2030 Data Center AI Chip Winners: The Trillion Dollar Club


At the start of 2025, I believed AI was overhyped, ASICs were a niche, and a market pullback was inevitable. My long-term view has changed dramatically. AI technology and adoption is accelerating at an astonishing pace. One of the GenAI/LLM leaders, or Nvidia, will be the first $10 Trillion market cap company by 2030. Large language models (LLMs) are rapidly improving in both capability and ... » read more

AI For The Edge: Why Open-Weight Models Matter


The rapid advancements in AI have brought powerful large language models (LLMs) to the forefront. However, most high-performing models are massive, compute-heavy, and require cloud-based inference, making them impractical for edge computing. The recent release of DeepSeek-R1 is an early, but unlikely to be the only, example of how open-weight AI models, combined with efficient distillation t... » read more

The Rise Of Generative AI On The Edge


Artificial intelligence (AI) and machine learning (ML) have undergone significant transformations over the past decade. The revolution of convolutional neural networks (CNNs) and recurrent neural networks (RNNs) is evolving toward the adoption of transformers and generative AI (GenAI), marking a pivotal shift in the field. This transition is driven by the need for more accurate, efficient, and ... » read more

Tailoring Root Of Trust Security Capabilities To Specific Customer Needs


The cybersecurity threat landscape is dynamic and rapidly evolving. Indeed, attackers are constantly finding new ways to exploit critical vulnerabilities across a wide range of applications and devices. Protecting data and devices requires secure processes running on systems and networks. A Root of Trust is the foundation on which all secure operations of a computing system depend. It contai... » read more

Accelerating The Shift To Software-Defined Vehicles


The automotive E/E architecture is undergoing a significant transformation, driven by the vision of a software-defined vehicle (SDV). This shift is leading to a change from traditional distributed and domain-based architectures to more centralized and mixed domain-zone architectures. Central Electronic Control Units (ECUs) are now powered by sophisticated system-on-chips (SoCs) that combine com... » read more

How Physical AI Is Redefining The Automotive Industry


The automotive world is experiencing a groundbreaking transformation, with technology and AI-driven innovation at its core. Among the most significant advancements is the rise of physical AI, a concept that is redefining the industry from the ground up. Physical AI goes beyond traditional artificial intelligence by enabling autonomous systems to seamlessly perceive, understand, and interact wit... » read more

Redefining The Role Of The GPU In Next-Generation Vehicles


Automotive architectures are experiencing a seismic shift, with the traditional distributed architecture being steadily replaced with a more cost-effective centralized model. Even taken in isolation, this would be a significant driver on the computing needs of next-generation automotive SoCs, but the complexity of the problem is compounded when considered alongside the simultaneous rise of adva... » read more

GPU Or ASIC For LLM Scale-Up?


The CEOs of OpenAI, Anthropic, and xAI share a strikingly similar vision — AI's progress is exponential, it will change humanity, and its impact will be greater than most people expect. This is more than just speculation. The market for AI, and its value, are real today: A human developer with GitHub CoPilot codes 55% faster with AI. GPT-4 scores 88th percentile on the LSAT vs. 50t... » read more

Chiplets: A Technology, Not A Market


Chiplets are big business, and that business is growing. The total chiplet market today is roughly $40 billion annually. Chiplets account for roughly 15% of TSMC's revenues, and they account for about 25% of all DRAMs. All of the major AI/HPC semiconductor companies (NVIDIA, AMD, Marvell, Broadcom) and the major hyper scalers (Amazon, Google, etc) are looking to chiplets to build superior... » read more

Shift-Left Pattern Matching Boosts Automotive IC Quality And Time-To-Market


As the automotive industry races towards a future of connected, autonomous, and electrified vehicles, the complexity of integrated circuits (ICs) powering these innovations is reaching unprecedented levels. Modern automotive ICs incorporate a diverse mix of custom and third-party intellectual property (IP), each with unique performance requirements that must be meticulously verified to ensure f... » read more

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