We think about AI in 3 buckets: AI as Magic (AGI), AI as a Feature in other software, and AI as a Product or Platform. The middle one is already delivering, and most of the action is coming from the latter, where we expect a lot of messy experimentation.
So long as AMD has better GPUs than Intel and better CPUs than Nvidia they should have a seat at the table in the market for data center processors.
We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in a league of their own. It is good to have a software or licensing business.
We are going to start hearing a lot more about Handheld Game devices (PC grade graphics in devices smaller than a PC). This will not supplant phones of PCs, but could be a good segment for a few companies.
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
MWC is once again the venue for the global persuasion campaign between competing visions of the O-RAN project. The big swing factor this time around is the growing presence of hyperscalers, notably Microsoft Azure.
Just add AI – Building an AI Platform is not as easy as Microsoft Azure makes it out to be.
Choose Your Fighter – Networking is a growing pain point for the gaming industry, but solving the problem will be hard across gaming’s diversified ecosystem.
I had an interesting e-mail exchange with an old friend recently on the topic of Virtual Reality. That forced me to forced me to clarify my thinking on the subject, […]
The Internet of Things (IoT) is shaping up to be complicated. I have touched on this before. And here. And here. (The list goes on.) I have made a case that […]