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
Industry Insights
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
Chipstrat
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 Shan
Op Ed
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…
Industry Insights
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
Chipstrat
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 fro
Chipstrat
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
Industry Insights
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 hu
AI
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 comp
Industry Insights
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 compr
AI
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
Chipstrat
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 buil