Research Archive
Exploring the Edge of Tomorrow: Technology’s Frontier in Consumer Products
In 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 In today’s fast-paced world where consumer products are integrating cutting-edge…
AWS re:Invent – Custom Silicon Continues to Mature
At 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 value in performance and price efficiency Graviton 4 moves…
Nvidia Q4 2023 Earnings: Sustainable and Defendable Growth In Sight
As 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 for Nvidia’s competitive advantage. AI Factories and…
Microsoft the Now AI Powerhouse
With 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…
Microsoft Ignite: Full Stack AI
At 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 doubling down on Azure platform differentiation with custom-optimized silicon for Azure Azure AI – Models as a…
Arm’s Latest Earnings: Things Learned and What’s Significant
What’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 customer deal.…