Four publications. One view of the technology stack.

Creative Strategies January 22, 2024

Delight Scale Product Rating = Oculus Quest

Ben Bajarin

We recently surveyed owners of Oculus Quest VR headsets in order to gauge their sentiment regarding the overall product experience of the Meta Oculus Quest as a product. As we suspected, owners of the Meta Quest were overwhelmingly positive about the device, and the core experiences. Perhaps most in

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Creative Strategies January 19, 2024

Highlights from CES for the Semiconductor Landscape

Ben Bajarin

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss their experience at CES and the presence of AI in various products. They explore the evolution of massage chairs and the AI wash in the industry. They also analyze the two tracks of AI at CES, with a more muted presence in big…

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Creative Strategies January 18, 2024

TSMC Earnings Sets Stage for Strong 2024

Ben Bajarin

TSMC latest earnings commentary provides a positive outlook for the semiconductor industry in 2024. Key Takeaways Revenue Growth Forecast: TSMC expects 2024 to be a year of healthy growth with a projected increase in revenue of low-mid 20% in US$ terms. This growth is expected to outperform the wide

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Creative Strategies January 17, 2024

Galaxy S24 Samsung Unpacked: Mobile AI is Here

Max Weinbach

Today’s Galaxy Unpacked was Samsung’s first event that focused more on software and AI experiences over their new hardware. It was clear through the event that Google and Samsung’s partnership got stronger with AI, with some first and only experiences powered by Google and Google Cloud. Key Takeaway

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Creative Strategies December 27, 2023

Big Debates/Questions for 2024

Ben Bajarin

Rather than an end of year predictions piece, I find it is more helpful to look at what some of the big debates/questions for 2024 will be surrounding the technology industry. Winners in AI We are at the beginning of an infrastructure build-out cycle very much similar to similar build-outs around th

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Creative Strategies December 15, 2023

Intel AI Everywhere: Architectural Leaps Set the New Foundation

Ben Bajarin

Intel’s AI Everywhere event showcased the formal launch of Intel Core Ultra and their next-generation server CPU.  The event highlighted a turning point for Intel regarding product architecture and manufacturing.   Key Takeaways Intel emphasized its scale as one of the key reasons it will play a sig

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Creative Strategies December 11, 2023

Lattice Developer Event: Continuing to Lead in Low-Power FPGA Performance

Ben Bajarin

At Lattice’s first developer event, the company continues to exercise its lead in mid to low range FPGAs with continued emphasis on low-power FPGA performance. Lattice Semiconductor estimates the amount of FPGAs to be deployed over the next 10 years to ~10B and their latest developer conference demo

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Creative Strategies December 7, 2023

AMD Advancing AI Event: All Eyes on MI300X

Ben Bajarin

Yesterday, AMD held an event launching a range of new products focused on AI as the event was themed Advancing AI. Key Takeaways increased its AI Accelerator TAM outlook to $400B+ in 2027 (up from $150B) driven by a faster pace of AI infrastructure buildout MI300X Official Launch with detailed specs

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Creative Strategies November 28, 2023

Exploring the Edge of Tomorrow: Technology’s Frontier in Consumer Products

Ben Bajarin

In the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss the role technology exploration plays in showcasing the limitations of our current computing capabilities. Below is a summary of the topics covered. Exploring the Edge of Tomorrow: Technology’s Frontier in Consumer Products I

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Creative Strategies November 28, 2023

AWS re:Invent – Custom Silicon Continues to Mature

Ben Bajarin

At Amazon’s yearly event, highlighting all the ways AWS is continuing to innovate around cloud platforms and infrastructure, they unveiled updates to two key parts of their custom silicon stack. Graviton 4 and Tranium 2. Key Takeaways On it’s fourth generation, Graviton continues to offer increased

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Creative Strategies November 22, 2023

Nvidia Q4 2023 Earnings: Sustainable and Defendable Growth In Sight

Ben Bajarin

As expected, Nvidia had a beat and raise. Below are key takeaways from the quarter and the call. Key Takeaways Nvidia’s guide and commentary should quell any concerns about growth into 2024 A key question from investors was on fending off competitors, CEO Jensen Huang articulated compelling cases fo

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Creative Strategies November 20, 2023

Microsoft the Now AI Powerhouse

Ben Bajarin

With the news that Microsoft has hired Sam Altman and Greg Brockman, after the absolute debacle that has been Open AI over the past few days, Microsoft has now emerged as the most powerful force in AI.   Key Takeaways Microsoft is now in position to not be depending on an outside source for a…

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