Research Archive
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…
Survey Highlights: Generative AI in Business, Insights from IT Decision Makers
Generative AI technologies, such as advanced language models like GPT-3/4, are rapidly gaining attention in the business world for their potential to transform operations, decision-making, and customer interactions. To understand how IT decision makers (ITDMs) view the integration of generative AI in their organizations, we conducted a survey among these professionals. The findings provide valuable…
The Imperative for AI-First Semiconductor Designs
In the rapidly evolving landscape of artificial intelligence (AI), the demand for computational power is outstripping the capabilities of traditional semiconductor architectures. This surge necessitates a paradigm shift towards special-purpose and AI-first designs, as exemplified by groundbreaking innovations like IBM’s North Pole chip and Groq’s inference chip. These architectures are not merely enhancements of the…
Intel IFS Connect: Positioning Intel Foundry for the AI Systems Era
Intel hosted an event, which was essentially the Intel Foundry coming out party. It is a historic event and a critical part of the puzzle for the Intel turnaround story. Key Takeaways Intel Foundry Looks best positioned for “systems” manufacturing which encompasses chipsets/advanced packaging Microsoft announced as a customer for 18A along with $15B lifetime…
Apple Earnings: Strong Beat With EPS Upside but China Questions Remain
Apple had a strong beat and curious guide, which we will address. China has been interesting to watch and remains a concerning point. Key Takeaways Solid beat with gross margin strength and EPS Upside Strong quarter for iPhone even with China weak No new iPads launched in 2023 made a tough compare and a down…
Qualcomm Earnings: Strong Story Beyond Handsets
Qualcomm beat exceptions and set strong momentum for the year. Insights below on the quarter highlights. Key Takeaways Solid numbers, largely beating expectations, and highlight on operating margin Smartphone outlook remains positive in a recovery year for the segment, however, only slight growth is likely for 2024 The business diversity story looks to benefit from…