Roll Your Own Adventure – Semis companies are trading at all-time high valuations, but there is an ocean of competitors out there, including some of the biggest customer for those chips. Fun times.
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.
Google closing Stadia Studios is not entirely surprising but it serves as a good place for us to take a closer look at the Gaming Internet.
How does Amazon do it? – Amazon seems to have created a new model for building conglomerates
Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.
Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.
Org Chart as an Service- Amazon’s growth is built on an incredibly flexible organizational structure
Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is no longer the strategic high ground it once was.
We attended the Game Developers (GDC) conference this week. The Google Stadia announcement, in particular, really resonated with us, and we detail the importance of that below. For anyone who […]
Last week Amazon announced that they have built their own server-grade CPU. We have not touched on this product here for some very specific reasons, but this is big news, […]