Four publications. One view of the technology stack.

Creative Strategies July 15, 2024

AMD Zen 5 Tech Day: X86-citing Times for Laptop AI

Max Weinbach

At AMD’s Tech Day in Los Angeles last week, the company unveiled its latest salvo in the increasingly competitive laptop processor market with the announcement of the Ryzen AI 300 Series. These new chips aim to challenge the efficiency and AI capabilities that have made ARM-based processors from App

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Creative Strategies June 26, 2024

Apple’s Transistor Budget

Ben Bajarin

Apple’s M-series chips have revolutionized the Mac lineup, bringing a laser focus on performance and efficiency to the company’s laptops (portables), desktops, workstations, and even now cloud silicon. Thanks to the hard work of those dissecting Apple silicon X-ray images and highlighting blocks on

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Creative Strategies June 16, 2024

Apple Intelligence: Unveiling the Future of AI Integration

Carolina Milanesi

At the recent Worldwide Developer Conference, Apple made several pivotal announcements relating to generative artificial intelligence (Gen AI) —though they uniquely branded it as “Apple intelligence.” The naming aligns with Apple’s core principles and philosophy, emphasizing privacy, user experience

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Creative Strategies June 13, 2024

Key Points in the Infiniband vs. Ethernet Debate

Ben Bajarin

We have been digging through a host of resources, speaking with technical executives, and investors, to summarize a few key points in the debate about Infiniband vs. Ethernet for AI networking in the data center.  Below are the key point and pros and cons of each. The comparative analysis of Etherne

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Creative Strategies June 13, 2024

View From the Street – WWDC 2024 Investor Sentiment: Cautiously Optimistic

Ben Bajarin

In discussions we have had with investors post WWDC, there is a consensus that Apple is well positioned to capitalize on driving new excitement and awareness to Apple’s hardware, software, and services ecosystem. Apple is one of, if not, the best positioned to bring AI to the mainstream in useful an

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Creative Strategies June 8, 2024

Computex 2024: Unveiling the Challenges and Opportunities Shaping the Future of the PC Industry

Carolina Milanesi

All eyes were set on Computex this week. Historically one of the world’s most influential tech expos in semiconductor business, Computex return to its glory as the who is who of the business descended onto Taipei to talk compute and AI. AMD, Qualcomm and Intel’s keynotes all provided a good opportun

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Creative Strategies June 5, 2024

Report: Comparing Cloud AI Strategies: Microsoft, Google, and Amazon

Ben Bajarin

In the rapidly evolving world of cloud computing, the strategies of industry leaders Microsoft, Google, and Amazon reveal distinct approaches to integrating and leveraging artificial intelligence (AI) to stay ahead. Microsoft Azure: AI Integration and Custom Hardware Microsoft’s Azure is positioning

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Creative Strategies June 3, 2024

AMD Computex 2024 Keynote: New AI-Driven CPUs and GPUs for the Future

Max Weinbach

At Computex 2024, AMD painted a comprehensive vision for the future of AI computing, addressing everything from the cloud to the edge. The company’s rapid pace of innovation across CPUs, GPUs, AI accelerators and adaptive computing shows no signs of slowing down. By moving to an annual cadence of In

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Creative Strategies June 2, 2024

Dell Technologies: Seizing the AI Server Opportunity

Ben Bajarin

Dell Technologies is making significant strides in the AI server market, as evidenced by its recent earnings reports. We provide some of the key drivers of Dell’s success in this segment, the opportunities ahead, and the potential challenges that could impact its growth trajectory. Growth in AI Serv

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Creative Strategies May 20, 2024

REPORT: Conclusions and Next Steps

Ben Bajarin

NPUs (Neural Processing Units) are rapidly establishing themselves as the optimal platform for executing a diverse array of AI workloads, especially those requiring prolonged periods of inference. The unique architecture of NPUs, tailored specifically for neural network operations, guarantees effici

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Creative Strategies May 20, 2024

REPORT: Copilot+ PCs and a New Category of AI PC

Ben Bajarin

CoPilot+ PCs and a New Category of AI PC Personal computing is at a unique inflection point with generative AI.  Perhaps one we have not seen since the introduction of the graphical user interface. With a tremendous amount of excitement for AI enhanced software running on our computers, the NPU prov

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Creative Strategies May 20, 2024

REPORT: TOPS of the Morning to You

Ben Bajarin

Given there is a new standard in measuring NPU performance capabilities, it is critical we have a better understanding of the relationship between NPU TOPS and the relationship of TOPS as a metric and AI performance. While we completely agree, TOPS is a difficult metric to measure real-world AI perf

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