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
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
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
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
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
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
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
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
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
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
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Intel vs AMD vs Google vs Amazon vs NUVIA