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August 29, 2023
Competition tends to erase excessive profits.
August 29, 2023
Alphabet held its cloud conference and the July JOLTS report came in lower than expectations, boosting hopes the Federal Reserve may be done hiking interest rates.
August 29, 2023
A partnership with NVIDIA on supercomputing and an enterprise-grade version of Google Kubernetes Engine top the array of cloud and AI reveals.
August 29, 2023
For those of us who like hardware and were hoping for a big reveal about the TPUv5e AI processor and surrounding system, interconnect, and software stack
August 18, 2023
Companies and governments want to deploy generative AIโbut first they need access to Nvidia's H100 chips
August 7, 2023
CUDA (Compute Unified Device Architecture) is a closed-source low-level API that interfaces software with NVIDIA GPUs. CUDA is a major moat for NVIDIA. Itโs part of why NVIDIA GPUs command such a premium over other hardware (and are perpetually in short supply). A few reasons why the monopoly exists: * Hardware/software synergy. NVIDIA has consistently shipped the fastest hardware) and software. Itโs been difficult for other companies to build this flywheel (software companies donโt have ...
August 6, 2023
Google usually finds its phones overshadowed by devices from Apple and Samsung. But our managing editor for mobile thinks there are 7 ways the Pixel 8 could stand out from the smartphone crowd this fa
August 2, 2023
A recent TrendForce report suggests significant developments in the High Bandwidth Memory (HBM) market and the AI accelerator chip industry
July 7, 2023
Large Language Models like ChatGPT and Bard burn a lot of cash in chip acquisition and various operational costs. These have implications like the latest AI offerings not being made publicly available because every free user costs money for the company at the backend, and not-for-profit business models becoming rendered unviable. How AI companies monetise LLMs will be keenly watched
June 28, 2023
Exploring Googles strategic approach to generative AI including its products, services, and market approach. Analyzing Googles opportunity and competitive position.