Four publications. One view of the technology stack.

Creative Strategies April 24, 2025

10 Years On and Apple Watch Has Not Left My Wrist Yet

Carolina Milanesi

A decade ago, when I first strapped on the original Apple Watch, I had no idea it would become the most irreplaceable device in my daily life. Ten years later, not only has the Apple Watch never left my wrist, but its role has evolved in ways even Apple may not have fully anticipated. The…

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Creative Strategies April 23, 2025

From Org Chart to Work Chart: Navigating the Human-Agent Workplace

Carolina Milanesi

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

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Creative Strategies April 9, 2025

Google Cloud Next: New Digital Workflows and AI Agents To Redefine Work

Carolina Milanesi

In the rapidly evolving digital landscape, Google Cloud’s latest announcements at Google Cloud Next highlight a transformative shift in how we approach work. The integration of AI agents into workplace tools isn’t just enhancing productivity—it’s fundamentally reimagining the relationship between hu

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Creative Strategies April 9, 2025

Google Cloud Next 2025: Ironwood TPU, Agent Toolkits, and Google’s vertical advantage

Max Weinbach

Key Takeaways: Google Cloud unveiled Ironwood (TPUv7), its first inference-optimized TPU, offering massive leaps in compute (5x), HBM capacity (6x), and power efficiency (2x) over the previous generation. Performance is estimated to be within 5% of an Nvidia B200, despite TPUv7’s single primary comp

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Creative Strategies April 5, 2025

Microsoft’s Consumer Copilot: Your Personal AI Companion

Carolina Milanesi

This week at an event in Redmond that celebrated Microsoft’s 50 anniversary, Mustafa Suleyman, Executive Vice President and CEO of Microsoft AI unveiled a set of new capabilities that are turning Copilot into a personalized AI companion. True personalization begins when your Copilot develops a compr

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Creative Strategies April 2, 2025

We Do Not Have Enough Compute

Max Weinbach

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

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Creative Strategies March 18, 2025

HP Amplify 2025: AI-Powered Productivity Takes Center Stage

Carolina Milanesi

This week at HP’s annual Amplify Conference in Nashville, industry leaders are gathering under the theme ‘Driving the Future Together’ to explore how AI is reshaping the future of work. HP unveiled more than 80 new products across its portfolio, making a bold statement about its direction in the AI

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Creative Strategies March 17, 2025

A Deeper Look at Grace – NVIDIA’s Custom Arm-based Super Chip

Ben Bajarin, Austin Lyons

Executive Summary Custom CPU development is essential for maximizing the efficiency and performance of accelerated computing architectures. NVIDIA’s strategic approach to CPU design, specifically its purpose-built Arm-based CPUs, delivers significant competitive advantages by addressing the limitati

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Creative Strategies March 11, 2025

Apple M4 MacBook Air – Apple’s Continued Aggressive SoC Power Management

Ben Bajarin

Keeping up my theme of constantly analyzing the battery life of each new Apple M series silicon, I was excited to dive into the new M4 Macbook Air.  Every year, gen on gen, Apple continues what their silicon design teams like to call the relentless pursuit of performance per watt.  While the M4 is n

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Creative Strategies March 11, 2025

A weekend with Apple’s Mac Studio with M3 Ultra: The only real AI workstation today

Max Weinbach

Executive Summary: The Apple Mac Studio featuring the M3 Ultra represents the most powerful AI workstation currently available, tailored specifically toward AI developers’ demanding workflows. With its unprecedented unified memory (up to 512GB) and robust GPU performance, the M3 Ultra Mac Studio exc

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Creative Strategies March 1, 2025

Nvidia Management on GPU vs. Custom ASIC Debate

Ben Bajarin

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 i

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Creative Strategies February 27, 2025

Nvidia Q4 FY2025 Earnings View from the Street – Analyzing Key Investor Sentiment.

Ben Bajarin

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. Bla

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