Research Archive
Beyond the Fold: Motorola’s Strategy to Capture the Next Generation
In a move to strengthens its position in the premium smartphone segment, Motorola has unveiled its 2025 Razr lineup, expanding to three models and showcasing a commitment to lifestyle technology that’s capturing younger audiences in increasingly competitive markets. Color and Expression at the Core The standout aspect of Motorola’s strategy is its deliberate focus on…
Google Cloud Next 2025: Ironwood TPU, Agent Toolkits, and Google’s vertical advantage
Key Takeaways: Google Cloud unveiled Ironwood (TPUv7), its first inference-optimized TPU, offering massive leaps in compute (5x), HBM capacity (6x), and power efficiency (2x) over the previous generation. Performance is estimated to be within 5% of an Nvidia B200, despite TPUv7’s single primary compute die design. New Agent Development Kit (ADK) and Agent2Agent (A2A) protocol…
We Do Not Have Enough Compute
We are in a huge AI compute shortage right now. At this very moment! When you hear most people talk about this, it’s generally in regards to model scaling and compute scaling for training. Not enough compute so labs can’t scale up the scaling laws. Right now is different, it’s the Ghibilification of AI, there’s…
A Deeper Look at Grace – NVIDIA’s Custom Arm-based Super Chip
Executive Summary Custom CPU development is essential for maximizing the efficiency and performance of accelerated computing architectures. NVIDIA’s strategic approach to CPU design, specifically its purpose-built Arm-based CPUs, delivers significant competitive advantages by addressing the limitations of general-purpose CPUs in GPU-accelerated environments. This report analyzes how this strategy delivers competitive advantages through improved performance, power…
Nvidia Management on GPU vs. Custom ASIC Debate
The GPU vs. Custom ASIC debate is easily one of the most talked about dynamics regarding AI compute infrastructure. I have dug deeply into the debate in this article here (Understanding the Hyper Scaler Custom ASIC Strategy). There is no doubt this is a central question NVIDIA executives get from investors, so it was helpful…
Nvidia Q4 FY2025 Earnings View from the Street – Analyzing Key Investor Sentiment.
A closer look at NVIDIA’s Q4 earnings call highlights key investor concerns that management tackled head-on throughout the discussion. The conversation sheds light on the company’s strategic direction and how the market perceives its leadership in the rapidly evolving AI infrastructure space. 1. Blackwell Ramp-Up & Production Complexities Investor Concern: Several analysts probed the complexities…