton @nvidia @AMD @HPE @Apple @Tesla More like Bobby Domination!.
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RT @StevenDickens3: Great write-up on the new Samsung Fold7 from @bobodtech . If you are interested in this device or understanding foldabl….
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Looking forward to doing a long stretch this afternoon on @YahooFinance with @joshuahlipton covering @nvidia , @AMD, @HPE , @Apple , @Tesla and more.
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