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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
Read the reportWhat’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 pr
Read the reportToday 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 consu
Read the reportThe 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…
Read the reportOne 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
Read the reportThe 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
Read the reportIBM 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 wil
Read the reportExecutive 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 transiti
Read the reportDuring 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 us
Read the reportToday, 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
Read the reportMeta 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
Read the reportKey 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 p
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