Independent analysis for semiconductor, AI, and capital strategy decisions.

Forecasting the Rise of Agentic AI & Interaction Models

Generative AI Inference Demand and the Global Compute Build-Out

Examines the rapid expansion of generative AI inference demand and its implications for global compute infrastructure as the market shifts from consumer AI adoption to agentic workloads, real-time media, and multimodal interaction. A multi-wave framework connects innovation cycles to user demand, output volume, accelerator requirements, data center power and cooling, and total cost of operation.

Lattice SensAI 4.1

Tools and IP Transform Low-Power FPGAs into Intelligent AI/ML Edge Computing Engines

Explores how the Lattice sensAI 4.1 solution stack expands developers' abilities to use Lattice FPGAs for edge AI/ML applications, enabling intelligent edge computing at low power.

Edge Impulse Accelerates MLOps With EON Tuner

Explores how Edge Impulse accelerates MLOps using new EON capabilities for machine learning on low-power embedded devices.

Using Machine Learning in Embedded Systems

Explores how new software tools allow designers to add machine learning capabilities to any edge embedded system, lowering the barrier to intelligent edge computing.

Smart Inference Devices

The Wave of Perceptive Electronics Powered by Machine Learning

Covers the Perceive Ergo inference processor for small, low-power consumer devices, examining the architectural choices enabling on-device ML inference.

NVIDIA PLASTER Deep Learning Framework

Explores seven major AI and deep learning challenges: Programmability, Latency, Accuracy, Size of Model, Throughput, Energy Efficiency, and Rate of Learning. A framework for evaluating deep learning infrastructure investments.

Dell EMC Accelerates Pace in Machine Learning

Covers the Dell EMC and NVIDIA Volta joint development agreement, examining how enterprise infrastructure vendors are positioning for AI and ML workload growth.

Second Generation AMD EPYC Processor Enhanced Cache and Memory Architecture

Covers AMD's hybrid multi-die architecture and its impact on server processor design, analyzing cache hierarchy, memory bandwidth, and platform economics.

Lattice Crosslink-NX

Embedded Vision Processing at the Edge

Covers Lattice CrossLinkPlus FPGAs for embedded vision applications at the edge, detailing performance-per-watt advantages for computer vision inference workloads.

The 2nd Generation AMD EPYC Processor Redefines Data Center Economics

Covers the second-generation EPYC Rome processor launch, with detailed analysis of performance per dollar, memory bandwidth, and impact on hyperscale and enterprise TCO.

AMD Optimizes EPYC Memory with NUMA

Covers AMD EPYC memory design balancing cost, die area, bandwidth, and latency using MCM and Infinity Fabric, with implications for HPC and enterprise workload placement.

Interactive Applications Powered by Video at the Cloud Edge

TCO and environmental impact model comparing software on CPU, GPU, and ASIC approaches for interactive streaming services. Quantifies operational and capital efficiency across deployment architectures.

The Emergence of Cloud Mobile Gaming

Covers infrastructure for mobile streaming using Arm-based servers, virtualized multi-user graphics, and high-performance low-latency video streaming. Analyzes the supply chain and capital requirements for cloud gaming at scale.

Introducing Lossless Audio Streaming for Bluetooth

What it Means for Consumers

Addresses the challenges of lossless and hi-res audio across the wireless audio chain, exploring technical constraints and the consumer experience impact.

The Instantaneous Cloud

Emerging Consumer Applications of 5G Wireless Networks

Covers how 5G enables cloud edge computing for streaming high-performance graphics experiences, modeling latency requirements and infrastructure build-out implications.

The Ampere eMAG Cloud Server Is The Better Arm Choice

Analysis of Ampere Computing's Arm-based cloud server offerings, examining TCO, performance density, and competitive positioning against x86 incumbents.

Arm and Siemens Partner to Change the Future of Automotive Semiconductor Design

Covers integration of Arm's IP library into the Siemens PAVE360 digital twin simulation platform, examining implications for automotive chip development timelines and validation costs.

AV Simulation Extends to Silicon

Covers closed-loop simulation platforms for autonomous and mechatronic systems, examining how silicon-level validation is compressing AV development cycles.