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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.
Today, AMD announced they are acquiring ZT Systems for $4.9 billion. This move is highly strategic, as AMD looks to go from full stack to full rack as the basis of competition in the AI server market continues to change and a much more vertical approach than ever is needed. Key Takeaways AMD has an
ReadGathering feedback and synthesizing six CIO/CTO surveys from investment bank broker research, we summarize the key findings on how CIO/CTO’s are currently thinking about Generative AI investments and deployment. Recent analysis of CIO perspectives reveals a nuanced and strategic approach to Generati
ReadThe landscape of data center construction and design is undergoing a rapid transformation, driven primarily by the surge in artificial intelligence (AI) workloads and their unprecedented power demands. This shift is reshaping how data centers are designed, built, and operated. Central to this evolut
ReadAs data centers continue to proliferate and expand to meet the ever-growing demands of our digital world, the need for innovative cooling solutions has become increasingly urgent. This report examines why new methods of cooling data centers are critical, considering environmental, technological, eco
ReadThe standout for Qualcomm was the auto growth as the strength of the ADAS solutions from Qualcomm continue to drive this business. Because it is ADAS/digital, Qualcomm is providing solutions to not just EVs but traditional power train and that is a key area of current differentiation among the other
ReadTalking about Intel after this quarters news feels like it needs to be more a deep conversation than a post, but given this is probably the hottest topc in semis right now, there are a few points to get across. First, the cost reduction plan is clearly necessary. There has been mounting evidence tha
ReadAMD’s performance reflects its strategic emphasis on high-performance computing, particularly in AI and data center markets. The company has raised its forecast for data center GPU revenue, projecting over $4.5 billion for the year. This upward revision suggests AMD’s increasing confidence in its AI
ReadAt Amazon’s AWS Summit in New York City, Generative AI was the primary focus, with AWS emphasizing its full-stack capabilities, extensive customer data, and security-oriented approach as key differentiators. Event focal points: 1. Generative AI Focus: AWS is heavily emphasizing its generative AI cap
ReadOur analysis of recent CIO surveys from Morgan Stanley, J.P. Morgan, and Piper Sandler reveals a cautiously optimistic outlook for IT spending in 2024-2025. While overall budget growth remains moderate, there are significant shifts in prioritization towards AI, cloud, and security investments. This
ReadOver the course of this series, we have been exploring ways developers have been utilizing the NPU, and taking advantage of its dedicated AI processing capabilities. While we still have more developer stories to tell, one clear insight has stood out from many of our discussions with a gamut of softw
ReadUnlocking New Possibilities: djay Pro’s Innovative Use of NPU for Enhanced Performance In the world of digital music production and performance, Algoriddim has always been at the forefront of innovation, continually pushing the boundaries of what is possible with their application djay Pro. A recen
ReadIn a recent conversation with Stevie Bathiche, a Technical Fellow at Microsoft, we discussed the potential of the Neural Processing Unit (NPU) and its role in powering the future of computing. Bathiche’s insights highlighted the NPU’s significance as an AI coprocessor due to its efficiency and abili
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