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Research Notes

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Research Note: Intel’s New Automotive Push

Steve McDowell January 10, 2024

Intel outlined a bold new strategy to expand its AI capabilities into the automotive sector. This includes an agreement to acquire Silicon Mobility, a company specializing in system-on-chips (SoCs) for EV energy management, marking a significant step in Intel’s pursuit of automotive market growth.

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Research Note: HPE Intends to Acquire Juniper Networks

Steve McDowell January 10, 2024

Hewlett Packard Enterprise (HPE) has announced its definitive agreement to acquire Juniper Networks, Inc., a leader in AI-native networks, for approximately $14 billion in an all-cash transaction, a premium of about 32% over Juniper’s closing stock price on the day the deal was announced.

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Research Note: AMD ROCm 6 Software Stack

Steve McDowell December 11, 2023

At its AI-focused event on December 6, Advanced Micro Devices (AMD) introduced the latest release of its ROCm software stack, marking a significant update in the field of high-performance computing (HPC) and artificial intelligence (AI). The new release introduces enhancements that align closely with the company’s latest hardware, notably the MI300 series GPUs.

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Research Note: Microsoft’s New Processor & Accelerator

Steve McDowell December 8, 2023

At its recent Microsoft Ignite event, the company announced the launch of the Azure Cobalt 100 CPU and the Maia 100 AI accelerator, marking a significant pivot in Microsoft’s approach to its cloud infrastructure and representing the company’s commitment to driving innovation in high-performance computing and AI.

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