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.
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 economy.
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.
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 pace to fix that imbalance.
The data center silicon market is massive, but also challenging for incumbents let alone new entrants. We do some math to back this up.
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 problems and those that are actually solving technology problems.