Research Archive

June 16, 2024 / Carolina Milanesi

Apple Intelligence: Unveiling the Future of AI Integration

At the recent Worldwide Developer Conference, Apple made several pivotal announcements relating to generative artificial intelligence (Gen AI) —though they uniquely branded it as “Apple intelligence.” The naming aligns with Apple’s core principles and philosophy, emphasizing privacy, user experience, and seamless integration across its ecosystem. Personalization at Its Core Apple’s approach to AI is both…

June 13, 2024 / Ben Bajarin

Key Points in the Infiniband vs. Ethernet Debate

We have been digging through a host of resources, speaking with technical executives, and investors, to summarize a few key points in the debate about Infiniband vs. Ethernet for AI networking in the data center.  Below are the key point and pros and cons of each. The comparative analysis of Ethernet versus Infiniband for AI…

June 13, 2024 / Ben Bajarin

View From the Street – WWDC 2024 Investor Sentiment: Cautiously Optimistic

In discussions we have had with investors post WWDC, there is a consensus that Apple is well positioned to capitalize on driving new excitement and awareness to Apple’s hardware, software, and services ecosystem. Apple is one of, if not, the best positioned to bring AI to the mainstream in useful and functional ways that will…

June 8, 2024 / Carolina Milanesi

Computex 2024: Unveiling the Challenges and Opportunities Shaping the Future of the PC Industry

All eyes were set on Computex this week. Historically one of the world’s most influential tech expos in semiconductor business, Computex return to its glory as the who is who of the business descended onto Taipei to talk compute and AI. AMD, Qualcomm and Intel’s keynotes all provided a good opportunity to hear about product…

June 5, 2024 / Ben Bajarin

Report: Comparing Cloud AI Strategies: Microsoft, Google, and Amazon

In the rapidly evolving world of cloud computing, the strategies of industry leaders Microsoft, Google, and Amazon reveal distinct approaches to integrating and leveraging artificial intelligence (AI) to stay ahead. Microsoft Azure: AI Integration and Custom Hardware Microsoft’s Azure is positioning itself as a leader in the AI-driven cloud market through several key initiatives:  …

June 3, 2024 / Max Weinbach

AMD Computex 2024 Keynote: New AI-Driven CPUs and GPUs for the Future

At Computex 2024, AMD painted a comprehensive vision for the future of AI computing, addressing everything from the cloud to the edge. The company’s rapid pace of innovation across CPUs, GPUs, AI accelerators and adaptive computing shows no signs of slowing down. By moving to an annual cadence of Instinct MI accelerators, AMD is putting…

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