AI
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
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 patte
Earnings
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 Acr
Chipstrat
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
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 positi
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, revea
Chipstrat
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 Trai
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 service
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 cont
AI
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
Data Center
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 C
Apple
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