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Creative Strategies
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Creative Strategies
Apple’s Transistor Budget
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
Apple Intelligence: Unveiling the Future of AI Integration
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
Key Points in the Infiniband vs. Ethernet Debate
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
View From the Street – WWDC 2024 Investor Sentiment: Cautiously Optimistic
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
Computex 2024: Unveiling the Challenges and Opportunities Shaping the Future of the PC Industry
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
Report: Comparing Cloud AI Strategies: Microsoft, Google, and Amazon
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
AMD Computex 2024 Keynote: New AI-Driven CPUs and GPUs for the Future
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
Dell Technologies: Seizing the AI Server Opportunity
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
REPORT: Conclusions and Next Steps
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
REPORT: Copilot+ PCs and a New Category of AI PC
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
REPORT: TOPS of the Morning to You
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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Creative Strategies
REPORT: The NPU Wattage Advantage
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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The Diligence Stack
The E/AI Index V2: Where Enterprise AI Pays Off
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The Diligence Stack
Executive Interview: Arm’s Mohamed Awad on the Agentic CPU
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The Diligence Stack
Prometheus and the Economics of Useful Compute
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The Diligence Stack
Can AI Pay for Itself?
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The Heart of Tech
Amazon's $1 Billion Built Together Program Is the Real Story in Its Data Center Announcement
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The Heart of Tech
Microsoft AI wrote down its rules in the week the industry asked for brakes
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The Heart of Tech
Meta Bought Its Way Out of a Bad Two Weeks
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The Heart of Tech