AI

Research · June 19, 2026

The Web Was Not Built for Agents. AWS Is Starting to Fix That

The web’s transaction model was designed for humans. You visit a page, see an ad, click a link, or buy something. Every monetization mechanism built over the past three decades, advertising, subscriptions, paywalls, affiliate revenue, assumes a person made a choice. That assumption is breaking. At A

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Research · June 2, 2026

Microsoft Build 2026: RTX Spark and Windows’ Apple Silicon Moment

Microsoft Build 2026 was the week Windows stopped trying to win on the spec sheet and started trying to win on the thing that makes a computer worth using. For years the Windows answer to the Mac was some version of “we can match that.” A faster chip here, a borrowed feature there. This was…

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Research · May 19, 2026

Google I/O 2026: Gemini 3.5 Flash and Google’s Agent Platform Strategy

Google I/O 2026 turned a model launch into a platform statement. It was the clearest evidence yet that Google wants Gemini to become the operating layer for work across consumer products, developer tools, enterprise systems, and cloud-managed agents. Gemini 3.5 Flash is the center of that story. Goo

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Research · April 1, 2026

All About Agents: Cheap Tokens, Local Models, and Product Fit

Over the past year or so we’ve heard a lot about agents. Most of it hasn’t really happened, things have changed quickly, it’s hard to pinpoint and trends tend to be near impossible to predict because something you think may be successful ends up becoming irrelevant in three months. If you take a ste

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Research · March 25, 2026

Arm’s Move Into Merchant Silicon Is About Escaping the Revenue Ceiling

For those of us who have covered Arm for decades, we remember the days when this was a $500-600M yearly revenue company, and hardly growing. How times have changed. The evolution of Arm, now clearly framed as Arm 2.0, has been years in the making, with all the stakeholders recognizing that an IP bus

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Research · March 25, 2026

HP IQ: The Right Instinct, With a Long Road Ahead

The AI PC category has a credibility problem. Two years into the NPU era, most on-device AI still feels like a solution searching for a problem. The hardware arrived before the software had anything meaningful to say, and Microsoft’s Copilot rollout did little to change that narrative. Rather than b

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Research · March 25, 2026

Intel Pro Day 2026: Intel’s Commercial AI PC Push

The next phase of the AI PC market will be won less by raw AI specifications and more by enterprise usefulness. Intel is repositioning the commercial PC as a managed, secure, on-device AI endpoint that can execute work, observe itself, and improve user experience without sending every workflow back

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Research · December 18, 2025

The GPU’s Second Act: From Pixels to Tokens

The Architecture Graphics Built The GPU exists because graphics demanded a very specific kind of silicon—hardware capable of running identical mathematical operations across massive data volumes in parallel, repeatedly, without stalling. What looked like “drawing pictures” was always a continuous si

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Research · December 8, 2025

The Semiconductor Gigacycle

The semiconductor industry has experienced cycles of varying magnitude throughout its history. The PC era brought sustained growth. The smartphone revolution created what many called a supercycle. The cloud computing buildout extended that expansion further. What is happening now is something catego

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Research · November 20, 2025

The Snapdragon X2 Elite Power Paradigm: Unbundling the Electron

In mobile computing, performance is defined by the energy cost of operations. The limiting factors for modern Systems on a Chip (SoC) are thermal headroom and battery constraints, shifting the architectural focus to the infrastructure that feeds the silicon. The power delivery network (PDN) design f

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