NVIDIA’s Leadership in AI: Key Insights from Jensen Huang’s GTC Keynote
NVIDIA’s Leadership in AI: Key Insights from Jensen Huang’s GTC Keynote We’ve explored the evolution of AI, NVIDIA’s strategic positioning, and its impact at each stage. The breakthrough of the GeForce 5090 will drive the shift from Perceptual AI to Generative AI. Next, Agentic AI will evolve into
OpenAI’s AI Ecosystem Strategy: Insights from the Stratechery Interview
OpenAI’s AI Ecosystem Strategy: Insights from the Stratechery Interview OpenAI is actively strengthening its global leadership by accelerating the adoption and application of AI through a diverse range of strategies. The company is focused on enhancing ChatGPT’s user experience and capabilities while expanding its footprint in the consumer
OpenAI’s Trademark Strategy: The Potential Move into the Hardware Market
OpenAI’s Trademark Strategy: The Potential Move into the Hardware Market OpenAI, now a focal point in the global AI tech sector, has recently registered trademarks in areas such as humanoid robots, VR headsets, AR glasses, smart jewelry, and smartwatches. These actions seem to hint at the company’s future
Exploring Weak Signals: Broadcom’s Perspective on AI Training ASICs
Exploring Weak Signals: Broadcom’s Perspective on AI Training ASICs In the rapidly evolving AI hardware space, discussions often center around the competition between different chip architectures, particularly GPUs and ASICs (Application-Specific Integrated Circuits). While NVIDIA’s GPU has traditionally dominated AI training, ASICs have generally been seen as more
The Rise of the AI Industrial Complex: How America is Quietly Building Its Sovereign AI Semiconductor Ecosystem
The Rise of the AI Industrial Complex: How America is Quietly Building Its Sovereign AI Semiconductor Ecosystem Why is the U.S. investing heavily in semiconductors? Is TSMC’s Arizona expansion merely a response to political pressure? In reality, U.S. semiconductor policy is focused on building a sovereign AI manufacturing
How Taiwan’s supply chain reshapes the global laptop manufacturing landscape
How Taiwan’s supply chain reshapes the global laptop manufacturing landscape Amid the U.S.-China trade war, global supply chain restructuring, and tightening environmental and social responsibility regulations, Taiwanese laptop ODMs have steadily shifted production from China to Vietnam, Thailand, and other countries—driving a structural shift in the global supply
Microsoft’s strategic shift reveals new trends in the 2025 AI market and the ambition behind its fungible data center
Microsoft’s strategic shift reveals new trends in the 2025 AI market and the ambition behind its fungible data center Microsoft’s recent capital expenditure adjustments underscore a pivotal shift in the AI market, as the primary focus transitions from model training to inference. Distributed inference is emerging as a
Q1 2025 semiconductor market decline: Seasonal adjustment or sign of technical recession?
Q1 2025 semiconductor market decline: Seasonal adjustment or sign of technical recession? Major semiconductor companies generally expect revenue to decline, with an average drop of approximately 9%, significantly exceeding the historical average of 5%. To determine whether this is a temporary adjustment or a sign of a deeper
The graphics card market enters a golden era: AI and gaming demand driving growth
The graphics card market enters a golden era: AI and gaming demand driving growth This year, the graphics card market is experiencing a rare opportunity, especially after the mining boom, with market dynamics becoming increasingly attractive. Key drivers include the upgrade to NVIDIA’s RTX 50 series, a surge
AI chip market evolution: Cloud vs. edge in training and inference Part 2: Edge training, inference, and market trends
AI chip market evolution: Cloud vs. edge in training and inference Part 2: Edge training, inference, and market trends The AI chip market is undergoing significant transformations, which can be understood through two key dimensions: deployment environments (cloud vs. edge) and market segments (training vs. inference). Cloud-based training