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2026
- An Interview with Microsoft's Saurabh Dighe About Maia 200
The why behind Maia 200. SRAM–HBM balance, scale-up without scale-out, 30% lower TCO claims, and more.
2025
- The Four Horsemen: Google, Microsoft, Amazon, Meta Earnings
Wall Street favors quick cloud returns. But Meta’s betting on turning tokens into high-margin dollars. It’s a playbook it’s already run successfully and investors seem to be overlooking it.
- Anticipatory Intelligence and the Return of Windows
How Local Inference Could Revive Windows
- DeepSeek Pulls Forward Copilot+ PC adoption
What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization
2024
- Groq's Business Model, Part 3: Competing with Google, AWS, Microsoft
Advantages and Disadvantages of Competing Against The Big Dogs
- Follow Ups: Intel AI PC, Qualcomm, Apple Intelligence, Microsoft Recall, Nuclear Power
How Microsoft's Stumbles Erased Qualcomm's Lead, More Nuclear Thoughts
- AMD's Earnings: Playbook Strength and New Strategic Update
Strategy update, Microsoft wins, Llama 3.1 assist, Demand concerns, Training worries, Client flex, Semi-custom drag
- Nvidia and Microsoft - The Impact of LLM-Powered Copilots on Microsoft's Hardware Strategy
Running Microsoft 365 Copilot and GitHub Copilot on Nvidia GPUs ain't cheap. CapEx and OpEx will continue to rise, compelling Microsoft to explore a switch from GPUs to AI ASICs.
