Research
Three publications. One view of the technology stack.
Creative Strategies
Original research published on this siteThe Diligence Stack
Subscriber research · Opens on SubstackThe Heart of Tech
Technology & society · SubstackLatest research
Across three publications
No matching research. Try another search or clear the filters.
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
Read research
Creative Strategies
Why NVIDIA’s DGX Spark is the best desktop CUDA testbed
This year on Black Friday, one of my favorite products of the year: NVIDIA’s DGX Spark! My list of favorite products is by no means short, but this was a quick add simply because I’ve had so much fun playing with this. Unlike most other products I’ve used this year, it’s something that feels rewardi
Read researchThe 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
Read research
Creative Strategies
Dell Q3 FY26 Earnings: AI Momentum Drives Record Results and Stronger Full-Year Outlook
Dell delivered one of its strongest quarters ever, powered by surging demand for AI servers and resilient performance across its core commercial PC business. Revenue rose double digits, profitability reached new Q3 records, and the company raised full-year guidance in a sign of confidence that its A
Read research
Creative Strategies
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
Read research
Creative Strategies
CoreWeave and the Integration of AI Infrastructure
In the broader narrative of the AI boom, a new category of infrastructure provider has emerged, colloquially termed the “neocloud.” The economic logic of the neocloud is, at first glance, simple arbitrage: the hyperscalers (AWS, Azure, Google Cloud) are supply-constrained and expensive, creating an
Read research
Creative Strategies
Microsoft Ignite 2025: AI for Human Ambition Meets Enterprise-Grade Implementation
Microsoft Ignite 2025 opened with a clear message: the AI era has moved beyond experimentation and is now fully about implementation, governance, and measurable outcomes. Microsoft focused on what matters most to the Ignite audience: the architects, developers, and IT leaders responsible for actuall
Read research
Creative Strategies
Google’s new Gemini 3 Pro is a great model
Today, Google announced Gemini 3 as well as a bunch of new product updates powered by Gemini 3 Pro! We’ll get into those in a moment, because I want to talk about my experience using Gemini 3 Pro, codename riftrunner, as well as Google’s new developer IDE called Antigravity! I got early access from
Read research
Creative Strategies
T-Mobile Puts 5G Innovation in the Driver’s Seat at LVGP
The Las Vegas Grand Prix is no ordinary race. The city-centre circuit with its tight turns, the Strip backdrop and high spectator density makes for one of the most challenging viewing experiences in all of F1. That’s why the recent announcement by T-Mobile is so significant. 360° Cameras and Drone F
Read research
Creative Strategies
Google’s Chrome Summit Shows How Gemini AI Unites the Workplace
At the 2025 Chrome Summit in New York City, Google delivered its most cohesive vision yet for how artificial intelligence will power the next generation of work. Under the theme “Connected Work Experiences, AI at the Core,” the company showcased how its Gemini AI model now threads through every laye
Read research
Creative Strategies
From Bitcoin to AI: The Hard Road Ahead, and Why Some Miners Can Still Make the Jump
The surge in AI infrastructure investment has reshaped the value of power in the United States. Bitcoin miners, who once optimized purely for cheap electricity and fast deployment, now find themselves in possession of something that AI operators urgently need: energized land with existing interconne
Read research
Creative Strategies
Smartsheet’s New Era: Rajeev Singh’s ENGAGE Keynote Recasts the Company for “Intelligent Velocity”.
Last week, I had the opportunity to attend my first Smartsheet ENGAGE. The conference opened with a message that was equal parts confession, conviction, and call to arms. On stage less than 30 days into the job, new CEO Rajeev Singh framed his first keynote around a simple proposition: Smartsheet is
Read researchNo research to show on this page.
Continue browsing with the archive navigation or visit a publication above.
The Diligence Stack
AI’s Inference Era of Ferment
Read on Substack
The Diligence Stack
State of Enterprise AI: What Has Changed Since the E/AI Index
Read on Substack
The Diligence Stack
State of Models, August 2026: What the Major Models Do Well and What They Cost
Read on Substack
The Diligence Stack
Optics Won’t Scale as Fast as the Market Expects
Read on Substack
The Heart of Tech
Meta Bought Its Way Out of a Bad Two Weeks
Read on Substack
The Heart of Tech
The DMA Is Opening the Phone Faster Than Anyone Can Secure It
Read on Substack
The Heart of Tech
When Climate AI Has to Measure Its Own Cost
Read on Substack
The Heart of Tech