Log in to CS Atlas
Author
Ben studies how technology transitions reshape competitive advantage and market structure, from semiconductors and AI infrastructure to adoption and business strategy.
In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss their experience at CES and the presence of AI in various products. They explore the evolution of massage chairs and the AI wash in the industry. They also analyze the two tracks of AI at CES, with a more muted presence in big…
ReadTSMC latest earnings commentary provides a positive outlook for the semiconductor industry in 2024. Key Takeaways Revenue Growth Forecast: TSMC expects 2024 to be a year of healthy growth with a projected increase in revenue of low-mid 20% in US$ terms. This growth is expected to outperform the wide
ReadRather than an end of year predictions piece, I find it is more helpful to look at what some of the big debates/questions for 2024 will be surrounding the technology industry. Winners in AI We are at the beginning of an infrastructure build-out cycle very much similar to similar build-outs around th
ReadIntel’s AI Everywhere event showcased the formal launch of Intel Core Ultra and their next-generation server CPU. The event highlighted a turning point for Intel regarding product architecture and manufacturing. Key Takeaways Intel emphasized its scale as one of the key reasons it will play a sig
ReadAt Lattice’s first developer event, the company continues to exercise its lead in mid to low range FPGAs with continued emphasis on low-power FPGA performance. Lattice Semiconductor estimates the amount of FPGAs to be deployed over the next 10 years to ~10B and their latest developer conference demo
ReadYesterday, AMD held an event launching a range of new products focused on AI as the event was themed Advancing AI. Key Takeaways increased its AI Accelerator TAM outlook to $400B+ in 2027 (up from $150B) driven by a faster pace of AI infrastructure buildout MI300X Official Launch with detailed specs
ReadIn the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss the role technology exploration plays in showcasing the limitations of our current computing capabilities. Below is a summary of the topics covered. Exploring the Edge of Tomorrow: Technology’s Frontier in Consumer Products I
ReadAt Amazon’s yearly event, highlighting all the ways AWS is continuing to innovate around cloud platforms and infrastructure, they unveiled updates to two key parts of their custom silicon stack. Graviton 4 and Tranium 2. Key Takeaways On it’s fourth generation, Graviton continues to offer increased
ReadAs expected, Nvidia had a beat and raise. Below are key takeaways from the quarter and the call. Key Takeaways Nvidia’s guide and commentary should quell any concerns about growth into 2024 A key question from investors was on fending off competitors, CEO Jensen Huang articulated compelling cases fo
ReadWith the news that Microsoft has hired Sam Altman and Greg Brockman, after the absolute debacle that has been Open AI over the past few days, Microsoft has now emerged as the most powerful force in AI. Key Takeaways Microsoft is now in position to not be depending on an outside source for a…
ReadAt Ignite today, Microsoft unveils transformative AI advances across industries with next-gen cloud infrastructure and expanded copilot capabilities. Key Takeaways Microsoft’s Work Index report further confirms the significant productivity gains achieved with Copilot and AI software Microsoft is dou
ReadWhat’s Significant Despite a beat, Arm’s stock was down after hours. One of the main challenges we feel facing investors is Arm is better evaluated on a yearly basis and not a quarterly one. Investors were negative due to a lower-guide for the next quarter which hinges solely on the timing of a cust
Read