Arm’s CSA, Neoverse CSS, and Total Design as a framework for multi-vendor chiplet ecosystem alignment Chiplets are an important semiconductor industry topic we’ve been covering, most recently here: Chiplets. Breaking a complex system-on-chip into smaller, specialized dies improves yield and allows each chiplet to use the most cost-appropriate process node. In today’s era of steep… The post Building the Chiplet Ecosystem appeared first on Creative Strategies.| Creative Strategies
Backed by Every Major HBM and Foundry, Built by Networking Pioneers It’s been a while since we checked in on semiconductor startups, but they remain one of the best ways to glimpse the industry’s future. What problems are they solving, and what clever approaches are they taking? With connectivity stocks running hot, it’s a good… The post Eliyan: The Ultimate Chiplet Interconnect appeared first on Creative Strategies.| Creative Strategies
Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth The cloud wars are heating up, and it’s not looking good for AWS. From the earnings call over the past weeks. Among the three hyperscalers, Amazon is by far the most dependent on its cloud business for profit… The post AWS Is Missing the AI Infra Moment appeared first on Creative Strategies.| Creative Strategies
Also: Google vs OpenAI, vs Meta, and risks For the last year, one of the most persistent narratives in tech has been that generative AI will make Google Search obsolete. After all, if an AI can answer your question directly, why click on a link? And if nobody clicks, Google’s ad business collapses. Right? But Google’s… The post Why GenAI is Good for Google appeared first on Creative Strategies.| Creative Strategies
Before WWDC, Bloomberg said Apple’s AI efforts need to “catch up to leaders like OpenAI and Google.” This assumes Apple is running the same AI race as OpenAI and Google. Is it? And after WWDC, The Wall Street Journal declared that “Apple fails to clear a low bar on AI”. This implies a clear standard that Apple failed to… The post WWDC25: Apple’s Playing a Different Game appeared first on Creative Strategies.| Creative Strategies
A year ago, if you asked me whether enterprise GenAI was real, I’d say maybe. There were surely many proofs of concept, but feasibility and value weren’t clear. Now? It’s real. Let’s walk you through what changed and what it means for Nvidia, Dell, and AMD. Reasoning Enables AI Factory Era From Training Era to… The post Enterprise AI: Nvidia, Dell, and Implications for AMD appeared first on Creative Strategies.| Creative Strategies
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All AI factories are data centers, but not all data centers are AI factories. For much of the last two decades, enterprise infrastructure strategy has been grounded in cost control. Data centers were built to support core IT functions—storage, compute, and networking—with an emphasis on efficiency, uptime, and total cost of ownership (TCO). These environments| Creative Strategies