Samsung expands its portfolio by adding a new form factor to the Galaxy Z family. The original Z Fold becomes the Z Fold8 Ultra, the Flip remains as the Z Flip8, and the new Z Fold8 slots in between. The lineup now offers three distinct experiences, positioned around productivity, content discovery, and self-expression. A skeptic…

Power Sets the Deployment Schedule   If you have followed our research, we have tried to maintain as close a view as possible on returns on invested watts. Power availability determines when capacity can be deployed, while revenue per watt determines whether that capacity earns an adequate return. We have consistently framed infrastructure decisions through…

Start With the Business Model Business model dictates strategy. That has always been one of the more useful observations in technology analysis, and it provides the way to interpret Meta’s AI buildout. Meta is an advertising company. It distributes its products to billions of people at no direct cost, monetizes their attention, and uses technology…

Most AI benchmarks still do a mediocre job of explaining how useful models are in the kinds of agentic workflows businesses actually care about. That is not because benchmarks are useless. They are useful. But many of them are still optimized around narrow tasks, coding-heavy environments, academic-style reasoning problems, or synthetic prompts that do not…

We continue our series on the GPU Tsunami within the framing that the GPU (thanks to AI) was the spark that set the entire industry on fire. Our first report in this series looked at how power semiconductors and analog control are benefiting from this dynamic. Higher rack density turns electricity delivery into a larger…

This is part 2 of our series on the semiconductor industry constraints. Part 1 below: Counting Real AI Capacity Ben Bajarin · Jun 30 Read full story For most of the last twenty-five years, unit shipments ran well ahead of industry revenue. The industry scaled unit shipments faster than dollars. Then AI hit. The chart…