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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 recent Reuters article criticizing Pat Gelsinger’s leadership at Intel paints a stark picture of a struggling turnaround, but the reality is far more nuanced. As someone who has followed Intel closely for decades, I believe much of the criticism overlooks both the magnitude of challenges Gelsing
ReadKey Takeaways Strong AI Adoption & Monetization: AI Overviews reached 1 billion+ monthly users with ads monetizing at similar rates to traditional search, addressing key investor concerns about the AI transition. Gemini API calls grew 14x in 6 months, while machine costs per query dropped 90% over 1
ReadKey Takeaways Data Center Momentum: AMD’s Data Center segment more than doubled YoY to $3.5B, with the company raising its 2024 Data Center GPU revenue target to $5B+ from $4.5B+. Major wins at Microsoft and Meta demonstrate growing traction in AI acceleration, though still far behind NVIDIA’s domin
ReadKey Takeaways Massive Financial Reset: Over $20B in one-time charges and $10B+ cost reduction by 2025, marking fundamental pivot from technical catch-up to profitability focus AWS Deal: Multi-billion dollar commitment for custom Xeon and AI fabric chip validates Intel’s foundry strategy with premier
ReadThe artificial intelligence revolution is reshaping the computing landscape, with profound implications for processor architecture and data center infrastructure. As AI systems grow increasingly sophisticated—from large language models to advanced reasoning agents—they are driving unprecedented dema
ReadThe server computing landscape is undergoing a fundamental transformation, challenging long-held assumptions about architectural dominance. While x86 processors have historically commanded the server market through their extensive software ecosystem and compatibility advantages, the rise of cloud co
ReadIntroduction: 2024 – The Tipping Point for Arm’s Data Center Momentum As we close out 2024, the semiconductor industry is witnessing a significant shift in the data center market. AI is the most important technology platform shift we have seen in a decade, and perhaps longer. This fundamental shift
ReadI had the opportunity to experience the full Meta Orion demo and, like many others who got to try the device, it was truly incredible. I’ll share my experience in the middle of this report, but I want to add some perspective on how Meta is approaching this vs. the way Apple has decided to…
ReadRecent comprehensive research, which we have private access to, sheds light on the rapidly evolving landscape of AI adoption across industries. Based on a survey of 400 enterprises and an extensive analysis of company transcripts, the study reveals how businesses are increasingly leveraging AI to dr
ReadHaving spent the last week with the new iPhone 16 Pro Max I wanted to share a few thoughts. Key Takeaways iPhone 16 Pro vs. Pixel 9 Pro XL Image Battle My Favorite New Feature Pure Hardware Innovation Getting Harder New Experiences Unlocked by Apple Silicon Advances Image Battle Camera photography
ReadI have always found it helpful to view Google’s mission/ambition/product goals, etc., within the framework that Alphabet CEO Sundar Pichai consistently emphasizes whenever he speaks publicly. His eloquent statement of the mission is “To organize the world’s information and make it universally acces
ReadWhile it is easy to get caught up in the excitement of AI features coming to Windows in the new category of PCs called Copilot + PCs, my conviction has always been that the transformational battery life experience would be one of the most compelling reasons to upgrade for consumers and enterprises.
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