Intel vs AMD vs Google vs Amazon vs NUVIA

Intel vs AMD vs Google vs Amazon vs NUVIA
by Daniel Nenni on 11-29-2019 at 6:00 am

Arguably the cloud was the quickest road to riches for chip designers large and small. As an emerging company, if you wanted to raise money just put “Datacenter” in your pitch deck and you were assured millions. You would be competing with semiconductor’s version of David and Goliath (AMD and Intel) but that was a good thing, right?… Read More


AI Chip Landscape and Observations

AI Chip Landscape and Observations
by Shan Tang on 07-14-2019 at 8:00 am

It’s been more than two years since I started the AI chip list. We saw a lot of news about AI chips from tech giants, IC/IP vendors and a huge number of startups. Now I have a new “AI Chip Landscape” infographic and dozens of AI chip related articles (in Chinses, sorry about that :p).

At this moment, I’d like… Read More


Uber’s Sandcastle

Uber’s Sandcastle
by Roger C. Lanctot on 05-13-2019 at 7:00 am

As Uber’s initial public offering arrives this is a good moment to consider what kind of employment model for the future we all, as employees and employers, would prefer to adopt: Amazon or Uber?

One of my sons has interviewed with Amazon. The other has his Amazon moment today. My across-the-street neighbor works for Amazon Web Services.… Read More


EDA Update 2019

EDA Update 2019
by Daniel Nenni on 04-26-2019 at 12:00 pm

Over the last six years EDA has experienced yet another disruption not unlike the Synopsys acquisition of Avant! in 2001 which positioned Synopsys for the EDA lead they still enjoy today. Or the hiring of famed venture capitalist Lip-Bu Tan in 2009 to be the CEO of struggling EDA pioneer Cadence Design Systems. Under Lip-Bu’s… Read More


ARM Answers Server Doubts

ARM Answers Server Doubts
by Bernard Murphy on 12-07-2018 at 7:00 am

At ARM TechCon this year, the company announced the Neoverse brand targeted to infrastructure, contrasting with the Cortex brand we are familiar with for edge devices such as smartphones and IoT devices. Cortex was already used in infrastructure, in networking, base stations and the like but Neoverse splits the infrastructure… Read More


TSMC and Synopsys are in the Cloud!

TSMC and Synopsys are in the Cloud!
by Daniel Nenni on 10-08-2018 at 7:00 am

EDA has been flirting with the cloud unsuccessfully for many years now and it really comes down to a familiar question: Who can afford to spend billions of dollars on data center security? Which is similar to the question that started the fabless transformation: Who can afford to spend billions of dollars on semiconductor manufacturing… Read More


Amazon eating Whole Foods is nothing as entire industries are about to become toast

Amazon eating Whole Foods is nothing as entire industries are about to become toast
by Vivek Wadhwa on 06-22-2017 at 12:00 pm

I doubt that Google and Microsoft ever worried about the prospect that a book retailer, Amazon, would come to lead one of their highest-growth markets: cloud services. And I doubt that Apple ever feared that Amazon’s Alexa would eat Apple’s Siri for lunch.

For that matter, the taxi industry couldn’t have imagined that a Silicon Read More


3 Steps To Choosing The Right IoT Vendor

3 Steps To Choosing The Right IoT Vendor
by Padraig Scully on 10-30-2016 at 8:00 pm

There are thousands of contrasting IoT vendors in the market today. A strong push from hardware companies, communication providers, independent software vendors, system integrators, startups and IoT cloud platforms (of which there are360+ competing providers in this market alone) has resulted in a complex and confusing … Read More


Scalable Infrastructure for Digital Businesses

Scalable Infrastructure for Digital Businesses
by Sudeep Kanjilal on 10-02-2016 at 7:00 am

Building Digital businesses is tough. The run-time changes rapidly (browser – apps – bots), and standards for the digital architecture/stack gets refined constantly. Pace of innovation is accelerating due to massive war-chest of the top digital players like Google, Facebook, Apple and Amazon. For the Fortune… Read More


Network vs. Platform

Network vs. Platform
by Sudeep Kanjilal on 09-25-2016 at 7:00 am

So, how do we define these terms? What is the core difference? Why does it matter – what is the implication on business models? And finally, which firms today embody these models?

First, the basics. Digital business models are inherently exponential in terms of value generation. Data drives powerful flywheel effect, and these … Read More