Research Notes

Research Note: Western Digital FQ4 2024 Earnings

Steve McDowell July 31, 2024

Western Digital Corporation (WDC) reported strong financial results for its fiscal fourth quarter and full fiscal year 2024, highlighting robust performance across its product segments and strategic advancements in the storage market, mainly driven by AI data demands.

Research Note: AMD Q2 2024 Data Center Earnings

Steve McDowell July 30, 2024

AMD reported strong Q2 financial results, with total revenue reaching $5.8 billion, a 9% year-over-year increase. The Data Center segment, a key driver of this performance, achieved a record revenue of $2.8 billion, reflecting a 115% year-over-year growth.

Research Note: onsemi EliteSIC M3e MOSFET

Steve McDowell July 29, 2024

onsemi’s new EliteSiC M3e MOSFETs address the growing demands for more efficient, reliable, and cost-effective power solutions across various industries. The increasing global focus on mitigating climate change and transitioning to renewable energy sources necessitates significant advancements in power semiconductor technology. onsemi’s latest generation EliteSiC M3e MOSFETs are a major step forward.

Research Note: IBM Q2 2024 Earnings

Steve McDowell July 25, 2024

IBM reported a robust second quarter, surpassing expectations across key financial metrics. The company continues to capitalize on its hybrid cloud and AI strategy, driving solid performance in software and infrastructure. However, consulting services experienced slower growth due to macroeconomic challenges.

Research Note: Meta Llama 3.1

Steve McDowell July 24, 2024

Meta recently released its new Llama 3.1 large language model, setting a new benchmark for open-source models. This latest iteration of the Llama series enhances AI capabilities while underscoring Meta’s continuing commitment to democratizing advanced technology. Along with the updated model, Meta also released a new suite of ethical AI tools.

Research Note: NVIDIA AI Factory & NIM Inference Microservices

Steve McDowell July 23, 2024

NVIDIA announced its new NVIDIA AI Foundry, a service designed to supercharge generative AI capabilities for enterprises using Meta’s just-released Llama 3.1 models, along with its new NIM Inference microservices.

The new offerings significantly advance the ability to customize and deploy AI models for domain-specific applications.