Four publications. One view of the technology stack.

Creative Strategies May 20, 2024

REPORT: The NPU Wattage Advantage

Max Weinbach, Ben Bajarin

While all compute cores are capable of handling AI workloads, the NPU stands out the most here as its architecture allows it to run these AI workloads at significantly lower wattage than CPU and GPU cores. NPUs have power management technique advantages over the CPU and GPU, specifically on AI workl

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Creative Strategies May 20, 2024

REPORT: Developer Spotlight – Cephable

Ben Bajarin

Developer Spotlight: Cephable Cephable is an accessibility software platform that allows users to control technology using various input methods beyond the traditional keyboard and mouse. Cephable’s software enables users to control computers, applications, and digital devices using alternative inpu

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Creative Strategies May 20, 2024

REPORT: What Makes the NPU Unique

Ben Bajarin

What Makes the NPU Unique Now that AI is front and center, the NPU has become more important than ever for computing devices.  But what differentiates the NPU and why is it better suited than CPUs and GPUs for many AI workloads? When looking specifically at the NPU’s role, it is its dedicated role o

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Creative Strategies May 19, 2024

REPORT: The NPU – The Newest Chip on the Block

Ben Bajarin

The New Chip on the Block The Neural Processing Unit (NPU) has evolved significantly since the introduction of deep learning models like AlexNet in 2012. NPUs are specialized hardware accelerators designed to efficiently process neural network operations, such as the numerous multiplies and accumula

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Creative Strategies May 14, 2024

Google I/O 2024: Ushering in the Gemini Era

Carolina Milanesi

During the anticipated Google I/O 2024 keynote, Sundar Pichai, CEO of Google, outlined the tech giant’s bold foray into what has been dubbed the “Gemini era”, marking a new chapter in the development and application of artificial intelligence (AI). During the two-hour keynote, the word AI was mentio

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Creative Strategies May 13, 2024

Navigating the AI Revolution in the Workplace: Insights from Microsoft’s Work Trend Index

Carolina Milanesi

In the rapidly evolving digital landscape, the workplace’s artificial intelligence (AI) has transitioned from a distant prospect to an immediate reality, marking a pivotal moment in modern employment and productivity practices. Microsoft’s release of the 2024 Work Trend Index report, titled “AI at w

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Creative Strategies May 9, 2024

Arm Q4 2024 Earnings: Positives, Negatives, and Investors Questions

Ben Bajarin

Key Takeaways Strong Revenue Growth and Future Confidence Continued Strategic Expansion into Multiple Markets Investment in Advanced Technologies and Ecosystem   What’s Significant Arm Holdings plc reported a significant year-over-year revenue growth of 47%, reaching $928 million in Q4 FYE24, driven

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Creative Strategies May 7, 2024

Apple’s M4 Chip: Revolutionizing the iPad Pro’s Design and Performance

Carolina Milanesi

Key Takeaways The 13-inch is a great addition to this popular model as it allows buyers to get more screen real estate and with that a more computer-like productivity device, without having to buy up to the Pro model. Apple is strategically positioning its silicon and hardware as the optimal platfor

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Creative Strategies May 3, 2024

Qualcomm F2Q24: Lots of Positives with Auto and AI Tailwinds

Ben Bajarin

Overall take aways, positives and negatives, along with major questions we still hear from investors in our note below.   Key Takeaways Strong performance in a challenging market Extremely positive growth signs in auto and IOT Increasing strength of the sum of the parts/diversification story with AI

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Creative Strategies May 3, 2024

Apple’s March 2024 Quarter Results: Positives, Negatives, and Major Questions on the Outlook

Ben Bajarin

In this research note, we look at the positives and negatives from Apple’s March 2024 Q earnings.  We also share what we gather are some of the main questions on investors minds from our recent conversations with the street.   Key Takeaways Services remains a standout revenue point and is a signific

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Creative Strategies April 28, 2024

Microsoft Earnings: Cloud Strength Propels Q3 FY2024 Results

Carolina Milanesi

Microsoft’s impressive performance in 3Q24 was fueled by the strength of its cloud offerings and the transformative power of Microsoft Copilot and Copilot stack, which are driving a new era of AI transformation across industries. The company’s ability to drive innovation and deliver quantifiable val

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Creative Strategies April 13, 2024

At Google Cloud Next, Google Workspace Unveiled AI-Powered Innovations

Carolina Milanesi

During Google Cloud Next, Google announced a new wave of innovations and enhancements to Google Workspace aimed at revolutionizing the way people work and collaborate. The highlight of this update is the introduction of Google Vids, an AI-powered video creation app that brings real-time collaboratio

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