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Arm and a Leg: Arm's Quest To Extract Their True Value

Cheap If They Can Charge Qualcomm-like Royalties?

Sep 14 •

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Daniel Nishball

China AI & Semiconductors Rise: US Sanctions Have Failed

Huawei, SMIC, 7nm, H800, Domestic AI Capabilities, ASML, MediaTek, Qualcomm, Apple, RF Capabilities, Potential Sanctions

Sep 12 •

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TPUv5e: The New Benchmark in Cost-Efficient Inference and Training for <200B Parameter Models

Latency, Performance, Fine-tuning, Scaling, and Networking

Sep 1 •

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Aleksandar Kostovic

August 2023

Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration

Broadcom: The Silent Giant in AI Chip Revolution - Putting Numbers To It

Aug 30 •

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Daniel Nishball

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Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors

Compute Resources That Make Everyone Look GPU-Poor

Aug 28 •

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Daniel Nishball

Nvidia's Optical Ascent: >$1B Revenue; The Missing 800G Ramp; AI Head-Fakes

1 Supplier Is A Winner Take All, Revealing The 800G AI Head-Fakes

Aug 23 •

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Daniel Nishball

Nvidia’s Ramp – Volume, ASP, Cloud Pricing, Margins, EPS, Cashflow, China, Competition

Unraveling the Mixed Signals in the Supply Chain from AI Head-Fakes

Aug 20 •

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Daniel Nishball

Energizing AI: Power Delivery Competition Heats Up Vicor, MPS, Delta, ADI, Renesas

Nvidia H100, Google TPUv5, AMD MI300, Intel Gaudi3/PVC, Cerebras WSE2

Aug 1 •

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July 2023

AI Expansion - Supply Chain Analysis For CoWoS And HBM

28 Upstream Suppliers Analyzed For Generative AI Torque

Jul 26 •

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NAND Flash Monopoly Broken? Tokyo Electron Moly Dep + Cryo Etch Takes On Lam Research For The Future Of NAND

>$1B Billion Dollar Revenue Impact Lam Research ‘25 Revenue from Cryo Etch + Moly Dep?

Jul 16 •

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GPT-4 Architecture, Infrastructure, Training Dataset, Costs, Vision, MoE

Demystifying GPT-4: The engineering tradeoffs that led OpenAI to their architecture.

Jul 10 •

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AI Capacity Constraints - CoWoS and HBM Supply Chain

Quarterly Ramp for Nvidia, Broadcom, Google, AMD, AMD Embedded (Xilinx), Amazon, Marvell, Microsoft, Alchip, Alibaba T-Head, ZTE Sanechips, Samsung…

Jul 5 •

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