In addition to Microsoft’s own Surface series, OEMs such as Asus, Acer, Dell, Lenovo, HP and Samsung have also released their own Windows 11 AI PCs based on Qualcomm PC platform, without exception they are all equipped with Snapdragon X Elite/X Plus chip series PC platform, this is the first time ever
Tag: ARM
How does CUDA strengthen the moat of Nvidia’s monopoly?
Today, many artificial intelligence deep learning frameworks (including Caffe2, Chainer, Databricks, H2O.ai, Keras, MATLAB, MXNet, PyTorch, Theano, and Torch) rely on CUDA to provide support for GPUs.
Top vendors and uses of GPU
2006, Hinton and his student Simon Osindero published an important paper “A Fast Learning Algorithm for Deep Belief Nets” recommends using GPU to increase the speed of training neural networks.
How much potential does ARM’s WOA (Windows on ARM) has?
On June 3, 2024, after ARM CEO Rene Haas gave a speech at Computex in Taipei, he publicly stated in an interview with the media that the company’s goal is to have ARM’s Windows on ARM PC could obtain more than 50% of the Windows PC market within five years. % share.
ASIC market is getting bigger, and related listed companies in the US and Taiwan
650 Group estimates that the data center customized chip market will grow to $10 billion this year and double by 2025, while Needham analyst Charles Shi said that by 2023, broader customization ASIC market is worth approximately US$30 billion, accounting for approximately 5% of global annual chip sales.
Arm relisted successfully and it’s ushering in its best days
It was such a change in licensing methods, coupled with optimistic expectations for future operations, that Arm’s stock price soared 58% the day after the quarterly report was released! Rushing to the highest point after ARM successfully relisted.
How does the ubiquitous Arm make money?
Without Apple, there would be no Arm
The rebirth and fall of 4 major technology stocks in 10 years
Rebirth and fall of 4 technology stocks, Ten years ago, in early November 2011, Microsoft’s market capitalization was about $124.7 billion, and Intel was about $127 billion; the two were almost on par. However, as of November 4, 2021, Microsoft is 2.53 trillion US dollars, Intel is about 204.1 billion US dollars; Microsoft’s market value has caught up with Apple’s market value at the end of October, 12 times that of Intel!
Why nVidia failed to acquire ARM?
Why is no one happy to see nVidia acquisition of ARM? I mentioned the analysis of this company in section 3-3 of the book “The Rules of Super Growth Stocks Investing”.
Intel’s current difficult dilemma
Intel’s current difficult dilemma. At my book launch workshop get together a few days ago, lot of people concerned about the prospects of Intel (ticker: INTC).
