Research / Topics
Edge AI & Devices
Inference on phones, PCs and embedded hardware. NPUs, tokens per second per watt, Apple, Qualcomm and Arm.
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2026
- A Billion Agents Need Somewhere to Run
Grok Bot, Meta Muse, and what consumer adoption means for CPUs, accelerators, memory, and advanced packaging.
- The Agentic Computer: New S-Curve or Another iPad?
The next device category is here. But will the economics work?
- Intel's Product Marketing at CES: B-
Back to real value props, but the AI case was unconvincing.
- When Frontier AI Goes From Cloud to Desk in Five Years
Implications of running yesterday's frontier models on today's local supercomputers. Rhymes with Minicomputers in Mainframe Era. Nvidia, AMD, Intel, Dell, TSMC, Micron.
2025
- WWDC25: Apple’s Playing a Different Game
The strategy makes sense. The narrative is missing. Let’s examine Apple’s AI approach from first principles and assess whether WWDC delivered.
- 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
- Apple's AI Strategy
Apple Can Unleash Consumer AI. Will Apple Intelligence Deliver?
- Edge AI at CES 2025
Nvidia Digits, AGX Thor, Qualcomm On-Prem AI, tinybox, Exo Labs
2024
- Jensen The Great and His 50% Edge AI Price Cut
Jetson Orin Nano Super Dev Kit and Nvidia's Liberal Interpretation of “New”
- Arm's Edge AI Strategy: Is It Enough?
Can Arm’s NPUs Handle GenAI?
- Meta & Contextual AI at the Edge
Contextual AI, VLMs, custom silicon for edge AI
- Tokens Per Second Per Watt: A Useful Metric for Edge AI
A systems-level perspective on performance and energy efficiency
- Android, AI, and Qualcomm Phones
Does Qualcomm's dependency on Android negatively impact Snapdragon-powered AI phones?
- AI Phones: Qualcomm Gets It
Nuvia, Oryon for Smartphones, Qualcomm's AI Phone Strategy
- Follow Ups: Intel AI PC, Qualcomm, Apple Intelligence, Microsoft Recall, Nuclear Power
How Microsoft's Stumbles Erased Qualcomm's Lead, More Nuclear Thoughts
- Qualcomm + Intel
The "Inference Everywhere" Angle
- Intel's AI PC Mirage
Hype, Hope, and Harsh Realities
- 🎧 Chipstrat + The Circuit - Episode 70 - NPUs
Why NPUs exist, consumer impact, the trouble with TOPS, predicting the future, and more
- Qualcomm’s Opportunity
Consumer Device AI, Hands-Free UX, Meta Ray-Bans, Apple, Arm, QCT and QTL, Developer Economics, AMD
- The Future of Edge Inference Hardware
NPUs, GPUs, ASICs at the edge. LLMs, iOT. Apple, Qualcomm, AMD, Intel, Google, Hailo, and others.
