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From Org Chart to Work Chart: Navigating the Human-Agent Workplace
In the latest episode of my TEQ podcast, I had the pleasure to engaged in an insightful conversation with Alexia Cambon, Head of Research on Microsoft’s Copilot and Future of Work team, about how artificial intelligence and AI agents are fundamentally reshaping the workplace. The discussion explored findings from Microsoft’s latest Work Trend Index report,…
XPO
Conventional wisdom says CPO wins by default as next-gen speeds increase power consumption (SerDes and DSP) and heat dissipation. And CPO overcomes this by replacing the long electrical trace with optics. But what if the current pluggable roadmap can be extended to deal with the power problem? XPO keeps optics pluggable and solves the thermal…
Building the Chiplet Ecosystem
Arm’s CSA, Neoverse CSS, and Total Design as a framework for multi-vendor chiplet ecosystem alignment Chiplets are an important semiconductor industry topic we’ve been covering, most recently here: Chiplets. Breaking a complex system-on-chip into smaller, specialized dies improves yield and allows each chiplet to use the most cost-appropriate process node. In today’s era of steep…
Eliyan: The Ultimate Chiplet Interconnect
Backed by Every Major HBM and Foundry, Built by Networking Pioneers It’s been a while since we checked in on semiconductor startups, but they remain one of the best ways to glimpse the industry’s future. What problems are they solving, and what clever approaches are they taking? With connectivity stocks running hot, it’s a good…
AWS Is Missing the AI Infra Moment
Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth The cloud wars are heating up, and it’s not looking good for AWS. From the earnings call over the past weeks. Among the three hyperscalers, Amazon is by far the most dependent on its cloud business for profit…
Why GenAI is Good for Google
Also: Google vs OpenAI, vs Meta, and risks For the last year, one of the most persistent narratives in tech has been that generative AI will make Google Search obsolete. After all, if an AI can answer your question directly, why click on a link? And if nobody clicks, Google’s ad business collapses. Right? But Google’s…
WWDC25: Apple’s Playing a Different Game
Before WWDC, Bloomberg said Apple’s AI efforts need to “catch up to leaders like OpenAI and Google.” This assumes Apple is running the same AI race as OpenAI and Google. Is it? And after WWDC, The Wall Street Journal declared that “Apple fails to clear a low bar on AI”. This implies a clear standard that Apple failed to…
