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# Creative Strategies

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## Posts

- [Research](https://creativestrategies.com/blog/)
- [XPO](https://creativestrategies.com/xpo/) - Conventional wisdom says CPO wins by default as next-gen speeds increase power consumption (SerDes and DSP) and heat dissipation. And CPO overcomes this by replacing the long electrical trace with optics. But what if the current pluggable roadmap can be extended to deal with the power problem? XPO keeps optics pluggable and solves the thermal
- [Building the Chiplet Ecosystem](https://creativestrategies.com/building-the-chiplet-ecosystem/) - Arm’s CSA, Neoverse CSS, and Total Design as a framework for multi-vendor chiplet ecosystem alignment Chiplets are an important semiconductor industry topic we’ve been covering, most recently here: Chiplets. Breaking a complex system-on-chip into smaller, specialized dies improves yield and allows each chiplet to use the most cost-appropriate process node. In today’s era of steep
- [Eliyan: The Ultimate Chiplet Interconnect](https://creativestrategies.com/eliyan-the-ultimate-chiplet-interconnect/) - Backed by Every Major HBM and Foundry, Built by Networking Pioneers It’s been a while since we checked in on semiconductor startups, but they remain one of the best ways to glimpse the industry’s future. What problems are they solving, and what clever approaches are they taking? With connectivity stocks running hot, it’s a good
- [AWS Is Missing the AI Infra Moment](https://creativestrategies.com/aws-is-missing-the-ai-infra-moment/) - Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth The cloud wars are heating up, and it’s not looking good for AWS. Among the three hyperscalers, Amazon is by far the most dependent on its cloud business for profit and growth: This is a race Amazon cannot
- [From Org Chart to Work Chart: Navigating the Human-Agent Workplace](https://creativestrategies.com/from-org-chart-to-work-chart-navigating-the-human-agent-workplace/) - In the latest episode of my TEQ podcast, I had the pleasure to engaged in an insightful conversation with Alexia Cambon, Head of Research on Microsoft's Copilot and Future of Work team, about how artificial intelligence and AI agents are fundamentally reshaping the workplace. The discussion explored findings from Microsoft's latest Work Trend Index report,
- [Why GenAI is Good for Google](https://creativestrategies.com/why-genai-is-good-for-google/) - Also: Google vs OpenAI, vs Meta, and risks For the last year, one of the most persistent narratives in tech has been that generative AI will make Google Search obsolete. After all, if an AI can answer your question directly, why click on a link? And if nobody clicks, Google’s ad business collapses. Right? But Google’s
- [WWDC25: Apple’s Playing a Different Game](https://creativestrategies.com/wwdc25-apples-playing-a-different-game/) - Before WWDC, Bloomberg said Apple’s AI efforts need to “catch up to leaders like OpenAI and Google.” This assumes Apple is running the same AI race as OpenAI and Google. Is it? And after WWDC, The Wall Street Journal declared that “Apple fails to clear a low bar on AI”. This implies a clear standard that Apple failed to
- [Enterprise AI: Nvidia, Dell, and Implications for AMD](https://creativestrategies.com/enterprise-ai-nvidia-dell-and-implications-for-amd/) - A year ago, if you asked me whether enterprise GenAI was real, I’d say maybe. There were surely many proofs of concept, but feasibility and value weren’t clear. Now? It’s real. Let’s walk you through what changed and what it means for Nvidia, Dell, and AMD. Reasoning Enables AI Factory Era From Training Era to
- [Chiplets and the Future of System Design](https://creativestrategies.com/chiplets-and-the-future-of-system-design/) - In a previous post, we traced the history of semiconductor integration and its limits: The Long Arc of Semiconductor Scaling. We’ll revisit these limits and then discuss the solution: chiplets! SoC Problems System-on-chips (SoCs) have become dominant by integrating multiple functions into a single die, including CPU, GPU, memory, I/O, and analog components. Apple’s M3 is
- [Anticipatory Intelligence and the Return of Windows](https://creativestrategies.com/anticipatory-intelligence-and-the-return-of-windows/) - At Microsoft Build this week, agentic AI stole the spotlight. But for me, an older story felt more important: Windows. As I jogged along the Seattle waterfront each morning, I kept returning to the question Can Windows matter again? I think it can. To see why Windows can matter again, let’s first rewind and revisit how
- [Qualcomm Automotive Primer](https://creativestrategies.com/qualcomm-automotive-primer/) - One line from Qualcomm’s recent earnings call caught my ear: We delivered QCT automotive revenues of $959 million, reflecting 59% year-over-year growth on increased content in new vehicle launches with our Snapdragon Digital Chassis platforms. Source Nearly $1 billion in quarterly revenue, growing 59% YoY!! Sure, it’s peanuts relative to smartphones: And yes, growth from a smaller base
- [The Long Arc of Semiconductor Scaling](https://creativestrategies.com/the-long-arc-of-semiconductor-scaling/) - I planned to write a chiplets explainer this week while traveling to and from CadenceLIVE in San Jose… but I got sucked into the broader chiplets backstory while doing research. After all, chiplets are a semiconductor manufacturing and scaling story of sorts! So I’m pivoting. This post shares the fun historical arc of transistor and IC scaling
- [Beyond Tracking: Whoop MG Review – A Deep Dive into Healthspan and Preventative Health](https://creativestrategies.com/beyond-tracking-whoop-mg-review-a-deep-dive-into-healthspan-and-preventative-health/) - There’s been a pretty big trend recently in healthy living and health/wellness. Alcohol consumption is trending down, gym memberships are trending upwards with utilization also trending upwards, mostly because of GenZ. The interest in health and wellness is at all time highs. Wearables like Oura Ring and Whoop are also becoming even more popular, with
- [Intel Foundry: A Cultural Reboot](https://creativestrategies.com/intel-foundry/) - I attended Intel Foundry’s Direct Connect in San Jose this week, where it was evident the company is shedding its old top-down, Intel-knows-best approach. I saw humility, acknowledgment of past missteps, and meaningful customer and partner engagement. Credit goes to the new leadership with external experience. Still, 18A remains a challenge. Building The Foundry Muscle
- [The iPhone Is My Midwife](https://creativestrategies.com/the-iphone-is-my-midwife/) - It’s the first time for both Betsy and me: she’s never given birth before and I’ve never helped a goat produce a kid. My heart races as I pace her pen, reviewing what I need to know to make sure she has a safe delivery. She seems as content in her
- [Motorola's Razr Revolution: How Lifestyle Tech is Winning the Youth Market](https://creativestrategies.com/motorolas-razr-revolution-how-lifestyle-tech-is-winning-the-youth-market/) - In a move to strengthens its position in the premium smartphone segment, Motorola has unveiled its 2025 Razr lineup, expanding to three models and showcasing a commitment to lifestyle technology that's capturing younger audiences in increasingly competitive markets. Color and Expression at the Core The standout aspect of Motorola's strategy is its deliberate focus on
- [Robots That See, Part 2: Vision Transformers](https://creativestrategies.com/robots-that-see-part-2-vision-transformers/) - Transformer neural nets are quickly making robotics way more useful. See Physical Intelligence’s video they dropped yesterday, where their robot cleans kitchens and bedrooms in homes it was never trained on! And check out this video from XPENG recapping what they discussed at the ongoing Auto Shanghai show, including how their robot uses more AI
- [Robots That See, Part 1: The Evolution of Computer Vision](https://creativestrategies.com/robots-that-see-the-evolution-of-computer-vision-part-1/) - This piece kicks off a new series on robotics. I’ll walk through the key ideas from first principles, starting with computer vision, and explain how GenAI changes what’s possible in robotics. Note that I'm pulling on some other ongoing threads on Chipstrat, so after this post, we’ll take a break from technical topics and cover
- [10 Years On and Apple Watch Has Not Left My Wrist Yet](https://creativestrategies.com/10-years-on-and-apple-watch-has-not-left-my-wrist-yet/) - A decade ago, when I first strapped on the original Apple Watch, I had no idea it would become the most irreplaceable device in my daily life. Ten years later, not only has the Apple Watch never left my wrist, but its role has evolved in ways even Apple may not have fully anticipated. The
- [GPU Networking Basics, Part 2](https://creativestrategies.com/gpu-networking-basics-part-2/) - Hey everyone! I was off the grid last week while attending Intel Vision. It was a significant moment for me, witnessing Intel CEO Lip-Bu Tan’s first public appearance at my inaugural event as an analyst: I had face-to-face meetings with executives, discussing the expected topics and some unexpected topics. What I learned at Intel Vision
- [Google Cloud Next: New Digital Workflows and AI Agents To Redefine Work](https://creativestrategies.com/google-cloud-next-new-digital-workflows-and-ai-agents-to-redefine-work/) - In the rapidly evolving digital landscape, Google Cloud's latest announcements at Google Cloud Next highlight a transformative shift in how we approach work. The integration of AI agents into workplace tools isn't just enhancing productivity—it's fundamentally reimagining the relationship between humans and technology in professional environments. The Creator Economy Comes to Enterprise Google's recent innovations
- [Cisco's Strategic Push into AI Infrastructure and Security at Cisco Live EMEA 2025.](https://creativestrategies.com/ciscos-strategic-push-into-ai-infrastructure-and-security-at-cisco-live-emea-2025/) - At this year's Cisco Live EMEA, the networking giant unveiled a comprehensive strategy that signals a decisive move into the AI infrastructure space while reinforcing its traditional strengths in networking and security. The announcements represent not just product updates, but a fundamental shift in how Cisco envisions the future of enterprise IT infrastructure and the
- [Alexa+: Amazon's Home Assistant Grown Up to Be a Full-Fledged AI Agent](https://creativestrategies.com/alexa-amazons-home-assistant-grown-up-to-be-a-full-fledged-ai-agent/) - The recent unveiling of Amazon's enhanced Alexa with generative AI capabilities marks a significant milestone in the evolution of home-based AI assistants. As tech companies increasingly focus on generative AI capabilities, Amazon has carefully reimagined its digital assistant while preserving what made Alexa special in the first place: a personal and context aware helpful companion
- [HP Amplify 2025: AI-Powered Productivity Takes Center Stage](https://creativestrategies.com/hp-amplify-2025-ai-powered-productivity-takes-center-stage/) - This week at HP's annual Amplify Conference in Nashville, industry leaders are gathering under the theme 'Driving the Future Together' to explore how AI is reshaping the future of work. HP unveiled more than 80 new products across its portfolio, making a bold statement about its direction in the AI era with solving real pain
- [Microsoft's Consumer Copilot: Your Personal AI Companion](https://creativestrategies.com/microsofts-consumer-copilot-your-personal-ai-companion/) - This week at an event in Redmond that celebrated Microsoft’s 50 anniversary, Mustafa Suleyman, Executive Vice President and CEO of Microsoft AI unveiled a set of new capabilities that are turning Copilot into a personalized AI companion. True personalization begins when your Copilot develops a comprehensive understanding of you—your preferences, dislikes, and past behaviors. Memory
- [Jensen, We’re With You. But We’re Not There Yet.](https://creativestrategies.com/jensen-were-with-you-but-were-not-there-yet/) - One thing stood out in NVIDIA’s GTC Financial Analyst Q&A: CEO Jensen Huang didn’t feel heard. His tone and demeanor suggested he was frustrated that his message wasn’t landing. Watch the event from ~12:03 to 13:00 or so in the video here. Jensen Huang: And we're not just building a chip, we're building networkings and switches
- [GPU Networking Basics](https://creativestrategies.com/gpu-networking-basics/) - We’re going to very gently discuss networking and GPUs. It’s an important topic, but it can feel boring or esoteric. Hang with me! Motivation Training an LLM requires a lot of floating point operations (FLOPs): How long to train these models? If a single GPU can produce about 2 PetaFLOP/s (2 * 10^15 floating point
- [A weekend with Apple's Mac Studio with M3 Ultra: The only real AI workstation today](https://creativestrategies.com/mac-studio-m3-ultra-ai-workstation-review/) - Discover how Apple's Mac Studio with M3 Ultra transforms AI development, offering unmatched GPU power, vast Unified Memory, and optimized MLX integration.
- [Dispelling DeepSeek Myths, Studying V3](https://creativestrategies.com/dispelling-deepseek-myths-studying-v3/) - Remember Jan 27th when Nvidia lost half a trillion dollars in market cap? An inconspicuous table buried in a paper played a key role: What did this paper actually say? Welcome to the third and final post in a series looking at DeepSeek. Let’s think things through from first principles. We can talk about misplaced investor panic
- [Apple M4 MacBook Air - Apple's Continued Aggressive SoC Power Management](https://creativestrategies.com/apple-m4-macbook-air-apples-continued-aggressive-soc-power-management/) - Keeping up my theme of constantly analyzing the battery life of each new Apple M series silicon, I was excited to dive into the new M4 Macbook Air. Every year, gen on gen, Apple continues what their silicon design teams like to call the relentless pursuit of performance per watt. While the M4 is not
- [Nvidia 4Q25 Earnings](https://creativestrategies.com/nvidia-4q25-earnings/) - Nvidia’s 2025 earnings call was more revealing than it seemed. Is cost-per-token now the key battleground for AI infrastructure? Why is Nvidia pushing Ethernet, and what does that mean for Infiniband? What happens to aging GPUs? We’ll also explore Nvidia’s positioning against AI ASICs, revenue concentration risks, and whether AMD’s modularity can still be a
- [AMD's AI Accelerator Business: Puts and Takes](https://creativestrategies.com/amds-ai-accelerator-business-puts-and-takes/) - AMD’s 60% CAGR guidance for the AI accelerator TAM is something of a double-edged sword. On one hand, it reinforces confidence in the long-term expansion of the AI market. On the other, it implicitly suggests that AMD’s Instinct growth will track similarly. AMD recently decided to stop breaking out Instinct revenue, suggesting they don’t want
- [DeepSeek Pulls Forward Copilot+ PC adoption](https://creativestrategies.com/deepseek-pulls-forward-copilot-pc-adoption/) - What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization The trajectory of generative AI in consumer devices has always been a matter of when, not if. DeepSeek’s distilled R1 models suggest on-device AI is coming sooner than anticipated. I’ve written extensively about the benefits of multimodal LLMs for mobile and hands-free
- [Reasoning Models and DeepSeek, Semis Implications](https://creativestrategies.com/reasoning-models-and-deepseek-semis-implications/) - Much ink has already been spilled about DeepSeek, yet the conversation tends to skew either highly technical or completely surface-level. This research report delivers an accessible yet technically grounded analysis of the DeepSeek R1 paper, highlighting its implications for the semiconductor industry. Let’s start with context, and then we’ll unpack key paragraphs from the paper.
- [DeepSeek MoE & V2](https://creativestrategies.com/deepseek-moe-v2/) - https://www.youtube.com/watch?v=BKBs0Wjwskk We previously looked at DeepSeek’s reasoning model R1 and distilled variants. I started with the reasoning model because it could upend OpenAI’s business model, which seems to be playing out: Yet a lot of investors freaked out because of the V3 paper. So I set out to break down DeepSeek’s V3 paper, but soon
- [iPhone 16e Positioning in the Market and Apple C1 Strategy](https://creativestrategies.com/iphone-16e-positioning-in-the-market-and-apple-c1-strategy/) - Today Apple officially announced the newest member of the iPhone family, which includes the newest member of the Apple silicon family: the C1 (Cellular 1), their first-party Apple-designed cellular modem. iPhone 16e Position in the Market Where does the new iPhone fit in the current iPhone lineup is one of the main questions that has
- [Creative Strategies Welcomes Austin Lyons to the Team](https://creativestrategies.com/creative-strategies-welcomes-austin-lyons-to-the-team/) - We at Creative Strategies, Inc. are excited to announce that Austin Lyons, the author of the popular semiconductor newsletter Chipstrat is joining our distinguished team. Austin joins the team after spending 2 years at John Deere as a product manager working on the autonomous tractor team. He also previously worked as a hardware engineer at
- [AI-Driven Smart Home Innovations: Transforming Life at Home](https://creativestrategies.com/ai-driven-smart-home-innovations-transforming-life-at-home/) - In a rapidly evolving tech landscape, the discourse around Generative AI continues to spark excitement and innovation. On the back of Samsung Unpacked and the release of the new Galaxy S25 smartphone family, I had the pleasure to host a panel discussion on the role AI will play in our home. More specifically, we explored
- [With Android XR Google Bets on AI to Accelerate XR Adoption](https://creativestrategies.com/with-android-xr-google-bets-on-ai-to-accelerate-xr-adoption/) - As we stand on the cusp of a new era of immersive computing, Google's announcement of Android XR clearly highlights the role AI, Gemini, can play in broadening the use cases and appeal for extended (XR) technologies. This development comes at a time when the XR market is experiencing a surge of innovation and competition,
- [Intel's Necessary Pain: Why Pat Gelsinger's Technology-First Turnaround Deserves More Time](https://creativestrategies.com/intels-necessary-pain-why-pat-gelsingers-technology-first-turnaround-deserves-more-time/) - The recent Reuters article criticizing Pat Gelsinger's leadership at Intel paints a stark picture of a struggling turnaround, but the reality is far more nuanced. As someone who has followed Intel closely for decades, I believe much of the criticism overlooks both the magnitude of challenges Gelsinger inherited and the fundamental necessity of his technology-first
- [Arm in the Data Center: The Dawn of a New Era](https://creativestrategies.com/arm-in-the-data-center-the-dawn-of-a-new-era/) - Introduction: 2024 - The Tipping Point for Arm's Data Center Momentum As we close out 2024, the semiconductor industry is witnessing a significant shift in the data center market. AI is the most important technology platform shift we have seen in a decade, and perhaps longer. This fundamental shift is causing the entire technology industry
- [Meta Orion - The Future Pulled Forward to Today](https://creativestrategies.com/meta-orion-the-future-pulled-forward-to-today/) - I had the opportunity to experience the full Meta Orion demo and, like many others who got to try the device, it was truly incredible. I'll share my experience in the middle of this report, but I want to add some perspective on how Meta is approaching this vs. the way Apple has decided to
- [A Week With iPhone 16 Pro - My Favorite Feature](https://creativestrategies.com/a-week-with-iphone-16-pro-my-favorite-feature/) - Having spent the last week with the new iPhone 16 Pro Max I wanted to share a few thoughts. Key Takeaways iPhone 16 Pro vs. Pixel 9 Pro XL Image Battle My Favorite New Feature Pure Hardware Innovation Getting Harder New Experiences Unlocked by Apple Silicon Advances Image Battle Camera photography is highly subjective.
- [Snapdragon X Elite and the New Era Battery Life on Windows](https://creativestrategies.com/snapdragon-x-elite-and-the-new-era-battery-life-on-windows/) - While it is easy to get caught up in the excitement of AI features coming to Windows in the new category of PCs called Copilot + PCs, my conviction has always been that the transformational battery life experience would be one of the most compelling reasons to upgrade for consumers and enterprises. Currently, the "more
- [The Google Pixel 9 Family and the Pursuit of Helpfulness](https://creativestrategies.com/the-google-pixel-9-family-and-the-pursuit-of-helpfulness/) - I have always found it helpful to view Google's mission/ambition/product goals, etc., within the framework that Alphabet CEO Sundar Pichai consistently emphasizes whenever he speaks publicly. His eloquent statement of the mission is "To organize the world's information and make it universally accessible and useful." Within this framing, he has also stated that the ultimate
- [Samsung Galaxy Unpacked 2024: Foldables, AI and the Future of Mobile](https://creativestrategies.com/samsung-galaxy-unpacked-2024-foldables-ai-and-the-future-of-mobile/) - In an age where technology is not just an extension of our capabilities but increasingly a core part of our daily experiences, Samsung Electronics at the Galaxy Unpacked 2024 event, presented a compelling vision for the future of mobile Artificial Intelligence (AI). Held on July 10, 2024, the event featured the unveiling of an array
- [Revolutionizing Computing: Stevie Bathiche on the NPU and the Future of AI Enabled Always-On Computing](https://creativestrategies.com/revolutionizing-computing-stevie-bathiche-on-the-npu-and-the-future-of-always-on-computing/) - In a recent conversation with Stevie Bathiche, a Technical Fellow at Microsoft, we discussed the potential of the Neural Processing Unit (NPU) and its role in powering the future of computing. Bathiche’s insights highlighted the NPU’s significance as an AI coprocessor due to its efficiency and ability to enable always-on, always-computing functionalities that power computers
- [Semiconductors are Eating the World](https://creativestrategies.com/semiconductors-are-eating-the-world/) - Marc Andreessen famously articulated that “software is eating the world”. However, embedded in this observation is the central point that, before software can eat the world, semiconductors must eat it first. Thanks to Moore’s Law, this is exactly what is happening. We are on a journey to not just connect unconnected people and groups to
- [Apple's Transistor Budget](https://creativestrategies.com/apples-transistor-budget/) - Apple's M-series chips have revolutionized the Mac lineup, bringing a laser focus on performance and efficiency to the company's laptops (portables), desktops, workstations, and even now cloud silicon. Thanks to the hard work of those dissecting Apple silicon X-ray images and highlighting blocks on the SoC, we can take a closer look at how Apple
- [AirPods Pro Score 828 points on the Delight Scale](https://creativestrategies.com/post-13/) - Apple released AirPods Pro too much fanfare. We applied the Delight Scale to AirPods Pro and found customers were overwhelmingly happy with the experience and features. Condimentum et non penatibus sagittis ac duis mus enim a parturient ac faucibus convallis a ullamcorper parturient arcu a est potenti rutrum proin class tristique. Eros sociosqu montes parturient
- [REPORT: The NPU - The Newest Chip on the Block](https://creativestrategies.com/report-the-npu-the-newest-chip-on-the-block/) - The New Chip on the Block The Neural Processing Unit (NPU) has evolved significantly since the introduction of deep learning models like AlexNet in 2012. NPUs are specialized hardware accelerators designed to efficiently process neural network operations, such as the numerous multiplies and accumulations required for deep learning models. These units offer optimized control and
- [At Google Cloud Next, Google Workspace Unveiled AI-Powered Innovations](https://creativestrategies.com/at-google-cloud-next-google-workspace-unveiled-ai-powered-innovations/) - During Google Cloud Next, Google announced a new wave of innovations and enhancements to Google Workspace aimed at revolutionizing the way people work and collaborate. The highlight of this update is the introduction of Google Vids, an AI-powered video creation app that brings real-time collaboration to video storytelling. Vids, set to be released to Workspace
- [Qualcomm Vindicated and Enlightened Antitrust](https://creativestrategies.com/qualcomm-vindicated-and-enlightened-antitrust/) - Yesterday, news broke that the US Court of Appeals overturned the 2019 ruling in favor of the FTC over Qualcomm on antitrust behavior. There is so much to unpack in this ruling, many that have specific implications on future antitrust rulings, but also critical elements in IP protection law. I’ve written many articles on the
- [Insights and Takeaways from Nvidia GTC](https://creativestrategies.com/insights-and-takeaways-from-nvidia-gtc/) - On the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss their observations and takeaways from Nvidia GTC. Summary Nvidia's recent keynote highlighted their dominance in the data center and their position as a platform company. They offer a full stack solution and are recognized for their sum of the parts story. While
- [HP’s Work Relationship Index Highlights AI As Game Changer in Reimagining Work](https://creativestrategies.com/hps-work-relationship-index-highlights-ai-as-game-changer-in-reimagining-work/) - On the first day of HP Amplify Partner Conference, the company released the latest iteration of their Work Relationship Index shedding light on the strained dynamics of work in the current global workforce. The company's expansive study engaging over 15,600 participants from 12 different countries, uncovers a critical insight: a mere 27% of knowledge workers
- [Exploring Apple Vision Pro: A Personal Journey](https://creativestrategies.com/exploring-apple-vision-pro-a-personal-journey/) - After spending a week with the Apple Vision Pro, here are my first impressions of the device. While certain aspects may feel familiar to those accustomed to VR headsets, the blend of exceptional image clarity and superior sound quality elevates the overall experience to a new level of immersion. User Experience After the initial trial
- [Delight Scale Product Rating = Oculus Quest](https://creativestrategies.com/delight-scale-product-rating-oculus-quest/) - We recently surveyed owners of Oculus Quest VR headsets in order to gauge their sentiment regarding the overall product experience of the Meta Oculus Quest as a product. As we suspected, owners of the Meta Quest were overwhelmingly positive about the device, and the core experiences. Perhaps most interestingly, these owners of Quest, who lean
- [Highlights from CES for the Semiconductor Landscape](https://creativestrategies.com/highlights-from-ces-for-the-semiconductor-landscape/) - In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss their experience at CES and the presence of AI in various products. They explore the evolution of massage chairs and the AI wash in the industry. They also analyze the two tracks of AI at CES, with a more muted presence in big
- [Big Debates/Questions for 2024](https://creativestrategies.com/big-debates-questions-for-2024/) - Rather than an end of year predictions piece, I find it is more helpful to look at what some of the big debates/questions for 2024 will be surrounding the technology industry. Winners in AI We are at the beginning of an infrastructure build-out cycle very much similar to similar build-outs around the personal computer and
- [Why users are switching from Windows PC to Mac](https://creativestrategies.com/why-users-are-switching-to-mac/) - Looking at the data, there are a lot of reasons users might switch from Windows PC to Mac. In this article we look at a few of those.
- [Exploring the Edge of Tomorrow: Technology's Frontier in Consumer Products](https://creativestrategies.com/exploring-the-edge-of-tomorrow-technologys-frontier-in-consumer-products/) - In the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss the role technology exploration plays in showcasing the limitations of our current computing capabilities. Below is a summary of the topics covered. Exploring the Edge of Tomorrow: Technology's Frontier in Consumer Products In today's fast-paced world where consumer products are integrating cutting-edge
- [Microsoft Ignite: Full Stack AI](https://creativestrategies.com/microsoft-ignite-full-stack-ai/) - At Ignite today, Microsoft unveils transformative AI advances across industries with next-gen cloud infrastructure and expanded copilot capabilities. Key Takeaways Microsoft's Work Index report further confirms the significant productivity gains achieved with Copilot and AI software Microsoft is doubling down on Azure platform differentiation with custom-optimized silicon for Azure Azure AI - Models as a
- [Arm Earnings: What We Learned About Growth, Competition, and Investor Expectations](https://creativestrategies.com/arm-earnings-what-we-learned-about-growth-competition-and-investor-expectations/) - In the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss Arm's latest quarter, which also happens to be their first earnings quarter as a public company. Below is a summary of topics covered on the podcast. Chip designer Arm recently reported quarterly earnings that beat expectations and raised guidance for the full
- [Apple Silicon and the Mac in the Age of AI](https://creativestrategies.com/apple-silicon-and-the-mac-in-the-age-of-ai/) - Setting the Stage for AI On Device Perhaps unsurprisingly, the vast majority of inquiries I get from investors, founders, and the bulk of our client base from the tech ecosystem is on silicon and AI. For the better part of a year, I have been deeply engaged in these conversations, exploring the limits of current
- [Apple, Qualcomm, Arm, x86 and Increased Silicon Competition](https://creativestrategies.com/apple-qualcomm-arm-x86-and-increased-silicon-competition/) - In the latest episode of the Circuit Ben Bajarin and Jay Goldberg discuss the increased competition coming in semiconductors and specific to the personal computer space. Qualcomm Doubles Down on Custom Arm At Snapdragon Summit, Qualcomm confirmed that all of its future products will utilize its own customized ARM core designs rather than off-the-shelf ARM
- [TSMC Earnings: Canary in the Coal Mine, Competition in Process Technology](https://creativestrategies.com/tsmc-earnings-canary-in-the-coal-mine-competition-in-process-technology/) - On the latest episode of The Circuit, Ben Bajarin and Jay Goldberg discuss how TSMC earnings give us indications into market trends, pockets of recovery, and how a coming battle in process technology is looming between TSMC and Intel. Steady Performance Across the Board TSMC reported solid results that were slightly better than expected.Their
- [The Coming Spatial Computing Battle](https://creativestrategies.com/the-coming-spatial-computing-battle/) - We are on the cusp of some interesting times in the technology industry as a battle is looming between Apple and Meta over spatial computing/mixed reality. In case it isn’t totally obvious, the battle will first begin as a war over words as Apple will look to standardize Spatial Computing and Meta will look to
- [The Future of Semiconductors (Logic): Transistor Design and Advanced Packaging](https://creativestrategies.com/the-future-of-semiconductors-logic-transistor-design-and-advanced-packaging/) - This week on The Circuit, Ben Bajarin is joined by guest Huiming Bu Vice President, Global Semiconductor R&D. Below is a summary of the topics covered in their conversation. The semiconductor industry is currently in a period of unprecedented complexity and competition. As we look to the future, major innovations will be needed across hardware,
- [Pixel 8 Pro: Google's AI powered super phone](https://creativestrategies.com/pixel-8-pro-googles-ai-powered-super-phone/) - The Google Pixel 8 Pro is the tech giant's latest flagship smartphone, and it is a device that truly pushes the boundaries of what we can expect from on-device artificial intelligence (AI). The driving force behind these advancements is the Tensor G3 chip, Google's semi-custom-designed system on a chip (SoC) that is built specifically to
- [The Complex Dynamics of US-China Semiconductor Trade Restrictions](https://creativestrategies.com/the-complex-dynamics-of-us-china-semiconductor-trade-restrictions/) - This is a summary of the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Congress has recently raised concerns about open-source architecture RISC-V and the potential need for restrictions due to its use by Chinese companies. However, experts agree it will be extremely difficult to actually restrict RISC-V given its open source
- [Innovations in Memory Technology](https://creativestrategies.com/innovations-in-memory-technology/) - Memory is one of the most critical components of computing, yet most of us don't think much about it. On a recent episode of The Circuit podcast, hosts Ben Bajarin and Jay Goldberg interviewed memory expert Steven Woo to discuss the latest developments in memory technology. Here is an expanded summary with some additional details:
- [The Chasm for Virtual Reality is Deep and Wide](https://creativestrategies.com/the-chasm-for-virtual-reality-is-deep-and-wide/) - Over the summer, we ran a consumer survey exploring their interest and current ownership and usage of VR headsets. With Apple's announcements of Vision Pro, we hoped to gauge the broader consumer opportunity for VR, and maybe someday AR, but also explore how non-owners of VR headsets and owners of VR headsets think about the
- [The State of Intel via Innovation Summit](https://creativestrategies.com/the-state-of-intel-via-innovation-summit/) - Below a summary of topics covered in the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Last week, Intel held its annual Innovation event where it provided updates on its product roadmap and manufacturing progress. While there were no major surprises, the event gave some insights into Intel's strategic direction. Here are
- [Copilot: Microsoft's Foray into Integrating AI in Everyday Life](https://creativestrategies.com/copilot-microsofts-foray-into-integrating-ai-in-everyday-life/) - In a recent event in New York, Microsoft unveiled Microsoft Copilot, an AI companion that creates a unified experience across various Microsoft platforms apps and services. Microsoft Copilot promises a unique blend of web intelligence, work data context, and real-time PC activity to enhance user assistance, with a strong emphasis on privacy and security. The
- [Thinking about AI](https://creativestrategies.com/thinking-about-ai/) - A few weeks ago, I gave a presentation summarizing my current thoughts and observations related to this AI moment we are observing. The most important caveat here is we are in one of those moments where there are more questions than answers, and all we can do is rely on our experience and historical observations
- [Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's Ambitions](https://creativestrategies.com/apple-a17-pro-arm-ipo-huawei-kirin-9000-chinas-ambitions/) - This is an overview of the topics covered in episode 34 of The Circuit hosted by Ben Bajarin and Jay Goldberg. Here is an expanded summary report on the key semiconductor stories discussed in the podcast: Arm IPO Arm, the leading licensor of processor architectures, successfully completed its initial public offering (IPO) on September 13,
- [The Land of IoT](https://creativestrategies.com/the-land-of-iot/) - This is a summary of the most recent episode of the Circuit with Ben Bajarin and Jay Goldberg. On this episode, guest Stacey Higginbotham shared her excellent insights into the land of IoT. The Internet of Things (IoT) refers broadly to adding computing power and connectivity to everyday objects and devices, representing a major
- [Nvidia and the AI Raging Bull](https://creativestrategies.com/nvidia-and-the-ai-raging-bull/) - Ben Bajarin and Jay Goldberg discussed Nvidia's latest earnings report and the state of the AI market on a recent episode of their podcast, The Circuit. Key points from the podcast: - Nvidia reported very strong Q2 earnings, crushing expectations. Demand was unprecedented despite pre-quarter debates over whether they would miss. - Some questions remain
- [The Competitive Landscape in the Global Semiconductor Foundry Industry](https://creativestrategies.com/the-competitive-landscape-in-the-global-semiconductor-foundry-industry/) - This is a summary of Episode 30 of the Circuit with Ben Bajarin and Jay Goldberg. The semiconductor foundry business plays a crucial role in supplying leading-edge chips for everything from smartphones to data centers. As demand for semiconductors continues to grow, there is increasing attention on the competitive dynamics between the major foundry players
- [Arm F1, and IPO Prospects](https://creativestrategies.com/arm-f1-and-ipo-prospects/) - This summary is from Episode 31 of The Circuit, which analyzed the Arm F1 filing. Chip design firm Arm Holdings recently filed for an initial public offering (IPO), marking a return to the public markets after being acquired by SoftBank in 2016. Arm licenses processor architectures and chip designs to major semiconductor companies like
- [The AI Semiconductor Opportunity](https://creativestrategies.com/the-ai-semiconductor-opportunity/) - This is a highlight summary of Episode 26 of The Circuit with Ben Bajarin and Jay Goldberg. Industry analysts recently debated the impact of AI on the semiconductor market and which companies stand to benefit most from this disruptive trend. They see three critical questions shaping the AI chip sector: Will AI spur
- [The Semiconductor Cycle: Cautious Optimism Amid Market Softness](https://creativestrategies.com/the-semiconductor-cycle-cautious-optimism-amid-market-softness/) - The semiconductor industry is known for its cyclical nature, and we currently seem to be in a down part of the cycle according to recent earnings reports from major chipmakers. Both consumer and enterprise markets are soft right now, leading to reduced spending on PCs, smartphones, and data center infrastructure. However, there are some bright
- [The Globalization of Semiconductors: Challenges of Onshoring Production](https://creativestrategies.com/the-globalization-of-semiconductors-challenges-of-onshoring-production/) - This brief highlights the main points discussed by Ben Bajarin and Jay Goldberg on Episode 29 of The Circuit. Semiconductors have emerged as an area of intense economic and political focus in recent years. With countries around the world seeking to reshore production capacity, the industry faces major challenges in localization. This podcast summarizes expert
- [Navigating the Path to a Trillion-Dollar Semiconductor Industry](https://creativestrategies.com/navigating-the-path-to-a-trillion-dollar-semiconductor-industry/) - This is a highlight overview of Episode. 25 of The Circuit with Ben Bajarin and Jay Goldberg The semiconductor sector has set its sights on reaching $1 trillion in annual sales by 2030, more than doubling its current market size. However, industry experts warn this ambitious goal faces no shortage of competitive, resource, and
- [The Rise of Custom Silicon](https://creativestrategies.com/the-rise-of-custom-silicon/) - This is an excerpt from the latest Episode of The Circuit with Ben Bajarin and Jay Goldberg. While much of the technology industry relies on merchant silicon from companies like Intel, AMD, and Nvidia, research shows more major players are quietly turning to custom chip designs. In a recent discussion, industry analysts Ben Bajarin
- [Arm Chips Look to Expand Data Center Presence](https://creativestrategies.com/arm-chips-look-to-expand-data-center-presence/) - This is a highlight summary of Episode 24 of the Circuit with Ben Bajarin and Jay Goldberg. Arm-based processors have conquered the mobile world, powering nearly all smartphones and tablets globally. Yet the architecture has struggled to make similar inroads into data center servers, where Intel’s x86 has ruled for decades. However, Arm’s
- [Samsung's Unpacked: Redefining the Future - The Responsibility of Shaping a Market](https://creativestrategies.com/samsungs-unpacked-redefining-the-future-the-responsibility-of-shaping-a-market/) - Since Monday, I've been in South Korea to meet with Samsung's executives and attend Samsung Unpacked. What has become the summer appointment with foldable saw the arrival of the 5th generation of the Galaxy Z Fold and the Galaxy Z Flip. These two devices hit the market as competition from brands such as Motorola, made
- [Apple Vision Pro Timing Debate](https://creativestrategies.com/apple-vision-pro-timing-debate/) - A question I'm hearing coming up more frequently is about the timing of Apple Vision Pro. Before launch, my primary question for Apple launching a head-worn computer was, why now? While I agree with a broad consensus that there is a market for head-worn computers, I perhaps differ slightly with the view on when this
- [Apple Vision Pro: Computing Without Borders](https://creativestrategies.com/apple-vision-pro-computing-without-borders/) - For the entire history of software development, developers have been constrained by the device screen size they are creating apps for. This is the paradigm shift in software creation Apple hopes to accomplish with Apple Vision Pro. Apple intentionally has stayed away from terms like VR or metaverse and is securely positioning Apple Vision Pro
- [The Developer Battle and On-Device AI Compute](https://creativestrategies.com/the-developer-battle-and-on-device-ai-compute/) - This is essentially two different but interlinked analyses of the opportunity looming for AI development. On the back of Microsoft BUILD, where Microsoft outlined the fundamental computing platform shift we are witnessing, I wanted to set the broader market context, opportunity, and evolution of computing relative to AI. Imminent Market Opportunity Within the context that
- [World IP Day: Safeguarding Intellectual Property for a Thriving Tech Ecosystem](https://creativestrategies.com/world-ip-day-safeguarding-intellectual-property-for-a-thriving-tech-ecosystem/) - Working in the tech industry, I would be remiss if I allowed World Intellectual Property Day to go by without a nod or a tip of the hat to the fact that without IP (intellectual property), and strong, reliable, good-faith IP protections, the tech industry as we know it today would not exist. That's because
- [The Year AI Goes Mainstream](https://creativestrategies.com/the-year-ai-goes-mainstream/) - We are witnessing an inflection point for AI. Before the release of ChatGPT, much of the debate was centered on what would cause AI to move beyond the monotony of backend system processes, automation, and other things there were largely invisible to end customers and cause us to have fundamentally different interactions with computer systems
- [Why We Should Not Use ChatGPT To Shame Alexa](https://creativestrategies.com/why-we-should-not-use-chatgpt-to-shame-alexa/) - As Microsoft started rolling out new Bing and Google launched Bard, I have seen many comparing these new generative AI services to digital assistants like Alexa, Google Assistant and Siri, only to point out the gap in capabilities between the two. Even Microsoft's CEO, Satya Nadella, made the point during an interview with The Financial
- [Considerations On Mobile World Congress 2023](https://creativestrategies.com/considerations-on-mobile-world-congress-2023/) - Mobile World Congress (MWC) returned to Barcelona in full force this week. While I write this on my flight home, I have not seen the final number, but I had heard we had around 90 thousand people. It certainly felt like we were back to a pre-pandemic show with a fair amount of cautious optimism
- [OpenAI Fuels Microsoft Bing’s Race Reset in Search](https://creativestrategies.com/openai-fuels-microsoft-bings-race-reset-in-search/) - I was in Redmond this week to witness what we might look back on as a turning point in tech. Microsoft’s CEO, Satay Nadella, took the stage to introduce the evolution of Bing and Edge. On the back of the newly renewed partnership with OpenAI, Microsoft took what it referred to as OpenAI’s newest artificial
- [Theme to Watch in 2023: Cybersecurity and Closing the Detection Gap](https://creativestrategies.com/theme-to-watch-in-2023-cybersecurity-and-closing-the-detection-gap/) - If there was one pocket of the technology industry that truly benefited the most from a global pandemic that forced workers from the office into remote locations it was the security industry. A mass exodus from the office to the home caused many CSOs headaches and anxiety as office-based tools, hardware assets, and information left
- [M2 Max: Under the Hood With the Latest Apple Silicon](https://creativestrategies.com/m2-max-under-the-hood-with-the-latest-apple-silicon/) - Many years ago, I used to give a presentation to business school students specifically about the semiconductor industry. Part of that presentation focused on the wonder of semiconductors where we can marvel at the bigness and smallness of these magical pieces of science. Appreciating the bigness refers to how many billions of transistors can exist
- [Macs In the Enterprise: A Cisco Case Study](https://creativestrategies.com/macs-in-the-enterprise-a-cisco-case-study/) - Last fall, I wrote about the growth potential for Apple's Macs in the enterprise. I mentioned some research Cisco shared about their Mac choice program and the benefits they have seen as an organization by offering Mac as a choice and supporting Macs on equal footing as Windows. Cisco's stated goal with the Mac@Cisco program
- [ChatGPT and beyond: Why generative AI's inflection point might be Tech's most promising new market opportunity](https://creativestrategies.com/chatgpt-and-beyond-why-generative-ais-inflection-point-might-be-techs-most-promising-new-market-opportunity/) - ChatGPT represents an important inflection point for AI, and an important one for the tech industry at a time when consumers, worn down by perhaps one too many hype cycles, have begun to lose faith in the sector’s ability to deliver on its promises. The tech industry’s current headwinds aren’t limited to inflationary pressures, a
- [Tech Products I loved in 2022 and Predictions for 2023](https://creativestrategies.com/tech-products-i-loved-in-2022-and-predictions-for-2023/) - Last year, I started a yearly theme highlighting my favorite tech products of the year. Last year, I highlighted the Remarkable 2 tablet and now believe that e-ink notepads may be more of a trend than I initially thought. If that's the case, I'm glad I called it. This year, I'm combining my list of
- [Working out Meta Kinks](https://creativestrategies.com/working-out-meta-kinks/) - There are numerous challenges facing Meta's vision and ambition for AR/VR/XR, whatever term you prefer. The most important thing from Meta's posture is their recognition of how difficult AR/XR will be from both a technological standpoint and a user adoption standpoint. And the reality they have embraced is that this market will take a really
- [Macs--At Scale--In the Enterprise](https://creativestrategies.com/macs-at-scale-in-the-enterprise/) - You would be hard-pressed to find a large modern enterprise, in the US, that doesn't have at least a few Macs running around its halls. As was with the early days of the iPhone, executives and board members, and specific employee levels/recruits, will get any technology they want. And, of course, Macs have long been
- [Three Fundamental Problems Still Plaguing Meta's Enterprise XR Ambitions](https://creativestrategies.com/three-fundamental-problems-still-plaguing-metas-enterprise-xr-ambitions/) - Meta’s goal to build a scalable on-ramp for XR and the metaverse in the enterprise would be hard to pull off without Microsoft’s help, which is why neither last week’s announcement that both companies had renewed their Metaverse-focused partnership, nor the announcement’s timing, should have come as a surprise. On the one hand, Microsoft's interest
- [Microsoft Surface Pro 9: A Tale of Two Chipsets](https://creativestrategies.com/microsoft-surface-pro-9-a-tale-of-two-chipsets/) - Microsoft has been embarking on a multi-year strategy to enable Windows OEMs to have silicon diversity. It has been within Microsoft's best interests to help OEMs embrace multiple silicon partners, not just Intel, to leverage each unique solution for what is has to offer. Microsoft did this a few years ago with AMD, working on
- [Ten Years On, Surface Becomes The Best Stage For Microsoft](https://creativestrategies.com/ten-years-on-surface-becomes-the-best-stage-for-microsoft/) - This week, Microsoft held its Microsoft Ignite conference and just before kicking that off, it held what has become the traditional Surface Fall event. This year, Surface turns ten, and it is fascinating to see how far it has come in this time, not so much on the hardware, which was already ahead of the
- [Amazon and Made By Google's Intelligent Marketing](https://creativestrategies.com/amazon-and-made-by-googles-intelligent-marketing/) - The commentary on the latest Made by Google launch has been primarily on hardware. Still, I thought it would be more interesting to share some considerations on the overall strategy that transpired from the actual presentation, especially around Artificial Intelligence (AI) and how it compares to what we heard just a couple of weeks ago
- [The Silicon Big Five: Intel](https://creativestrategies.com/the-silicon-big-five-intel/) - What is Intel's fate? Curiously, this is not a question that has much grey area in the public arena, even though it should. Commentary, at least the discord I monitor and read, seems to either think Intel is on the right track or a dead company walking. Investors on the sell-side I chat with agree
- [Apple Blurs The Lines Of Hardware and Software with iPhone14 Pro](https://creativestrategies.com/apple-blurs-the-lines-of-hardware-and-software-with-iphone14-pro/) - This week, we were back in person at Apple Park for the traditional September iPhone launch. This year three products were on stage: iPhone14, Apple Watch and AirPods Pro. From the opening, Tim Cook made it clear why these products take the stage together, and their updates hit the market at the same time: “On
- [Apple Watch's Evolving Pillars](https://creativestrategies.com/apple-watchs-evolving-pillars/) - Before I dig into a few product-specific observations about Apple Watch Series 8 and Apple Watch Ultra, I want to make a broader point. Apple Watch has been one of the more fascinating product evolutions I have seen from Apple. I say that because since it came to market, it has evolved well beyond where
- [What the EU's DMA can teach us about proposed U.S. legislative action targeting "Big Tech"](https://creativestrategies.com/what-the-eus-dma-can-teach-us-about-proposed-u-s-legislative-action-targeting-big-tech/) - In light of upcoming debates in Washington, D.C. on proposed new U.S. legislation that takes aim at the U.S. technology sector, today seems like a good day to start addressing growing concerns about the potentially harmful impact that these bills could have on U.S. innovation, global competitiveness, and national security. Part of that conversation will
- [Unpacking The Foldables' Opportunity](https://creativestrategies.com/unpacking-the-foldables-opportunity/) - This week, at its August Unpacked event, Samsung launched its foldable smartphones: Galaxy Z Flip4 and Galaxy Z Fold4, together with two new smartwatches, the Galaxy Watch 5 and the Galaxy Watch 5 Pro, and the new Galaxy Buds Pro 2. While the smartwatches and earbuds are exciting upgrades, the show's star was the foldables. The Galaxy Z
- [The Mainstreaming of Augmented Reality](https://creativestrategies.com/the-mainstreaming-of-augmented-reality/) - There is little doubt that augmented reality, specifically computing products that blend the physical world with the digital world, is going to be the next frontier of computing. Most of the conversations we are having with the broader tech industry have circled around the core technologies themselves that will be required to bring augmented/mixed reality
- [How Technology Fluent Consumers Drive Demand for EVs and Advanced Automotive Features](https://creativestrategies.com/how-technology-fluent-consumers-drive-demand-for-evs-and-advanced-automotive-features/) - After focusing on the inflection point in purchase intent for hybrids and EVs among North American consumers, and EV adoption hurdles keeping the majority of young car buyers locked into gasoline-powered cars (for now), we turn our attention to the role that consumers’ relationship with technology plays on influencing their vehicle purchasing decisions. This topic
- [MediaTek had a very good 2021. Now what?](https://creativestrategies.com/mediatek-had-a-very-good-2021-now-what/) - I have been thinking even more than usual about chipmakers lately. Between ongoing global supply chain constraints, our growing reliance on microchips to power everything from our phones to our thermostats and our vehicles, and the likelihood that inflationary pressures will impact discretionary spending for the rest of this calendar year and possibly into the
- [WWDC 2022: M2, Macbook Air, Mac Gaming, and What's Old is New](https://creativestrategies.com/wwdc-2022-m2-macbook-air-mac-gaming-and-whats-old-is-new/) - M2 Debut: Next Generation of Apple Silicon With heavy anticipation, Apple's next-generation silicon design for the Mac was unveiled. Unsurprisingly called the M2, new details were shared by Apple, which sets the stage for this year's Apple Silicon platform to push the Mac forward. I always paid particular attention to the language used to put
- [Better Together Adds Value to Apple's Portfolio](https://creativestrategies.com/better-together-adds-value-to-apples-portfolio/) - No, I did not get the events confused, this was Apple’s WWDC and not Google i/o, but the mantra we have been hearing from Google about its software and devices coming together to deliver a better experience to its users was actually delivered on the keynote stage by Apple. What is interesting to me is
- [The Great Tech Wall of China](https://creativestrategies.com/the-great-tech-wall-of-china/) - My fascination with the Chinese market started at the beginning of the smartphone era. The market itself, and the Chinese consumer, represent one of the largest economic opportunities for both companies local to China and global companies looking to provide goods and services to the Chinese people. One of the more interesting developments to watch
- [The Silicon Big Five](https://creativestrategies.com/the-silicon-big-five/) - An exclusive report on why semiconductor companies are the most important for driving innovation in the technology industry.
- [Why So Many Young North-American Car Buyers Plan To Stick To Gasoline For Now](https://creativestrategies.com/why-so-many-young-north-american-car-buyers-plan-to-stick-to-gasoline-for-now/) - The younger car buyers are, the less likely they are to make their next car a hybrid or EV One of the most interesting stories already emerging from our new automotive study is the contradiction between a high degree of consumer favorability towards hybrid vehicles and EVs and softness in near-term purchase intent for hybrids
- [New Research: Purchase Intent For Hybrids and EVs Has Reached An Inflection Point in North America](https://creativestrategies.com/new-research-purchase-intent-for-hybrids-and-evs-has-reached-an-inflection-point-in-north-america/) - We have just completed new research into consumer perceptions of the changes taking place in the automotive sector. The study, which focuses primarily on likely car buyers in North America, gathered insights from over 1200 adults 18 and up in the United States and Canada. Among the key themes that our research helps us gain
- [Tesla Delivers Automotive Delight](https://creativestrategies.com/tesla-delivers-automotive-delight/) - Could Tesla be the most delightful automotive experience? Using our Delight Scale, we can make a strong case that Tesla provides the most delightful, mainstream automotive experience based on our product research. I point out mainstream automotive experience because I’m sure Ferrari, Porsche, Maserati, and many other owners of high-end automobiles would say their cars
- [New PlayStation Plus Subscription Makes It Easier To Find Value](https://creativestrategies.com/new-playstation-plus-subscription-makes-it-easier-to-find-value/) - This week, PlayStation launched a new PlayStation Plus subscription, a simplified subscription service that brings together PlayStation Now and PlayStation Plus. Currently, the two subscription services combined have about 50 million subscribers, most of which subscribe to both services. In the past, users had to choose whether they wanted the streaming service offered by Playstation
- [The Business Case for the Mac](https://creativestrategies.com/the-business-case-for-the-mac/) - As a part of our broad research into the hardware and software tools that make up critical parts of employee experiences in businesses, we also looked deeply into the opportunity for Macs in the enterprise. Apple has had an interesting relationship with the enterprise. Most, if not all, IT professionals would tell you Apple does
- [Best Product Beats Best Bundle](https://creativestrategies.com/best-product-beats-best-bundle/) - Conventional wisdom in software, especially in enterprise software, is the company that sells the most robust bundle will generally see the apps in that bundle become the default for customers. This has historically been proven true time and again by Microsoft. This was the basis of their main antitrust lawsuit when it became unlawful for
- [Apple Silicon: Ultra Clever](https://creativestrategies.com/apple-silicon-ultra-clever/) - I have been arguing for years, and I will die on this hill. Apple silicon remains one of the most innovative products Apple creates on an annual basis. You may disagree with the framing of Apple silicon as a product, but knowing Apple as I do, they view almost everything they create as a product
- [Apple's Peek Performance Event Delivers to the Pros and the Mainstream](https://creativestrategies.com/apples-peek-performance-event-delivers-to-the-pros-and-the-mainstream/) - Apple’s Peek Performance event had something to offer to the most tech-savvy users, creators in particular, as well as mainstream users. Underlining the move to take ownership of its own silicon development is now allowing Apple not only to take care of its highly differentiated user base but to get into new markets and opportunities
- [The Power of Technology Sanctions](https://creativestrategies.com/the-power-of-technology-sanctions/) - As we look on and observe the absurdity of what is happening with Russia invading Ukraine, it has been fascinating to see most of the world power unite against a foreign power acting badly. I recall commentary from world leaders when Russia attempted to invade Georgia, and the message was clear that countries don't invade
- [Considerations on Mobile World Congress 2022](https://creativestrategies.com/considerations-on-mobile-world-congress-2022/) - Mobile World Congress 2022 came to an end today, and it seemed like a big success, mainly for people's spirit and morale. The GSMA released preliminary attendance numbers at around 60,000, roughly half of what was recorded in 2019, the last time the industry came together before Covid. The combination of people's strong desire to
- [Qualcomm's Diversification Strategy Takes Shape at MWC22](https://creativestrategies.com/qualcomms-diversification-strategy-takes-shape-at-mwc22/) - Every year, the Mobile World Congress in Barcelona provides the perfect setting for technology companies and their partners to showcase innovative new solutions that leverage the mobile ecosystem to help solve problems, create new categories of services, and transition industries forward. If exhibitors can also differentiate themselves from their competition by creating unique value, more
- [Why Apple Should Extend an Arm to Intel](https://creativestrategies.com/why-apple-should-extend-an-arm-to-intel-2/) - Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsung is not far behind, but being a Korean company,
- [Beyond VR and AR: Why The Real Metaverse MVPs Will Be Silicon Companies and Cloud Providers](https://creativestrategies.com/beyond-vr-and-ar-why-the-real-metaverse-mvps-will-be-silicon-companies-and-cloud-providers/) - The term “metaverse” was originally coined by science fiction author Neal Stephenson in his 1992 novel Snow Crash. In the book, the metaverse was a virtual three-dimensional space that users could access via virtual reality goggles and experience through first-person virtual avatars. Virtual real-estate and other virtual assets could be sold and purchased by users
- [Samsung’s Galaxy Tab S8 Ultra: Elevating the Android Tablet Experience](https://creativestrategies.com/samsungs-galaxy-tab-s8-ultra-elevating-the-android-tablet-experience/) - During the latest Unpacked event that Samsung held virtually this week, the smartphone leader launched its latest flagship phone as well as three new Android tablets: the Galaxy Tab S8, the S8+ and the S8 Ultra, its first-ever Ultra tablet. Looking at the specs, it is immediately obvious these latest tablets are all born out
- [The Arm Wrestle](https://creativestrategies.com/the-arm-wrestle/) - What many of us believed was inevitable has finally come to pass. Nvidia's bid to buy Arm has failed. This entire saga has been fascinating to follow. I have heard, or read, all the major arguments for and against this deal and there has been some truth to both sides of the arguments. But, ultimately,
- [How Microsoft and Windows Can Retain PC Engagement Long Term](https://creativestrategies.com/how-microsoft-and-windows-can-retain-pc-engagement-long-term/) - Last week, the Head of Windows, Panos Panay, penned a blog reflecting on the state of the PC industry and celebrating the success Windows 11 has enjoyed thus far. In 2021, the PC market saw the biggest growth in a decade, with Windows powering 1.4 billion monthly active devices with overall time spent on Windows
- [Employee Experience and Modern IT](https://creativestrategies.com/employee-experience-and-modern-it/) - Our first research study of the year was an encompassing look at the modern employee experience from a range of vantage points. One of the lenses we looked through, and the one I want to focus on today, was employee experience as it relates to modern IT. Anyone who has worked at an organization big
- [Save Arm!](https://creativestrategies.com/save-arm/) - It is becoming increasingly clear lately that the Nvidia acquisition of Arm faces more mountains to get approval. With the UK Competition and Market Authority as well as the FTC filing complaints, I struggle to see how the deal goes through without significant new remedy proposals from Nvidia on how to keep Arm neutral. Should
- [Could Intel, Nvidia and Qualcomm's Radically Different Automotive Strategies Create Opportunities for OEMs But Pain Points For Consumers?](https://creativestrategies.com/could-intel-nvidia-and-qualcomms-radically-different-automotive-strategies-create-opportunities-for-oems-but-pain-points-for-consumers/) - I recently wrote about the automotive sector being the new competitive battleground for semiconductor companies, and announcements from three key chipmakers – Intel, Nvidia and Qualcomm – at CES earlier this month highlighted the extent to which that competition is heating up across four specific vectors: the electrification of vehicles (EVs), autonomous driving and semi-autonomous
- [CES 2022 Key Trends Setting the Stage for 2022 and Beyond](https://creativestrategies.com/ces-2022-key-trends-setting-the-stage-for-2022-and-beyond/) - CES 2022 has come to a close, and while many of us participated virtually, there was still a lot of news to take in. Like past years, there were some main themes that dominated the flow of announcements as all the major tech players set their sights on growing their business by expanding their offerings
- [Semiconductor Trends From CES](https://creativestrategies.com/semiconductor-trends-from-ces/) - This year at CES, many of the dominant semiconductor companies, including four in my Silicon Big 5 list, showcased their latest solutions for 2022. When it came to core computing devices, both AMD and Intel showcased their latest chips for notebooks and desktops. But, what I found most fascinating from both these companies was a
- [CES 2022: The Automotive Sector Is The New Battleground for Intel, NVIDIA and Qualcomm](https://creativestrategies.com/ces-2022-the-automotive-sector-is-the-new-battleground-for-intel-nvidia-and-qualcomm/) - Whether you attend CES in person or virtually, it is easy to become overwhelmed with the sheer volume of announcements, gadgets, innovations and products on display at the annual Vegas show. Even with a plan, it’s a lot to take in in such a short timeframe, let alone process, but having a plan helps somewhat.
- [CES 2022: The PCs Showcase Aims at Maintaining PC momentum](https://creativestrategies.com/ces-2022-the-pcs-showcase-aims-at-maintaining-pc-momentum/) - CES has been traditionally a sound stage for PC manufacturers to showcase what is coming to market for the first 6 to 9 months of the year ahead. However, as the show has broadened its scope and PCs lost their shine over the past few years, fighting for attention was much more difficult. This year,
- [Tech Products I Loved in 2021](https://creativestrategies.com/tech-products-i-loved-in-2021/) - Spending time using and researching a wide range of products is part of our day job. Few things make us more excited than when we discover a truly amazing product that adds value to our life. Our passion for great products is also a reason we launched the Delight Scale this year. While not all
- [The Necessity of Device Repairability](https://creativestrategies.com/the-necessity-of-device-repairability/) - There are now more than a few examples of device repairability announcements to declare hardware repairability in specific categories a full-scale trend. Despite legislation like the Right to Repair Act, many companies have been moving toward device repairability for many years now. The two main categories this trend will move forward with are smartphones and
- [The Semiconductor Golden Era](https://creativestrategies.com/the-semiconductor-golden-era/) - In the wake of the Spectre and Meltdown, it seems odd to write a post making the point I hope to make today. However as hard as it may be to believe, we truly are entering the golden era of the semiconductor industry. I recall many personal conversations with Broadcom co-found Henry Samueli, where he
- [Apple Takes Mac Silicon to the Max](https://creativestrategies.com/apple-takes-mac-silicon-to-the-max/) - "The transition to Apple silicon is all about bringing its incredible performance, custom technology, and relentless focus on power efficiency to the Mac." These were the succinct words spoken by Johny Srouji, Apple’s senior vice president of Hardware Technologies. Srouji kicked off the segment of Apple's M1 Pro and M1 Max announcements and provided the
- [Metaverse Platforms](https://creativestrategies.com/metaverse-platforms/) - As of now, a handful of companies are being vocal about the Metaverse and the role they want to play in bringing it about. But, like all early trends, there are more questions than answers related to the Metaverse. So, while presenting early vision casting as companies like Microsoft, Nvidia, and Meta (formerly Facebook) have
- [The Seemingly Never Ending Chip Shortage](https://creativestrategies.com/the-seemingly-never-ending-chip-shortage/) - The component shortage keeps making headlines as technology companies from every sector of the market are struggling to get the necessary components to meet their manufacturing needs and satisfy their customer demand. This makes for interesting thinking when you factor in the record-setting pace of certain technology categories, like PCs and some smartphone brands, for
- [Music to my…Home](https://creativestrategies.com/music-to-myhome/) - This week at a second Apple Event in just over a month, Apple launched the 3rd generation AirPods, HomePod Mini in new colors, two new chipsets, M1 Pro and M1 Max and two new MacBook Pro. You can find my colleague Ben's take on the M1 Pro and M1 Max here. Apple also launched a
- [Surface Laptop Studio: The First Convertible Worth Having](https://creativestrategies.com/surface-laptop-studio-the-first-convertible-worth-having/) - I am not one for sensationalistic titles when talking about a product, but I must admit talking about the new Surface Laptop Studio like the first convertible worth having is the best way to summarize how I feel about this product. At what has now become an annual Fall appointment, the Microsoft Surface Team announced
- [iPhone 13 and Apple Silicon](https://creativestrategies.com/iphone-13-and-apple-silicon/) - For years now, Apple's tight integration of its products and Apple Silicon have evolved in lockstep. From my point of view as an analyst, and one that has been doing semiconductor industry analysis for over 20 years, Apple's silicon strategy has been fascinating to analyze. From a big picture viewpoint, Apple is not a semiconductor
- [Putting Apple's California Streaming Into Context](https://creativestrategies.com/putting-apples-california-streaming-into-context/) - As is always the case with high-profile launches, we got to Apple's California Streaming event with plenty of rumors to consider. Of course, most of what was expected did materialize on stage, but many of the details certainly helped paint a much better picture of Apple's view of the market and how they plan to
- [AirPods and AirPods Pro: Delighting Customers by Exceeding Expectations](https://creativestrategies.com/airpods-and-airpods-pro-delighting-customers-by-exceeding-expectations/) - In a first for the Delight Scale, we are publishing the scores for two products by the same brand in the same family. Our product research on AirPods and AirPods Pro yielded some consistent insights across Apple hardware products. One of the staple benchmarks of the Delight Scale is the ability to measure product performance
- [The Metaverse and Reality](https://creativestrategies.com/the-metaverse-and-reality/) - I'm fond of saying that all science fiction is a self-fulfilling prophecy. Whatever we see in science fiction inspires human ingenuity to pursue it. In a way, this is happening with the Metaverse because when you hear "visionaries and futurists" talk about it, it ends up sounding a lot like the Matrix. Without the humans
- [Samsung Galaxy Unpacked Delivers Confidence on Galaxy Z Fold Line](https://creativestrategies.com/samsung-galaxy-unpacked-aimed-at-delivering-confidence-on-galaxy-fold-line/) - For Samsung, summer has traditionally been synonymous with the Galaxy Note, but in 2019 the top-of-the-line model had to share the limelight with the Galaxy Z Fold line. Then, in 2020 the Note even had to share the stage with the Fold family. If you follow the smartphone market, you can understand why the absence
- [Intel Returning to Form](https://creativestrategies.com/intel-doing-what-intel-does-best/) - On Monday, Intel held an event to outline the next 5 years of their process technology roadmap. In addition, there were a number of technical announcements where they highlighted some of the benefits of their transistor design and packaging technology that will come to their latest chips over the next four years. Rather than get
- [Alexa’s Evolution Into An Ambient Assistant](https://creativestrategies.com/alexas-evolution-into-an-ambient-assistant/) - At Alexa Live 2021, Amazon’s annual developer conference focused on skills and services built for Alexa-enabled devices, the company shared a long list of improvements both from a features and developer tools perspective. Seven years in the making, Alexa now counts hundreds of millions of devices in use, driving billions of weekly interactions across the
- [The PC Category Resurgence](https://creativestrategies.com/the-pc-category-resurgence/) - Few technology categories have taken more abuse and had opinions formed than the PC category. While the PC is not the primary computing device of billions of people, that crown belongs to the smartphone, it is still the second most adopted category of computing on the planet. The current PC installed base is north of 1.5 billion, with nearly every desk worker in the world using one and almost every household in developed markets owning one.
- [Apple and Developer Satisfaction With App Store](https://creativestrategies.com/apple-and-developer-satisfaction-with-app-store/) - 536 developers for Apple’s software platforms participated in a study Creative Strategies fielded in late May. What makes our study results particularly interesting, is the makeup of our panel ended up being small business developers making less than $500,000 a year from their apps. With 55% of them making their apps for a living or aspire to make their apps for a living. And 90% make apps exclusively for iOS. We were fortunate to gather feedback from a large base of developers, who I consider as those providing the backbone for Apple’s platform differentiation. 
- [For Peloton Owners, Hardware + Software = Delight](https://creativestrategies.com/for-peloton-hardware-software-delight/) - We were excited to run our Delight Scale on Peloton and see if it truly stood up to the glowing fanfare coming from consumers on social media. Sure enough, Peloton scored a 960, out of the possible 1200, on our Delight Scale with some of the most overwhelming positive sentiment of any consumer product we
- [Microsoft Broadens The Meaning of Collaboration With Teams, Dynamics 365 And Collaborative Apps](https://creativestrategies.com/microsoft-broadens-the-meaning-of-collaboration-with-teams-dynamics-365-and-collaborative-apps/) - Lately, you can't talk about work without talking about hybrid work. As the world starts to go back to regular business, brands and industry watchers begin to hypothesize what work will look like going forward. We can certainly disagree on whether the future of work will be remote or hybrid or a plain and simple
- [Windows 11: Microsoft's Most Holistic Approach To An Operating System](https://creativestrategies.com/windows-11-microsofts-most-holistic-approach-to-an-operating-system/) - We all saw the leaks last week, and while I was left with more questions than answers, it was evident that Microsoft focused on a much more modern, fresher, simpler user interface. What was unclear till today was why Microsoft thought that the update it delivered was worthy of a step-change in number rather than
- [Google Workspace Emphasizes How Work Gets Done, Not Where](https://creativestrategies.com/google-workspace-emphasizes-how-work-gets-done-not-where/) - Google Workspace had undergone a transformation since October 2020 when G Suite was rebranded to Google Workspace, and a series of skews were released to address the enterprise market. In February, Workspace was brought to the education market, and at Google I/O, the team launched Smart Canvas, a new experience that brings Docs, Sheets and
- [Google and Samsung Get Closer To The Benefit of WearOS](https://creativestrategies.com/google-and-samsung-get-closer-to-the-benefit-of-wearos/) - There were plenty of rumors leading up to Google I/O that we might see the next generation of Samsung’s Galaxy Watch models embrace Google’s wearable platform Wear OS. The rumors turned out to be quite right. The next Galaxy Watch will be running Wear OS, but the news is actually much more significant. Samsung and
- [The Tech Industry Build Out Cycle](https://creativestrategies.com/the-tech-industry-build-out-cycle/) - One of the more interesting conversations to be happening around the tech industry currently is what kind of a cycle we are in? In the last few years, I've noticed an interesting tension that emerged because, as a whole, the tech industry has just come off a period of significant rapid invention and innovation. From
- [Three Big Themes at Apple's WWDC](https://creativestrategies.com/three-big-themes-at-apples-wwdc/) - I am not sure if it's the lack of down time for stage walk-ons or that Apple has got this digital event thing down to a science, but the pace of this year Apple's Developer Conference (WWDC) was incredible. The overall impact of the announcements across iOS, iPadOS, macOS, watchOS and tvOS will take a
- [Content Execution and Brand Promise Give Disney+ a 793 on the Delight Scale](https://creativestrategies.com/disney-scores-793-on-the-delight-scale/) - We are excited to publish our first Delight Scale post covering some of the many key insights we gathered on how subscribers to the Disney+ streaming service think and feel about their experience. We strongly believe that a key driver of product experience delight is centered on how the product or service performs in relation
- [A New Era for Creative Strategies](https://creativestrategies.com/a-new-era-for-creative-strategies/) - Creative Strategies was founded in 1969 by Larry Wells and David Norman. They were both at SRI and saw a need for a dedicated tech market research firm. Together they created what, at that time, was one of the first real tech market research firms in the world that studied the impact of tech on
- [Samsung Is Finally Serious About PCs. Intel and Microsoft Seem Delighted](https://creativestrategies.com/samsung-is-finally-serious-about-pcs-intel-and-microsoft-seem-delighted/) - In the first Galaxy Unpacked event ever dedicated to introducing new laptops, Samsung's Head of Mobile Communications Business, Dr. TM Roh, presented the Galaxy Book Pro series. The Galaxy Book Pro and the Galaxy Book Pro 360 run on the 11th Intel Core processor and leverage a deep integration between Microsoft 365 apps and Samsung's
- [Why Apple Should Extend an Arm to Intel](https://creativestrategies.com/why-apple-should-extend-an-arm-to-intel/) - Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsung is not far behind, but being a Korean company,
- [Augmented Computing (In Concept)](https://creativestrategies.com/augmented-computing-in-concept/) - I want to add a perspective to the idea of augmented reality (AR) that I don’t hear discussed much. When most people, who are familiar with augmented reality, talk about AR, the concept is rooted in overlaying the digital world with the physical. Common use cases surrounding the AR vision include things like getting directions
- [Enterprise Workplace Epiphanies](https://creativestrategies.com/enterprise-workplace-epiphanies/) - The last year has led to a number of what I call “COVID Epiphanies” by employees and employers. One of the main concerns I’ve heard was what the impact COVID would have to corporate culture going forward and how much more in control of their destiny employees will become. We have never seen such a
- [Chip Shortages and Foundry Monopolies](https://creativestrategies.com/chip-shortages-and-foundry-monopolies/) - One of the biggest issues facing the tech industry right now is significant delays and a backlog of semiconductor foundries. Almost every tech category has seen a boost to demand, and that led to a dynamic of significant demand and not enough supply of semiconductors. While an unanticipated surge of demand is a chief cause
- [Microsoft Bets Big On Employee Experience And Launches Viva](https://creativestrategies.com/microsoft-bets-big-on-employee-experience-and-launches-viva/) - A lot has changed about how we work due to the pandemic. Whether we are working from home or at an essential business, technology has been supporting us at a time when how we interact with our coworkers and customers has drastically changed. Most of our interactions have moved online, which ironically brought us close
- [Microsoft's Remote Trend Index Draws From 2020 For A Better Future Of Work](https://creativestrategies.com/microsofts-remote-trend-index-draws-from-2020-for-a-better-future-of-work/) - Today Microsoft announced the findings from its first annual Work Trend Index. Titled "The Next Great Disruption is Hybrid Work – Are We Ready?" the report uncovers seven hybrid work trends every business leader needs to know as we enter this new era of work. The report outlines findings from a study of more than 30,000 people in 31 countries and analyses trillions
- [Apple Fitness+ Built to Help You Keep Fit Wherever You Are](https://creativestrategies.com/apple-fitness-built-to-help-you-keep-fit-wherever-you-are/) - This week marked the launch of Apple Fitness+, the workout service that Apple announced back in September, together with the new Apple One subscription bundle. I spent some time checking out the trainers and some of the videos across a range of workouts. While jumping around to check everything out and have a sense of
- [Microsoft Mesh Empowers A Heterogeneous Holographic Collaboration](https://creativestrategies.com/microsoft-mesh-empowers-a-heterogeneous-holographic-collaboration/) - On day one of the winter edition of Ignite, Microsoft announced the launch of Microsoft Mesh, a new collaboration platform powered by Azure, that allows people to have a shared virtual experience on a variety of devices from Mixed Reality (MR) and Virtual Reality (VR) headsets to PCs and Macs and phones. In his opening
- [What Is Next For PC Sales?](https://creativestrategies.com/what-is-next-for-pc-sales/) - There’s been a lot of excitement around the trajectory of PC sales in 2020. The pandemic clearly reinvigorated demand for PCs, and sales could have been even greater had the market not faced component shortages. Working from home, learning from home, and fighting boredom at home drove upgrades as well as new sales, expanding the
- [The Apple Card’s new feature tackles one of credit’s biggest problems](https://creativestrategies.com/the-apple-cards-new-feature-tackles-one-of-credits-biggest-problems/) - At its Spring Loaded event held virtually on Tuesday, the very first thing Apple announced was a new Apple Card feature called Apple Card Family. Available in the U.S. in May, Apple Card Family allows two people to co-own an Apple Card credit card, merging their credit lines while building credit together equally. Apple Card
- [Working from home is great for diversity. Let’s keep it going](https://creativestrategies.com/working-from-home-is-great-for-diversity-lets-keep-it-going/) - Since the start of the coronavirus outbreak, the conversation around remote work has been growing. It started with companies encouraging employees to stay at home. Within two weeks most companies, especially in tech, were mandating employees to work remotely and to suspend any business travel. Right now, the boom in remote work is due to
- [Hybrid Work Is Here To Stay, But Not Without An Effort](https://creativestrategies.com/hybrid-work-is-here-to-stay-but-not-without-an-effort/) - So much has changed since the start of the pandemic. Our lives have been turned upside down in so many different ways and it isn't over! Yet we find ourselves thinking about what it will be like when we are allowed back into the office, or back to school, or when we can travel again.
- [Surprised by Apple](https://creativestrategies.com/surprised-by-apple/) - The only thing that keeps surprising me about Apple is that people keep being surprised by their ability to keep delivering great quarterly revenues. But, of course, I know the point I’m making is more of an industry and investor one since most of Apple’s customers pay no attention to their earnings. I have participated
- [Intel’s Unleashes a Turnaround](https://creativestrategies.com/intels-unleashes-a-turnaround/) - Yesterday, Intel announced a series of efforts that may one day be looked back at as foundational for their turnaround. Despite Intel being in a strong market position in many of the areas they compete in, the leadership zeal Intel once brought to the technology industry had been waning, and when it came to looking

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## Research

- [Intel's New G3 Extreme Shows Why PC Handhelds Will Keep Growing](https://creativestrategies.com/research/intels-new-g3-extreme-shows-why-pc-handhelds-will-keep-growing/) - I have a habit when I review gaming hardware: I use the review as an excuse to finally play something I have been putting off. The RTX 5090 was my excuse to play Alan Wake 2, and I loved that game. The MSI Claw 8 EX AI+ became my excuse to restart Marvel's Spider-Man 2,
- [The Web Was Not Built for Agents. AWS Is Starting to Fix That](https://creativestrategies.com/research/the-web-was-not-built-for-agents-aws-is-starting-to-fix-that/) - The web's transaction model was designed for humans. You visit a page, see an ad, click a link, or buy something. Every monetization mechanism built over the past three decades, advertising, subscriptions, paywalls, affiliate revenue, assumes a person made a choice. That assumption is breaking. At AWS Summit New York this week, Amazon made the
- [Boring is Best: The Lenovo Yoga Slim 7x is My Default Snapdragon Laptop](https://creativestrategies.com/research/boring-is-best-the-lenovo-yoga-slim-7x-is-my-default-snapdragon-laptop/) - I'm now on day three of product reviewing, and today I'm looking at the Lenovo Yoga Slim 7x with the Snapdragon X2 Elite. This is a laptop that gets almost everything right. Good products tend to be boring, and that's exactly what makes this machine so impressive. I was watching the movie The Hitman's Bodyguard
- [WWDC 2026: Apple Kept It Real](https://creativestrategies.com/research/wwdc-2026-apple-kept-it-real/) - No Overpromising, Meeting Users Where They Are At WWDC, the expectation is for a long list of new features rolling across every OS Apple supports in its portfolio. This year, Apple reframed that. Rather than leading with what is new, the keynote centered on perfecting and homogenizing the experience across products, addressing the kind of
- [A Transformed Cisco Steps Into a Familiar Role](https://creativestrategies.com/research/a-transformed-cisco-steps-into-a-familiar-role/) - At Cisco Live 2026 in Las Vegas last week, Jeetu Patel took the stage as President and Chief Product Officer in front of 20,000 attendees from 75 countries and delivered on a prediction he made two years ago: that Cisco would be unrecognizable as a company. The portfolio on display made the case without needing
- [The Asus Zenbook A16 is the first premium Snapdragon laptop, if you buy the right one](https://creativestrategies.com/research/the-asus-zenbook-a16-is-the-first-premium-snapdragon-laptop-if-you-buy-the-right-one/) - Normally I don't talk about specs in a review. The spec sheet is not the product. The overall experience is the product, and the overall experience on this laptop is good. Not my favorite in the world, but good. I'm breaking my rule this time because the person considering this laptop is the most spec-driven,
- [The AI Cloud Stack: Where Hyperscalers and Neoclouds Actually Compete](https://creativestrategies.com/research/the-ai-cloud-stack-where-hyperscalers-and-neoclouds-actually-compete/) - This report continues our work on neoclouds, although we are coming at the question from a different angle. The last report focused on backlog quality, monetizable MW, customer concentration, contract duration, financing structure, and the way hyperscaler demand was turning into external infrastructure commitments. That still feels like the right starting point. The next step
- [Neoclouds: The Backlog Quality Test](https://creativestrategies.com/research/neoclouds-the-backlog-quality-test/) - Note: This report builds on our April framework separating the different business models emerging across neoclouds, GPU clouds, and power/infrastructure landlords. Later this week, we will publish a more technical SWOT across hyperscalers and neoclouds, focused on how competitive capabilities map to AI workloads, cloud architecture, and broader CSP trends. Neoclouds and the Three Business
- [Memory in the Age of Inference](https://creativestrategies.com/research/memory-in-the-age-of-inference/) - A lot has happened since our first anchor report on memory back in February. We argued that the first phase of the AI memory story was about repricing coupled with the markets need to understand how the demand cycle has changed with AI compute. As we anticipated, HBM became scarce, conventional DRAM tightened, NAND began
- [Secret Agent CPU, Revisited](https://creativestrategies.com/research/secret-agent-cpu-revisited/) - When we first published Secret Agent CPU in March, the goal was to understand how inference changes when the workload moves from answering a prompt to completing a workflow and build a market sizing model for how much agentic use cases could increase the TAM for server CPUs. Our research identified, in traditional inference, the
- [The Agentic AI Storage Shock](https://creativestrategies.com/research/the-agentic-ai-storage-shock/) - We spent the early part of the week at Dell Tech World, and a specific takeaway from conversations with Dell executives, customers, and practitioners was that the enterprise data layer is moving back to the center of the AI discussion. Agentic AI makes that inevitable once you grasp how the workflow is changing. Claude Code/Cowork
- [The Inference Payback](https://creativestrategies.com/research/the-inference-payback/) - Our last several reports worked through the customer side of AI monetization. The AI ROI report looked at where AI creates measurable workflow value. Platform Wars asked which layer captures the economics once those workflows move into production. The E/AI Index moved into budget architecture, showing how CIOs and CTOs are funding AI through new budgets, reallocation,
- [The Dell XPS 14 Is Back, and Dell Nailed It](https://creativestrategies.com/research/the-dell-xps-14-is-back-and-dell-nailed-it/) - I have had the new Dell XPS 14 for a few months now. Let's get the big statement out of the way first: this is the first Windows laptop I've used in a long time that feels like they cared about the user experience. Saying a Dell feels as nice and premium as a Mac
- [The PC Built for Agents](https://creativestrategies.com/research/the-pc-built-for-agents/) - The RTX Spark is Microsoft and Nvidia’s joint statement about what the PC needs to become, and who gets to help define that. Microsoft Build, running this week in San Francisco, made the software half of that argument explicit. The Machine Behind the Agent The chip, formerly codenamed N1X, combines an Arm-based CPU, a Blackwell
- [Qualcomm at Computex: A Decade-Long Bet Starts Here](https://creativestrategies.com/research/qualcomm-at-computex-a-decade-long-bet-starts-here/) - Cristiano Amon called 2026 the Year of the Agent. The label is directionally right, but it suggests a milestone that has been reached rather than one that is still being built toward. What Computex actually showed is a company positioning itself for a transition that is only beginning, one that will take years to fully
- [Microsoft Build 2026: RTX Spark and Windows' Apple Silicon Moment](https://creativestrategies.com/research/microsoft-build-2026-rtx-spark-and-windows-apple-silicon-moment/) - Microsoft Build 2026 was the week Windows stopped trying to win on the spec sheet and started trying to win on the thing that makes a computer worth using. For years the Windows answer to the Mac was some version of "we can match that." A faster chip here, a borrowed feature there. This was
- [The Smart Glasses Race Will Be Won on Style as Much as AI](https://creativestrategies.com/research/the-smart-glasses-race-will-be-won-on-style-as-much-as-ai/) - Google used Google I/O this week to announce intelligent eyewear partnerships with Warby Parker and Gentle Monster, powered by Gemini and built on Android XR with Samsung and Qualcomm. The announcement was notable not just for what the glasses can do, but for how deliberately Google thought about what they need to look like. That
- [Google I/O 2026: Gemini 3.5 Flash and Google's Agent Platform Strategy](https://creativestrategies.com/research/google-i-o-2026-gemini-3-5-flash-and-googles-agent-platform-strategy/) - Google I/O 2026 turned a model launch into a platform statement. It was the clearest evidence yet that Google wants Gemini to become the operating layer for work across consumer products, developer tools, enterprise systems, and cloud-managed agents. Gemini 3.5 Flash is the center of that story. Google positioned Flash as the common engine behind
- [The Android Show 2026: Android's Intelligence System Era](https://creativestrategies.com/research/the-android-show-2026-androids-intelligence-system-era/) - Google's Android Show was more important than a pre-I/O feature preview. It was the clearest evidence yet that Google's decision to give Android its own stage is the right one. Google started carving Android out this way last year, and this year's show made the case for continuing that separation much stronger. The continued separation
- [Googlebook is a Post-OS Bet](https://creativestrategies.com/research/googlebook-is-a-post-os-bet/) - Google announced Googlebook today, and the most useful sentence in the entire post is one Alex Kuscher slips in early: "moving from an operating system to an intelligence system." That line tells you how to read everything that follows. What Google didn't sell For months the industry conversation was about Aluminium, the Android-based unified desktop
- [The E/AI Index: Budget Architecture and the Next Phase of Enterprise AI Adoption](https://creativestrategies.com/research/the-e-ai-index-budget-architecture-and-the-next-phase-of-enterprise-ai-adoption/) - How CIOs and CTOs are funding AI, where deployment is moving into production, and which vendor categories are exposed as AI shifts from experimentation to budget reallocation From AI Usage to AI Earnings Power Ben Bajarin · May 5 Read full story From Model Wars to Platform Wars Ben Bajarin · May 7 Read full
- [Custom ASIC Is No Longer One Market](https://creativestrategies.com/research/custom-asic-is-no-longer-one-market/) - Coming out of discussions at Google Cloud Next last week, we expect custom AI silicon to move back toward the center of the AI infrastructure debate. The spend trajectory across hyperscalers, dedicated infrastructure operators, and frontier model labs continues to support our view that custom silicon remains a key component of the buildout. The next
- [From AI Usage to AI Earnings Power](https://creativestrategies.com/research/from-ai-usage-to-ai-earnings-power/) - Research Series Note: We are spending the next several reports on the AI monetization question from three angles. Today’s note focuses on what customer evidence is telling us about AI ROI. Thursday’s report will look at how we see the AI platform war evolving as value capture moves from models to workflows, data, and control points.
- [Microsoft’s AI Capex Is Buying the Enterprise Agent Stack](https://creativestrategies.com/research/microsofts-ai-capex-is-buying-the-enterprise-agent-stack/) - After completing AI growth thesis reports on Amazon and Google, both of which held up very well in light of both companies’ earnings reports yesterday, we now turn our attention to Microsoft. The AWS Acceleration Thesis: Why Amazon's Cloud Business May Be Entering Its Most Consequential Growth Phase Ben Bajarin · Feb 17 Read full
- [Google’s AI Capex Is Being Measured Against the Wrong Revenue Line](https://creativestrategies.com/research/googles-ai-capex-is-being-measured-against-the-wrong-revenue-line/) - We attended Google Cloud Next this week, sat through the key sessions, and spent time with management, partners, customers, and the broader ecosystem. What follows is our framework for evaluating Google’s business as a whole through the lens of its current AI capital cycle. The market’s debate around Google has settled around a question that
- [Microsoft’s New Work Data Has a Surprise: AI Is Expanding Human Agency, Not Shrinking It](https://creativestrategies.com/research/microsofts-new-work-data-has-a-surprise-ai-is-expanding-human-agency-not-shrinking-it/) - The dominant fear going into the AI era was that machines would hollow out work, taking over not just repetitive tasks but the thinking behind them. Microsoft’s 2026 Work Trend Index, which draws on trillions of anonymized Microsoft 365 productivity signals and a survey of 20,000 workers across 10 countries, tells a more complicated story.
- [Apple Q2 FY2026 Earnings Analysis: Demand Strength Meets a New Supply Constraint](https://creativestrategies.com/research/apple-q2-fy2026-earnings-analysis-demand-strength-meets-a-new-supply-constraint/) - Apple delivered a record March quarter, with revenue of $111.2B, up 17% YoY, and diluted EPS of $2.01, up 22% YoY. The quarter was strong enough to beat consensus on both revenue and EPS, but the call’s center of gravity was not the beat. It was the shape of demand, the Mac supply bottleneck, and the increasing margin pressure
- [Design as Identity: What Motorola Got Right and What It Has to Protect.](https://creativestrategies.com/research/design-as-identity-what-motorola-got-right-and-what-it-has-to-protect/) - Motorola is holding its latest launch event in Los Angeles this week, and. The new razr 70 family expands the flip phone lineup, the motorola edge 70 pro arrives as a slim, design-forward device with a quad-camera system and a 6500mAh battery, and Collections by Motorola gets its formal introduction as the brand's overarching design
- [The Context Advantage: Why Workspace Intelligence Is About More Than Features](https://creativestrategies.com/research/the-context-advantage-why-workspace-intelligence-is-about-more-than-features/) - Google’s Workspace Intelligence announcement this week is being covered as a feature drop. The more accurate read is that it is a strategic argument, one that Google and Microsoft are both making simultaneously, about where AI value ultimately concentrates in an enterprise setting. The argument is this: the model matters less than the context, and
- [Google’s TPU Strategy Offers a Clearer View of the Next AI Bottleneck](https://creativestrategies.com/research/googles-tpu-strategy-offers-a-clearer-view-of-the-next-ai-bottleneck/) - Why Google’s New TPU Strategy Carries More Strategic Weight Than a Routine Silicon Update This note is not intended to be a chip-versus-chip architectural comparison, nor is it an attempt to rank Google’s latest TPU designs against competing silicon. That is a different exercise, and in many ways a less useful one at this stage.
- [Foundry Economics in the AI Age](https://creativestrategies.com/research/foundry-economics-in-the-ai-age/) - A fresh perspective is needed on foundry economics at the leading edge. For years, the industry lacked a clear cost-per-transistor framework, even as the economic foundation of Moore’s Law was becoming less durable. That framework held through N3E. It no longer holds at N2 and A16, and the evidence is now strong enough to reframe
- [Neoclouds and the Three Business Models](https://creativestrategies.com/research/neoclouds-and-the-three-business-models/) - Neoclouds sit at the center of the AI infrastructure durability debate because they are increasingly the external channel through which hyperscalers secure additional power and compute to convert demand into revenue. CoreWeave ended 2025 with $66.8 billion in contracted backlog. Nebius signed a deal with Meta worth up to $27 billion. IREN landed a $9.7
- [In the Era of AI, Hardware Still Matters. Apple Just Appointed a CEO Who Knows It.](https://creativestrategies.com/research/in-the-era-of-ai-hardware-still-matters-apple-just-appointed-a-ceo-who-knows-it/) - Apple announced this afternoon that Tim Cook will step down as CEO on September 1, 2026, with John Ternus taking over and Johny Srouji being elevated to Chief Hardware Officer effective immediately. The transition was widely expected, but not until 2027. Apple moved it up, and the reason why tells you a lot about where
- [Liquid Cooling: The Thermal Prerequisite for AI Infrastructure Scale](https://creativestrategies.com/research/liquid-cooling-the-thermal-prerequisite-for-ai-infrastructure-scale/) - Prerequisite: 800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure (March 2026). This report builds directly on that analysis and assumes familiarity with the power architecture transition it describes. 800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure BEN BAJARIN · MAR 31 Read full story The Thesis Our view
- [800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure](https://creativestrategies.com/research/800-vdc-the-inflection-point-reshaping-datacenter-power-and-ai-infrastructure/) - There is a dynamic that is still underappreciated as we think about AI infrastructure. The future of data center compute topology is unsettled and not set in stone. A lot is chaging, each year, and we expect significant advancements in compute capabilties, at the CPU, GPU, XPU, levels as architectures evovle, chiplet designs diffuse, and
- [The Next Debate in Memory Is Duration, Not Demand](https://creativestrategies.com/research/the-next-debate-in-memory-is-duration-not-demand/) - We believe the debate in memory has evolved from whether AI has created a real super cycle (the market has largely accepted that point) to what kind of market memory is becoming, how long the current earnings window can last, and what the first real signals of normalization will look like. Our view is that
- [Storage Wars: When Memory and Storage Collapse Into One Layer](https://creativestrategies.com/research/storage-wars-when-memory-and-storage-collapse-into-one-layer/) - This report is a companion to our memory report found here: Memory's $200B Inflection BEN BAJARIN · FEB 19 Read full story The market still tends to frame AI infrastructure demand through compute. In that view, storage is a downstream beneficiary. More accelerators ship, more storage gets attached. We think that framing is becoming less
- [All About Agents: Cheap Tokens, Local Models, and Product Fit](https://creativestrategies.com/research/agents-cheap-tokens-local-models-and-product-fit/) - Over the past year or so we've heard a lot about agents. Most of it hasn't really happened, things have changed quickly, it's hard to pinpoint and trends tend to be near impossible to predict because something you think may be successful ends up becoming irrelevant in three months. If you take a step back
- [Apple Full Stack Compounder](https://creativestrategies.com/research/10447/) - While we don’t always favor a sum-of-the-parts analysis and framing for every company, we think it applies perhaps most relevantly to Apple. The deep ecosystem experience is a byproduct of a product excellence that hooks customers, keeps them loyal, and naturally extends their value to that ecosystem over time. The key upside driver for Apple
- [Masters of the Supply Chain](https://creativestrategies.com/research/masters-of-the-supply-chain/) - To quote NVIDIA’s CEO Jensen Huang, from a QA he participated in at the Morgan Stanley TMT conference, “I love constraints. I love constraints. And the reason for that is because in a world of constraint, you have no choice but to choose the best. You can't squander your choice.” As a series of reports
- [OpenAI: Three Engines, One Platform](https://creativestrategies.com/research/openai-three-engines-one-platform/) - Similar to the exercise we did on Anthropic, we wanted to do a similar deep dive on OpenAI. In our view, both companies have meaningful overlap but also important differences in technology, strategy, and market positioning. The exercise for both was a hypothetical: what would an initiation note look like on these companies, given neither
- [NVIDIA Is Expanding the AI Factory and Narrowing the Competitive Window](https://creativestrategies.com/research/nvidia-is-expanding-the-ai-factory-and-narrowing-the-competitive-window/) - Executive takeaway. GTC 2026 reinforced our view that NVIDIA is shifting the competitive field away from performance and toward the economics (TCO) of the AI factory as a whole. We believe the decision is actively shifting to cost per token, tokens per second per watt, deployment speed, utilization, and revenue per megawatt, thus the moat
- [Secret Agent CPU](https://creativestrategies.com/research/secret-agent-cpu/) - The Thesis in 60 Seconds We believe the shift from monolithic LLM inference to multi-step agentic workflows structurally changes the compute mix inside datacenters. Training-era architectures assumed GPUs would dominate every phase of inference. Agentic workloads have challenged that assumption. When an agent calls a tool, queries a database, waits for human approval, or orchestrates
- [TSMC COUPE: Why the CoWoS Pattern Is Repeating in Silicon Photonics](https://creativestrategies.com/research/tsmc-coupe-why-the-cowos-pattern-is-repeating-in-silicon-photonics/) - While we understand why, much of the current narrative around the optical market is spent debating when co-packaged optics scales and which active optics vendors benefit first. We think the more important question is who controls the manufacturing platform that the transition depends on. That distinction matters because the connectivity stack is already moving from
- [Arm's Move Into Merchant Silicon Is About Escaping the Revenue Ceiling](https://creativestrategies.com/research/10445/) - For those of us who have covered Arm for decades, we remember the days when this was a $500-600M yearly revenue company, and hardly growing. How times have changed. The evolution of Arm, now clearly framed as Arm 2.0, has been years in the making, with all the stakeholders recognizing that an IP business alone
- [HP IQ: The Right Instinct, With a Long Road Ahead](https://creativestrategies.com/research/hp-iq-the-right-instinct-with-a-long-road-ahead/) - The AI PC category has a credibility problem. Two years into the NPU era, most on-device AI still feels like a solution searching for a problem. The hardware arrived before the software had anything meaningful to say, and Microsoft's Copilot rollout did little to change that narrative. Rather than building a coherent ecosystem experience, Microsoft
- [Intel Pro Day 2026: Intel’s Commercial AI PC Push](https://creativestrategies.com/research/intel-pro-day-2026-intels-commercial-ai-pc-push/) - The next phase of the AI PC market will be won less by raw AI specifications and more by enterprise usefulness. Intel is repositioning the commercial PC as a managed, secure, on-device AI endpoint that can execute work, observe itself, and improve user experience without sending every workflow back to the cloud. What stands out
- [Microsoft Unifies Copilot: The Case For and the Caution](https://creativestrategies.com/research/microsoft-unifies-copilot-the-case-for-and-the-caution/) - Microsoft announced a significant organizational realignment this week, consolidating its consumer and commercial Copilot efforts under a single unified structure. Jacob Andreou has been elevated to EVP, Copilot, reporting directly to CEO Satya Nadella, with accountability spanning design, product, growth, and engineering across both segments. Mustafa Suleyman, who previously held broader oversight of Microsoft AI,
- [MacBook Neo: How Apple Plans to Own the Next Generation](https://creativestrategies.com/research/macbook-neo-how-apple-plans-to-own-the-next-generation/) - When Apple unveiled the MacBook Neo on March 4, 2026, the temptation was to frame it simply as Apple finally getting competitive on price. At $599 retail and $499 for education customers, it is the most affordable Mac the company has ever sold. But reducing the MacBook Neo to a price story misses what is
- [M5 Max: Chiplets, Thermals, and Performance per Watt](https://creativestrategies.com/research/m5-max-chiplets-thermals-and-performance-per-watt/) - Here's the conclusion up front: M5 Max is the most impressive piece of silicon I've used in a laptop. It's more efficient and more performant, theoretically cheaper and more sustainable to manufacture with less waste, an AI powerhouse, and still runs in a laptop that lasts all day. I can't think of an SoC or
- [Copper to Fiber Part 2](https://creativestrategies.com/research/copper-to-fiber-part-2/) - In Part 1 we laid out the case for the copper-to-fiber transition via the physics forcing function, the superlinear scaling of connectivity costs, and the TAM repricing that we believe is still underappreciated. Part 2 is our continuation where we connect the thesis to specific companies, specific timelines, and specific risks. We profile nine companies
- [Copper to Fiber: The Connectivity Inflection in AI Infrastructure](https://creativestrategies.com/research/copper-to-fiber-the-connectivity-inflection-in-ai-infrastructure/) - Key thesis: Connectivity is becoming the binding constraint in AI infrastructure. This will only compound with inference at scale. The transition from copper to optical interconnects is structural and the braoder market is mispricing the secular growth embedded in this shift. The Thesis As GPU clusters scale toward millions of accelerators, the physical medium linking
- [Who is Safe in SaaS? The Lens Via our Data Moat Scorecard](https://creativestrategies.com/research/who-is-safe-in-saas-the-lens-via-our-data-moat-scorecard/) - There is a physical infrastructure dimension to the AI and software story that the market-level debate entirely overlooks. In conversations we had with Michael Dell, and other Dell executives last summer, a thesis emerged that we believe will reshape how enterprises interact with software over the next three to five years. Michael Dell’s perspective is
- [Anthropic and the Intelligence Utility Thesis](https://creativestrategies.com/research/anthropic-and-the-intelligence-utility-thesis/) - Anthropic just raised $30 billion at a $380 billion valuation and that got most of the headlines, though the more telling figure is the $14 billion current annualized revenue run-rate, achieved less than three years after the company booked its first dollar. Salesforce required 16 years to reach $14 billion in annual revenue. Anthropic has
- [The AWS Acceleration Thesis: Why Amazon's Cloud Business May Be Entering Its Most Consequential Growth Phase](https://creativestrategies.com/research/the-aws-acceleration-thesis-why-amazons-cloud-business-may-be-entering-its-most-consequential-growth-phase/) - The market’s reaction to Amazon’s Q4 results tells you everything about where sentiment sits today. The stock is down roughly 20% from its pre-earnings level near $239, having dropped 8% on the earnings release alone despite AWS posting its fastest growth in 13 quarters. The $200 billion capex guide, which came in $55 billion above
- [Memory's $200B Inflection](https://creativestrategies.com/research/memorys-200b-inflection/) - The memory semiconductor industry went from roughly $85–90 billion in revenue at its 2023 trough to a trajectory that reaches $800–850 billion by 2027. That is roughly a 9× increase in four years. No segment of the semiconductor industry has ever grown this fast at this scale. The numbers forecasted, at approximately $550–570 billion in
- [The AI Infrastructure Buildout: A Comprehensive Framework for the Datacenter and Power Cycle](https://creativestrategies.com/research/the-ai-infrastructure-buildout-a-comprehensive-framework-for-the-datacenter-and-power-cycle/) - We are in the early stages of one of the largest infrastructure buildouts in modern history. The construction of AI-scale computing infrastructure is reshaping the datacenter, power generation, and labor markets simultaneously and there is no sign demand is slowing. This is reflected in signed leases, committed capital expenditure, and operational facilities that are only
- [Think Global, Build Local: Cisco’s Sovereignty-First Strategy Takes Center Stage at Cisco Live EMEA](https://creativestrategies.com/research/think-global-build-local-ciscos-sovereignty-first-strategy-takes-center-stage-at-cisco-live-emea/) - While I could start with the list of the many products that were announced at Cisco Live EMEA 2026, and there were plenty, from the Silicon One G300 to the biggest-ever update to AI Defense, I want to focus my analysis around a very interesting slide that was shared in one of the many analyst
- [AI Infrastructure Economics: The $2-for-$1 Problem](https://creativestrategies.com/research/ai-infrastructure-economics-the-2-for-1-problem/) - The Number That Matters The AI infrastructure buildout is the largest capital deployment cycle in technology history. Combined hyperscaler spending exceeded $400 billion in 2025, with 2026 projections pushing toward ~$600 billion. The bubble bears point to this spending and declare it unsustainable, arguing the whole market will collapse because AI is not yet profitable.
- [Apple’s Ecosystem Advantage Shines in a Standout December Quarter](https://creativestrategies.com/research/apples-ecosystem-advantage-shines-in-a-standout-december-quarter/) - Apple delivered a record-breaking December quarter, posting its best revenue and earnings performance ever, driven by an exceptionally strong iPhone cycle and continued Services momentum. Revenue reached $143.8 billion (+16% YoY), with EPS of $2.84 (+19% YoY), reflecting both top-line strength and favorable margin dynamics. Performance was broad-based across geographies, with double-digit growth in most
- [FY26 Q2: From Token Factories to Agentic Workflows: Microsoft Enters the Next Phase of AI  Monetization](https://creativestrategies.com/research/fy26-q2-from-token-factories-to-agentic-workflows-microsoft-enters-the-next-phase-of-ai-monetization/) - Microsoft delivered a strong Q2 FY26 performance, exceeding expectations across revenue, operating income, and EPS, while continuing to invest aggressively in AI infrastructure to support rapidly expanding demand. Revenue grew 17% year over year, with operating income up 21%, underscoring the durability of Microsoft’s core franchises even amid elevated capital spending. The defining milestone of
- [The GPU's Second Act: From Pixels to Tokens](https://creativestrategies.com/research/the-gpus-second-act-from-pixels-to-tokens/) - The Architecture Graphics Built The GPU exists because graphics demanded a very specific kind of silicon—hardware capable of running identical mathematical operations across massive data volumes in parallel, repeatedly, without stalling. What looked like "drawing pictures" was always a continuous simulation under tight latency constraints. When neural networks arrived, they leaned on the same core
- [The Reordering To AI/HPC: TSMC's 2026 Outlook and Beyond](https://creativestrategies.com/research/the-reordering-to-ai-hpc-tsmcs-2026-outlook-and-beyond/) - TSMC’s 4Q25 results confirm what we have been saying for months: the AI infrastructure buildout is not slowing down, and TSMC sits at the center of it. Revenue of $33.7B beat the high end of guidance. Gross margin of 62.3% exceeded the guide by over 100 basis points. Management guided to close to 30% USD
- [NVIDIA CES 2026: The Vera Rubin Platform and the Economics of AI Infrastructure](https://creativestrategies.com/research/nvidia-ces-2026-the-vera-rubin-platform-and-the-economics-of-ai-infrastructure/) - Note: I had the chance to attend both the CES 2026 Financial Analyst QA and the Industry Analyst QA, as well as time with management. I’m sharing nuggets learned from the QA and my meetings, as well as things from the NVIDIA CES 2026 announcements and management commentary that stood out and are telling about
- [AWS European Sovereign Cloud, and the Future of AI in Europe](https://creativestrategies.com/research/aws-european-sovereign-cloud-and-the-future-of-ai-in-europe/) - As I publish this, the world’s political and business leaders are gathering in Davos, once again debating the future of the global economy, geopolitical stability, and the role technology will play in shaping what comes next. Artificial intelligence, digital sovereignty, and resilience are central to those conversations, not as abstract policy ideas, but as urgent strategic
- [Cultural Barriers to AI Adoption: Key Takeaways from the 2025 Microsoft New Future of Work Report](https://creativestrategies.com/research/cultural-barriers-to-ai-adoption-key-takeaways-from-the-2025-microsoft-new-future-of-work-report/) - The Microsoft New Future of Work Report 2025 marks a significant milestone in how we understand the ongoing transformation of work. Over the past five years, the report series has traced the evolution of work, from remote and hybrid work models to the emerging integration of AI across teams and organizations. This year’s edition shifts
- [The AI Infrastructure Gigacycle: A Primer for 2026](https://creativestrategies.com/research/the-ai-infrastructure-gigacycle-a-primer-for-2026/) - Note for paid subscribers: As we kick off the Dilligence Stack, I felt we needed to publish some anchor reports to set the foundation we will build upon. So, this report is quite long but has needed depth in each section. Each section will get its own deep dive in the coming months as well.
- [Explainer: What Gemini powering Siri really means](https://creativestrategies.com/research/what-gemini-powering-siri-really-means/) - Apple and Google did their joint announcement today, confirming Mark Gurman’s report from August (I swear this guy lives in the walls of Apple Park) that the new Siri and Apple Foundation Models will be based on Gemini models and technology. There’s a lot of nuance to this that many are overlooking from a product,
- [The AI Bubble Question: Two Scenarios for the Largest Technology Buildout in History](https://creativestrategies.com/research/the-ai-bubble-question-two-scenarios-for-the-largest-technology-buildout-in-history/) - There is perhaps no more consequential debate around the technology industry today than whether the current AI infrastructure buildout represents a bubble destined for collapse or the logical, sustainable deployment of mature technology. The numbers are indeed staggering, a root cause of people's anxiety: hyperscalers are spending north of >$200 billion annually (and growing) on
- [Running a 1T parameter model on a $40K Mac Studio Cluster](https://creativestrategies.com/research/running-a-1t-parameter-model-on-a-40k-mac-studio-cluster/) - This will be a brief research note, mostly because I'm just talking about something cool. Back in March when Apple launched M3 Ultra in the Mac Studio, they graciously sent over a 512GB Unified Memory SKU of the system. It was insane for running LLMs, powering something like 4-bit quantized Deepseek R1 but limiting with
- [Why NVIDIA's DGX Spark is the best desktop CUDA testbed](https://creativestrategies.com/research/nvidias-dgx-spark-review/) - This year on Black Friday, one of my favorite products of the year: NVIDIA's DGX Spark! My list of favorite products is by no means short, but this was a quick add simply because I've had so much fun playing with this. Unlike most other products I've used this year, it's something that feels rewarding
- [The Semiconductor Gigacycle](https://creativestrategies.com/research/the-semiconductor-giga-cycle/) - The semiconductor industry has experienced cycles of varying magnitude throughout its history. The PC era brought sustained growth. The smartphone revolution created what many called a supercycle. The cloud computing buildout extended that expansion further. What is happening now is something categorically different. The artificial intelligence infrastructure buildout represents the largest total addressable market expansion
- [Dell Q3 FY26 Earnings: AI Momentum Drives Record Results and Stronger Full-Year Outlook](https://creativestrategies.com/research/dell-q3-fy26-earnings-ai-momentum-drives-record-results-and-stronger-full-year-outlook/) - Dell delivered one of its strongest quarters ever, powered by surging demand for AI servers and resilient performance across its core commercial PC business. Revenue rose double digits, profitability reached new Q3 records, and the company raised full-year guidance in a sign of confidence that its AI-led momentum is not temporary but structural. The results
- [The Snapdragon X2 Elite Power Paradigm: Unbundling the Electron](https://creativestrategies.com/research/the-snapdragon-x2-elite-power-paradigm-unbundling-the-electron/) - In mobile computing, performance is defined by the energy cost of operations. The limiting factors for modern Systems on a Chip (SoC) are thermal headroom and battery constraints, shifting the architectural focus to the infrastructure that feeds the silicon. The power delivery network (PDN) design for the Snapdragon X Series utilizes a bifurcated, two-stage Point-of-Load
- [CoreWeave and the Integration of AI Infrastructure](https://creativestrategies.com/research/coreweave-and-the-integration-of-ai-infrastructure/) - In the broader narrative of the AI boom, a new category of infrastructure provider has emerged, colloquially termed the "neocloud." The economic logic of the neocloud is, at first glance, simple arbitrage: the hyperscalers (AWS, Azure, Google Cloud) are supply-constrained and expensive, creating an opening for smaller, agile players to buy GPUs, place them in
- [Microsoft Ignite 2025: AI for Human Ambition Meets Enterprise-Grade Implementation](https://creativestrategies.com/research/microsoft-ignite-2025-ai-for-human-ambition-meets-enterprise-grade-implementation/) - Microsoft Ignite 2025 opened with a clear message: the AI era has moved beyond experimentation and is now fully about implementation, governance, and measurable outcomes. Microsoft focused on what matters most to the Ignite audience: the architects, developers, and IT leaders responsible for actually deploying and scaling AI inside organizations. The news cycle was already
- [Google's new Gemini 3 Pro is a great model](https://creativestrategies.com/research/gemini-3-pro-is-a-great-model/) - Today, Google announced Gemini 3 as well as a bunch of new product updates powered by Gemini 3 Pro! We’ll get into those in a moment, because I want to talk about my experience using Gemini 3 Pro, codename riftrunner, as well as Google’s new developer IDE called Antigravity! I got early access from Google
- [T-Mobile Puts 5G Innovation in the Driver’s Seat at LVGP](https://creativestrategies.com/research/t-mobile-puts-5g-innovation-in-the-drivers-seat-at-lvgp/) - The Las Vegas Grand Prix is no ordinary race. The city-centre circuit with its tight turns, the Strip backdrop and high spectator density makes for one of the most challenging viewing experiences in all of F1. That’s why the recent announcement by T-Mobile is so significant. 360° Cameras and Drone Feeds = A Game-Changer for
- [Google’s Chrome Summit Shows How Gemini AI Unites the Workplace](https://creativestrategies.com/research/googles-chrome-summit-shows-how-gemini-ai-unites-the-workplace/) - At the 2025 Chrome Summit in New York City, Google delivered its most cohesive vision yet for how artificial intelligence will power the next generation of work. Under the theme “Connected Work Experiences, AI at the Core,” the company showcased how its Gemini AI model now threads through every layer of Google’s ecosystem, from Chrome and ChromeOS to
- [From Bitcoin to AI: The Hard Road Ahead, and Why Some Miners Can Still Make the Jump](https://creativestrategies.com/research/from-bitcoin-to-ai-the-hard-road-ahead-and-why-some-miners-can-still-make-the-jump/) - The surge in AI infrastructure investment has reshaped the value of power in the United States. Bitcoin miners, who once optimized purely for cheap electricity and fast deployment, now find themselves in possession of something that AI operators urgently need: energized land with existing interconnection rights. On the surface, this creates the impression that miners
- [Smartsheet’s New Era: Rajeev Singh’s ENGAGE Keynote Recasts the Company for “Intelligent Velocity”.](https://creativestrategies.com/research/smartsheets-new-era-rajeev-singhs-engage-keynote-recasts-the-company-for-intelligent-velocity/) - Last week, I had the opportunity to attend my first Smartsheet ENGAGE. The conference opened with a message that was equal parts confession, conviction, and call to arms. On stage less than 30 days into the job, new CEO Rajeev Singh framed his first keynote around a simple proposition: Smartsheet isn’t just speeding up work, it wants
- [Apple Q4 2025 Earnings Analysis: Record Quarter Led by iPhone and Services Strength](https://creativestrategies.com/research/apple-q4-2025-earnings-analysis-record-quarter-led-by-iphone-and-services-strength/) - Apple closed fiscal 2025 with record-breaking results, underscoring the company’s operational strength and product leadership across categories. For Q4, Apple reported $102.5 billion in revenue (+8% y/y) and $1.85 EPS (+13% y/y), both September-quarter records. For the full fiscal year, revenue reached an all-time high of $416 billion, driven by double-digit growth in iPhone, Mac,
- [Microsoft Redefines Scale: Record Quarter and a $250 B OpenAI Pact Signal the Dawn of the AI Platform Era](https://creativestrategies.com/research/microsoft-redefines-scale-record-quarter-and-a-250-b-openai-pact-signal-the-dawn-of-the-ai-platform-era/) - Microsoft began fiscal year 2026 with one of the most powerful quarters in its history, underscoring how its aggressive AI investments and cloud scale are transforming the company’s economics and competitive position. Revenue for Q1 FY 2026 rose 18% year-over-year to $77.7 billion, while operating income climbed 24% to $38.0 billion and net income reached
- [Bubble or Buildout? A Guide for the Next Data Center Era](https://creativestrategies.com/research/bubble-or-buildout-a-guide-for-the-next-data-center-era/) - The easy story is “this looks bubbly.” Spending is massive AND front-loaded, the narrative is high, and a handful of winners dominate the landscape. Hyperscaler capital spending is tracking to roughly $424B in 2025 and stepping toward ~$500B in 2026, after topping $100B in a single quarter earlier this year—numbers that rhyme with past build-outs
- [M5 Apple Silicon:  It's All About the Cache And Tensors](https://creativestrategies.com/research/m5-apple-silicon-its-all-about-the-cache-and-tensors/) - Today is a big day, M5 Day! I say this because I believe M5 is a bigger deal than the products it's in. That's not to say these products are bad, quite the opposite: they are so good and have been so good for so many years that it's hard to think of anything meaningful
- [Apple Takes the Wheel: A Perfect Lap Between Tech, Culture, and Formula 1](https://creativestrategies.com/research/apple-takes-the-wheel-a-perfect-lap-between-tech-culture-and-formula-1/) - Coming fresh from the Austin Grand Prix, I couldn’t help but notice how different the atmosphere felt compared to just a few years ago. The crowd was electric, yes, but also incredibly diverse — not just in nationality, but in age, gender, and background. From families and first-timers to Gen Z fans decked out in
- [Gemini Enterprise: Google’s Shift to Holistic Enterprise AI](https://creativestrategies.com/research/gemini-enterprise-googles-shift-to-holistic-enterprise-ai/) - With Gemini Enterprise, Google wasn’t just announcing another “AI for business” product. Rather, Google is staking a claim to a much more ambitious vision: embedding AI across every workflow, across every level of an organization, in a way that feels seamless and pervasive. Addressing the Enterprise as an Ecosystem, Not a Collection of Use Cases
- [AI Is Our Electricity Moment: Why Productivity Follows Process](https://creativestrategies.com/research/ai-is-our-electricity-moment-why-productivity-follows-process/) - Ariticle Summary/Thesis Every transformative technology arrives twice. First as hardware and headlines—motors, wires, GPUs, data centers—then, years later, as redesigned work that finally shows up in the productivity numbers. Electricity followed that arc. The earliest adopters simply swapped steam engines for electric motors and wondered why little changed. The real step-up came only after managers
- [From Assistants to Agents: Microsoft’s Copilot Steps Forward, and Sideways](https://creativestrategies.com/research/from-assistants-to-agents-microsofts-copilot-steps-forward-and-sideways/) - Microsoft’s latest announcements on Microsoft 365 Premium and new Copilot “agents” mark an important step toward the future of AI in productivity. But while the vision is clear, the path for users is less so. The Announcements: Premium and Agent Mode This past week, Microsoft unveiled two major updates that reshape the way users will
- [Amazon’s New Wave of Devices: AI, Storytelling, and the Move Upmarket](https://creativestrategies.com/research/amazons-new-wave-of-devices-ai-storytelling-and-the-move-upmarket/) - Amazon has built its reputation on delivering reliable, affordable consumer hardware that ties seamlessly into its services. From the first Kindle to the rise of Echo smart speakers, its devices have consistently done exactly what they promised. Ok maybe with the exception of the Kindle phone but as I wrote in the past that failure
- [Intel Foundry Technology Bets: A Full-Stack Strategy for the Disaggregated Era](https://creativestrategies.com/research/intel-foundry-technology-bets-a-full-stack-strategy-for-the-disaggregated-era/) - The Disaggregated Era of Design The semiconductor industry is entering a new phase. Progress is no longer measured by packing more transistors onto a single monolithic die. It is measured by how effectively systems are composed from smaller, specialized components. This is the disaggregated era of design. As Moore’s Law slows and the cost and
- [Why a Unified Android and ChromeOS Platform Matters, Especially in the Age of AI PCs](https://creativestrategies.com/research/why-a-unified-android-and-chromeos-platform-matters-especially-in-the-age-of-ai-pcs/) - For nearly two decades, Android and ChromeOS have advanced in parallel, one powering the world’s phones and a growing constellation of devices, the other redefining lightweight and secure computing on laptops and beyond. A single, unified platform built on Android foundations and expressed as the familiar ChromeOS is not just tidier architecture. It is the
- [The Consumerization of Agentic AI](https://creativestrategies.com/research/the-consumerization-of-agentic-ai/) - The Race to the Super-Agent: From Managing AI to Collaborating With It What is an agent? I open a lot of conversations with that question, especially with executives who are trying to bring agentic AI to real users. My working definition: AI agents are intelligent digital assistants that observe, reason, and act on their own,
- [Pro Optional: The Year the iPhone Was About Feel](https://creativestrategies.com/research/iphone-report-2025/) - Yesterday was the iPhone launch, and it was actually a refreshing one. It was one of the first years that I think I had decently low expectations going in, but was incredibly surprised (and delighted) coming out. This is partly because for the first time in years, quite a few of the leaks, rumors, and
- [Slim, Smart, Integrated: The Real Story of Apple’s September Event](https://creativestrategies.com/research/slim-smart-integrated-the-real-story-of-apples-september-event/) - Apple’s September event was, once again, a masterclass in storytelling, weaving together sleek design, life-saving Apple Watch narratives, and the deliberate invocation of Apple Intelligence. In the run-up, chatter circled around familiar themes: whether tariffs would nudge prices upward, what “Air” might signify in an iPhone context, and if a reimagined Siri might finally make
- [Samsung’s AI Home Vision: Smart Living Without the Hype?](https://creativestrategies.com/research/samsungs-ai-home-vision-smart-living-without-the-hype/) - IFA has always been the tech show that most reinvented itself following the hot trends in tech: from smartphones, to wearables, all the way to this year smart home, the show has seen AI infused everything and home robotics. Samsung leaned in harder than most with its unveiling of “AI Home: Future Living, Now.” The
- [Made by Google 2025: A Confident Showcase of Pixel, Gemini, and Google’s Broader Ambitions](https://creativestrategies.com/research/made-by-google-2025-a-confident-showcase-of-pixel-gemini-and-googles-broader-ambitions/) - Today in Brooklyn, Google held its Made by Google 2025 event—an occasion that felt far less like a typical product keynote and much more like a primetime show. Hosted by Jimmy Fallon, complete with live audience participation, surprise guests, and a TV-studio vibe, it was clear from the start that Google wanted to make a
- [What's up with ChatGPT & GPT-5?](https://creativestrategies.com/research/whats-up-with-gpt-5/) - OpenAI finally released GPT-5 last week, and there has been quite a lot of discourse on the internet about its quality. Some users have a great impression, others not so much. Some are mourning the loss of a friend, others are just happy to have a more intelligent model with free access. There is a
- [Apple Q3 2025: Outperforming in a Challenging Environment](https://creativestrategies.com/research/apple-q3-2025-outperforming-in-a-challenging-environment/) - Apple’s fiscal Q3 2025 showcased a strong performance, setting a June quarter record for revenue at $94 billion—up 10% from last year and ahead of management’s own expectations. Growth was broad-based, with significant contributions across iPhone, Mac, and Services segments. The company also established new June records for EPS and reported acceleration in nearly every
- [Microsoft FY25 Q4: Capping a Transformative Year of Double-Digit Growth with AI and Cloud at the Core](https://creativestrategies.com/research/microsoft-fy25-q4-capping-a-transformative-year-of-double-digit-growth-with-ai-and-cloud-at-the-core/) - Microsoft concluded its fiscal year with a robust Q4, outpacing both its guidance and Wall Street’s expectations. Sustained double-digit growth in revenue and operating income was powered by surging demand for AI and cloud solutions, and transformational momentum across all business segments. Significant progress in cloud capacity, platform efficiency, and commercial customer commitment leaves Microsoft
- [Vertiv Holdings (VRT) - The Critical Infrastructure Layer Enabling AI's Next Phase](https://creativestrategies.com/research/vertiv-holdings-vrt-the-critical-infrastructure-layer-enabling-ais-next-phase/) - Vertiv sits squarely at the intersection of two critical industry dynamics: the exponential growth in AI-driven compute demand and the infrastructure bottlenecks (power and cooling) this demand creates. As AI workloads increasingly strain traditional data center designs, Vertiv's integrated power and thermal management solutions become essential for operators seeking to scale efficiently and reliably. Core
- [Intel Q2 CY 2025 Earnings Call – Execution Risk, Capital Discipline, and Roadmap Credibility](https://creativestrategies.com/research/intel-q2-cy-2025-earnings-call-execution-risk-capital-discipline-and-roadmap-credibility/) - Intel’s latest earnings call underscored a tension familiar to anyone tracking the company over the last three years: the finance team is now supplying clear, disciplined guardrails, while the technical roadmap remains long on vision and short on date‑certain milestones. CFO David Zinsner gave investors concrete figures on capital spending, operating‑expense targets, and gross‑margin flow‑through, which largely
- [Alphabet Q2 Analysis: Cloud Acceleration and AI Monetization Validate Aggressive CapEx Strategy](https://creativestrategies.com/research/alphabet-q2-analysis-cloud-acceleration-and-ai-monetization-validate-aggressive-capex-strategy/) - Alphabet's June-quarter results delivered a validation of its capital-intensive, vertically integrated AI strategy. The company posted strong top and bottom-line growth while demonstrating significant operating leverage, even while absorbing substantial costs related to its AI infrastructure build-out. It is evident that the synergistic relationship between Google Cloud's accelerating growth, which de-risks the elevated capital expenditure,
- [The SoC Revolution: Apple Proves High-End Gaming and All-Day Battery Life Can Coexist](https://creativestrategies.com/research/soc-and-apple-silicon-gaming/) - Last October Apple announced Cyberpunk 2077 was coming to macOS with full optimization for Metal and Apple Silicon. The second I heard that, I got excited because that meant Cyberpunk 2077 was the first AAA game to get proper care and optimization to make sure it ran well on macOS and Apple Silicon. This was
- [Unpacked 2025: Samsung's foldables are so back](https://creativestrategies.com/research/unpacked-2025-samsungs-foldables-are-so-back/) - Last week was Samsung Unpacked, specifically Unpacked focusing on the Galaxy Z Fold 7, Z Flip 7, and Galaxy Watch 8 series. These launches mark a pivotal moment for the broader smartphone market, signaling Samsung’s drive to make foldables mainstream by marrying a familiar phone feel with flagship‑grade capabilities. The Fold 7 is probably the
- [Beyond the Screen: Samsung’s Blueprint for the Next Era of Mobile Intelligence](https://creativestrategies.com/research/beyond-the-screen-samsungs-blueprint-for-the-next-era-of-mobile-intelligence/) - On the eve of Samsung’s highly anticipated 2H Unpacked 2025 event in Brooklyn, I had the privilege of moderating a dynamic panel with three of Samsung’s most influential leaders: Dave Das, Executive Vice President of Mobile eXperience for Samsung Electronics America; Patrick Chomet, Executive Vice President and Strategy Advisor to the CEO of Samsung MX/DX;
- [What Everyone Gets Wrong About Apple's AI Strategy](https://creativestrategies.com/research/what-everyone-gets-wrong-about-apples-ai-strategy/) - In the age of agentic AI, a common misconception persists that AI will be a “winner-takes-all” market, where a single dominant agent will rule across every use case and every user. This belief misunderstands the evolution and purpose of agentic AI. The future will involve multiple specialized agents collaborating seamlessly, each with distinct areas of
- [Generative‑AI Study: Usage & Attitudes](https://creativestrategies.com/research/genai-study/) - At the end of last year we ran a study with 900‑respondent online survey, fielded December 1 – 15, 2024 among U.S. adults 18+. All percentages are of the total sample unless otherwise stated. After diving into the data, thanks in no small part to ChatGPT (shoutout to o3-pro!), some fascinating patterns have emerged across both consumer and enterprise
- [Micron Q3: 2025 Earnings - The Memory Inflection Point](https://creativestrategies.com/research/micron-q3-2025-earnings-the-memory-inflection-point/) - Key Takeaways Micron’s AI-Driven Growth Is Accelerating: HBM revenue grew over 50% quarter-over-quarter, reaching a $6B+ run rate, with expectations to approach $8B in the coming quarters. AI server demand is driving strength across HBM, LPDDR, and high-capacity DIMMs. Strong Financial Momentum Across the Board: Q3 results beat expectations on revenue ($9.3B), gross margin (39%),
- [From Supercomputing Pioneer to AI and Quantum Powerhouse: How HPE’s Early Bets Are Shaping the Future of Enterprise Technology](https://creativestrategies.com/research/from-supercomputing-pioneer-to-ai-and-quantum-powerhouse-how-hpes-early-bets-are-shaping-the-future-of-enterprise-technology/) - As HPE celebrates its tenth anniversary as an independent entity, the company has chosen to mark the occasion not with nostalgia, but with a series of announcements that signal a bold new direction. At HPE Discover 2025, the company unveiled a suite of innovations and partnerships designed to position HPE as the backbone of the
- [Beyond the Clock: Rethinking Work in the Age of Digital Overload](https://creativestrategies.com/research/beyond-the-clock-rethinking-work-in-the-age-of-digital-overload/) - The traditional nine-to-five is fading fast, replaced by a workday that stretches from dawn to well past dusk, often bleeding into weekends and personal time. Microsoft’s latest Work Trend Index follow-up report, drawing on vast data from Microsoft 365 and a global survey of knowledge workers, reveals that the boundaries between work and life are
- [The Future of Work: Flexibility, AI, and the Evolving Workplace](https://creativestrategies.com/research/the-future-of-work-flexibility-ai-and-the-evolving-workplace/) - Last week Cisco published its second Global Hybrid Work Study following the inaugural report published in 2022. The current report is based on a comprehensive double-blind survey of 21,513 employers and employees in full-time roles across 21 global markets, spanning industries from financial services to healthcare and manufacturing. This study is especially relevant at a
- [Apple WWDC 2025: A more helpful Apple](https://creativestrategies.com/research/apple-wwdc-2025-a-more-helpful-apple/) - I hate to steal Google's tagline for this I really don't but this year felt like Apple trying to make platforms more helpful. There's this general consensus that Apple is behind in AI, missing out on chatbots and ignoring what most consider to be the next generation of experiences. The common saying is chat is
- [Mac with Touch, Please? Nope, Here’s iPadOS 26](https://creativestrategies.com/research/mac-with-touch-please-nope-heres-ipados-26/) - You might know that my iPad Pro has been my trusty on-the-go companion for the past 10 years. I’ve loved having cellular connectivity right out of the box, a vast selection of apps, and access to all my content wherever I travel. Despite the occasional friction—especially with multitasking—I’ve continued to use it because the personal
- [Neoclouds vs. Hyperscalers: A Shift from Access to Platform](https://creativestrategies.com/research/neoclouds-vs-hyperscalers-a-shift-from-access-to-platform/) - Neoclouds vs. Hyperscalers: The Infrastructure Gap is Closing The AI infrastructure market is entering a new phase. What began as an urgent scramble for GPUs has evolved into a more structured battle between hyperscalers and a new class of GPU-native cloud providers. These neoclouds—companies like CoreWeave, Lambda, and Fluidstack—emerged by moving faster, taking on more
- [Apple WWDC 2025: Strategic Evolution Amid AI Ambitions](https://creativestrategies.com/research/apple-wwdc-2025-strategic-evolution-amid-ai-ambitions/) - In our view, WWDC 2025 presented a focused update on Apple’s long-term platform priorities. The event emphasized consistent investment in ecosystem design, developer tools, and privacy-first AI integration. Apple’s approach to AI, platform unification, and device productivity aligns with its broader strategy of reinforcing user engagement, expanding developer leverage, and preparing its architecture for durable
- [Cisco Live 2025: Unified Leadership and Culture as Catalysts for AI Innovation](https://creativestrategies.com/research/cisco-live-2025-unified-leadership-and-culture-as-catalysts-for-ai-innovation/) - Cisco Live 2025 has set a clear direction for the company’s future, spotlighting new advancements in AI-ready infrastructure. While the technical announcements are notable, what stands out to me is how Cisco’s evolving company culture and unified leadership under, Chief Product Officer, Jeetu Patel are positioning the company to better serve enterprise customers. In the
- [Alexa+ Early Access: Initial Thoughts](https://creativestrategies.com/research/alexa-early-access-initial-thoughts/) - After several weeks as part of the early release program for Amazon’s Alexa+, I’ve had the chance to put the new assistant through its paces—across daily routines, smart home management, and spontaneous conversations. As a long-time Alexa user, I can confidently say that Alexa+ represents a significant evolution in voice AI. The leap in natural
- [Dell Technologies Q1 FY26 Earnings: AI Surge Fuels Growth Amid Consumer Headwinds](https://creativestrategies.com/research/dell-technologies-q1-fy26-earnings-ai-surge-fuels-growth-amid-consumer-headwinds/) - Dell Technologies delivered robust first quarter fiscal 2026 results that exceeded expectations across key metrics, demonstrating the company’s successful pivot toward AI infrastructure while maintaining strength in its core enterprise business. The company reported revenue of $23.4 billion, representing a 5% year-over-year increase that surpassed analyst estimates of $23.14 billion. Most notably, Dell generated record
- [Agentic AI Set to Transform Customer Experience: Key Insights from Cisco’s 2025 Global Study](https://creativestrategies.com/research/agentic-ai-set-to-transform-customer-experience-key-insights-from-ciscos-2025-global-study/) - A new study from Cisco reveals that agentic artificial intelligence (AI) is on the verge of fundamentally transforming the way businesses deliver customer service and support. According to the research, which surveyed nearly 8,000 business and technical decision-makers across 30 countries, agentic AI is expected to handle a staggering 68% of all customer service and
- [Google I/O 2025: Gemini, AI Search, and the Evolving Business Model](https://creativestrategies.com/research/google-i-o-2025-gemini-ai-search-and-the-evolving-business-model/) - Summary of the News: AI-Centric I/O: Google I/O 2025 heavily focused on Gemini AI and its integration across Google's ecosystem, particularly Search, signaling a major strategic shift towards an AI-driven future. Android-specific news was largely separated. Gemini Model Advancements: Continued evolution of the Gemini family (2.5 Pro, Flash) including a new "Deep Think" reasoning mode,
- [Dell Technologies World 2025: Powering Progress with AI, Cloud, and Edge Solutions](https://creativestrategies.com/research/dell-technologies-world-2025-powering-progress-with-ai-cloud-and-edge-solutions/) - At Dell Technologies World 2025, Dell unveiled a suite of innovations designed to make AI accessible, scalable, and secure for organizations everywhere. The event’s key themes were brought to life through significant product launches and strategic partnerships, underscoring Dell’s ambition to be the backbone of the AI-driven enterprise era. AI Everywhere: From Edge to Cloud
- [Microsoft Build 2025: Satya Nadella Unveils the “Open Agentic Web” and Redefines AI Development](https://creativestrategies.com/research/microsoft-build-2025-satya-nadella-unveils-the-open-agentic-web-and-redefines-ai-developmen/) - Microsoft Build 2025 opened with a visionary keynote from CEO Satya Nadella, who outlined Microsoft’s commitment to building an “open agentic web.” In this new paradigm, AI agents will interact, make decisions, and autonomously perform tasks for individuals, teams, and entire organizations. Nadella’s address emphasized how Microsoft is enabling this transformation across its entire stack-from
- [Airbnb’s Summer 2025 Launch: Transforming from Bookings to a Tech-Forward Lifestyle Platform](https://creativestrategies.com/research/airbnbs-summer-2025-launch-transforming-from-bookings-to-a-tech-forward-lifestyle-platform/) - Airbnb’s Summer 2025 Release marks an important moment in the company’s evolution. With the unveiling of Airbnb Services, a reimagined Airbnb Experiences platform, and a completely rebuilt app, Airbnb is signaling its ambition to become much more than a place to book a home. Instead, the company is leveraging technology to drive constant engagement-both at
- [AI Factories: Reframing Infrastructure from Cost Center to Profit Center](https://creativestrategies.com/research/ai-factories-reframing-infrastructure-from-cost-center-to-profit-center/) - All AI factories are data centers, but not all data centers are AI factories. For much of the last two decades, enterprise infrastructure strategy has been grounded in cost control. Data centers were built to support core IT functions—storage, compute, and networking—with an emphasis on efficiency, uptime, and total cost of ownership (TCO). These environments
- [Research Note: Arm Earnings – Strategic Optionality Expanding, Visibility Still the Limiting Factor](https://creativestrategies.com/research/research-note-arm-qa-strategic-optionality-expanding-visibility-still-the-limiting-factor/) - Investor sentiment on Arm's latest earnings quarter leaned constructive. Analysis of investor questions and sentiment from the call focused on strategic positioning, monetization pathways, and clarity around near-term uncertainties. Management’s tone was confident, particularly in AI-driven tailwinds and royalty model expansion via CSS. The one real constraint remains visibility, not execution. Key Takeaways: Tariffs are
- [AMD Earnings – Parsing the Q&A: Momentum, AI Ramp Timing, and the Road to Rack-Scale](https://creativestrategies.com/research/amd-earnings-parsing-the-qa-momentum-ai-ramp-timing-and-the-road-to-rack-scale/) - AMD’s Q1 call struck a cautiously optimistic tone. Strong execution in Client and CPU gives the company breathing room as it navigates GPU export headwinds and ramps toward its next inflection point with MI350 and MI400. The Q&A focused less on surprises and more on timing, share gains, and the credibility of AMD’s longer-term AI
- [Apple's Q2 FY25: Services Surge, Supply Chains Shift](https://creativestrategies.com/research/apples-q2-fy25-services-surge-supply-chains-shift/) - Apple’s fiscal Q2 2025 results showed solid growth. Revenue was $95.4 billion (up 5% YoY) Net income rose to $24.78 billion (vs. $23.64 b in Q2 FY24), and diluted EPS was $1.65 (a March-quarter record, up 8% YoY). Services revenue hit a new high (≈$26.64 b, +12% YoY) and driving much of the growth, while new hardware (e.g. the lower-cost
- [Meta Q1 2025: Strong Ad Growth and AI Momentum Offset Metaverse Drag](https://creativestrategies.com/research/meta-q1-2025-strong-ad-growth-and-ai-momentum-offset-metaverse-drag/) - Meta Platforms reported a strong first quarter 2025, with revenue and profit both well ahead of expectations. Q1 revenue was $42.31 billion (up ~16% YoY), driven by robust advertising demand. Net income jumped to $16.64 billion (+35% YoY)​, yielding earnings of $6.43 per share (well above the ~$5.28 consensus). The core ad business remained healthy (ad revenue +16% YoY​),
- [Microsoft Beats Expectations in Q3 FY25 with Robust Cloud and AI Demand](https://creativestrategies.com/research/microsoft-beats-expectations-in-q3-fy25-with-robust-cloud-and-ai-demand/) - Microsoft’s Q3 FY2025 results (quarter ended March 31, 2025) reflected continued strength in cloud and AI-driven businesses. Total revenue was $70.1 billion, up 13% year-over-year (15% in constant currency)​. Net income grew 18% to $25.8 billion, and diluted EPS rose 18% to $3.46​. Microsoft Cloud revenue (Azure plus other cloud services and commercial software) was
- [Google Surges Ahead on GenAI Momentum and Resilient Capex Strategy Amid Macro Uncertainty](https://creativestrategies.com/research/google-surges-ahead-on-genai-momentum-and-resilient-capex-strategy-amid-macro-uncertainty/) - Key Takeaways on Google’s 1Q25 Earnings Sustained AI Momentum Across Products and Infrastructure: Gemini 2.2 is now embedded across 15 products with 500M+ users, while AI Overviews in Search surpassed 1.5B MAUs. Visual and voice-first inputs like Google Lens and Circle to Search are driving deeper engagement and monetization parity with traditional search. Robust
- [Intel's Q1 2025 Earnings: Navigating Challenges Amid Strategic Shifts](https://creativestrategies.com/research/intels-q1-2025-earnings-navigating-challenges-amid-strategic-shifts/) - Key Takeaways Weak Q2 Guidance Reflects Tariff Uncertainty: Intel guided Q2 revenue significantly below expectations at $11.8 billion, down 7% quarter-over-quarter, citing macroeconomic uncertainty and potential tariff-related demand impacts. Product Delays and Competitive Pressures: The delay of the first 18A product, Panther Lake, to late 2025 and reliance on older Intel 7 processes highlight ongoing
- [Microsoft's latest Work Trend Index and the Birth of the Frontier Firm](https://creativestrategies.com/research/microsofts-latest-work-trend-index-and-the-birth-of-the-frontier-firm/) - In the latest episode of my TEQ podcast, I had the pleasure to engaged in an insightful conversation with Alexia Cambon, Head of Research on Microsoft's Copilot and Future of Work team, about how artificial intelligence and AI agents are fundamentally reshaping the workplace. The discussion explored findings from Microsoft's latest Work Trend Index report,
- [Beyond the Fold: Motorola’s Strategy to Capture the Next Generation](https://creativestrategies.com/research/beyond-the-fold-motorolas-strategy-to-capture-the-next-generation/) - In a move to strengthens its position in the premium smartphone segment, Motorola has unveiled its 2025 Razr lineup, expanding to three models and showcasing a commitment to lifestyle technology that's capturing younger audiences in increasingly competitive markets. Color and Expression at the Core The standout aspect of Motorola's strategy is its deliberate focus on
- [Google Cloud Next 2025: Ironwood TPU, Agent Toolkits, and Google's vertical advantage](https://creativestrategies.com/research/google-cloud-next-2025-ironwood-tpu-agent-toolkits-and-googles-vertical-advantage/) - Key Takeaways: Google Cloud unveiled Ironwood (TPUv7), its first inference-optimized TPU, offering massive leaps in compute (5x), HBM capacity (6x), and power efficiency (2x) over the previous generation. Performance is estimated to be within 5% of an Nvidia B200, despite TPUv7's single primary compute die design. New Agent Development Kit (ADK) and Agent2Agent (A2A) protocol
- [Nvidia Q4 FY2025 Earnings View from the Street - Analyzing Key Investor Sentiment.](https://creativestrategies.com/research/nvidia-q4-fy2025-earnings-view-from-the-street-analyzing-key-investor-sentiment/) - A closer look at NVIDIA’s Q4 earnings call highlights key investor concerns that management tackled head-on throughout the discussion. The conversation sheds light on the company’s strategic direction and how the market perceives its leadership in the rapidly evolving AI infrastructure space. 1. Blackwell Ramp-Up & Production Complexities Investor Concern: Several analysts probed the complexities
- [We Do Not Have Enough Compute](https://creativestrategies.com/research/we-do-not-have-enough-compute/) - We are in a huge AI compute shortage right now. At this very moment! When you hear most people talk about this, it’s generally in regards to model scaling and compute scaling for training. Not enough compute so labs can’t scale up the scaling laws. Right now is different, it’s the Ghibilification of AI, there’s
- [A Deeper Look at Grace – NVIDIA’s Custom Arm-based Super Chip](https://creativestrategies.com/research/a-deeper-look-at-grace-nvidias-custom-arm-based-super-chip/) - Executive Summary Custom CPU development is essential for maximizing the efficiency and performance of accelerated computing architectures. NVIDIA's strategic approach to CPU design, specifically its purpose-built Arm-based CPUs, delivers significant competitive advantages by addressing the limitations of general-purpose CPUs in GPU-accelerated environments. This report analyzes how this strategy delivers competitive advantages through improved performance, power
- [Nvidia Management on GPU vs. Custom ASIC Debate](https://creativestrategies.com/research/nvidia-management-on-gpu-vs-custom-asic-debate/) - The GPU vs. Custom ASIC debate is easily one of the most talked about dynamics regarding AI compute infrastructure. I have dug deeply into the debate in this article here (Understanding the Hyper Scaler Custom ASIC Strategy). There is no doubt this is a central question NVIDIA executives get from investors, so it was helpful
- [What's the difference between Nvidia's Blackwell family and when do you use them?](https://creativestrategies.com/research/whats-the-difference-between-nvidias-blackwell-family-and-when-do-you-use-them/) - A few days ago, xAI announced Grok 3 and it’s easily the best LLM I’ve used. Good vibes, great quality, fast token generation, and happened to be trained on the most compute for any model (200,000 H100s). During the stream, Elon Musk said xAI is already working on Grok 4’s data center, which will be
- [China's Smartphone Golden Refresh: Don't Call it a Super Cycle](https://creativestrategies.com/research/chinas-smartphone-golden-refresh-dont-call-it-a-super-cycle/) - China’s smartphone market, the world’s largest, could be at an inflection point not seen since the initial smartphone boom. In recent quarters, the market has shown signs of recovery, with local brands benefiting from a surge in premium offerings as more Chinese consumers are willing to spend on new smartphones. The dynamics are changing not
- [Understanding Hyperscaler Custom ASIC Strategy](https://creativestrategies.com/research/understanding-hyperscaler-custom-asic-strategy/) - The GPU vs. Custom ASIC debate is one of the most talked about in our circles of tech executives and investors. It is also a debate that requires more in-depth analysis to fully understand. I want to look at the custom ASIC strategy in two ways relative to this debate. The first is how custom
- [The GPU vs. Custom ASIC Competitive Landscape: A Deeper Cost-Performance Analysis](https://creativestrategies.com/research/the-gpu-vs-custom-asic-competitive-landscape-a-deeper-cost-performance-analysis/) - Recent first-party benchmarking data provides crucial insight into the cost-performance dynamics between custom ASICs and GPUs across both training and inference workloads. The data reveals a nuanced competitive landscape where ASICs demonstrate meaningful cost-performance advantages, particularly in inference scenarios, though the implications for market share are more complex than raw performance metrics might suggest. Cost-Performance
- [AMD Q424 Earnings - What's Going on With AMD?](https://creativestrategies.com/research/amd-q424-earnings-whats-going-on-with-amd/) - Key Takeaways The Narrative is clearly shifting as concerns the AI product roadmap is weaker than expected AMD's datacenter GPU business faces a muted growth outlook in 1H25, with revenue expected to be flat versus 2H24 ($5.1B total in 2024). While management expects acceleration in 2H25 with the MI350 launch, this more backend-loaded growth profile
- [Apple's Q1 FY25: China Headwinds Test Growth as Company Awaits Stimulus Impact & Apple Intelligence Rollout](https://creativestrategies.com/research/apples-q1-fy25-china-headwinds-test-growth-as-company-awaits-stimulus-impact-apple-intelligence-rollout/) - Apple delivered record Q1 FY25 revenue of $124.3 billion, up 4% year-over-year, driven by strong Services growth (+14%) and robust Mac and iPad performance. While iPhone revenue remained flat and China sales declined 11%, the company saw encouraging results from its new Apple Intelligence features and continued strength in emerging markets, particularly India. With an
- [Microsoft  Earnings Q2 FY2025: AI Drives Record $69.6B Revenue as Cloud Surpasses $40B Milestone](https://creativestrategies.com/research/microsoft-earnings-q2-fy2025-ai-drives-record-69-6b-revenue-as-cloud-surpasses-40b-milestone/) - In Q2 FY2025, Microsoft delivered strong financial results with revenue reaching $69.6 billion and net income of $22.4 billion , driven primarily by exceptional growth in its AI and cloud services, where the annual AI revenue run rate exceeded $13 billion, representing a 175% year-over-year increase. Key Takeaways CEO Satya Nadella emphasized the massive opportunity
- [RTX 5090 - AI is the only path forward for gaming](https://creativestrategies.com/research/rtx-5090-ai-is-the-only-path-forward-for-gaming/) - I know it sounds off, but after spending some time getting back into gaming thanks to the RTX 5090, and then looking at some of the technical details on the RTX 5090, I've been sold on Nvidia's vision of neural rendering and AI-accelerated rendering. Frankly, I think it's the only way going forward. Let's face
- [Samsung Galaxy S25 Series - AI as the New Frontier in Mobile](https://creativestrategies.com/research/samsung-galaxy-s25-series-ai-as-the-new-frontier-in-mobile/) - Key Takeaways: AI-First Focus: Samsung positions the Galaxy S25 series as "true AI companions," signaling a clear shift towards software and AI as the primary differentiator in a mature smartphone market. Google Gemini Powerhouse: Deep integration of Google's Gemini Advanced, including Gemini Live and extensions, is a major highlight, showcasing a powerful AI collaboration. On-Device AI &
- [CES 2025: Nvidia Blackwell RTX & Project Digits](https://creativestrategies.com/research/ces-2025-nvidia-blackwell-rtx-project-digits/) - What's Important: DLSS 4 introduces Multi Frame Generation, exclusive to RTX 50 Series GPUs, increasing frame rates up to 8x. A new transformer-based AI model replaces the convolutional neural network, improving stability, motion clarity, and reducing ghosting. Enhanced Ray Reconstruction is compatible with all RTX GPUs, improving ray-traced lighting and reflection quality. Broad game and
- [Micron's Mixed Reality: AI Strength Collides with Consumer Weakness in FQ1 2025](https://creativestrategies.com/research/microns-mixed-reality-ai-strength-collides-with-consumer-weakness-in-fq1-2025/) - Key Takeaways Record Data Center Performance: Data center revenue grew 400% year-over-year and exceeded 50% of total revenue for the first time, highlighting Micron's successful pivot toward AI-driven markets. HBM revenue more than doubled sequentially with strong margins, and the company has expanded its customer base with high-volume shipments to a second major customer. Near-Term
- [Qualcomm Q4 2024: Transformation in Full Swing: Q4 Results Showcase Successful Pivot Beyond Mobile](https://creativestrategies.com/research/qualcomm-q4-2024-transformation-in-full-swing-q4-results-showcase-successful-pivot-beyond-mobile/) - Key Takeaways Strong Financial Performance: Exceeded expectations with $10.2B in Q4 revenue and $2.69 EPS, while delivering record free cash flow of $11.2B for the year. This performance came despite challenging market conditions, demonstrating the company's operational resilience. Successful Diversification Strategy: Moving beyond just mobile chips, with remarkable growth in automotive (68% YoY) and IoT
- [Arm Q2: V9 & CSS Transform Growth Model](https://creativestrategies.com/research/arm-q2-v9-css-transform-growth-model/) - Key Takeaways Strong Value-Based Pricing Power: Demonstrated by smartphone royalty revenue growing 40% despite only 4% unit growth, showing Arm's ability to capture significantly more value per chip through V9 adoption and pricing power. This decoupling of revenue from units is a fundamental shift in their business model. V9 + CSS Creating New Growth Layers:
- [Google Q3 2024 Earnings Analysis: AI Monetization Hits Stride as Infrastructure Investments Show Returns, Cloud Margins Expand](https://creativestrategies.com/research/google-q3-2024-earnings-analysis-ai-monetization-hits-stride-as-infrastructure-investments-show-returns-cloud-margins-expand/) - Key Takeaways Strong AI Adoption & Monetization: AI Overviews reached 1 billion+ monthly users with ads monetizing at similar rates to traditional search, addressing key investor concerns about the AI transition. Gemini API calls grew 14x in 6 months, while machine costs per query dropped 90% over 18 months despite doubling model size. Infrastructure Strategy
- [More Core, More Power: The Apple M4 Pro Advantage](https://creativestrategies.com/research/more-core-more-power-apple-m4-pro-advantage/) - Discover Apple's M4 Pro and M4 Max chips: improved core design, AI processing, and enhanced battery life delivering up to 24 hours in the new MacBook Pro.
- [Tesla AI's New Architecture  with FSD v13 Software Stack](https://creativestrategies.com/research/tesla-ai-autonomy-fsd-v13-update/) - Tesla's October AI update reveals major FSD v13 advancements, including enhanced autonomy, AI4/HW4 silicon performance, and large-scale supercomputer expansion.
- [AMD's Data Center Surge: Q3 Revenue Doubles as AI Chips Gain Traction](https://creativestrategies.com/research/amds-data-center-surge-q3-revenue-doubles-as-ai-chips-gain-traction/) - Key Takeaways Data Center Momentum: AMD's Data Center segment more than doubled YoY to $3.5B, with the company raising its 2024 Data Center GPU revenue target to $5B+ from $4.5B+. Major wins at Microsoft and Meta demonstrate growing traction in AI acceleration, though still far behind NVIDIA's dominance. AI Product Roadmap Strength: Management expressed confidence
- [Intel Q3 2024: "Reset and Realign" - Watershed Quarter Marks Shift from Technical Recovery to Financial Discipline](https://creativestrategies.com/research/intel-q3-2024-reset-and-realign-watershed-quarter-marks-shift-from-technical-recovery-to-financial-discipline/) - Key Takeaways Massive Financial Reset: Over $20B in one-time charges and $10B+ cost reduction by 2025, marking fundamental pivot from technical catch-up to profitability focus AWS Deal: Multi-billion dollar commitment for custom Xeon and AI fabric chip validates Intel's foundry strategy with premier cloud customer AI PC Strategy Impact: Lunar Lake's high-volume success comes with
- [Apple's Q4 FY2024 Earnings: Record Revenue Amid Strategic AI Integration](https://creativestrategies.com/research/apples-q4-fy2024-earnings-record-revenue-amid-strategic-ai-integration/) - Apple reported a record revenue of $94.9 billion for the September quarter, marking a 6% increase year-over-year. This growth is attributed to strong iPhone sales, significant advancements in services, and geographic segment revenue records in the Americas, Europe, and the rest of Asia Pacific. Apple's Q4 2024 performance highlighted growth driven by product innovation and
- [Microsoft  Earnings Q1 FY2025 Reflect Strategic AI Investments Amidst Cloud Growth](https://creativestrategies.com/research/microsoft-earnings-q1-fy2025-strategic-growth-amidst-market-challenges/) - In Q1 FY2025, Microsoft emphasized its commitment to artificial intelligence (AI) and cloud services, aligning with its long-term vision of integrating AI across its product suite. The company reported a 16% increase in revenue to $65.6 billion, with net income rising 11% to $24.7 billion. This growth underscores Microsoft's strategic focus on AI and cloud
- [Arm's Software Ecosystem: Growing Breadth of Support for Critical Workloads](https://creativestrategies.com/research/software-ecosystem-growing-breadth-of-support-for-critical-workloads/) - The server computing landscape is undergoing a fundamental transformation, challenging long-held assumptions about architectural dominance. While x86 processors have historically commanded the server market through their extensive software ecosystem and compatibility advantages, the rise of cloud computing and modern development practices has dramatically altered this paradigm. Today, we're witnessing a shift as Arm-based processors gain
- [Artificial Intelligence - Arm at the Forefront of Heterogeneous Computing](https://creativestrategies.com/research/artificial-intelligence-arm-at-the-forefront-of-heterogeneous-computing/) - The artificial intelligence revolution is reshaping the computing landscape, with profound implications for processor architecture and data center infrastructure. As AI systems grow increasingly sophisticated—from large language models to advanced reasoning agents—they are driving unprecedented demands for computational power. This evolution is particularly significant for CPU designers and manufacturers like Arm, who find themselves at
- [Tesla Robotaxi and the Future of Autonomy](https://creativestrategies.com/research/tesla-robotaxi-and-the-future-of-autonomy/) - Tesla unveils Robotaxi: A sub-$30k autonomous vehicle without steering wheel. Learn about Tesla's FSD technology, AI hardware, and vision for the future of transportation. Explore the reality of autonomous driving and its impact on ride-sharing.
- [AI Adoption Accelerates: Key Insights from Latest Industry Research](https://creativestrategies.com/research/ai-adoption-accelerates-key-insights-from-latest-industry-research/) - Recent comprehensive research, which we have private access to, sheds light on the rapidly evolving landscape of AI adoption across industries. Based on a survey of 400 enterprises and an extensive analysis of company transcripts, the study reveals how businesses are increasingly leveraging AI to drive productivity, cut costs, and create new revenue streams. The
- [Microsoft’s Big Consumer Play With New Copilot Features](https://creativestrategies.com/research/microsofts-big-consumer-play-with-new-copilot-features/) - This week in New York, Microsoft revealed its new Copilot features focused on consumers. On stage, Microsoft AI CEO, Mustafa Suleyman spoke to the role AI is playing in redefining our everyday relationship with computers, the need for Copilot to be personable and relatable and the obligation of balancing innovation and consumers’ acceptance. Both on
- [After a few days with Intel Lunar Lake, Intel is back!](https://creativestrategies.com/research/after-a-few-days-with-intel-lunar-lake-intel-is-back/) - Key Takeaways: Intel is back(!) with a really good, really efficient core design. Intel's tiled SoC with TSMC N3B compute tile and N6 I/O tile works really well We're at a point where performance and efficiency among all major PC silicon providers is more or less equal, moving the differentiation from silicon to actual device
- [Microsoft's Copilot Wave Two: Redefining Enterprise AI Integration and Productivity](https://creativestrategies.com/research/microsofts-copilot-wave-two-redefining-enterprise-ai-integration-and-productivity/) - This week on LinkedIn Live, Microsoft unveiled the second wave of innovations for its Copilot AI assistant, marking a significant step forward in enterprise AI integration. Just 18 months after the initial launch of Microsoft 365 Copilot, the tech giant delivers more tangible value to users through a deeper integration of AI in the 365
- [Apple's iPhone 16 Launch: Debunking the Super Cycle Myth and Embracing AI](https://creativestrategies.com/research/apples-iphone-16-launch-debunking-the-super-cycle-myth-and-embracing-ai/) - Apple's recent unveiling of the iPhone 16 lineup has ignited discussions across the tech industry, focusing on its potential market impact and the role of artificial intelligence in driving adoption. Debunking the Super Cycle Myth The concept of a "super cycle" for iPhone sales has been a topic of considerable debate. Expectations of such a
- [Lenovo Unveils A Full Portfolio of  AI-Powered Laptops at Innovation World 2024](https://creativestrategies.com/research/lenovo-unveils-a-full-portfolio-of-ai-powered-laptops-at-innovation-world-2024/) - Lenovo has announced a series of cutting-edge products at Lenovo Innovation World 2024, designed to leverage artificial intelligence (AI) in its fullness and drive business transformation. The event, held in Berlin just before IFA, showcased the newly designed premium Lenovo ThinkPad X1 Carbon Gen 13 Aura Edition, powered by the latest Intel Core Ultra processors
- [Intel Lunar Lake: Intel's return to the top](https://creativestrategies.com/research/intel-lunar-lake-intels-return-to-the-top/) - Today, Intel unveiled its highly anticipated Lunar Lake platform at IFA 2024 in Berlin. This launch marks a significant leap forward for the company, showcasing its commitment to leading the charge in AI-powered computing, high-performance graphics, and energy efficiency. With a focus on delivering exceptional user experiences through improved efficiency and performance in thin and
- [AMD Acquires ZT Systems and Goes Full Stack to Full Rack](https://creativestrategies.com/research/amd-acquires-zt-systems-and-goes-full-stack-to-full-rack/) - Today, AMD announced they are acquiring ZT Systems for $4.9 billion. This move is highly strategic, as AMD looks to go from full stack to full rack as the basis of competition in the AI server market continues to change and a much more vertical approach than ever is needed. Key Takeaways AMD has announced
- [Geekbench AI and the State of the NPU](https://creativestrategies.com/research/geekbench-ai-and-state-of-npu/) - Geekbench AI 1.0: The new benchmark shaking up how we measure AI performance. Find out why it's a big deal for tech enthusiasts and developers alike.
- [How CIO/CTO's are Thinking About Generative AI](https://creativestrategies.com/research/how-cio-ctos-are-thinking-about-generative-ai/) - Gathering feedback and synthesizing six CIO/CTO surveys from investment bank broker research, we summarize the key findings on how CIO/CTO's are currently thinking about Generative AI investments and deployment. Recent analysis of CIO perspectives reveals a nuanced and strategic approach to Generative AI (GenAI) investments. As organizations navigate this transformative technology, several key themes have
- [Data Center Evolution: AI Changing Datacenter Design Strategies](https://creativestrategies.com/research/data-center-evolution-ai-changing-datacenter-design-strategies/) - The landscape of data center construction and design is undergoing a rapid transformation, driven primarily by the surge in artificial intelligence (AI) workloads and their unprecedented power demands. This shift is reshaping how data centers are designed, built, and operated. Central to this evolution is the stark contrast in power requirements between traditional and AI-focused
- [Data Center Cooling Innovation: A Critical Imperative](https://creativestrategies.com/research/data-center-cooling-innovation-a-critical-imperative/) - As data centers continue to proliferate and expand to meet the ever-growing demands of our digital world, the need for innovative cooling solutions has become increasingly urgent. This report examines why new methods of cooling data centers are critical, considering environmental, technological, economic, and operational factors. The rise of artificial intelligence (AI) and high-density computing
- [Intel: The Path to Full Recovery is Product, Product, Product](https://creativestrategies.com/research/intel-the-path-to-full-recovery-is-product-product-product/) - Talking about Intel after this quarters news feels like it needs to be more a deep conversation than a post, but given this is probably the hottest topc in semis right now, there are a few points to get across. First, the cost reduction plan is clearly necessary. There has been mounting evidence that Intel
- [Qualcomm Q3 2024 Earnings: AI, Automotive Growth, and Diversification Strategies Drive Investor Interest](https://creativestrategies.com/research/qualcommq324earningsanalysis/) - The standout for Qualcomm was the auto growth as the strength of the ADAS solutions from Qualcomm continue to drive this business. Because it is ADAS/digital, Qualcomm is providing solutions to not just EVs but traditional power train and that is a key area of current differentiation among the other semiconductor companies providing solutions to
- [Apple Q3FY2024: Strong Performance But All Investors' Focus on  Apple Intelligence](https://creativestrategies.com/research/apple-q3fy2024-strong-performance-but-all-investors-focus-on-apple-intelligence/) - Apple's Q3 FY2024 earnings call revealed a new June quarter revenue record of $85.8 billion, up 5% year-over-year, surpassing expectations with a double-digit EPS growth to $1.40. This performance was driven by strong demand across Apple's product lines, including a slight decline in iPhone revenue to $39.3 billion, a 2% increase in Mac revenue to
- [IBM Q2 2024 Earnings: Consulting Growth Opportunity Remains a Concern](https://creativestrategies.com/research/ibm-q2-2024-earnings-consulting-growth-opportunity-remains-a-concern/) - IBM's Q2 2024 earnings present a mixed picture, with some areas of strength, notably in the Software segment and areas of concern, particularly in Consulting. The company's financial performance exceeded expectations in some key metrics, leading Morgan Stanley to adjust its CY24 estimates slightly upwards. However, the broader sentiment remains cautious, with the price target
- [Microsoft  Earnings: Fiscal Year 2024 Q4 Earnings Report Takeaways](https://creativestrategies.com/research/microsoft-earnings-fiscal-year-2024-q4-earnings-report-takeaways/) - Microsoft has demonstrated robust financial health in its Q4 2024 earnings, showcasing significant year-over-year growth. The company's determined push into cloud computing and artificial intelligence (AI) continues to pay off, with substantial revenue increases across its main segments. The integration of Activision has notably boosted its gaming division, exemplifying Microsoft's strategic acquisition prowess. While the
- [AMD Accelerates Growth in AI and Data Center, Beating Expectations in Q2 2024](https://creativestrategies.com/research/amd-accelerates-growth-in-ai-and-data-center-beating-expectations-in-q2-2024/) - AMD's performance reflects its strategic emphasis on high-performance computing, particularly in AI and data center markets. The company has raised its forecast for data center GPU revenue, projecting over $4.5 billion for the year. This upward revision suggests AMD's increasing confidence in its AI acceleration capabilities and market position. Key Takeaways Strong Q2 performance: Revenue
- [Takeaways from Amazon AWS Summit 2024: AWS Well Positioned for AI Transition](https://creativestrategies.com/research/takeaways-from-amazon-aws-summit-2024-aws-well-positioned-for-ai-transition/) - At Amazon's AWS Summit in New York City, Generative AI was the primary focus, with AWS emphasizing its full-stack capabilities, extensive customer data, and security-oriented approach as key differentiators. Event focal points: 1. Generative AI Focus: AWS is heavily emphasizing its generative AI capabilities, which have become a multi-billion dollar business. The company believes this
- [Insights From Three CIO/CTO Reports](https://creativestrategies.com/research/insights-from-three-cio-cto-reports/) - Our analysis of recent CIO surveys from Morgan Stanley, J.P. Morgan, and Piper Sandler reveals a cautiously optimistic outlook for IT spending in 2024-2025. While overall budget growth remains moderate, there are significant shifts in prioritization towards AI, cloud, and security investments. This report synthesizes key findings and provides actionable insights for executives navigating the
- [Unlocking New Possibilities: DJ Pro’s Innovative Use of NPU for Enhanced Performance](https://creativestrategies.com/research/unlocking-new-possibilities-dj-pros-innovative-use-of-npu-for-enhanced-performance/) - Unlocking New Possibilities: djay Pro’s Innovative Use of NPU for Enhanced Performance In the world of digital music production and performance, Algoriddim has always been at the forefront of innovation, continually pushing the boundaries of what is possible with their application djay Pro. A recent conversation with one of their developers revealed some groundbreaking advancements,
- [Day One of the NPU For Software Developers ](https://creativestrategies.com/research/day-one-of-the-npu-for-software-developers/) - Over the course of this series, we have been exploring ways developers have been utilizing the NPU, and taking advantage of its dedicated AI processing capabilities. While we still have more developer stories to tell, one clear insight has stood out from many of our discussions with a gamut of software developers. When it comes
- [AMD Zen 5 Tech Day: X86-citing Times for Laptop AI](https://creativestrategies.com/research/amd-zen-5-tech-day-x86-citing-times-for-laptop-ai/) - At AMD's Tech Day in Los Angeles last week, the company unveiled its latest salvo in the increasingly competitive laptop processor market with the announcement of the Ryzen AI 300 Series. These new chips aim to challenge the efficiency and AI capabilities that have made ARM-based processors from Apple and Qualcomm increasingly appealing options for
- [Apple Intelligence: Unveiling the Future of AI Integration](https://creativestrategies.com/research/apple-intelligence-unveiling-the-future-of-ai-integration/) - At the recent Worldwide Developer Conference, Apple made several pivotal announcements relating to generative artificial intelligence (Gen AI) —though they uniquely branded it as "Apple intelligence." The naming aligns with Apple's core principles and philosophy, emphasizing privacy, user experience, and seamless integration across its ecosystem. Personalization at Its Core Apple’s approach to AI is both
- [View From the Street - WWDC 2024 Investor Sentiment: Cautiously Optimistic](https://creativestrategies.com/research/view-from-the-street-wwdc-2024-investor-sentiment-cautiously-optimistic/) - In discussions we have had with investors post WWDC, there is a consensus that Apple is well positioned to capitalize on driving new excitement and awareness to Apple's hardware, software, and services ecosystem. Apple is one of, if not, the best positioned to bring AI to the mainstream in useful and functional ways that will
- [Dell Technologies: Seizing the AI Server Opportunity](https://creativestrategies.com/research/dell-technologies-seizing-the-ai-server-opportunity/) - Dell Technologies is making significant strides in the AI server market, as evidenced by its recent earnings reports. We provide some of the key drivers of Dell’s success in this segment, the opportunities ahead, and the potential challenges that could impact its growth trajectory. Growth in AI Server Demand Dell has been named as a
- [Key Points in the Infiniband vs. Ethernet Debate](https://creativestrategies.com/research/key-points-in-the-infiniband-vs-ethernet-debate/) - We have been digging through a host of resources, speaking with technical executives, and investors, to summarize a few key points in the debate about Infiniband vs. Ethernet for AI networking in the data center. Below are the key point and pros and cons of each. The comparative analysis of Ethernet versus Infiniband for AI
- [Report: Comparing Cloud AI Strategies: Microsoft, Google, and Amazon](https://creativestrategies.com/research/report-comparing-cloud-ai-strategies-microsoft-google-and-amazon/) - In the rapidly evolving world of cloud computing, the strategies of industry leaders Microsoft, Google, and Amazon reveal distinct approaches to integrating and leveraging artificial intelligence (AI) to stay ahead. Microsoft Azure: AI Integration and Custom Hardware Microsoft’s Azure is positioning itself as a leader in the AI-driven cloud market through several key initiatives: AI-Powered
- [Computex 2024: Unveiling the Challenges and Opportunities Shaping the Future of the PC Industry](https://creativestrategies.com/research/computex-2024-unveiling-the-challenges-and-opportunities-shaping-the-future-of-the-pc-industry/) - All eyes were set on Computex this week. Historically one of the world’s most influential tech expos in semiconductor business, Computex return to its glory as the who is who of the business descended onto Taipei to talk compute and AI. AMD, Qualcomm and Intel’s keynotes all provided a good opportunity to hear about product
- [AMD Computex 2024 Keynote: New AI-Driven CPUs and GPUs for the Future](https://creativestrategies.com/research/amd-computex-2024-keynote-new-ai-driven-cpus-and-gpus-for-the-future/) - At Computex 2024, AMD painted a comprehensive vision for the future of AI computing, addressing everything from the cloud to the edge. The company's rapid pace of innovation across CPUs, GPUs, AI accelerators and adaptive computing shows no signs of slowing down. By moving to an annual cadence of Instinct MI accelerators, AMD is putting
- [REPORT: The NPU Wattage Advantage](https://creativestrategies.com/research/white-paper-the-npu-wattage-advantage/) - While all compute cores are capable of handling AI workloads, the NPU stands out the most here as its architecture allows it to run these AI workloads at significantly lower wattage than CPU and GPU cores. NPUs have power management technique advantages over the CPU and GPU, specifically on AI workloads. NPUs often include advanced
- [REPORT: Developer Spotlight - Cephable](https://creativestrategies.com/research/report-developer-spotlight-cephable/) - Developer Spotlight: Cephable Cephable is an accessibility software platform that allows users to control technology using various input methods beyond the traditional keyboard and mouse. Cephable’s software enables users to control computers, applications, and digital devices using alternative inputs like voice commands, facial expressions, head motions, body gestures, and virtual buttons. Their software makes computing
- [REPORT: Copilot+ PCs and a New Category of AI PC](https://creativestrategies.com/research/report-copilot-pcs-and-a-new-category-of-ai-pc/) - CoPilot+ PCs and a New Category of AI PC Personal computing is at a unique inflection point with generative AI. Perhaps one we have not seen since the introduction of the graphical user interface. With a tremendous amount of excitement for AI enhanced software running on our computers, the NPU provides such an increase in
- [REPORT: TOPS of the Morning to You](https://creativestrategies.com/research/report-tops-of-the-morning-to-you/) - Given there is a new standard in measuring NPU performance capabilities, it is critical we have a better understanding of the relationship between NPU TOPS and the relationship of TOPS as a metric and AI performance. While we completely agree, TOPS is a difficult metric to measure real-world AI performance, we think of it in
- [REPORT: Conclusions and Next Steps](https://creativestrategies.com/research/report-conclusions-and-next-steps/) - NPUs (Neural Processing Units) are rapidly establishing themselves as the optimal platform for executing a diverse array of AI workloads, especially those requiring prolonged periods of inference. The unique architecture of NPUs, tailored specifically for neural network operations, guarantees efficient and high-performance processing. This architecture is adept at managing parallel computations, employing low precision arithmetic,
- [REPORT: What Makes the NPU Unique](https://creativestrategies.com/research/report-what-makes-the-npu-unique/) - What Makes the NPU Unique Now that AI is front and center, the NPU has become more important than ever for computing devices. But what differentiates the NPU and why is it better suited than CPUs and GPUs for many AI workloads? When looking specifically at the NPU’s role, it is its dedicated role on
- [Google I/O 2024: Ushering in the Gemini Era](https://creativestrategies.com/research/google-i-o-2024-ushering-in-the-gemini-era/) - During the anticipated Google I/O 2024 keynote, Sundar Pichai, CEO of Google, outlined the tech giant's bold foray into what has been dubbed the "Gemini era", marking a new chapter in the development and application of artificial intelligence (AI). During the two-hour keynote, the word AI was mentioned 121 times, as counted by Gemini itself,
- [Navigating the AI Revolution in the Workplace: Insights from Microsoft’s Work Trend Index](https://creativestrategies.com/research/navigating-the-ai-revolution-in-the-workplace-insights-from-microsofts-work-trend-index/) - In the rapidly evolving digital landscape, the workplace's artificial intelligence (AI) has transitioned from a distant prospect to an immediate reality, marking a pivotal moment in modern employment and productivity practices. Microsoft’s release of the 2024 Work Trend Index report, titled "AI at work is here. Now comes the hard part," sheds light on this
- [Arm Q4 2024 Earnings: Positives, Negatives, and Investors Questions](https://creativestrategies.com/research/arm-q4-2024-earnings-positives-negatives-and-investors-questions/) - Key Takeaways Strong Revenue Growth and Future Confidence Continued Strategic Expansion into Multiple Markets Investment in Advanced Technologies and Ecosystem What's Significant Arm Holdings plc reported a significant year-over-year revenue growth of 47%, reaching $928 million in Q4 FYE24, driven by record royalty revenue and strong growth in license revenue. The CEO Rene Haas
- [Apple's M4 Chip: Revolutionizing the iPad Pro's Design and Performance](https://creativestrategies.com/research/apples-m4-chip-revolutionizing-the-ipad-pros-design-and-performance/) - Key Takeaways The 13-inch is a great addition to this popular model as it allows buyers to get more screen real estate and with that a more computer-like productivity device, without having to buy up to the Pro model. Apple is strategically positioning its silicon and hardware as the optimal platform for developing and showcasing
- [Qualcomm F2Q24: Lots of Positives with Auto and AI Tailwinds](https://creativestrategies.com/research/qualcomm-f2q24-lots-of-positives-with-auto-and-ai-tailwinds/) - Overall take aways, positives and negatives, along with major questions we still hear from investors in our note below. Key Takeaways Strong performance in a challenging market Extremely positive growth signs in auto and IOT Increasing strength of the sum of the parts/diversification story with AI on the horizon Qualcomm had a strong quarter,
- [Apple's March 2024 Quarter Results: Positives, Negatives, and Major Questions on the Outlook](https://creativestrategies.com/research/apples-march-2024-quarter-results-positives-negatives-and-major-questions/) - In this research note, we look at the positives and negatives from Apple's March 2024 Q earnings. We also share what we gather are some of the main questions on investors minds from our recent conversations with the street. Key Takeaways Services remains a standout revenue point and is a significant contribution to outstanding
- [Microsoft  Earnings: Cloud Strength Propels Q3 FY2024 Results](https://creativestrategies.com/research/microsoft-earnings-cloud-strength-propels-q3-fy2024-results/) - Microsoft’s impressive performance in 3Q24 was fueled by the strength of its cloud offerings and the transformative power of Microsoft Copilot and Copilot stack, which are driving a new era of AI transformation across industries. The company's ability to drive innovation and deliver quantifiable value to its customers promises continued success in the rapidly evolving
- [The Power of Efficiency: Edge Al's Role in Sustainable Generative Al Adoption](https://creativestrategies.com/research/gen-ai-edge-testing/) - When it comes to Generative AI, power efficiency matters. Whether it’s carbon emissions from data center compute, often referred to as the cloud, inference or client battery for mobile, efficiency can not be ignored. According to Scientific American, “NVIDIA is forecasted to ship 1.5 million AI server units per year by 2027. These 1.5 million
- [Survey Highlights: Generative AI in Business, Insights from IT Decision Makers](https://creativestrategies.com/research/survey-highlights-generative-ai-in-business-insights-from-it-decision-makers/) - Generative AI technologies, such as advanced language models like GPT-3/4, are rapidly gaining attention in the business world for their potential to transform operations, decision-making, and customer interactions. To understand how IT decision makers (ITDMs) view the integration of generative AI in their organizations, we conducted a survey among these professionals. The findings provide valuable
- [The Imperative for AI-First Semiconductor Designs](https://creativestrategies.com/research/the-imperative-for-ai-first-semiconductor-designs/) - In the rapidly evolving landscape of artificial intelligence (AI), the demand for computational power is outstripping the capabilities of traditional semiconductor architectures. This surge necessitates a paradigm shift towards special-purpose and AI-first designs, as exemplified by groundbreaking innovations like IBM's North Pole chip and Groq's inference chip. These architectures are not merely enhancements of the
- [Intel IFS Connect: Positioning Intel Foundry for the AI Systems Era](https://creativestrategies.com/research/intel-ifs-connect-positioning-intel-foundry-for-the-ai-systems-era/) - Intel hosted an event, which was essentially the Intel Foundry coming out party. It is a historic event and a critical part of the puzzle for the Intel turnaround story. Key Takeaways Intel Foundry Looks best positioned for "systems" manufacturing which encompasses chipsets/advanced packaging Microsoft announced as a customer for 18A along with $15B lifetime
- [Apple Earnings: Strong Beat With EPS Upside but China Questions Remain](https://creativestrategies.com/research/apple-earnings-strong-beat-with-eps-upside-but-china-questions-remain/) - Apple had a strong beat and curious guide, which we will address. China has been interesting to watch and remains a concerning point. Key Takeaways Solid beat with gross margin strength and EPS Upside Strong quarter for iPhone even with China weak No new iPads launched in 2023 made a tough compare and a down
- [Qualcomm Earnings: Strong Story Beyond Handsets](https://creativestrategies.com/research/qualcomm-earnings-strong-story-beyond-handsets/) - Qualcomm beat exceptions and set strong momentum for the year. Insights below on the quarter highlights. Key Takeaways Solid numbers, largely beating expectations, and highlight on operating margin Smartphone outlook remains positive in a recovery year for the segment, however, only slight growth is likely for 2024 The business diversity story looks to benefit from
- [Microsoft  Earnings: Capitalizing on an Early and Aggressive Move Into Gen AI](https://creativestrategies.com/research/microsoft-earnings-capitalizing-on-an-early-and-aggressive-move-into-gen-ai/) - Microsoft reported a 33% increase in profit and an 18% increase in revenue for the latest quarter. Investors are eager to see the company's heavy heavy bet on artificial intelligence pay off. Key Takeaways Microsoft is steadily positioning itself as a critical enterprise partner for AI-driven business transformation. AI is becoming a hook into Azure
- [Research Note: AMD Earnings and Managing AI Growth Expectations](https://creativestrategies.com/research/research-note-amd-earnings-and-managing-ai-growth-expectations/) - AMD released strong earnings for the quarter and strong optimism on growth for the year. Investors were hoping for more growth, which outlines the current challenge of many companies to manage investor expectations around AI as a whole, not just their company's outlook. Key Takeaways AMD raised its MI300 AI chip forecast from $2 billion
- [Intel Earnings Note & Postive IFS News](https://creativestrategies.com/research/intel-earnings-note-postive-ifs-news/) - Intel announced earnings today that despite the weak guide sets them up for a strong 2024 and the full road to recovery and leadership looks to continue to be clear. Key Takeaways Continued execution of 5 nodes in 4 years remains on track Product recovery in data center and client leads to strong product revenues
- [TSMC Earnings Sets Stage for Strong 2024](https://creativestrategies.com/research/tsmc-earnings-sets-stage-for-strong-2024/) - TSMC latest earnings commentary provides a positive outlook for the semiconductor industry in 2024. Key Takeaways Revenue Growth Forecast: TSMC expects 2024 to be a year of healthy growth with a projected increase in revenue of low-mid 20% in US$ terms. This growth is expected to outperform the wider semiconductor industry excluding memory (>10% YoY)
- [Galaxy S24 Samsung Unpacked: Mobile AI is Here](https://creativestrategies.com/research/galaxy-s24-samsung-unpacked-mobile-ai-is-here/) - Today's Galaxy Unpacked was Samsung's first event that focused more on software and AI experiences over their new hardware. It was clear through the event that Google and Samsung's partnership got stronger with AI, with some first and only experiences powered by Google and Google Cloud. Key Takeaways Mobile generative AI is here and hitting
- [Intel AI Everywhere: Architectural Leaps Set the New Foundation](https://creativestrategies.com/research/intel-ai-everywhere-architectural-leaps-set-the-new-foundation/) - Intel's AI Everywhere event showcased the formal launch of Intel Core Ultra and their next-generation server CPU. The event highlighted a turning point for Intel regarding product architecture and manufacturing. Key Takeaways Intel emphasized its scale as one of the key reasons it will play a significant role in bringing AI to the edge
- [Lattice Developer Event: Continuing to Lead in Low-Power FPGA Performance](https://creativestrategies.com/research/lattice-developer-event-continuing-to-lead-in-low-power-fpga-performance/) - At Lattice's first developer event, the company continues to exercise its lead in mid to low range FPGAs with continued emphasis on low-power FPGA performance. Lattice Semiconductor estimates the amount of FPGAs to be deployed over the next 10 years to ~10B and their latest developer conference demonstrated how the company is well positioned to
- [AMD Advancing AI Event: All Eyes on MI300X](https://creativestrategies.com/research/amd-advancing-ai-event-all-eyes-on-mi300x/) - Yesterday, AMD held an event launching a range of new products focused on AI as the event was themed Advancing AI. Key Takeaways increased its AI Accelerator TAM outlook to $400B+ in 2027 (up from $150B) driven by a faster pace of AI infrastructure buildout MI300X Official Launch with detailed specs and customer testimonials Advancements
- [AWS re:Invent - Custom Silicon Continues to Mature](https://creativestrategies.com/research/aws-reinvent-custom-silicon-continues-to-mature/) - At Amazon's yearly event, highlighting all the ways AWS is continuing to innovate around cloud platforms and infrastructure, they unveiled updates to two key parts of their custom silicon stack. Graviton 4 and Tranium 2. Key Takeaways On it's fourth generation, Graviton continues to offer increased value in performance and price efficiency Graviton 4 moves
- [Nvidia Q4 2023 Earnings: Sustainable and Defendable Growth In Sight](https://creativestrategies.com/research/nvidia-q4-2023-earnings-sustainable-and-defendable-growth-in-sight/) - As expected, Nvidia had a beat and raise. Below are key takeaways from the quarter and the call. Key Takeaways Nvidia's guide and commentary should quell any concerns about growth into 2024 A key question from investors was on fending off competitors, CEO Jensen Huang articulated compelling cases for Nvidia's competitive advantage. AI Factories and
- [Microsoft the Now AI Powerhouse](https://creativestrategies.com/research/microsoft-the-now-ai-powerhouse/) - With the news that Microsoft has hired Sam Altman and Greg Brockman, after the absolute debacle that has been Open AI over the past few days, Microsoft has now emerged as the most powerful force in AI. Key Takeaways Microsoft is now in position to not be depending on an outside source for a
- [Arm's Latest Earnings: Things Learned and What's Significant](https://creativestrategies.com/research/arms-latest-earnings-things-learned-and-whats-significant/) - What's Significant Despite a beat, Arm's stock was down after hours. One of the main challenges we feel facing investors is Arm is better evaluated on a yearly basis and not a quarterly one. Investors were negative due to a lower-guide for the next quarter which hinges solely on the timing of a customer deal.
- [Apple Mac Scary Fast Recap and Insights](https://creativestrategies.com/research/apple-mac-scary-fast-recap-and-insights/) - What Was Significant Our view has consistently been that Apple's ambition with the Mac business is to continue to grow to take share from Windows in the higher-end>$1000 segment of the laptop market. Apple, in the last few years, has hovered around 10% of WW PC sales, and while they have never been at 10%
- [Qualcomm Snapdragon Summit: Oryon Sets the Table for PCs with AI](https://creativestrategies.com/research/qualcomm-snapdragon-summit-oryon-sets-the-table-for-pcs-with-ai/) - What's Significant Qualcomm has finally shared extensive details of their Oryon custom architecture purpose-built to take Arm-based Windows PCs to the next level. This is a result of years of work via their acquisition of Nuvia, and represents a significant moment for Qualcomm as they return to a proprietary custom Arm architecture. Overall, Qualcomm shared
- [Qualcomm Snapdragon Summit: What's new with Snapdragon 8 Gen 3](https://creativestrategies.com/research/qualcomm-snapdragon-summit-whats-new-with-snapdragon-8-gen-3/) - Today at Snapdragon Summit, Qualcomm announced their 2024 flagship mobile chipset: Snapdragon 8 Gen 3. Below is our thoughts on what is significant and a recap of the main announcements. What's Significant: Gen AI is being a popular marketing term and also a differentiating factor for a lot of consumer and enterprise products right now.
- [Research Note: Our View on Report Nvidia and AMD Arm PC Chips](https://creativestrategies.com/research/research-note-our-view-on-report-nvidia-and-amd-arm-pc-chips/) - The recent report from Reuters about Nvidia looking to make a push with an Arm PC chip has been a long time coming. We have known about Nvidia's interests in this space for several years as a part of a broader CPU roadmap on Arm moving from data center to PC. The report also highlights
- [Arm Embraces the Custom Silicon Trend with Arm Total Design](https://creativestrategies.com/research/arm-embraces-the-custom-silicon-trend-with-arm-total-design/) - One of the biggest trends we have continued to reference is the move to custom silicon by numerous names in big tech. Almost every major player in technology has some aspect of custom silicon, and you would be hard-pressed to find a product or category in tech that is built purely from off-the-shelf silicon. Your
- [The Impact of US Export Controls on AI Semiconductor Landscape](https://creativestrategies.com/research/the-impact-of-us-export-controls-on-ai-chips/) - The US recently imposed new restrictions on exports of advanced semiconductors and manufacturing equipment to China. These new controls primarily target AI chips, equipment, and computing systems destined for Chinese companies working on national security projects. The new rules refine and expand on previous export controls from October 2022. One major change is the addition
- [An Automotive Shift Into Software Defined Vehicles](https://creativestrategies.com/research/an-automotive-shift-into-software-defined-vehicles/) - Executive Summary The automotive industry is undergoing a major transition as original equipment manufacturers (OEMs) shift towards software-defined vehicles (SDVs). SDVs rely on integrated computing systems and software to manage core vehicle operations instead of mechanical controls. This transition presents opportunities and challenges for OEMs and suppliers. This report analyzes the key drivers catalyzing this
- [IBM Watsonx - Scaling GenAI Responsibly](https://creativestrategies.com/research/ibm-watsonx-scaling-genai-responsibly/) - IBM recently announced the general availability of WatsonX. Below is our thoughts on what is significant and a recap of the main announcements. What's Significant With GenAI being a significant driver on enterprise interest, businesses still have more questions than answers in terms of how they will deploy, manage, and secure their company's proprietary data.
- [HP Imagine 2023 Recap and Insights](https://creativestrategies.com/research/hp-imagine-2023-recap-and-insights/) - During an analyst and press event held at its HQ's Customer Experience Center in Palo Alto, HP showcased new hardware and services providing a glimpse of the opportunity the company has to deliver increased ROI as it leans into providing added value from the data captured by the devices customers use. What's Significant Two devices
- [Made by Google Announcement Recap and Insights](https://creativestrategies.com/research/made-by-google-announcement-recap-and-insights/) - Today, Made by Google held their fall devices launch. Below is our thoughts on what is significant and the recap of the news. What's Significant The key takeaway from Made by Google's 2023 hardware event is the emphasis on improved AI and ML capabilities. Google announced 7 years of security updates for the Pixel 8
- [The Gate-All-Around (GAA) Revolution in Chip Design](https://creativestrategies.com/research/the-gate-all-around-gaa-revolution-in-chip-design/) - This research report analyzes the upcoming transition from FinFET to gate-all-around (GAA) transistor architecture and the significant implications for semiconductor manufacturing equipment and processes. Key findings include: - GAA represents the biggest change in logic chip design since the introduction of 3D FinFET transistors in 2010. - GAA transistors overcome limitations of FinFETs by providing
- [Amazon Event Announcement Recap and Insights](https://creativestrategies.com/research/amazon-event-announcement-recap-and-insights/) - Amazon held its fall devices event and launched a number of new products that showcased their commitment to the consumer devices category. Below are our thoughts on what stood out and a summary of the main device announcements. What Significant In our view, the main push is the continued investment in FireTV. We believe Amazon
- [Intel's Ambitions to Lead in Advanced Packaging](https://creativestrategies.com/research/intels-ambitions-to-lead-in-advanced-packaging/) - - Overview of Intel Packaging Solutions - Intel Announces Glass Substrates - Details on Glass Substrates and Intel's Ambition to Lead - Why It's Significant
- [Microsoft's Fall Windows and Surface Event Recap and Analysis](https://creativestrategies.com/research/microsofts-fall-windows-and-surface-event-recap-and-analysis/) - On September 21st, 2023 Microsoft held their fall event focusing on new capabilities of Windows around AI and launching new Surface hardware. Below are our thoughts on what was significant and a recap of the main news. What's Significant Microsoft continues to weave AI into the total experience with Windows and Office, which in our
- [Meta Connect: Event Recap and Analysis](https://creativestrategies.com/research/meta-connect-event-recap-and-analysis/) - Meta held their annual Connect conference Wednesday and at the event doubled down on their initiative to democratize specific technology experiences like VR, AR, and AI. They stated their primary goal and driving motivation to innovate is to improve each years technology platforms and offer them at more mainstream price points. Below is what we
- [Virtual Reality Research Study: Key Findings Defining the Market](https://creativestrategies.com/research/virtual-reality-research-study-key-findings-defining-the-market/) - Key Takeaways: Non-owners are most likely to try VR headsets with friends (52.3%) rather than in stores. Simulation games, YouTube/Netflix, and action games were the top experiences tried. The majority of non-owners (64.5%) had a positive first VR experience. 45.95% expressed potential interest in purchasing a headset. For non-owners, the most appealing VR experiences are
- [Apple Fall Wonderlust Event Report](https://creativestrategies.com/research/apple-fall-wonderlust-event-report/) - Apple held its annual iPhone event on September 13th, 2023, to announce the new iPhone 15 lineup, Apple Watch Series 9, and Apple Watch Ultra 2. This report provides an overview of the key announcements and new products revealed at the event, as well as analyst insights on what was significant from the event. Sustainablity
- [Research Report: WWDC 2023](https://creativestrategies.com/research/research-report-wwdc-2023/) - Apple's Worldwide Developers Conference (WWDC) is an annual event that brings together developers from around the world to learn about the latest innovations in Apple's software platform. The event is typically held in June, and it usually features a keynote address by Apple CEO Tim Cook, as well as a number of other sessions and

## Videos

- [Nvidia's Climb to $4T and the Peaks Ahead](https://creativestrategies.com/video/nvidias-climb-to-4t-and-the-peaks-ahead/) - https://youtube.com/shorts/hDJ5vYj4X0Q?feature=share
- [WWDC 2025: Our Take!](https://creativestrategies.com/video/wwdc-2025-our-take/) - https://www.youtube.com/watch?v=nVFUAmj7aYU&t=31s
- [Bit by Bit: Leadership Conversations | Silicon Dreams to AI Realities: Intel's Vision for innovation](https://creativestrategies.com/video/bit-by-bit-leadership-conversations-silicon-dreams-to-ai-realities-intels-vision-for-innovation/) - https://www.youtube.com/watch?v=luDmJcbjBUo
- [Bit By Bit: | Dragonwing Rising: Crafting Winning Product Brands at Qualcomm](https://creativestrategies.com/video/bit-by-bit-dragonwing-rising-crafting-winning-product-brands-at-qualcomm/) - https://www.youtube.com/watch?v=GToAhhRUN14
- [Reasoning Models and DeepSeek](https://creativestrategies.com/video/reasoning-models-and-deepseek/) - https://www.youtube.com/watch?v=dwmUaxQfIdA
- [Bit by Bit | Going behind the scenes on Alexa+](https://creativestrategies.com/video/bit-by-bit-going-behind-the-scenes-on-alexa/) - https://youtu.be/naTW5pwtMyM
- [Bit By Bit Leadership Conversations:  How AI In Your Pocket Will Redefine Your Smartphone Experience](https://creativestrategies.com/video/bit-by-bit-leadership-conversations-how-ai-in-your-pocket-will-redefine-your-smartphone-experience/) - https://youtu.be/KDcmd79-ESA
- [Bit by Bit Leadership Conversations: AI PCs Substance Over Sizzle](https://creativestrategies.com/video/bit-by-bit-leadership-conversations-ai-pcs-substance-over-sizzle/) - https://youtu.be/HlD9vCqbNMY
- [Bit By Bit - Sand, Sun, and Snapdragon](https://creativestrategies.com/video/bit-by-bit-sand-sun-and-snapdragon/) - https://youtu.be/Ejosc8-Sz38
- [Bit by Bit - Inside Qualcomm's Tech Roadmap](https://creativestrategies.com/video/2533/) - https://youtu.be/oZQKVShypR0
- [Bit by Bit: Apple’s iPhone 16, Supercycle Misconceptions and AI Integration](https://creativestrategies.com/video/bit-by-bit-apples-iphone-16-supercycle-misconceptions-and-ai-integration/) - https://youtu.be/j8GgWx39oX0
- [Bit by Bit: Google Pixel 9 Thoughts and AI Platform Battles](https://creativestrategies.com/video/2477/) - https://youtu.be/geSWYyVyMXY
- [Bit-by-Bit: Leadership Conversation with Stevie Bathiche, Technical Fellow, Microsoft](https://creativestrategies.com/video/bit-by-bit-leadership-conversation-with-stevie-bathiche-technical-fellow-microsoft/) - https://youtu.be/kSdF0ojfAbY
- [Apple Intelligence - Takeaways and Key Insights](https://creativestrategies.com/video/apple-intelligence-takeaways-and-key-insights/) - https://youtu.be/p6c9Udu53BA
- [Discussing Copilot Plus PC's - A New Category of AI PC](https://creativestrategies.com/video/discussing-copilot-plus-pcs-a-new-category-of-ai-pc/) - https://youtu.be/FqTvau53baU
- [Thoughts on Apple's Newest iPad's](https://creativestrategies.com/video/thoughts-on-apples-newest-ipads/) - https://youtu.be/qRTV0Y3Zg78
- [META announces Horizon OS (analysis of the news)](https://creativestrategies.com/video/meta-announces-horizon-os-analysis-of-the-news/) - https://youtu.be/2M1mIoljNpk
- [AI Takes Center Stage at MWC](https://creativestrategies.com/video/ai-takes-center-stage-at-mwc/) - https://youtu.be/pUO7u9lGfSA
- [EP1 Product 101: Apple Vision Pro](https://creativestrategies.com/video/ep1-product-101-apple-vision-pro/) - https://www.youtube.com/watch?v=YB8pd-4dwno
- [Bit by Bit: Amazon Re: Invent 2023: Cloud, Data and Gen AI](https://creativestrategies.com/video/bit-by-bit-amazon-re-invent-2023-cloud-data-and-gen-ai/) - https://www.youtube.com/watch?v=FHM0PYthM1E&t=193s
- [Is 2024 the Year of the AI PC?](https://creativestrategies.com/video/is-2024-the-year-of-the-ai-pc/) - https://youtu.be/2KEU-KfoC5A
- [OpenAI Fallout: Implications for Microsoft](https://creativestrategies.com/video/openai-fallout-implications-for-microsoft/) - https://www.youtube.com/watch?v=N2hmjkESPiI&t=5s
- [Implications of the Open AI Fallout. The need to Rebuild Trust](https://creativestrategies.com/video/implications-of-the-open-ai-fallout-the-need-to-rebuild-trust/) - https://www.youtube.com/watch?v=osDmQAfvx2o
- [Bit by Bit - Open AI Fallout and Ecosystem Implications](https://creativestrategies.com/video/bit-by-bit-open-ai-fallout-and-ecosystem-implications/) - https://www.youtube.com/watch?v=IMNyPv1_s60&t=3s
- [First Impressions of hands on demo of Apple Vision Pro](https://creativestrategies.com/video/first-impressions-of-hands-on-demo-of-apple-vision-pro/) - https://www.youtube.com/watch?v=yKH10JozfYc
- [Carolina Milanesi's Predictions for 2023](https://creativestrategies.com/video/carolina-milanesis-predictions-for-2023/) - https://www.youtube.com/watch?v=O1I-i5OgwGQ
- [What is the Market Opportunity for iPhone 14?](https://creativestrategies.com/video/what-is-the-market-opportunity-for-iphone-14/) - https://www.youtube.com/watch?v=wa-OnB6GjIc
- [First look iPhone 14 Pro](https://creativestrategies.com/video/first-look-iphone-14-pro/) - https://www.youtube.com/watch?v=_kjMb8dpU-w
- [Attending Apple's Far Out Fall Launch Event](https://creativestrategies.com/video/attending-apples-far-out-fall-launch-event/) - https://www.youtube.com/watch?v=LrslTXUcHMs

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- [Samsung](https://creativestrategies.com/tag/samsung/)
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- [Hybridwork](https://creativestrategies.com/tag/hybridwork/)
- [collaboration](https://creativestrategies.com/tag/collaboration/)
- [#wndows11](https://creativestrategies.com/tag/wndows11/)
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- [iPhone14](https://creativestrategies.com/tag/iphone14/)
- [Dynamic Island](https://creativestrategies.com/tag/dynamic-island/)
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- [fordables](https://creativestrategies.com/tag/fordables/)
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- [Gen AI](https://creativestrategies.com/tag/gen-ai/)

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## Research Categories

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- [Samsung](https://creativestrategies.com/research-category/samsung/)
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- [Intel](https://creativestrategies.com/research-category/intel/)
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- [HP](https://creativestrategies.com/research-category/hp/)
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