Report

Report · April 2, 2025

We Do Not Have Enough Compute

We are in a huge AI compute shortage right now. At this very moment! When you hear most people talk about this, it’s generally in regards to model scaling and compute scaling for training. Not enough compute so labs can’t scale up the scaling laws. Right now is different, it’s the Ghibilification of

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Report · February 13, 2025

China’s Smartphone Golden Refresh: Don’t Call it a Super Cycle

China’s smartphone market, the world’s largest, could be at an inflection point not seen since the initial smartphone boom. In recent quarters, the market has shown signs of recovery, with local brands benefiting from a surge in premium offerings as more Chinese consumers are willing to spend on new

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Report · October 31, 2024

Artificial Intelligence – Arm at the Forefront of Heterogeneous Computing

The artificial intelligence revolution is reshaping the computing landscape, with profound implications for processor architecture and data center infrastructure. As AI systems grow increasingly sophisticated—from large language models to advanced reasoning agents—they are driving unprecedented dema

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Article · October 31, 2024

Arm in the Data Center: The Dawn of a New Era

Introduction: 2024 – The Tipping Point for Arm’s Data Center Momentum As we close out 2024, the semiconductor industry is witnessing a significant shift in the data center market. AI is the most important technology platform shift we have seen in a decade, and perhaps longer.  This fundamental shift

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Report · October 9, 2024

AI Adoption Accelerates: Key Insights from Latest Industry Research

Recent comprehensive research, which we have private access to, sheds light on the rapidly evolving landscape of AI adoption across industries. Based on a survey of 400 enterprises and an extensive analysis of company transcripts, the study reveals how businesses are increasingly leveraging AI to dr

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Article · August 20, 2024

Snapdragon X Elite and the New Era Battery Life on Windows

While it is easy to get caught up in the excitement of AI features coming to Windows in the new category of PCs called Copilot + PCs, my conviction has always been that the transformational battery life experience would be one of the most compelling reasons to upgrade for consumers and enterprises.

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Report · August 13, 2024

How CIO/CTO’s are Thinking About Generative AI

Gathering feedback and synthesizing six CIO/CTO surveys from investment bank broker research, we summarize the key findings on how CIO/CTO’s are currently thinking about Generative AI investments and deployment. Recent analysis of CIO perspectives reveals a nuanced and strategic approach to Generati

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Report · July 15, 2024

Day One of the NPU For Software Developers

Over the course of this series, we have been exploring ways developers have been utilizing the NPU, and taking advantage of its dedicated AI processing capabilities. While we still have more developer stories to tell, one clear insight has stood out from many of our discussions with a gamut of softw

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