This is the July 2023 edition of the neXt Curve Tech Insights newsletter. This edition covers SEMICON West 2023, Qualcomm HQ tour of ControlNet and Sony Honda Mobility’s Afeela, Snapdragon Sound at The Village Studios, and Samsung Galaxy Unpacked Fold and more. Subscribe for tech and industry insights that matter.
Continue readingGenerative AI at The Edge
The hype that is generative AI continues to rise and with it what is and will be and inevitable realization of the risks and the limitations of the technology, its rapidly growing range of applications, and investments in capitalizing on the ever-expanding landscape of theories of its revolutionary impact on society, industry, and civilization as we know it. We are also starting to see calls for responsible and confidential Gen AI. The “edge” may have some answers that we seek for safe and valuable use of generative AI technologies.
Continue readingneXt Curve Insights – March 2023
This is the March 2023 edition of the neXt Curve Tech Insights newsletter. This edition covers MWC 2023, IoT Slam, Nvidia GTC, ZEDEDA Transform, generative AI, and more. Subscribe for tech and industry insights that matter.
Continue readingCHIPS Act: A Vital First Step
The CHIPS and Science Act of 2022, signed Tuesday by President Biden, includes the stated purpose of challenging China’s pursuit of technological and manufacturing leadership in the global semiconductor industry. The bill easily passed both the Senate (64-33) and the House (243-187) with bipartisan support in both houses.
While the passage of the CHIPS Act is a historic achievement that directly addresses the need for chip supply chain resilience add capacity in the U.S., it is also a timely and important commitment to a much longer and comprehensive policy effort to ensure long-term U.S. technology and market share leadership in the vital semiconductor industry.
Continue readingNvidia + Arm makes a tough pill to swallow: Lee
On December 2nd, 2021, the FTC announced that it would move to block Nvidia’s acquisition of Arm Holding. This most recent complaint has become another link in a global chain of regulatory legal challenges and reviews that could sink Nvidia’s $40 billion bid first announced on Sept. 13, 2020.
The deal was bound to be a tough one to close from the outset as marquee Arm licensees such as Qualcomm, Alphabet, and Microsoft protested the union. However, Nvidia did manage to muster public support from Mediatek, Marvell, and Broadcom support for the transaction shortly after.
Continue readingIndustry Insight: Privacy & The Metaverse
psyche. As individuals, as communities, as societies we need to understand the implications and the risks. Do we?
Continue readingLee: Is Nvidia Grace a sign of doubt?
Nvidia’s entry into the data center CPU game has been widely celebrated as a landmark move that poses an existential threat to Intel’s dominance in the data center. Accordingly, Nvidia’s stock jumped 5.62 percent upon the announcement while Intel’s dropped 4.18 percent. However, the advent of Project Grace feels like something else. It could suggest that Nvidia sees the writing on the wall and needs a hedge in the event that Nvidia’s $40 billion acquisition of Arm falls through.
Continue readingTech Insight: TinyML
AI related technologies have been around for decades. It is nothing new despite the recent hype that has elevated AI to the forefront of the “digital” discussion. Why are we excited about AI? It is becoming increasingly ubiquitous thanks to some pivotal advancements in how and where AI can be deployed. TinyML is one of these advancements that promises to bring AI to the tiniest of things.
Continue readingTech Insight: Heterogenous Computing
The semiconductor industry is the foundation of our digital world. Everything runs on semiconductor products and continues to advance with each new process node. As we reach the physical limits of Moore’s Law, what comes next? Heterogenous computing and heterogenous packaging are opening up new possibilities for progressing Moore’s Law through advancements in the way that we design, integrate semiconductor devices and systems.
Continue readingIndustry Insight: Nvidia + Arm – An Industry Positive or Negative?
Shortly after Softbank announced that it was looking to spinoff or sell Arm, which they acquired in 2016 for $32 billion, the rumor mill went into full speed. Speculation ran the gamut from Intel to Apple as potential buyers. Who would court Arm? Rumors settled on Nvidia, the GPU company. Would a Nvidia + Arm union make sense? After all, Nvidia has done well and created a disruptive narrative within the semiconductor industry with its GPU-centered plot line which branches off into numerous subplots in telco networking, edge computing and various AI application domains such as autonomous vehicles, intelligent systems and smart manufacturing.
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