Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

<ul>
<li>Microsoft dominated the technology news cycle recently on the back of a report by a TD Cowen analyst that the company is cancelling data centre leases in the US</li>
<li>Dwarkesh Patel's podcast with Microsoft CEO Satya Nadella last week provided a fascinating insight into his thinking when it comes to AI compute build out, AI winners &amp; losers etc.</li>
<li>Mr Nadella's approach to AI compute build out has always been a pragmatic "show me the money and I'll build some more compute" approach. Now we better understand why.</li>
</ul>


Microsoft dominated the technology news cycle recently on the back of a report by a TD Cowen analyst that the company is cancelling data centre leases in the US
Dwarkesh Patel's podcast with Microsoft CEO Satya Nadella last week provided a fascinating insight into his thinking when it comes to AI compute build out, AI winners &amp; losers etc.
Mr Nadella's approach to AI compute build out has always been a pragmatic "show me the money and I'll build some more compute" approach. Now we better understand why.


Microsoft CEO On AI CapEx: Show Me The Money!

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Equity Bottom-Up

<ul><li>Apple Inc. has teamed up with e-commerce giant Alibaba Group Holding Ltd. to develop artificial intelligence (AI) features for iPhones in China, sources familiar with the matter told Caixin.</li><li>The iPhone maker is intensifying its collaboration with Alibaba on AI large model technology, but it remains unclear whether Apple will work exclusively with a single company, according to three sources.</li><li>Apple and Alibaba haven’t replied to Caixin’s inquires.</li></ul>

Apple Inc. has teamed up with e-commerce giant Alibaba Group Holding Ltd. to develop artificial intelligence (AI) features for iPhones in China, sources familiar with the matter told Caixin.The iPhone maker is intensifying its collaboration with Alibaba on AI large model technology, but it remains unclear whether Apple will work exclusively with a single company, according to three sources.Apple and Alibaba haven’t replied to Caixin’s inquires.

Apple, Alibaba Join Forces to Bring AI to iPhones in China 

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<ul><li>Investors are rightfully looking at AI investments, but it can be difficult to find the right ones.</li><li>They might be just straight big tech companies like Google or Microsoft, or they might be private, like OpenAI. So, what should investors look for in SMID-cap AI stocks?</li><li>First, the fundamentals of investing still apply. Investors need to consider business fundamentals (revenue growth potential is critical), market position (watch the competition), management (the ability to handle the inevitable ups and downs of a SMID-cap tech company), and valuation (relative to its peers is a good place to start).</li></ul>

Investors are rightfully looking at AI investments, but it can be difficult to find the right ones.They might be just straight big tech companies like Google or Microsoft, or they might be private, like OpenAI. So, what should investors look for in SMID-cap AI stocks?First, the fundamentals of investing still apply. Investors need to consider business fundamentals (revenue growth potential is critical), market position (watch the competition), management (the ability to handle the inevitable ups and downs of a SMID-cap tech company), and valuation (relative to its peers is a good place to start).

Tech Talk: AI Investing Questions Is Investing in AI That Different?

Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

<ul>
<li>Market value of stocks close to 2 trillion, including Nvidia at 600 billion</li>
<li>Author missed opportunity to short Nvidia despite strong case outlined in article</li>
<li>Concerns about competition, margins, and custom chips impacting Nvidia's growth potential</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Market value of stocks close to 2 trillion, including Nvidia at 600 billion
Author missed opportunity to short Nvidia despite strong case outlined in article
Concerns about competition, margins, and custom chips impacting Nvidia's growth potential

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Private Capital Markets

<ul>
<li>Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community</li>
<li>Their recent paper on transformer LLM models has sparked interest and confusion, particularly regarding training and inference costs</li>
<li>Despite claims of training on a small pool of GPUs, it is speculated that Deep Seq has access to tens of thousands of GPUs, challenging traditional notions of cost and capabilities in AI research.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community
Their recent paper on transformer LLM models has sparked interest and confusion, particularly regarding training and inference costs
Despite claims of training on a small pool of GPUs, it is speculated that Deep Seq has access to tens of thousands of GPUs, challenging traditional notions of cost and capabilities in AI research.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

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OpenAI (2193707D US)

Microsoft CEO On AI CapEx: Show Me The Money!

Mr Nadella's approach to AI compute build out has always been a pragmatic "show me the money and I'll build some more compute" approach. After last...

William Keating

Apple, Alibaba Join Forces to Bring AI to iPhones in China

Apple Inc. has teamed up with e-commerce giant Alibaba Group Holding Ltd. to develop artificial intelligence (AI) features for iPhones in China,...

Caixin Global

Tech Talk: AI Investing Questions Is Investing in AI That Different?

Investors are rightfully looking at AI investments, but it can be difficult to find the right ones. They might be just straight big tech companies...

Water Tower Research

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

The author discusses the potential downfall of Nvidia due to competition in custom silicon, margin pressure, and market timing, highlighting the...

The Delphi Podcast

Episode 102: Deeeeeepseeeeeeek!

Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community Their...

The Circuit

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