Category: Analyst Decoder Ring
Posted Date:
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AI Factories – Heavy Freight
Investors usually hate airlines – capital intensive, opex heavy, limited suppliers and no way to differentiate with customers. How are AI Factories any different?
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Nvidia crushes earnings, again
Customers can “Performance average their way into AI”. Nvidia has another strong quarter with demand still far outstripping supply.
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The Sum of All Our Dreams
Everyone has big ambitions for ways in which AI can change their business. Those may come to pass, but it is important to remember the difference between plans and dreams.
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Intel’s Marketing Connundrum
Intel seems to have a problem in communicating. We think they need a new approach that better coordinates its internal organization and emphasizes re-building credibility with the Street and the marketplace.
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Intel Foundry Financials Revealed
We got pretty close guessing Intel Foundry’s numbers. And while the company is moving in the right direction, the scale of the problem and the timeline of the solution are so big…
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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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Arm in Automotive
Arm’s new automotive products are interesting in their own right – covering all types of chips and customers – but they also highlight the ways in which Arm is working to capture…
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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…
