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So here's an interesting partnership...
Tenstorrent x LG
May 30
•
Dr. Ian Cutress
8
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So here's an interesting partnership...
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$INTC Doubling Down, Again
Can It Work? 1Q 2023 Financial Breakdown
May 11
•
Dr. Ian Cutress
3
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$INTC Doubling Down, Again
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April 2023
The AI Hardware Show, a new TV Series
First of all, many thanks to all of you who subscribe. Paid or free, you all mean a lot! As I’m sure most of you are aware, alongside this newsletter, I…
Apr 13
•
Dr. Ian Cutress
8
1
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The AI Hardware Show, a new TV Series
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March 2023
Intel to Exit Cellular Modem Business
5G Support Goes to MediaTek
Mar 23
•
Dr. Ian Cutress
10
1
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Intel to Exit Cellular Modem Business
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NVIDIA Enabling Computational Lithography on GPUs
Eliminating the fuzzies
Mar 21
•
Dr. Ian Cutress
14
5
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NVIDIA Enabling Computational Lithography on GPUs
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Baidu's ERNIE Bot: True Competition?
Created in Partnership with Baidu
Mar 16
•
Dr. Ian Cutress
4
5
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Baidu's ERNIE Bot: True Competition?
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Expanding into Japan: RISC-V Going Global
Paid Collaboration with Tenstorrent
Mar 15
•
Dr. Ian Cutress
2
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Expanding into Japan: RISC-V Going Global
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February 2023
Interview with Jim Keller, Tenstorrent
RISC-V, Chiplets, IP, PCIe Cards
Feb 24
•
Dr. Ian Cutress
10
2
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Interview with Jim Keller, Tenstorrent
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January 2023
What Will Intel Cut Next?
Revenue Down, Margin Down: Q4 2022
Jan 31
•
Dr. Ian Cutress
9
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What Will Intel Cut Next?
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Alignment for Tenstorrent
Jim Keller now CEO, Ljubisa Bajic now CTO
Jan 18
•
Dr. Ian Cutress
8
4
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Alignment for Tenstorrent
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TSMC Financial Year 2022
Revenue Up, Cost per Wafer Up
Jan 16
•
Dr. Ian Cutress
10
1
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TSMC Financial Year 2022
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November 2022
AMD Financials Q3 2022 and Analyst Q&A
A Sharp Correction
Nov 11, 2022
•
Dr. Ian Cutress
5
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AMD Financials Q3 2022 and Analyst Q&A
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