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D2D: Is AI Ready for Lift Off, or Just Another Airline
Also, big changes in Telco Cloud, a new analog company, a closer look at the future of Venture, and more
Jun 24
1
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D2D: Is AI Ready for Lift Off, or Just Another Airline
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D2D China - Domesticization Picks Up Steam
The view from China's WFE sector shows clear momentum as companies adapt to overcome US sanctions
Jun 18
1
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D2D China - Domesticization Picks Up Steam
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D2D: Data Center Math, the Hard Way
In which we try to come to terms with the complexities of going to market with data center hardware and the madness-inducing task of trying to quantify…
Jun 10
4
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D2D: Data Center Math, the Hard Way
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May 2024
D2D: Adrift at Sea, with No Land in Sight
In which we bemoan the current sorry state of venture fund raising, examine Apple's data center chip ambitions and the dreams of AI.
May 19
2
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D2D: Adrift at Sea, with No Land in Sight
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D2D China: The Great Leapfrog forward
Can PRC companies overcome by skipping a few steps?
May 13
1
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D2D China: The Great Leapfrog forward
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[UPDATE] D2D: The Practicalities of Data Center Strategies
In this issue, we look at the industry that builds servers as well as attempt to gauge what the hyperscalers are looking to achieve with their internal…
May 7
3
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[UPDATE] D2D: The Practicalities of Data Center Strategies
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April 2024
D2D China: Jurisdictional Arbitrage
M&A with Chinese characteristics, and a lot of cognitive dissonance
Apr 22
2
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D2D China: Jurisdictional Arbitrage
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D2D: Intel's New Reality
Ten things we hate about Nvidia and Qualcomm's growing developer outreach
Apr 14
15
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D2D: Intel's New Reality
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D2D: AI Factories Are Weird
Nvidia's true core competency, GTC and more
Apr 1
3
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D2D: AI Factories Are Weird
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March 2024
China Macro Through the Lens of Semis
WFE Advances, Fabless Struggles
Mar 24
4
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China Macro Through the Lens of Semis
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D2D: Nvidia's Software Moat
New, interesting companies, Arm in cars and more
Mar 18
2
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D2D: Nvidia's Software Moat
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Catatonia in Catalonia: MWC 2024
Carrier capex in the doldrums, Qualcomm in a funk, and much more from a great sow
Mar 3
8
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Catatonia in Catalonia: MWC 2024
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