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Ben studies how technology transitions reshape competitive advantage and market structure, from semiconductors and AI infrastructure to adoption and business strategy.
The GPU vs. Custom ASIC debate is easily one of the most talked about dynamics regarding AI compute infrastructure. I have dug deeply into the debate in this article here (Understanding the Hyper Scaler Custom ASIC Strategy). There is no doubt this is a central question NVIDIA executives get from i
ReadA closer look at NVIDIA’s Q4 earnings call highlights key investor concerns that management tackled head-on throughout the discussion. The conversation sheds light on the company’s strategic direction and how the market perceives its leadership in the rapidly evolving AI infrastructure space. 1. Bla
ReadToday Apple officially announced the newest member of the iPhone family, which includes the newest member of the Apple silicon family: the C1 (Cellular 1), their first-party Apple-designed cellular modem. iPhone 16e Position in the Market Where does the new iPhone fit in the current iPhone lineup is
ReadChina’s smartphone market, the world’s largest, could be at an inflection point not seen since the initial smartphone boom. In recent quarters, the market has shown signs of recovery, with local brands benefiting from a surge in premium offerings as more Chinese consumers are willing to spend on new
ReadThe GPU vs. Custom ASIC debate is one of the most talked about in our circles of tech executives and investors. It is also a debate that requires more in-depth analysis to fully understand. I want to look at the custom ASIC strategy in two ways relative to this debate. The first is how custom…
ReadKey Takeaways The Narrative is clearly shifting as concerns the AI product roadmap is weaker than expected AMD’s datacenter GPU business faces a muted growth outlook in 1H25, with revenue expected to be flat versus 2H24 ($5.1B total in 2024). While management expects acceleration in 2H25 with the MI
ReadWe at Creative Strategies, Inc. are excited to announce that Austin Lyons, the author of the popular semiconductor newsletter Chipstrat is joining our distinguished team. Austin joins the team after spending 2 years at John Deere as a product manager working on the autonomous tractor team. He also p
ReadRecent first-party benchmarking data provides crucial insight into the cost-performance dynamics between custom ASICs and GPUs across both training and inference workloads. The data reveals a nuanced competitive landscape where ASICs demonstrate meaningful cost-performance advantages, particularly i
ReadKey Takeaways Record Data Center Performance: Data center revenue grew 400% year-over-year and exceeded 50% of total revenue for the first time, highlighting Micron’s successful pivot toward AI-driven markets. HBM revenue more than doubled sequentially with strong margins, and the company has expand
ReadVertiv sits squarely at the intersection of two critical industry dynamics: the exponential growth in AI-driven compute demand and the infrastructure bottlenecks (power and cooling) this demand creates. As AI workloads increasingly strain traditional data center designs, Vertiv’s integrated power an
ReadKey Takeaways Strong Financial Performance: Exceeded expectations with $10.2B in Q4 revenue and $2.69 EPS, while delivering record free cash flow of $11.2B for the year. This performance came despite challenging market conditions, demonstrating the company’s operational resilience. Successful Divers
ReadKey Takeaways Strong Value-Based Pricing Power: Demonstrated by smartphone royalty revenue growing 40% despite only 4% unit growth, showing Arm’s ability to capture significantly more value per chip through V9 adoption and pricing power. This decoupling of revenue from units is a fundamental shift i
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