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Ben studies how technology transitions reshape competitive advantage and market structure, from semiconductors and AI infrastructure to adoption and business strategy.
Developer Spotlight: Cephable Cephable is an accessibility software platform that allows users to control technology using various input methods beyond the traditional keyboard and mouse. Cephable’s software enables users to control computers, applications, and digital devices using alternative inpu
ReadWhat Makes the NPU Unique Now that AI is front and center, the NPU has become more important than ever for computing devices. But what differentiates the NPU and why is it better suited than CPUs and GPUs for many AI workloads? When looking specifically at the NPU’s role, it is its dedicated role o
ReadThe New Chip on the Block The Neural Processing Unit (NPU) has evolved significantly since the introduction of deep learning models like AlexNet in 2012. NPUs are specialized hardware accelerators designed to efficiently process neural network operations, such as the numerous multiplies and accumula
ReadKey Takeaways Strong Revenue Growth and Future Confidence Continued Strategic Expansion into Multiple Markets Investment in Advanced Technologies and Ecosystem What’s Significant Arm Holdings plc reported a significant year-over-year revenue growth of 47%, reaching $928 million in Q4 FYE24, driven
ReadOverall take aways, positives and negatives, along with major questions we still hear from investors in our note below. Key Takeaways Strong performance in a challenging market Extremely positive growth signs in auto and IOT Increasing strength of the sum of the parts/diversification story with AI
ReadIn this research note, we look at the positives and negatives from Apple’s March 2024 Q earnings. We also share what we gather are some of the main questions on investors minds from our recent conversations with the street. Key Takeaways Services remains a standout revenue point and is a signific
ReadOn the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss their observations and takeaways from Nvidia GTC. Summary Nvidia’s recent keynote highlighted their dominance in the data center and their position as a platform company. They offer a full stack solution and are recognized fo
ReadGenerative AI technologies, such as advanced language models like GPT-3/4, are rapidly gaining attention in the business world for their potential to transform operations, decision-making, and customer interactions. To understand how IT decision makers (ITDMs) view the integration of generative AI i
ReadIn the rapidly evolving landscape of artificial intelligence (AI), the demand for computational power is outstripping the capabilities of traditional semiconductor architectures. This surge necessitates a paradigm shift towards special-purpose and AI-first designs, as exemplified by groundbreaking i
ReadIntel hosted an event, which was essentially the Intel Foundry coming out party. It is a historic event and a critical part of the puzzle for the Intel turnaround story. Key Takeaways Intel Foundry Looks best positioned for “systems” manufacturing which encompasses chipsets/advanced packaging Micro
ReadApple had a strong beat and curious guide, which we will address. China has been interesting to watch and remains a concerning point. Key Takeaways Solid beat with gross margin strength and EPS Upside Strong quarter for iPhone even with China weak No new iPads launched in 2023 made a tough compare a
ReadQualcomm beat exceptions and set strong momentum for the year. Insights below on the quarter highlights. Key Takeaways Solid numbers, largely beating expectations, and highlight on operating margin Smartphone outlook remains positive in a recovery year for the segment, however, only slight growth is
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