Four publications. One view of the technology stack.

The standout for Qualcomm was the auto growth as the strength of the ADAS solutions from Qualcomm continue to drive this business. Because it is ADAS/digital, Qualcomm is providing solutions to not just EVs but traditional power train and that is a key area of current differentiation among the other

Creative Strategies August 2, 2024

Intel: The Path to Full Recovery is Product, Product, Product

Talking about Intel after this quarters news feels like it needs to be more a deep conversation than a post, but given this is probably the hottest topc in semis right now, there are a few points to get across. First, the cost reduction plan is clearly necessary. There has been mounting evidence tha

Creative Strategies August 2, 2024

Apple Q3FY2024: Strong Performance But All Investors’ Focus on Apple Intelligence

Apple’s Q3 FY2024 earnings call revealed a new June quarter revenue record of $85.8 billion, up 5% year-over-year, surpassing expectations with a double-digit EPS growth to $1.40. This performance was driven by strong demand across Apple’s product lines, including a slight decline in iPhone revenue

Creative Strategies July 31, 2024

Microsoft Earnings: Fiscal Year 2024 Q4 Earnings Report Takeaways

Microsoft has demonstrated robust financial health in its Q4 2024 earnings, showcasing significant year-over-year growth. The company’s determined push into cloud computing and artificial intelligence (AI) continues to pay off, with substantial revenue increases across its main segments. The integra

Creative Strategies July 31, 2024

AMD Accelerates Growth in AI and Data Center, Beating Expectations in Q2 2024

AMD’s performance reflects its strategic emphasis on high-performance computing, particularly in AI and data center markets. The company has raised its forecast for data center GPU revenue, projecting over $4.5 billion for the year. This upward revision suggests AMD’s increasing confidence in its AI

Creative Strategies July 28, 2024

IBM Q2 2024 Earnings: Consulting Growth Opportunity Remains a Concern

IBM’s Q2 2024 earnings present a mixed picture, with some areas of strength, notably in the Software segment and areas of concern, particularly in Consulting. The company’s financial performance exceeded expectations in some key metrics, leading Morgan Stanley to adjust its CY24 estimates slightly u

Creative Strategies July 17, 2024

Takeaways from Amazon AWS Summit 2024: AWS Well Positioned for AI Transition

At Amazon’s AWS Summit in New York City, Generative AI was the primary focus, with AWS emphasizing its full-stack capabilities, extensive customer data, and security-oriented approach as key differentiators. Event focal points: 1. Generative AI Focus: AWS is heavily emphasizing its generative AI cap

Creative Strategies July 17, 2024

Insights From Three CIO/CTO Reports

Our analysis of recent CIO surveys from Morgan Stanley, J.P. Morgan, and Piper Sandler reveals a cautiously optimistic outlook for IT spending in 2024-2025. While overall budget growth remains moderate, there are significant shifts in prioritization towards AI, cloud, and security investments. This

Creative Strategies July 16, 2024

Samsung Galaxy Unpacked 2024: Foldables, AI and the Future of Mobile

In an age where technology is not just an extension of our capabilities but increasingly a core part of our daily experiences, Samsung Electronics at the Galaxy Unpacked 2024 event, presented a compelling vision for the future of mobile Artificial Intelligence (AI). Held on July 10, 2024, the event

Creative Strategies July 15, 2024

Day One of the NPU For Software Developers

Over the course of this series, we have been exploring ways developers have been utilizing the NPU, and taking advantage of its dedicated AI processing capabilities. While we still have more developer stories to tell, one clear insight has stood out from many of our discussions with a gamut of softw

Creative Strategies July 15, 2024

Unlocking New Possibilities: DJ Pro’s Innovative Use of NPU for Enhanced Performance

Unlocking New Possibilities: djay Pro’s Innovative Use of NPU for Enhanced Performance In the world of digital music production and performance, Algoriddim has always been at the forefront of innovation, continually pushing the boundaries of what is possible with their application djay Pro. A recen

Creative Strategies July 15, 2024

Revolutionizing Computing: Stevie Bathiche on the NPU and the Future of AI Enabled Always-On Computing

In a recent conversation with Stevie Bathiche, a Technical Fellow at Microsoft, we discussed the potential of the Neural Processing Unit (NPU) and its role in powering the future of computing. Bathiche’s insights highlighted the NPU’s significance as an AI coprocessor due to its efficiency and abili