Log in to CS Atlas
Research
Three publications. One view of the technology stack.
Creative Strategies
Original research published on this siteThe Diligence Stack
Subscriber research · Opens on SubstackThe Heart of Tech
Technology & society · SubstackLatest research
Across three publications
No matching research. Try another search or clear the filters.
Creative Strategies
Qualcomm F2Q24: Lots of Positives with Auto and AI Tailwinds
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
Read research
Creative Strategies
Apple’s March 2024 Quarter Results: Positives, Negatives, and Major Questions on the Outlook
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
Read research
Creative Strategies
Microsoft Earnings: Cloud Strength Propels Q3 FY2024 Results
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
Read research
Creative Strategies
At Google Cloud Next, Google Workspace Unveiled AI-Powered Innovations
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
Read research
Creative Strategies
The Power of Efficiency: Edge Al’s Role in Sustainable Generative Al Adoption
When it comes to Generative AI, power efficiency matters. Whether it’s carbon emissions from data center compute, often referred to as the cloud, inference or client battery for mobile, efficiency can not be ignored. According to Scientific American, “NVIDIA is forecasted to ship 1.5 million AI ser
Read research
Creative Strategies
Insights and Takeaways from Nvidia GTC
On the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss their observations and takeaways from Nvidia GTC. Summary Nvidia’s recent keynote highlighted their dominance in the data center and their position as a platform company. They offer a full stack solution and are recognized fo
Read research
Creative Strategies
Survey Highlights: Generative AI in Business, Insights from IT Decision Makers
Generative AI technologies, such as advanced language models like GPT-3/4, are rapidly gaining attention in the business world for their potential to transform operations, decision-making, and customer interactions. To understand how IT decision makers (ITDMs) view the integration of generative AI i
Read research
Creative Strategies
HP’s Work Relationship Index Highlights AI As Game Changer in Reimagining Work
On the first day of HP Amplify Partner Conference, the company released the latest iteration of their Work Relationship Index shedding light on the strained dynamics of work in the current global workforce. The company’s expansive study engaging over 15,600 participants from 12 different countries,
Read research
Creative Strategies
The Imperative for AI-First Semiconductor Designs
In the rapidly evolving landscape of artificial intelligence (AI), the demand for computational power is outstripping the capabilities of traditional semiconductor architectures. This surge necessitates a paradigm shift towards special-purpose and AI-first designs, as exemplified by groundbreaking i
Read research
Creative Strategies
Intel IFS Connect: Positioning Intel Foundry for the AI Systems Era
Intel hosted an event, which was essentially the Intel Foundry coming out party. It is a historic event and a critical part of the puzzle for the Intel turnaround story. Key Takeaways Intel Foundry Looks best positioned for “systems” manufacturing which encompasses chipsets/advanced packaging Micro
Read research
Creative Strategies
Apple Earnings: Strong Beat With EPS Upside but China Questions Remain
Apple had a strong beat and curious guide, which we will address. China has been interesting to watch and remains a concerning point. Key Takeaways Solid beat with gross margin strength and EPS Upside Strong quarter for iPhone even with China weak No new iPads launched in 2023 made a tough compare a
Read research
Creative Strategies
Qualcomm Earnings: Strong Story Beyond Handsets
Qualcomm beat exceptions and set strong momentum for the year. Insights below on the quarter highlights. Key Takeaways Solid numbers, largely beating expectations, and highlight on operating margin Smartphone outlook remains positive in a recovery year for the segment, however, only slight growth is
Read researchNo research to show on this page.
Continue browsing with the archive navigation or visit a publication above.
The Diligence Stack
AI’s Inference Era of Ferment
Read on Substack
The Diligence Stack
State of Enterprise AI: What Has Changed Since the E/AI Index
Read on Substack
The Diligence Stack
State of Models, August 2026: What the Major Models Do Well and What They Cost
Read on Substack
The Diligence Stack
Optics Won’t Scale as Fast as the Market Expects
Read on Substack
The Heart of Tech
Meta Bought Its Way Out of a Bad Two Weeks
Read on Substack
The Heart of Tech
The DMA Is Opening the Phone Faster Than Anyone Can Secure It
Read on Substack
The Heart of Tech
When Climate AI Has to Measure Its Own Cost
Read on Substack
The Heart of Tech