ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake

ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake
by Robert Maire on 10-16-2024 at 10:00 am

ASML 2024 Downturn
  • Investors finally realize the upcycle isn’t as strong as stocks indicated
  • Industry Bifurcation between AI & rest of industry continues
  • China spending risk/overhang finally kicks in
  • AI is super strong, majority of chips remain weak- Invest accordingly
ASML simply states chip industry reality that investors have
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Podcast EP253: Democratization of AI with Christopher Vick of Lemurian Labs

Podcast EP253: Democratization of AI with Christopher Vick of Lemurian Labs
by Daniel Nenni on 10-11-2024 at 10:00 am

Dan is joined by Christopher Vick, the Vice President of Engineering at Lemurian Labs, bringing over three decades of experience from top tech companies such as Qualcomm, Oracle, and Sun Microsystems. Throughout his distinguished career, Christopher has played a key role in developing technologies used by billions.

Notably,… Read More


How AI is Redefining Data Center Infrastructure: Key Innovations for the Future

How AI is Redefining Data Center Infrastructure: Key Innovations for the Future
by Kalar Rajendiran on 10-10-2024 at 10:00 am

Connectivity Demands for AI Alphawave Semi

Artificial intelligence (AI) is driving a transformation in data center infrastructure, necessitating cutting-edge technologies to meet the growing demands of AI workloads. As AI systems scale up and out, next-gen compute servers, switches, optical-electrical links, and flexible, redundant networking solutions are … Read More


Elevating AI with Cutting-Edge HBM4 Technology

Elevating AI with Cutting-Edge HBM4 Technology
by Kalar Rajendiran on 09-30-2024 at 10:00 am

HBM4 Compute Chiplet Subsystem

Artificial intelligence (AI) and machine learning (ML) are evolving at an extraordinary pace, powering advancements across industries. As models grow larger and more sophisticated, they require vast amounts of data to be processed in real-time. This demand puts pressure on the underlying hardware infrastructure, particularly… Read More


Serving their AI Masters

Serving their AI Masters
by Claus Aasholm on 09-17-2024 at 10:00 am

Semiconductor AI Supply Chain 2024

The Impact of the AI Revolution on the Server Manufacturers

While some will designate my research as market research, I view it differently. Having done and bought plenty of market sizing research, I have not seen it lead to any change in behaviour or strategy. It has been used to confirm a strategy already decided and the “great” … Read More


Emotion AI: Unlocking the Power of Emotional Intelligence

Emotion AI: Unlocking the Power of Emotional Intelligence
by Ahmed Banafa on 09-04-2024 at 6:00 am

Emotion AI Unlocking the Power of Emotional Intelligence

Emotion AI, also known as affective computing or artificial emotional intelligence, is a rapidly growing field within artificial intelligence that seeks to understand, interpret, and respond to human emotions. This technology is designed to bridge the gap between human emotions and machine understanding, enabling more … Read More


AI: Will It Take Your Job? Understanding the Fear and the Reality

AI: Will It Take Your Job? Understanding the Fear and the Reality
by Ahmed Banafa on 08-28-2024 at 10:00 am

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In recent years, artificial intelligence (AI) has emerged as a transformative force across industries, driving both optimism and anxiety. As AI continues to evolve, its potential to automate tasks and improve efficiency raises an inevitable question: Will AI take our jobs? This fear is compounded by frequent reports of layoffs,… Read More


Alphawave Semi Unlocks 1.2 TBps Connectivity for HPC and AI Infrastructure with 9.2 Gbps HBM3E Subsystem

Alphawave Semi Unlocks 1.2 TBps Connectivity for HPC and AI Infrastructure with 9.2 Gbps HBM3E Subsystem
by Kalar Rajendiran on 08-27-2024 at 10:00 am

9.2Gbps HBM3E Subsystem

In the rapidly evolving fields of high-performance computing (HPC) and artificial intelligence (AI), reducing time to market is crucial for maintaining competitive advantage. HBM3E systems play a pivotal role in this regard, particularly for hyperscaler and data center infrastructure customers. Alphawave Semi’sRead More