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Glenn O'Donnell
Vice President and Research Director at Forrester Research
Glenn O'Donnell is a prominent figure in the technology research and advisory industry, currently serving as Vice President and Research Director at Forrester Research.1 In this role, he leads Forrester's research teams that focus on several key areas of technology, including:
Areas of Expertise
- Technology infrastructure
- Automation
- Internet of Things (IoT)1
- IT Operations
- ITIL (Information Technology Infrastructure Library)
- IT Service Management
- Management technologies2
Career Highlights
Glenn's career at Forrester has been marked by significant contributions to the field of technology research. He is known for:
- Leading research teams covering critical areas of modern technology14
- Providing insights on service design, data center infrastructure, and cloud computing4
- Being recognized as a Senior Analyst before his promotion to Vice President25
Professional Presence
Glenn maintains an active professional presence through various channels:
- His LinkedIn profile, where he can be found under the username glenno11
- Twitter, where he shares insights and engages with the tech community under the handle @glennodonnell6
- Authorship, having written books on technology-related topics3
Glenn O'Donnell is described as someone who is "always pursuing new ideas" and has a passion for learning. He also identifies as a "geek" and has interests outside of his professional life, including amateur radio (with the call sign K3PP) and motorcycling.6
Highlights
Is there a chip shortage or a chip glut? Answer: Shortage!
The basic issue is a classic supply-demand imbalance. AI is driving a surge in demand while manufacturing (fab) capacity remains constrained. Renée Taylor and I present the evidence, why tech leaders should care, and what they can do about it. #semiconductors Forrester #AI NVIDIA Intel Corporation AMD Qualcomm TSMC Samsung Semiconductor GlobalFoundries #chipsact Stephanie Balaouras Naveen Chhabra Tracy Woo Alvin Nguyen Brian Hopkins Mike Gualtieri Lauren Nelson
NVIDIA is a great company! I know I'm a contrarian on this topic, but I believe the exuberant runup on NVIDIA is going to peter out soon. I lay out my case for this position in my latest Forrester blog post: https://lnkd.in/eDkHp6i4
NVIDIA will continue to be a magnificent powerhouse, but a coming democratization of chip design will alter the landscape considerably. Cloud giants, other chipmakers, and even mere mortals outside tech will erode NVIDIA's share of the still-expanding AI market.
I welcome dialog on this topic.
