ChatGPT literally took the world by storm since its release in November 2022. The chatbot is so successful that it added 1 million users in only 5 days, slashing the iPhone’s (74 days) and Instagram’s (2.5 months) previous adoption speed records. OpenAI, the company behind ChatGPT, was founded in 2015 and backed by prominent figures…
Semiconductor stocks have suffered an across-the-board selling in recent months thanks to the rapid deterioration of several end-markets (PC, smartphones…) and new export controls imposed by the US government on chips and equipment shipped to China. But this “implosion” could also create buying opportunities as some end-markets and, more specifically, the data center one enjoys secular…
As illustrated by Google’s recent acquisition of Mandiant and Cisco’s increasing focus on security, a convergence between tech hardware and cybersecurity software has been taking place, a move that should intensify over coming years. For networking hardware specialists such as Cisco and Juniper, implementing firewalling and threat detection software in their routers and switches is…
SpaceX’s Starlink, owned by Elon Musk, and US wireless operator T-Mobile made the headlines recently when they announced a partnership aimed at connecting users’ current mobile phones directly to satellites in orbit, hence providing mobile users with (limited) network coverage in remote areas of the United States. The use of satellites for bi-directional telecommunications…
Over the last few months, some cloud software vendors have faced an unexpected and counter-intuitive risk: the rising efficiency of cloud computing platforms such as Amazon’s AWS stemming from improved chip performances. Cloud-based data storage company Snowflake notably came under the spotlight. It uses AWS cloud to store and process its customers’ data which are…
According to various media reports, semiconductor giant Broadcom is in talks to acquire cloud software infrastructure company VMware. Having started with server virtualization, a software solution that morphs a single and physical server into several virtual ones, VMware gradually added storage and networking virtualization in order to offer a complete infrastructure software stack that allows…
Marvell’s impressive earnings last night (61% growth, 8% above consensus ; 34.5% operating margin vs. 32% expected) are likely to cast a positive light on most connectivity and data center semiconductor players today as Marvell has one of the most comprehensive semiconductor portfolios, covering notably telecoms, data centers, enterprise networking and auto. Marvell is one our…
Recently, we commented that the Internet-of-Things (IoT) was finally gaining traction in the industrial world and was on track to become 5G’s killer app as it provides industrial companies with the opportunity to attach a wide range of digital services and features (monitoring, analytics…) to their installed base of cars, factory machines or robots. The…
If 5G roll-outs are now well on track, there is also a lot of activity in space-based connectivity that is expected to complement 5G in hard-to-reach locations, make the Internet of Things a reality (e.g. providing connectivity to a ship in the middle of the ocean) and provide faster Internet to rural areas. SpaceX’s Starlink,…
After having reached the top-level in the graphic chips (GPU) segment, Nvidia is now attacking the server microprocessor (CPU) market, currently dominated by the Intel–AMD duopoly. The CPU and GPU markets are linked but independent. Every computer integrates, by default, a graphic processing unit inside its CPU. But discrete GPU chips, like the ones provided by…