The GPU vs. Custom ASIC debate is easily one of the most talked about dynamics regarding AI compute infrastructure. I have dug deeply into the debate in this article here (Understanding the Hyper Scaler Custom ASIC Strategy).  There is no doubt this is a central question NVIDIA executives get from investors, so it was helpful…

A closer look at NVIDIA’s Q4 earnings call highlights key investor concerns that management tackled head-on throughout the discussion. The conversation sheds light on the company’s strategic direction and how the market perceives its leadership in the rapidly evolving AI infrastructure space. 1. Blackwell Ramp-Up & Production Complexities Investor Concern: Several analysts probed the complexities…

A few days ago, xAI announced Grok 3 and it’s easily the best LLM I’ve used. Good vibes, great quality, fast token generation, and happened to be trained on the most compute for any model (200,000 H100s). During the stream, Elon Musk said xAI is already working on Grok 4’s data center, which will be…

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 GPU vs. Custom ASIC debate is one of the most talked about in our circles of tech executives and investors. It is also a debate that requires more in-depth analysis to fully understand. I want to look at the custom ASIC strategy in two ways relative to this debate. The first is how custom…

Key Takeaways The Narrative is clearly shifting as concerns the AI product roadmap is weaker than expected AMD’s datacenter GPU business faces a muted growth outlook in 1H25, with revenue expected to be flat versus 2H24 ($5.1B total in 2024). While management expects acceleration in 2H25 with the MI350 launch, this more backend-loaded growth profile…