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Creative Strategies
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Creative Strategies
Highlights from CES for the Semiconductor Landscape
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
TSMC Earnings Sets Stage for Strong 2024
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
Galaxy S24 Samsung Unpacked: Mobile AI is Here
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
Big Debates/Questions for 2024
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
Intel AI Everywhere: Architectural Leaps Set the New Foundation
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
Lattice Developer Event: Continuing to Lead in Low-Power FPGA Performance
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
AMD Advancing AI Event: All Eyes on MI300X
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
Exploring the Edge of Tomorrow: Technology’s Frontier in Consumer Products
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
AWS re:Invent – Custom Silicon Continues to Mature
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
Nvidia Q4 2023 Earnings: Sustainable and Defendable Growth In Sight
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
Microsoft the Now AI Powerhouse
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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Creative Strategies
Microsoft Ignite: Full Stack AI
At Ignite today, Microsoft unveils transformative AI advances across industries with next-gen cloud infrastructure and expanded copilot capabilities. Key Takeaways Microsoft’s Work Index report further confirms the significant productivity gains achieved with Copilot and AI software Microsoft is dou
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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