Research Archive
How CIO/CTO’s are Thinking About Generative AI
Gathering feedback and synthesizing six CIO/CTO surveys from investment bank broker research, we summarize the key findings on how CIO/CTO’s are currently thinking about Generative AI investments and deployment. Recent analysis of CIO perspectives reveals a nuanced and strategic approach to Generative AI (GenAI) investments. As organizations navigate this transformative technology, several key themes have…
Data Center Evolution: AI Changing Datacenter Design Strategies
The landscape of data center construction and design is undergoing a rapid transformation, driven primarily by the surge in artificial intelligence (AI) workloads and their unprecedented power demands. This shift is reshaping how data centers are designed, built, and operated. Central to this evolution is the stark contrast in power requirements between traditional and AI-focused…
Data Center Cooling Innovation: A Critical Imperative
As data centers continue to proliferate and expand to meet the ever-growing demands of our digital world, the need for innovative cooling solutions has become increasingly urgent. This report examines why new methods of cooling data centers are critical, considering environmental, technological, economic, and operational factors. The rise of artificial intelligence (AI) and high-density computing…
Qualcomm Q3 2024 Earnings: AI, Automotive Growth, and Diversification Strategies Drive Investor Interest
The standout for Qualcomm was the auto growth as the strength of the ADAS solutions from Qualcomm continue to drive this business. Because it is ADAS/digital, Qualcomm is providing solutions to not just EVs but traditional power train and that is a key area of current differentiation among the other semiconductor companies providing solutions to…
Intel: The Path to Full Recovery is Product, Product, Product
Talking about Intel after this quarters news feels like it needs to be more a deep conversation than a post, but given this is probably the hottest topc in semis right now, there are a few points to get across. First, the cost reduction plan is clearly necessary. There has been mounting evidence that Intel…
Apple Q3FY2024: Strong Performance But All Investors’ Focus on Apple Intelligence
Apple’s Q3 FY2024 earnings call revealed a new June quarter revenue record of $85.8 billion, up 5% year-over-year, surpassing expectations with a double-digit EPS growth to $1.40. This performance was driven by strong demand across Apple’s product lines, including a slight decline in iPhone revenue to $39.3 billion, a 2% increase in Mac revenue to…