Four publications. One view of the technology stack.

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

Creative Strategies January 10, 2025

CES 2025: Nvidia Blackwell RTX & Project Digits

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

Creative Strategies December 20, 2024

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

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

Creative Strategies December 19, 2024

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

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

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

Creative Strategies December 11, 2024

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

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

Creative Strategies November 6, 2024

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

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

Creative Strategies November 6, 2024

Arm Q2: V9 & CSS Transform Growth Model

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

Creative Strategies November 4, 2024

Intel’s Necessary Pain: Why Pat Gelsinger’s Technology-First Turnaround Deserves More Time

The recent Reuters article criticizing Pat Gelsinger’s leadership at Intel paints a stark picture of a struggling turnaround, but the reality is far more nuanced. As someone who has followed Intel closely for decades, I believe much of the criticism overlooks both the magnitude of challenges Gelsing

Creative Strategies November 2, 2024

Google Q3 2024 Earnings Analysis: AI Monetization Hits Stride as Infrastructure Investments Show Returns, Cloud Margins Expand

Key Takeaways Strong AI Adoption & Monetization: AI Overviews reached 1 billion+ monthly users with ads monetizing at similar rates to traditional search, addressing key investor concerns about the AI transition. Gemini API calls grew 14x in 6 months, while machine costs per query dropped 90% over 1

Creative Strategies November 1, 2024

More Core, More Power: The Apple M4 Pro Advantage

Key Takeaways: Focus on performances cores for CPU and increased memory bandwidth. Several configurations available for the M4 series chips: M4, M4 Pro, and M4 Max. CPU core count varies from 8 to 16 cores, with combinations of performance and efficiency cores, but focus on performance cores at high

Creative Strategies November 1, 2024

Tesla AI’s New Architecture with FSD v13 Software Stack

Key Points Tesla AI FSD v13 Update Highlights: Tesla has shipped its latest version to 50,000 customers, enhancing highway autonomy significantly. Version 13 (v13) Upgrade: v13 introduces major scaling and architecture improvements, including 3x model scaling, audio inputs for emergency vehicles, an