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Creative Strategies
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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
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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
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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,
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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
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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
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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
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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
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Creative Strategies
Microsoft Earnings: Capitalizing on an Early and Aggressive Move Into Gen AI
Microsoft reported a 33% increase in profit and an 18% increase in revenue for the latest quarter. Investors are eager to see the company’s heavy heavy bet on artificial intelligence pay off. Key Takeaways Microsoft is steadily positioning itself as a critical enterprise partner for AI-driven busine
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Creative Strategies
Research Note: AMD Earnings and Managing AI Growth Expectations
AMD released strong earnings for the quarter and strong optimism on growth for the year. Investors were hoping for more growth, which outlines the current challenge of many companies to manage investor expectations around AI as a whole, not just their company’s outlook. Key Takeaways AMD raised its
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Creative Strategies
Exploring Apple Vision Pro: A Personal Journey
After spending a week with the Apple Vision Pro, here are my first impressions of the device. While certain aspects may feel familiar to those accustomed to VR headsets, the blend of exceptional image clarity and superior sound quality elevates the overall experience to a new level of immersion. Use
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Creative Strategies
Intel Earnings Note & Postive IFS News
Intel announced earnings today that despite the weak guide sets them up for a strong 2024 and the full road to recovery and leadership looks to continue to be clear. Key Takeaways Continued execution of 5 nodes in 4 years remains on track Product recovery in data center and client leads to strong pr
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Creative Strategies
Delight Scale Product Rating = Oculus Quest
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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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