Three publications. One view of the technology stack.

Creative Strategies February 1, 2025

Apple’s Q1 FY25: China Headwinds Test Growth as Company Awaits Stimulus Impact & Apple Intelligence Rollout

Carolina Milanesi

Apple delivered record Q1 FY25 revenue of $124.3 billion, up 4% year-over-year, driven by strong Services growth (+14%) and robust Mac and iPad performance. While iPhone revenue remained flat and China sales declined 11%, the company saw encouraging results from its new Apple Intelligence features a

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Creative Strategies January 29, 2025

Microsoft Earnings Q2 FY2025: AI Drives Record $69.6B Revenue as Cloud Surpasses $40B Milestone

Carolina Milanesi

In Q2 FY2025, Microsoft delivered strong financial results with revenue reaching $69.6 billion and net income of $22.4 billion , driven primarily by exceptional growth in its AI and cloud services, where the annual AI revenue run rate exceeded $13 billion, representing a 175% year-over-year increase

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Creative Strategies January 27, 2025

RTX 5090 – AI is the only path forward for gaming

Max Weinbach

I know it sounds off, but after spending some time getting back into gaming thanks to the RTX 5090, and then looking at some of the technical details on the RTX 5090, I’ve been sold on Nvidia’s vision of neural rendering and AI-accelerated rendering. Frankly, I think it’s the only way going forward.

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Creative Strategies January 24, 2025

AI-Driven Smart Home Innovations: Transforming Life at Home

Carolina Milanesi

In a rapidly evolving tech landscape, the discourse around Generative AI continues to spark excitement and innovation. On the back of Samsung Unpacked and the release of the new Galaxy S25 smartphone family, I had the pleasure to host a panel discussion on the role AI will play in our home. More spe

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Creative Strategies January 22, 2025

Samsung Galaxy S25 Series – AI as the New Frontier in Mobile

Max Weinbach

Key Takeaways: AI-First Focus: Samsung positions the Galaxy S25 series as “true AI companions,” signaling a clear shift towards software and AI as the primary differentiator in a mature smartphone market. Google Gemini Powerhouse: Deep integration of Google’s Gemini Advanced, including Gemini Live a

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Creative Strategies January 10, 2025

CES 2025: Nvidia Blackwell RTX & Project Digits

Max Weinbach

What’s Important: DLSS 4 introduces Multi Frame Generation, exclusive to RTX 50 Series GPUs, increasing frame rates up to 8x. A new transformer-based AI model replaces the convolutional neural network, improving stability, motion clarity, and reducing ghosting. Enhanced Ray Reconstruction is compati

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Creative Strategies December 20, 2024

The GPU vs. Custom ASIC Competitive Landscape: A Deeper Cost-Performance Analysis

Ben Bajarin

Recent first-party benchmarking data provides crucial insight into the cost-performance dynamics between custom ASICs and GPUs across both training and inference workloads. The data reveals a nuanced competitive landscape where ASICs demonstrate meaningful cost-performance advantages, particularly i

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Creative Strategies December 19, 2024

Micron’s Mixed Reality: AI Strength Collides with Consumer Weakness in FQ1 2025

Ben Bajarin

Key Takeaways Record Data Center Performance: Data center revenue grew 400% year-over-year and exceeded 50% of total revenue for the first time, highlighting Micron’s successful pivot toward AI-driven markets. HBM revenue more than doubled sequentially with strong margins, and the company has expand

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Creative Strategies December 12, 2024

With Android XR Google Bets on AI to Accelerate XR Adoption

Carolina Milanesi

As we stand on the cusp of a new era of immersive computing, Google’s announcement of Android XR clearly highlights the role AI, Gemini, can play in broadening the use cases and appeal for extended (XR) technologies. This development comes at a time when the XR market is experiencing a surge of inno

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Creative Strategies December 11, 2024

Vertiv Holdings (VRT) – The Critical Infrastructure Layer Enabling AI’s Next Phase

Ben Bajarin

Vertiv sits squarely at the intersection of two critical industry dynamics: the exponential growth in AI-driven compute demand and the infrastructure bottlenecks (power and cooling) this demand creates. As AI workloads increasingly strain traditional data center designs, Vertiv’s integrated power an

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Creative Strategies November 6, 2024

Qualcomm Q4 2024: Transformation in Full Swing: Q4 Results Showcase Successful Pivot Beyond Mobile

Ben Bajarin

Key Takeaways Strong Financial Performance: Exceeded expectations with $10.2B in Q4 revenue and $2.69 EPS, while delivering record free cash flow of $11.2B for the year. This performance came despite challenging market conditions, demonstrating the company’s operational resilience. Successful Divers

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Creative Strategies November 6, 2024

Arm Q2: V9 & CSS Transform Growth Model

Ben Bajarin

Key Takeaways Strong Value-Based Pricing Power: Demonstrated by smartphone royalty revenue growing 40% despite only 4% unit growth, showing Arm’s ability to capture significantly more value per chip through V9 adoption and pricing power. This decoupling of revenue from units is a fundamental shift i

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