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Yesterday was the iPhone launch, and it was actually a refreshing one. It was one of the first years that I think I had decently low expectations going in, but was incredibly surprised (and delighted) coming out. This is partly because for the first time in years, quite a few of the leaks, rumors, a
Read →Summary of the News: AI-Centric I/O: Google I/O 2025 heavily focused on Gemini AI and its integration across Google’s ecosystem, particularly Search, signaling a major strategic shift towards an AI-driven future. Android-specific news was largely separated. Gemini Model Advancements: Continued evolu
Read →At Amazon’s AWS Summit in New York City, Generative AI was the primary focus, with AWS emphasizing its full-stack capabilities, extensive customer data, and security-oriented approach as key differentiators. Event focal points: 1. Generative AI Focus: AWS is heavily emphasizing its generative AI cap
Read →In discussions we have had with investors post WWDC, there is a consensus that Apple is well positioned to capitalize on driving new excitement and awareness to Apple’s hardware, software, and services ecosystem. Apple is one of, if not, the best positioned to bring AI to the mainstream in useful an
Read →Intel 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
Read →Intel’s AI Everywhere event showcased the formal launch of Intel Core Ultra and their next-generation server CPU. The event highlighted a turning point for Intel regarding product architecture and manufacturing. Key Takeaways Intel emphasized its scale as one of the key reasons it will play a sig
Read →At Lattice’s first developer event, the company continues to exercise its lead in mid to low range FPGAs with continued emphasis on low-power FPGA performance. Lattice Semiconductor estimates the amount of FPGAs to be deployed over the next 10 years to ~10B and their latest developer conference demo
Read →Yesterday, AMD held an event launching a range of new products focused on AI as the event was themed Advancing AI. Key Takeaways increased its AI Accelerator TAM outlook to $400B+ in 2027 (up from $150B) driven by a faster pace of AI infrastructure buildout MI300X Official Launch with detailed specs
Read →At Amazon’s yearly event, highlighting all the ways AWS is continuing to innovate around cloud platforms and infrastructure, they unveiled updates to two key parts of their custom silicon stack. Graviton 4 and Tranium 2. Key Takeaways On it’s fourth generation, Graviton continues to offer increased
Read →With the news that Microsoft has hired Sam Altman and Greg Brockman, after the absolute debacle that has been Open AI over the past few days, Microsoft has now emerged as the most powerful force in AI. Key Takeaways Microsoft is now in position to not be depending on an outside source for a…
Read →Today at Snapdragon Summit, Qualcomm announced their 2024 flagship mobile chipset: Snapdragon 8 Gen 3. Below is our thoughts on what is significant and a recap of the main announcements. What’s Significant: Gen AI is being a popular marketing term and also a differentiating factor for a lot of consu
Read →During an analyst and press event held at its HQ’s Customer Experience Center in Palo Alto, HP showcased new hardware and services providing a glimpse of the opportunity the company has to deliver increased ROI as it leans into providing added value from the data captured by the devices customers us
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