Research Archive

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…

June 2, 2024 / Ben Bajarin

Dell Technologies: Seizing the AI Server Opportunity

Dell Technologies is making significant strides in the AI server market, as evidenced by its recent earnings reports. We provide some of the key drivers of Dell’s success in this segment, the opportunities ahead, and the potential challenges that could impact its growth trajectory. Growth in AI Server Demand     Log in to keep…

May 20, 2024 / Ben Bajarin and Max Weinbach

REPORT: Conclusions and Next Steps

NPUs (Neural Processing Units) are rapidly establishing themselves as the optimal platform for executing a diverse array of AI workloads, especially those requiring prolonged periods of inference. The unique architecture of NPUs, tailored specifically for neural network operations, guarantees efficient and high-performance processing. This architecture is adept at managing parallel computations, employing low precision arithmetic,…

May 20, 2024 / Ben Bajarin and Max Weinbach

REPORT: Copilot+ PCs and a New Category of AI PC

CoPilot+ PCs and a New Category of AI PC Personal computing is at a unique inflection point with generative AI.  Perhaps one we have not seen since the introduction of the graphical user interface. With a tremendous amount of excitement for AI enhanced software running on our computers, the NPU provides such an increase in…

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