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👉 This is Part 2 of an editorial series on the evolving economics of AI inference. If you missed Part 1, where I broke down the shift toward full-system integration, the lessons from the AI Infra Summit, and the “no forks” open-source philosophy, you can read it HERE: Beyond the Accelerator: Why Silicon Challengers … Read More
Semiconductor market forecasts for 2016 are all over the place. Jim Handy and Tom Starnes floated a report in January looking for 10% growth. Jim Feldhan at Semico turned outright negative at -0.3% just a couple weeks ago. Tossing out the high and low scores, analysts tracked by GSA range from 0.3% to 7.0% in March updates. What’s … Read More
