Category: Deep Tech
Posted Date:
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AI Semis Market Landscape
There are really three markets for AI semis – training, cloud inference and edge inference. All of them are already fairly crowded. Choose your battles carefully.
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How do you say Trade War in German?
China has become a net exporter of vehicles for the first time in its history. They are selling a lot of EVs to the world, and that will reverberate throughout the global…
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How many CPUs do we need?
Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.
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Deep Tech Foundations
Hardware will constitute 60% of “Technology” revenue over the next five years, but has received only 10% of venture investments over the past five years. US investors need to pick up the…
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Data Center Market Math
The data center silicon market is massive, but also challenging for incumbents let alone new entrants. We do some math to back this up.
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What is a Technology Company?
For the past decade, we have labeled anything newish as a “Tech” company, but the markets are reminding us that there is a difference between companies that use technology to solve business…
