Category: AI
Posted Date:
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Qualcomm’s Edge Opportunity
Qualcomm remains a leader in connectivity, and as the need for compute at the edge (including AI) grows, the company’s connectivity products could spark a new path to growth.
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The Strong Case for Deep Tech in the Age of AI
We long held the belief that there is a strong case for greater Deep Tech venture investing. The rise of machine learning and AI only deepens our conviction on what is likely…
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Qualcomm’s Developer Progress
As challenging as the PC market will be for Qualcomm, the company has made major strides in building up its software capabilities. Readying it not only to enter PCs, but also preparing…
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What is going on with AI Factories?
Nvidia likes to talk about AI Factories, independent GPU-centric cloud providers, but these look a lot like PaaS providers of old, and they could trip up the company once GPU supply catches…
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How (Will) AI Reshape the Data Center?
The rise of AI compute is poised to reshape the economics of the data center. That may be as simple as Nvidia displacing Intel, but it could also lead to much wider,…
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A Few GTC Highlights
Three highlights from GTC so far: 1) Nvidia has an immense amount of strategic flexibility 2) They are doing well in inference but do not have a lock on the market 3)…
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On Paths Not Taken
Nvidia’s is now hailed for its single-minded vision of giving birth to AI. But the real lesson from their success is better demonstrated by their failures. This is a company that is…
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Artificial Life on the Edge
AI at the edge is going to do more than just run inference, it will also be used to capture data and improve models. This is going to affect our batteries and…
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How Deep is Nvidia’s Software Moat?
Nvidia has formidable barriers to entry in its software. CUDA is a big part of that, but even if alternatives to CUDA emerge, the way in which Nvidia is providing software and…
