Research
Three publications. One view of the technology stack.
Creative Strategies
Original research published on this siteThe Diligence Stack
Subscriber research · Opens on SubstackThe Heart of Tech
Technology & society · SubstackLatest research
Across three publications
No matching research. Try another search or clear the filters.
Creative Strategies
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
Read research
Creative Strategies
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
Read research
Creative Strategies
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
Read research
Creative Strategies
With Android XR Google Bets on AI to Accelerate XR Adoption
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
Read research
Creative Strategies
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
Read research
Creative Strategies
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
Read research
Creative Strategies
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
Read research
Creative Strategies
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
Read research
Creative Strategies
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
Read research
Creative Strategies
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
Read research
Creative Strategies
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
Read research
Creative Strategies
AMD’s Data Center Surge: Q3 Revenue Doubles as AI Chips Gain Traction
Key Takeaways Data Center Momentum: AMD’s Data Center segment more than doubled YoY to $3.5B, with the company raising its 2024 Data Center GPU revenue target to $5B+ from $4.5B+. Major wins at Microsoft and Meta demonstrate growing traction in AI acceleration, though still far behind NVIDIA’s domin
Read researchNo research to show on this page.
Continue browsing with the archive navigation or visit a publication above.
The Diligence Stack
The E/AI Index V2: Where Enterprise AI Pays Off
Read on Substack
The Diligence Stack
Executive Interview: Arm’s Mohamed Awad on the Agentic CPU
Read on Substack
The Diligence Stack
Prometheus and the Economics of Useful Compute
Read on Substack
The Diligence Stack
Can AI Pay for Itself?
Read on Substack
The Heart of Tech
Amazon's $1 Billion Built Together Program Is the Real Story in Its Data Center Announcement
Read on Substack
The Heart of Tech
Microsoft AI wrote down its rules in the week the industry asked for brakes
Read on Substack
The Heart of Tech
Meta Bought Its Way Out of a Bad Two Weeks
Read on Substack
The Heart of Tech