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Tag Archives: AI

Margin Stacking and the Cost of AI

March 10, 2021by D/D Advisors 4 Comments

Margin Stacking and the Cost of AI – How much of the value of “AI” will accrue to hardware makers who have to add significant silicon content to make their products stand out.

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Home Networking, Qualcomm, Silicon

Heterogeneous Compute

February 23, 2021by D/D Advisors 1 Comment

Heterogeneous Compute – The competitive dynamics of the processor markets were static for years, but the demand for “AI” and the emergence of new customers/competitors means the market for all processors is likely to shift considerably in coming years.

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Apple, Autonomous Vehicles, Google, Qualcomm, Silicon, Strategy

Amazon AI Assemble

December 8, 2020by D/D Advisors 1 Comment

Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.

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China, Components, Enterprise Electronics, Silicon

China has won the AI Accelerator Race

October 2, 2020by D/D Advisors 3 Comments

AI accelerators are special purpose chips whose appeal is economic rather than technical. And it is now likely that China has more stand alone AI accelerator companies than the US has, or maybe ever will have.

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China, Components, Enterprise Electronics, Silicon, Strategy, The Valley

Let’s Just Call it 6G

October 2, 2019by D/D Advisors 8 Comments

In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, […]

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Analyst Decoder Ring, blockchain, Components, IoT, MWC, Networking, Qualcomm, Strategy, Wireless

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