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February 11, 2025 / Carolina Milanesi

Cisco’s Strategic Push into AI Infrastructure and Security at Cisco Live EMEA 2025.

At this year’s Cisco Live EMEA, the networking giant unveiled a comprehensive strategy that signals a decisive move into the AI infrastructure space while reinforcing its traditional strengths in networking and security. The announcements represent not just product updates, but a fundamental shift in how Cisco envisions the future of enterprise IT infrastructure and the…

February 10, 2025 / Austin Lyons

Reasoning Models and DeepSeek, Semis Implications

Much ink has already been spilled about DeepSeek, yet the conversation tends to skew either highly technical or completely surface-level. This research report delivers an accessible yet technically grounded analysis of the DeepSeek R1 paper, highlighting its implications for the semiconductor industry. Let’s start with context, and then we’ll unpack key paragraphs from the paper.…

February 3, 2025 / Austin Lyons

DeepSeek Pulls Forward Copilot+ PC adoption

What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization The trajectory of generative AI in consumer devices has always been a matter of when, not if. DeepSeek’s distilled R1 models suggest on-device AI is coming sooner than anticipated. I’ve written extensively about the benefits of multimodal LLMs for mobile and hands-free…

February 3, 2025 / Ben Bajarin

Creative Strategies Welcomes Austin Lyons to the Team

We at Creative Strategies, Inc. are excited to announce that Austin Lyons, the author of the popular semiconductor newsletter Chipstrat is joining our distinguished team. Austin joins the team after spending 2 years at John Deere as a product manager working on the autonomous tractor team. He also previously worked as a hardware engineer at…

January 24, 2025 / Carolina Milanesi

AI-Driven Smart Home Innovations: Transforming Life at Home

In a rapidly evolving tech landscape, the discourse around Generative AI continues to spark excitement and innovation. On the back of Samsung Unpacked and the release of the new Galaxy S25 smartphone family, I had the pleasure to host a panel discussion on the role AI will play in our home. More specifically, we explored…

December 12, 2024 / Carolina Milanesi

With Android XR Google Bets on AI to Accelerate XR Adoption

As we stand on the cusp of a new era of immersive computing, Google’s announcement of Android XR clearly highlights the role AI, Gemini, can play in broadening the use cases and appeal for extended (XR) technologies. This development comes at a time when the XR market is experiencing a surge of innovation and competition,…

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