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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
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
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
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, 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
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
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’s… Read More
If you work in the Semiconductor or related industry, you know that industry cycles can profoundly impact your business. It is crucial for strategic development to invest at the appropriate time and to rope the sails when necessary.
As a semiconductor investor, you’re accustomed to the ebb and flow of industry cycles. It’s… Read More
During a recent LinkedIn webcast, Dr. Ian Cutress, Chief Analyst at More than Moore and Host at TechTechPotato, and Priyank Shukla, Principal Product Manager at Synopsys, shared their thoughts regarding the industry drivers, design considerations, and critical advancements in compute interconnects enabling data center… Read More
- Lam reported good numbers with slightly soft guide
- Investors are figuring out the up cycle will be slower than thought
- Looks like AMAT won’t get CHIPS act money for Epic facility
- Steady improvement but stocks still ahead of themselves-Correction?
Lam reports good numbers (as usual) but guide not good enough
Lam reported… Read More
