Four publications. One view of the technology stack.

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

Apple’s Q4 FY2024 Earnings: Record Revenue Amid Strategic AI Integration

Carolina Milanesi

Apple reported a record revenue of $94.9 billion for the September quarter, marking a 6% increase year-over-year. This growth is attributed to strong iPhone sales, significant advancements in services, and geographic segment revenue records in the Americas, Europe, and the rest of Asia Pacific. Appl

Microsoft Earnings Q1 FY2025 Reflect Strategic AI Investments Amidst Cloud Growth

Carolina Milanesi

In Q1 FY2025, Microsoft emphasized its commitment to artificial intelligence (AI) and cloud services, aligning with its long-term vision of integrating AI across its product suite. The company reported a 16% increase in revenue to $65.6 billion, with net income rising 11% to $24.7 billion. This grow

Intel Q3 2024: “Reset and Realign” – Watershed Quarter Marks Shift from Technical Recovery to Financial Discipline

Key Takeaways Massive Financial Reset: Over $20B in one-time charges and $10B+ cost reduction by 2025, marking fundamental pivot from technical catch-up to profitability focus AWS Deal: Multi-billion dollar commitment for custom Xeon and AI fabric chip validates Intel’s foundry strategy with premier

Artificial Intelligence – Arm at the Forefront of Heterogeneous Computing

The artificial intelligence revolution is reshaping the computing landscape, with profound implications for processor architecture and data center infrastructure. As AI systems grow increasingly sophisticated—from large language models to advanced reasoning agents—they are driving unprecedented dema

Arm’s Software Ecosystem: Growing Breadth of Support for Critical Workloads

The server computing landscape is undergoing a fundamental transformation, challenging long-held assumptions about architectural dominance. While x86 processors have historically commanded the server market through their extensive software ecosystem and compatibility advantages, the rise of cloud co

Arm in the Data Center: The Dawn of a New Era

Introduction: 2024 – The Tipping Point for Arm’s Data Center Momentum As we close out 2024, the semiconductor industry is witnessing a significant shift in the data center market. AI is the most important technology platform shift we have seen in a decade, and perhaps longer. This fundamental shift

Creative Strategies October 30, 2024

Meta Orion – The Future Pulled Forward to Today

I had the opportunity to experience the full Meta Orion demo and, like many others who got to try the device, it was truly incredible. I’ll share my experience in the middle of this report, but I want to add some perspective on how Meta is approaching this vs. the way Apple has decided to…

Creative Strategies October 14, 2024

Tesla Robotaxi and the Future of Autonomy

Max Weinbach

Summary Tesla unveiled their vision for the future of transportation at the “We, Robot” event, showcasing the Robotaxi and Robovan. The Robotaxi is a sub-$30,000 autonomous vehicle designed for personal use and potentially part of a rideshare network. Tesla’s Full Self Driving (FSD) technology, powe

Creative Strategies October 9, 2024

AI Adoption Accelerates: Key Insights from Latest Industry Research

Recent comprehensive research, which we have private access to, sheds light on the rapidly evolving landscape of AI adoption across industries. Based on a survey of 400 enterprises and an extensive analysis of company transcripts, the study reveals how businesses are increasingly leveraging AI to dr

Creative Strategies October 2, 2024

Microsoft’s Big Consumer Play With New Copilot Features

Carolina Milanesi

This week in New York, Microsoft revealed its new Copilot features focused on consumers. On stage, Microsoft AI CEO, Mustafa Suleyman spoke to the role AI is playing in redefining

Creative Strategies September 24, 2024

After a few days with Intel Lunar Lake, Intel is back!

Max Weinbach

Key Takeaways: Intel is back(!) with a really good, really efficient core design. Intel’s tiled SoC with TSMC N3B compute tile and N6 I/O tile works really well We’re at a point where performance and efficiency among all major PC silicon providers is more or less equal, moving the differentiation fr