With the news that Microsoft has hired Sam Altman and Greg Brockman, after the absolute debacle that has been Open AI over the past few days, Microsoft has now emerged as the most powerful force in AI.   Key Takeaways Microsoft is now in position to not be depending on an outside source for a…

What’s Significant Despite a beat, Arm’s stock was down after hours. One of the main challenges we feel facing investors is Arm is better evaluated on a yearly basis and not a quarterly one. Investors were negative due to a lower-guide for the next quarter which hinges solely on the timing of a customer deal.…

What Was Significant Our view has consistently been that Apple’s ambition with the Mac business is to continue to grow to take share from Windows in the higher-end>$1000 segment of the laptop market. Apple, in the last few years, has hovered around 10% of WW PC sales, and while they have never been at 10%…

What’s Significant Qualcomm has finally shared extensive details of their Oryon custom architecture purpose-built to take Arm-based Windows PCs to the next level. This is a result of years of work via their acquisition of Nuvia, and represents a significant moment for Qualcomm as they return to a proprietary custom Arm architecture. Overall, Qualcomm shared…

Today at Snapdragon Summit, Qualcomm announced their 2024 flagship mobile chipset: Snapdragon 8 Gen 3. Below is our thoughts on what is significant and a recap of the main announcements. What’s Significant: Gen AI is being a popular marketing term and also a differentiating factor for a lot of consumer and enterprise products right now.…

The recent report from Reuters about Nvidia looking to make a push with an Arm PC chip has been a long time coming. We have known about Nvidia’s interests in this space for several years as a part of a broader CPU roadmap on Arm moving from data center to PC.  The report also highlights…