Pixel Watch 4: A Nice Evolution
Analyst angle: Faster charging, longer battery life, and a larger screen. A long time ago, I set aside some time…
Independent analysis and commentary on technology markets, industry trends, and strategic shifts.
arm AGI CPU is the path to new business
I had a chance to be part of a historic turn in arm strategy, an event appropriately called “arm everywhere.”…
arm AGI CPU is a 136-core hardware chip
After long speculation and rumors, arm has finally revealed its first hardware CPU, branded as the arm AGI CPU. The…
Arm CPUs are reaching a wider audience as the company evolves
Arm just announced its first arm AGI CPU and has started selling to customers for revenue. Meta, Microsoft, and SAP…
NVIDIA and Groq analysis
How to Buy a Company Without an Acquisition NVIDIA recently executed a brilliant move to neutralize one of its most…
Qualcomm Wearables GM Dino Bekis Talks Future
New Categories, Personalized AI, and Earbud Cameras The Qualcomm Analyst Relations team recently organized a chat for me with Dino Bekis,…
AMD’s Consumer Roadmap 2026: The Elephant in the Room
4nm will have a hard time competing with Intel 18A and TSMC 3nm. Last week, AMD presented its AI, data…
Intel Dominates MLPerf Client v1.0 Benchmarks with Strong AI PC Performance
ACAnalysis testing Except for the rather complex Procyon test, until now there was no straightforward way to measure the AIPC…
Nvidia and partners to make AI supercomputers in US
Over a few years investment worth 500BNvidia is working with partners to manufacture AI supercomputers entirely in the U.S. Together with…
Intel sells 51 percent of Altera
Lip-Bu Tan’s first big moveIntel Corporation’s new CEO Lip-Bu Tan’s first big move was to sell 51 percent of Altera…
AMD Venice 2nm TSMC taped out
EPYC 5 3nm manufacturing in TSMC ArizonaAMD has made an important announcement regarding its EPYC data center CPUs. The company confirmed…
Insights from Lip-Bu Tan the new Intel CEO
Focused, Agile Intel with Potential Acquisition Intel Corporation‘s newly appointed hashtag#CEO, Lip-Bu Tan, has been in the role for only…