Research Archive

May 20, 2024 / Ben Bajarin and Max Weinbach

REPORT: What Makes the NPU Unique

What Makes the NPU Unique Now that AI is front and center, the NPU has become more important than ever for computing devices.  But what differentiates the NPU and why is it better suited than CPUs and GPUs for many AI workloads? When looking specifically at the NPU’s role, it is its dedicated role on…

May 14, 2024 / Carolina Milanesi

Google I/O 2024: Ushering in the Gemini Era

During the anticipated Google I/O 2024 keynote, Sundar Pichai, CEO of Google, outlined the tech giant’s bold foray into what has been dubbed the “Gemini era”, marking a new chapter in the development and application of artificial intelligence (AI). During the two-hour keynote, the word AI was mentioned 121 times, as counted by Gemini itself,…

May 13, 2024 / Carolina Milanesi

Navigating the AI Revolution in the Workplace: Insights from Microsoft’s Work Trend Index

In the rapidly evolving digital landscape, the workplace’s artificial intelligence (AI) has transitioned from a distant prospect to an immediate reality, marking a pivotal moment in modern employment and productivity practices. Microsoft’s release of the 2024 Work Trend Index report, titled “AI at work is here. Now comes the hard part,” sheds light on this…

May 9, 2024 / Ben Bajarin

Arm Q4 2024 Earnings: Positives, Negatives, and Investors Questions

Key Takeaways Strong Revenue Growth and Future Confidence Continued Strategic Expansion into Multiple Markets Investment in Advanced Technologies and Ecosystem   What’s Significant Arm Holdings plc reported a significant year-over-year revenue growth of 47%, reaching $928 million in Q4 FYE24, driven by record royalty revenue and strong growth in license revenue. The CEO Rene Haas…

May 7, 2024 / Carolina Milanesi

Apple’s M4 Chip: Revolutionizing the iPad Pro’s Design and Performance

Key Takeaways The 13-inch is a great addition to this popular model as it allows buyers to get more screen real estate and with that a more computer-like productivity device, without having to buy up to the Pro model. Apple is strategically positioning its silicon and hardware as the optimal platform for developing and showcasing…

May 3, 2024 / Ben Bajarin

Qualcomm F2Q24: Lots of Positives with Auto and AI Tailwinds

Overall take aways, positives and negatives, along with major questions we still hear from investors in our note below.   Key Takeaways Strong performance in a challenging market Extremely positive growth signs in auto and IOT Increasing strength of the sum of the parts/diversification story with AI on the horizon Qualcomm had a strong quarter,…

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