Intel vs. AMD, Nvidia, Qualcomm: What the Hell Happened?
I stopped working for Forrester in 2002 and went out on my own as an independent analyst. At that time, Intel’s valuation and power significantly eclipsed AMD and Nvidia. Intel had a strong corporate brand, and Pentium was so popular people wrote songs about it, and Qualcomm
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Data center tech is exploding but adoption won’t be easy for startups
The data center industry is expanding rapidly to keep up with the flywheel growth of AI. While these data centers are necessary AI infrastructure, they store an AI company’s compute, they are expensive to build, seemingly more so to run, and they are a huge energy
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