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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.
Apple’s M-series chips have revolutionized the Mac lineup, bringing a laser focus on performance and efficiency to the company’s laptops (portables), desktops, workstations, and even now cloud silicon. Thanks to the hard work of those dissecting Apple silicon X-ray images and highlighting blocks on
ReadWe have been digging through a host of resources, speaking with technical executives, and investors, to summarize a few key points in the debate about Infiniband vs. Ethernet for AI networking in the data center. Below are the key point and pros and cons of each. The comparative analysis of Etherne
ReadIn discussions we have had with investors post WWDC, there is a consensus that Apple is well positioned to capitalize on driving new excitement and awareness to Apple’s hardware, software, and services ecosystem. Apple is one of, if not, the best positioned to bring AI to the mainstream in useful an
ReadIn the rapidly evolving world of cloud computing, the strategies of industry leaders Microsoft, Google, and Amazon reveal distinct approaches to integrating and leveraging artificial intelligence (AI) to stay ahead. Microsoft Azure: AI Integration and Custom Hardware Microsoft’s Azure is positioning
ReadDell Technologies is making significant strides in the AI server market, as evidenced by its recent earnings reports. We provide some of the key drivers of Dell’s success in this segment, the opportunities ahead, and the potential challenges that could impact its growth trajectory. Growth in AI Serv
ReadNPUs (Neural Processing Units) are rapidly establishing themselves as the optimal platform for executing a diverse array of AI workloads, especially those requiring prolonged periods of inference. The unique architecture of NPUs, tailored specifically for neural network operations, guarantees effici
ReadCoPilot+ PCs and a New Category of AI PC Personal computing is at a unique inflection point with generative AI. Perhaps one we have not seen since the introduction of the graphical user interface. With a tremendous amount of excitement for AI enhanced software running on our computers, the NPU prov
ReadGiven there is a new standard in measuring NPU performance capabilities, it is critical we have a better understanding of the relationship between NPU TOPS and the relationship of TOPS as a metric and AI performance. While we completely agree, TOPS is a difficult metric to measure real-world AI perf
ReadWhile all compute cores are capable of handling AI workloads, the NPU stands out the most here as its architecture allows it to run these AI workloads at significantly lower wattage than CPU and GPU cores. NPUs have power management technique advantages over the CPU and GPU, specifically on AI workl
ReadDeveloper Spotlight: Cephable Cephable is an accessibility software platform that allows users to control technology using various input methods beyond the traditional keyboard and mouse. Cephable’s software enables users to control computers, applications, and digital devices using alternative inpu
ReadWhat Makes the NPU Unique Now that AI is front and center, the NPU has become more important than ever for computing devices. But what differentiates the NPU and why is it better suited than CPUs and GPUs for many AI workloads? When looking specifically at the NPU’s role, it is its dedicated role o
ReadThe New Chip on the Block The Neural Processing Unit (NPU) has evolved significantly since the introduction of deep learning models like AlexNet in 2012. NPUs are specialized hardware accelerators designed to efficiently process neural network operations, such as the numerous multiplies and accumula
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