Research Archive

April 3, 2024 / Max Weinbach

The Power of Efficiency: Edge Al’s Role in Sustainable Generative Al Adoption

When it comes to Generative AI, power efficiency matters. Whether it’s carbon emissions from data center compute, often referred to as the cloud,  inference or client battery for mobile, efficiency can not be ignored. According to Scientific American, “NVIDIA is forecasted to ship 1.5 million AI server units per year by 2027. These 1.5 million…

November 13, 2023 / Ben Bajarin

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.…

October 9, 2023 / Ben Bajarin

IBM Watsonx – Scaling GenAI Responsibly

IBM recently announced the general availability of WatsonX.  Below is our thoughts on what is significant and a recap of the main announcements. What’s Significant With GenAI being a significant driver on enterprise interest, businesses still have more questions than answers in terms of how they will deploy, manage, and secure their company’s proprietary data.…

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