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: Nvidia

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
men fighting in the ring

Marketing CPUs in a Multi-Polar World

May 25, 2023by D/D Advisors Leave a comment

How do CPU companies market in a newly, highly-fragmented market? There are no easy answers in this very complex, rapidly moving environment, but there is some hope.

Read Article →
Roll Your Own, Silicon
a close up on a female like hands assembling broken white plate

AI Semis Market Landscape

May 17, 2023by D/D Advisors Leave a comment

There are really three markets for AI semis – training, cloud inference and edge inference. All of them are already fairly crowded. Choose your battles carefully.

Read Article →
Autonomous Vehicles, Deep Tech, Electric Vehicles, Roll Your Own, 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

NVDA as a Software Stock?

May 9, 2023by D/D Advisors 5 Comments

Should we value Nvidia as a software stock? Its CUDA software is a major competitive advantage in AI. Even if we do this, it is hard to get comfortable with the current share price.

Read Article →
Analyst Decoder Ring, Silicon, The Street

How many CPUs do we need?

April 28, 2023by D/D Advisors Leave a comment

Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.

Read Article →
China, Deep Tech, Qualcomm, RISC V, Roll Your Own, Silicon, Strategy
raspberry pie

Everybody Wants to Software

April 21, 2023by D/D Advisors 2 Comments

Every chip company has ambitions to sell software too – but there are very few software models that will work for them.

Read Article →
Components, Silicon, Strategy

Data Center Market Math

April 13, 2023by D/D Advisors Leave a comment

The data center silicon market is massive, but also challenging for incumbents let alone new entrants. We do some math to back this up.

Read Article →
Deep Tech, Enterprise Electronics, Roll Your Own, Silicon, The Cloud

A Tale of Two Salesforces

March 23, 2023by D/D Advisors Leave a comment

Nvidia just had a developer event which highlighted all the partners they have, a vision of the verticalized future of semis. In contrast, Qualcomm’s sales structure does not look like that.

Read Article →
Qualcomm, Strategy

Semis Top Five

February 3, 2023by D/D Advisors 2 Comments

We think there will be a few more legs of semis consolidation. So we compiled a list of 5 semis companies who we think will survive:
1. ADI & TI
2. QCOM
3. NVDA
4. Some chip company from China
5. The smoldering remains of Intel, probably owned by others.

Read Article →
Apple, Google, Qualcomm, Roll Your Own, Silicon

Post navigation

1 2 … 4 Next →

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.
  • 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
  • AI Semis Market Landscape

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...