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Nvidia 4Q25 Earnings
Nvidia’s 2025 earnings call was more revealing than it seemed. Is cost-per-token now the key battleground for AI infrastructure? Why is Nvidia pushing Ethernet, and what does that mean for Infiniband? What happens to aging GPUs? We’ll also explore Nvidia’s positioning against AI ASICs, revenue concentration risks, and whether AMD’s modularity can still be a…
Alexa+: Amazon’s Home Assistant Grown Up to Be a Full-Fledged AI Agent
The recent unveiling of Amazon’s enhanced Alexa with generative AI capabilities marks a significant milestone in the evolution of home-based AI assistants. As tech companies increasingly focus on generative AI capabilities, Amazon has carefully reimagined its digital assistant while preserving what made Alexa special in the first place: a personal and context aware helpful companion…
DeepSeek MoE & V2
We previously looked at DeepSeek’s reasoning model R1 and distilled variants. I started with the reasoning model because it could upend OpenAI’s business model, which seems to be playing out: Source Why keep reasoning proprietary after DeepSeek’s open weights R1? Yet a lot of investors freaked out because of the V3 paper. So I set…
iPhone 16e Positioning in the Market and Apple C1 Strategy
Today Apple officially announced the newest member of the iPhone family, which includes the newest member of the Apple silicon family: the C1 (Cellular 1), their first-party Apple-designed cellular modem. iPhone 16e Position in the Market Where does the new iPhone fit in the current iPhone lineup is one of the main questions that has…
AMD’s AI Accelerator Business: Puts and Takes
AMD’s 60% CAGR guidance for the AI accelerator TAM is something of a double-edged sword. On one hand, it reinforces confidence in the long-term expansion of the AI market. On the other, it implicitly suggests that AMD’s Instinct growth will track similarly. AMD recently decided to stop breaking out Instinct revenue, suggesting they don’t want…
Cisco’s Strategic Push into AI Infrastructure and Security at Cisco Live EMEA 2025.
At this year’s Cisco Live EMEA, the networking giant unveiled a comprehensive strategy that signals a decisive move into the AI infrastructure space while reinforcing its traditional strengths in networking and security. The announcements represent not just product updates, but a fundamental shift in how Cisco envisions the future of enterprise IT infrastructure and the…
