There is a global trend where each nation desires to establish its own semiconductor manufacturing facilities. As a consequence, there is a significant increase in spending on constructing semiconductor plants worldwide. The United States is expected to lead this surge by nearly doubling...
Following the impressive surge in NVDA’s stock price in recent months, the question on investors’ minds is: which company holds the potential to become the next NVDA? The answer is companies that can offer solutions to the “Memory Wall” challenge in Generative AI...
Much of Microsoft’s total addressable market (TAM) growth depends on ChatGPT’s integration into its product suite and the use of exclusivity to operate ChatGPT on its cloud infrastructure as a differentiator, enabling Microsoft to gain cloud infrastructure market share from Amazon and Google....
ILLumina (Nasdaq: ILMN) is a manufacturer of genome sequencing machines/consumables and is almost a monopoly in the US with few credible competitors in the space. BGI, a Chinese company is one of the few credible competitors which is able to provide genome sequencing...
ChatGPT, an OpenAI (backed by MSFT) chatbot, was released in November 2022, and quickly gained popularity for its human-like answering capabilities across many domains of knowledge. Consequently, OpenAI was reportedly valued at $29 billion post the release of ChatGPT. ChatGPT is built on...
Revenues: Amazon Cloud (AWS), Amazon Ads, and Amazon Third-party seller services (3P) are the three pillars of growth for Amazon revenues over the next couple of years; online retail is getting into an easy comp. period in CY23 (YoY) but it’s offset by...
Revenues: We expect revenues to grow at a CAGR of 31% between CY22-24. The price reductions in the last few months will start impacting revenues in Q1CY23 and if left unchanged will partially offset delivery volume growth (37% CAGR between CY22-24) led revenue...
Background: ChatGPT, an OpenAI (backed by MSFT) chatbot, was released in November 2022, and quickly gained popularity for its human-like answering capabilities across many domains of knowledge. Consequently, OpenAI was reportedly valued at $29 billion post the release of ChatGPT. Internet is now replete...
In Part-I of this series of articles, we discussed what’s the functionality of gaming engines and why it’s required for almost all games. In this article, we will start by discussing why gaming engines are a winner takes all type of business segment...
Fed press conference earlier today was more of the same. They are not sure about how the economy will react to the CY22 interest rate hikes. The key question everyone is wrestling with is when will they stop increasing interest rates and when...