Driven by the growing awareness prompted by the impact of the Covid-19 pandemic, global sales of nutraceuticals have seen a substantial upsurge over the last few years. Nutraceuticals are defined as foods that combine the benefits of both nutrients and pharmaceuticals. They are generally categorized into two primary categories: Dietary supplements: vitamins, minerals, enzymes… Functional…
During its recent earnings conference, security and edge computing infrastructure provider Cloudflare highlighted the AI inference opportunity, stating that it has a pipeline of customers (large and small) “interested in putting hundreds of billions of inference tasks on its infrastructure each month” and that it will have rolled out inference optimized GPUs in 100+ of…
Chip equipment makers have been hit in recent days and weeks by the intensification of export controls to China and by order delays as manufacturers are experiencing troubles in building their new fabs. Most notably, Taiwan Semiconductor (TSMC)’s $40 billion Arizona plant is running behind schedule. Accordingly, Dutch equipment giant ASML delivered this morning a…
With the emergence of a new generation of weight loss drugs poised to reshape the healthcare industry, the landscape of consumer diets may also be on the cusp of a massive transformation, sending ripples through the food and beverage sectors. New weight loss drugs known under the acronym of GLP-1, embodied by Novo Nordisk’s Ozempic…
Niantic, the developer of massive mobile hit Pokemon Go, released in recent weeks in collaboration with Japanese game maker Capcom its newest location-based and augmented reality (AR) title, Monster Hunter Now. The game lets users explore the world and achieve missions while fighting gigantic monsters, the AR technology allowing to blend the digital monsters with…
There’s been a lot of attention in recent months about the computing power requirements of Artificial Intelligence and the rise of various pieces of hardware (GPUs, ASICs, TPUs…) used to train massive data models. Surprisingly, there’s been much less hype around software and, specifically, around data science and analytics software that appears as important as…
Eighteen months after initial reports of M&A talks, networking giant Cisco announced the takeover of data analytics and cybersecurity software company Splunk in a massive $28 billion deal (both Cisco and Splunk are portfolio companies). The 32% premium is in line with recent sector transactions and the valuation multiple (6x revenue) is in the low-end…
Electronic Design Automation (EDA) is the bedrock of modern digital transformation, encompassing software-based tools used by all semiconductor companies to design cutting-edge chips and complex integrated circuits that power our technological landscape. EDA has, accordingly, accompanied the growth of the semiconductor industry over the years. Looking forward, the growth pace of the main EDA players,…
As we commented a couple of months ago, generative AI has been emerging as a weapon for hackers, making phishing attempts (emails or texts inviting a user to open a malicious link to steal his/her credentials) bespoke and then much harder to detect, and helping to reduce malware software development cycles and/or rewrite code to…
If the narrative about water scarcity mainly focuses about the impact of shortages on our daily lives and key industries (agriculture, beverages…), a new kind of consumers is also affected and will have to treat and reuse increasing amounts of water: semiconductor companies and, more globally, the data center industry. Silicon wafers undergo multiple steps…