Many semis start-ups pin their hopes on non-Cloud customers. This is a large market, but also a conservative one that is reluctant to adopt new chips. The move to AI, data sovereignty and a growing awareness of cloud costs may crack that door open, a bit
The data center silicon market is massive, but also challenging for incumbents let alone new entrants. We do some math to back this up.
What role is left for Nokia and Ericsson? Are they systems integrators? Specialty equipment vendors? Enterprise mobility solution provider? None are great options.
Moore’s Law brings benefits beyond semis. The price and accuracy of sensors are both moving in the right direction allowing for fine-grained pervasive sensor networks, just as advances in AI mean we can make real use of all that data.
It seems very likely that most AI Training will be run on Nvidia GPUs. The software environments for training are too numerous and changing rapidly, which favors the soft, warm familiarity of CUDA over speculative gains offered by new entrants.
As we keep saying, IoT is not one thing. So maybe we should find a better way to segment the market. We think companies can analyst the opportunities available based on the complexity and engineering required to deliver their product to market.
Arm is now a real force in the data center. With all of the “Super 7” running Arm CPUs, and the software industry increasingly recognizing the benefit of porting to Arm, we are at or approaching a significant tipping point in this massive market.
AWS cannot control the software it runs, but it can still benefit from having its own CPU by reducing power consumption and thus increasing capacity of its data centers. And maybe that also introduces a new form of customer lock-in.
Optical stocks are volatile even in the best market conditions. Someday they will find their value, but it is going to be hard to determine when that will be.
The optical industry is plagued by manufacturing and packaging obstacles, but may finally be closing in the Holy Grail of Silicon Photonics. This time is totally different….