We are in a huge AI compute shortage right now. At this very moment! When you hear most people talk about this, it’s generally in regards to model scaling and compute scaling for training. Not enough compute so labs can’t scale up the scaling laws. Right now is different, it’s the Ghibilification of AI, there’s…

China’s smartphone market, the world’s largest, could be at an inflection point not seen since the initial smartphone boom. In recent quarters, the market has shown signs of recovery, with local brands benefiting from a surge in premium offerings as more Chinese consumers are willing to spend on new smartphones. The dynamics are changing not…

The artificial intelligence revolution is reshaping the computing landscape, with profound implications for processor architecture and data center infrastructure. As AI systems grow increasingly sophisticated—from large language models to advanced reasoning agents—they are driving unprecedented demands for computational power. This evolution is particularly significant for CPU designers and manufacturers like Arm, who find themselves at…

The server computing landscape is undergoing a fundamental transformation, challenging long-held assumptions about architectural dominance. While x86 processors have historically commanded the server market through their extensive software ecosystem and compatibility advantages, the rise of cloud computing and modern development practices has dramatically altered this paradigm. Today, we’re witnessing a shift as Arm-based processors gain…

Recent comprehensive research, which we have private access to, sheds light on the rapidly evolving landscape of AI adoption across industries. Based on a survey of 400 enterprises and an extensive analysis of company transcripts, the study reveals how businesses are increasingly leveraging AI to drive productivity, cut costs, and create new revenue streams. The…

Gathering feedback and synthesizing six CIO/CTO surveys from investment bank broker research, we summarize the key findings on how CIO/CTO’s are currently thinking about Generative AI investments and deployment. Recent analysis of CIO perspectives reveals a nuanced and strategic approach to Generative AI (GenAI) investments. As organizations navigate this transformative technology, several key themes have…