Digits to Dollars

Deep Tech, Semis and More

Main Menu

Skip to content
  • About Us
  • Book
  • Consulting
  • Resources
    • Past Research
      • A Big Market – China’s Smartphone OEMs

Tag Archives: AI

AI Semis – the Have and Have Nots

May 26, 2023by D/D Advisors Leave a comment

Qualcomm has a robust AI offering, and the market for AI Inference at the Edge is huge. But Qualcomm and every other company not named Nvidia, will struggle to ride this wave to AI riches.

Read Article →
Qualcomm, Silicon
black and red computer motherboard

Why do we use GPUs for AI?

May 11, 2023by D/D Advisors Leave a comment

We provide a basic look at why GPUs are the chip of choice for AI workloads, with a look at the early days of Nvidia CUDA.

Read Article →
Silicon
a robot holding a cup

Our $0.02 on LLMs

April 19, 2023by D/D Advisors Leave a comment

The latest advances in AI (GPT, LLM, transformers, etc.) are like a Nokia phone in the 90’s – everyone could see the appeal, but no one could predict all that it would lead to.

Read Article →
The Valley, Tin Foil Hat

Has Nvidia won the market for AI Training?

November 8, 2022by D/D Advisors Leave a comment

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.

Read Article →
Enterprise Electronics, Silicon

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.

Read Article →
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.

Read Article →
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.

Read Article →
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.

Read Article →
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, […]

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

Post navigation

Buy our book!

A Practical Guide to IPOs

Processing…
Success! You're on the list.
Whoops! There was an error and we couldn't process your subscription. Please reload the page and try again.
  • The “Ideal” semis start-up
  • AI Semis – the Have and Have Nots
  • Marketing CPUs in a Multi-Polar World
  • Our Semis Are From the Niagara Falls Area
  • Two Great Tastes That May Not Go Great Together

Category Cloud

Analyst Decoder Ring Android Appconomy Apple Autonomous Vehicles blockchain Business Model China Components Enterprise Electronics eSports Google Home Networking IoT IPO M&A Management Mobile OS Mobile Web MWC Networking Qualcomm Roll Your Own Silicon Stocks Strategy The Cloud The Street The Valley Wireless

Contact Us:

info@digitstodollars.com

Contact Us:

info@digitstodollars.com
Powered by WordPress.com.
 

Loading Comments...